Baypointe Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Baypointe Partners LLC reported 19 stock positions worth $120.2 million. Its top holding was Lululemon Athletica (LULU) at 9.4% of the portfolio, followed by RH (RH, 9.3%) and Target (TGT, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002044734
- Portfolio Value
- $120.2M (Q1 2025)
- SEC Filing
- 0001214659-25-007453 ↗ filed May 13, 2025
Holdings Value
Holdings 19 stocks · $120.2M
| LULU Lululemon Athletica Inc. | 9.42% | 40,000 | $11.3M | — |
| RH RH | 9.27% | 47,500 | $11.1M | — |
| TGT Target Corp. | 8.69% | 100,000 | $10.4M | — |
| NKE Nike Inc. Class B | 7.92% | 150,000 | $9.5M | — |
| MCD McDonald's Corp. | 7.80% | 30,000 | $9.4M | — |
| CL Colgate-Palmolive Co. | 7.80% | 100,000 | $9.4M | — |
| HD Home Depot Inc. | 7.63% | 25,000 | $9.2M | — |
| PEP Pepsico Inc. | 6.24% | 50,000 | $7.5M | — |
| ULTA Ulta Beauty Inc. | 6.10% | 20,000 | $7.3M | — |
| CELH Celsius Holdings Inc. | 5.93% | 200,000 | $7.1M | — |
| TSCO Tractor Supply Company | 4.59% | 100,000 | $5.5M | — |
| CMG Chipotle Mexican Grill Inc. | 4.18% | 100,000 | $5.0M | — |
| DPZ Domino's Pizza Inc. | 3.82% | 10,000 | $4.6M | — |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.75% | 50,000 | $3.3M | — |
| CHWY Chewy Inc. Class A | 2.71% | 100,000 | $3.3M | — |
| BBWI Bath & Body Works Inc. | 2.52% | 99,730 | $3.0M | — |
| ETSY Etsy Inc. | 0.98% | 25,000 | $1.2M | — |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.91% | 25,000 | $1.1M | — |
| WRBY Warby Parker Inc. Class A | 0.76% | 50,000 | $912K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.