Baypointe Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Baypointe Partners LLC reported 24 stock positions worth $218.8 million. Its top holding was Mastercard Class A (MA) at 7.6% of the portfolio, followed by Hershey (HSY, 7.5%) and Bj's Wholesale Club (BJ, 7.5%). Compared with Q2 2025, it opened 3 new positions, sold out of 7 and added to 21. The biggest buy was a new position in Hershey (HSY) and the biggest sale an exit from Lululemon Athletica (LULU).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0002044734
- Portfolio Value
- $218.8M (Q3 2025)
- SEC Filing
- 0001214659-25-016405 ↗ filed Nov 13, 2025
Holdings Value
Holdings 24 stocks · $218.8M
| MA Mastercard Inc. Class A | 7.58% | 29,167 | $16.6M | Add +94.5% |
| HSY The Hershey Co. | 7.48% | 87,500 | $16.4M | New |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 7.46% | 175,001 | $16.3M | Add +337.5% |
| V Visa Inc. Class A | 7.28% | 46,667 | $15.9M | Add +133.3% |
| RH RH | 6.96% | 75,000 | $15.2M | Add +400.0% |
| PEP Pepsico Inc. | 6.42% | 100,000 | $14.0M | Add +700.0% |
| BBWI Bath & Body Works Inc. | 5.89% | 500,000 | $12.9M | Add +900.0% |
| HD Home Depot Inc. | 5.40% | 29,167 | $11.8M | Add +45.8% |
| NKE Nike Inc. Class B | 4.78% | 150,000 | $10.5M | Add +900.0% |
| DHI D.R. Horton Inc. | 4.52% | 58,334 | $9.9M | Add +288.9% |
| TGT Target Corp. | 4.10% | 100,000 | $9.0M | Add +700.0% |
| MCD McDonald's Corp. | 4.05% | 29,167 | $8.9M | Add +45.8% |
| TOL Toll Brothers Inc. | 3.68% | 58,334 | $8.1M | Add +288.9% |
| CL Colgate-Palmolive Co. | 3.65% | 100,000 | $8.0M | Add +700.0% |
| DPZ Domino's Pizza Inc. | 3.45% | 17,500 | $7.6M | Add +75.0% |
| TSCO Tractor Supply Company | 3.03% | 116,667 | $6.6M | Add +133.3% |
| CPRT Copart Inc. | 2.40% | 116,667 | $5.2M | Add +16.7% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.35% | 58,334 | $5.1M | Add +133.3% |
| SBUX Starbucks Corp. | 2.26% | 58,334 | $4.9M | Add +133.3% |
| GPN Global Payments Inc. | 2.21% | 58,334 | $4.8M | Add +133.3% |
| LEN Lennar Corp. Class A | 1.73% | 30,000 | $3.8M | New |
| MTH Meritage Homes Corp. | 1.54% | 46,667 | $3.4M | Add +366.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.13% | 58,334 | $2.5M | Add +233.3% |
| RACE Ferrari NV | 0.65% | 2,917 | $1.4M | New |
Portfolio Sells Q2 2025 → Q3 2025
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −8.35 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −5.48 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −5.00 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −1.23 |
| YETI Yeti Holdings Inc. | Sold out | 0.00% | −0.92 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.82 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.79 |
Portfolio Buys Q2 2025 → Q3 2025
| HSY The Hershey Co. | New | 7.48% | +7.48 |
| PEP Pepsico Inc. | Add +700.0% | 6.42% | +4.48 |
| BBWI Bath & Body Works Inc. | Add +900.0% | 5.89% | +4.13 |
| RH RH | Add +400.0% | 6.96% | +3.64 |
| NKE Nike Inc. Class B | Add +900.0% | 4.78% | +3.53 |
| TGT Target Corp. | Add +700.0% | 4.10% | +2.65 |
| BJ Bj's Wholesale Club Holdings | Add +337.5% | 7.46% | +2.40 |
| CL Colgate-Palmolive Co. | Add +700.0% | 3.65% | +2.32 |
| DHI D.R. Horton Inc. | Add +288.9% | 4.52% | +2.25 |
| LEN Lennar Corp. Class A | New | 1.73% | +1.73 |
| TOL Toll Brothers Inc. | Add +288.9% | 3.68% | +1.68 |
| MTH Meritage Homes Corp. | Add +366.7% | 1.54% | +0.76 |
| RACE Ferrari NV | New | 0.65% | +0.65 |
| ONON On Holding AG Class A | Add +233.3% | 1.13% | +0.06 |
| EL Estee Lauder Companies Class A | Add +133.3% | 2.35% | −0.02 |
| TSCO Tractor Supply Company | Add +133.3% | 3.03% | −0.06 |
| GPN Global Payments Inc. | Add +133.3% | 2.21% | −0.13 |
| SBUX Starbucks Corp. | Add +133.3% | 2.26% | −0.43 |
| V Visa Inc. Class A | Add +133.3% | 7.28% | −1.04 |
| DPZ Domino's Pizza Inc. | Add +75.0% | 3.45% | −1.83 |
| MA Mastercard Inc. Class A | Add +94.5% | 7.58% | −2.30 |
| MCD McDonald's Corp. | Add +45.8% | 4.05% | −2.80 |
| HD Home Depot Inc. | Add +45.8% | 5.40% | −3.19 |
| CPRT Copart Inc. | Add +16.7% | 2.40% | −3.35 |