Baypointe Partners
Baypointe Partners reported 12 stocks worth $12.4M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VIK (19.0%), HD (16.1%) and MCD (14.0%). Compared with Q2 2026, the fund opened new positions in VIK, GOOGL and AMZN, added to MCD, trimmed HD, JPM and AN and sold out of ULTA, DPZ and RH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIK Viking Holdings Ltd | $2.3M | 19.0% | 30K | New position | 2 of 7 | |
| 2 |  HD Home Depot Inc | $2M | 16.1% | 7,000 | −13K (−65%) | 7 of 7 | |
| 3 |  MCD Mcdonalds Corp | $1.7M | 14.0% | 7,500 | +358 (+5%) | 7 of 7 | |
| 4 |  JPM Jpmorgan Chase & Co. | $1.7M | 13.4% | 5,000 | −15K (−75%) | 3 of 7 | |
| 5 |  GOOGL Alphabet Inc | $1M | 8.3% | 3,000 | New position | 1 of 7 | |
| 6 |  AN Autonation Inc | $787K | 6.4% | 5,000 | −2,142 (−30%) | 4 of 7 | |
| 7 |  AMZN Amazon Com Inc | $747K | 6.0% | 3,000 | New position | 1 of 7 | |
| 8 |  WING Wingstop Inc | $527K | 4.3% | 5,000 | New position | 1 of 7 | |
| 9 |  WMT Walmart Inc | $520K | 4.2% | 5,000 | −13K (−72%) | 2 of 7 | |
| 10 |  UBER Uber Technologies Inc | $343K | 2.8% | 5,000 | −31K (−86%) | 3 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ULTA Ulta Beauty Inc | $6.8M | 15K |
 DPZ Dominos Pizza Inc | $4.2M | 14K |
 RH RH | $2.4M | 14K |
 CELH Celsius Hldgs Inc | $1.5M | 50K |
 CHWY Chewy Inc | $1.4M | 71K |
🔒 Free account: see all 9.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Baypointe Partners 13F FAQ
What does Baypointe Partners own?
Baypointe Partners reported 12 stocks worth $12.4M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VIK (19.0%), HD (16.1%) and MCD (14.0%). The table above lists every position in the filing (the top 10 without an account).
What did Baypointe Partners buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 1 added to, 5 trimmed and 9 sold out. New positions include VIK, GOOGL and AMZN. It sold all of ULTA, DPZ and RH.
When will Baypointe Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Baypointe Partners's portfolio worth?
The Q3 2026 filing reports $12.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.