13F HOLDINGS REPORT
Baypointe Partners LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001214659-25-007453
Total Value
$120.2M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LULULEMON ATHLETICA INC | LULU | 24,603 | $7.0M | 5.80% |
| 2 | RH | RH | 29,196 | $6.8M | 5.70% |
| 3 | TARGET CORP | TGT | 61,538 | $6.4M | 5.34% |
| 4 | NIKE INC CL B | NKE | 92,219 | $5.9M | 4.87% |
| 5 | COLGATE PALMOLIVE CO | CL | 61,539 | $5.8M | 4.80% |
| 6 | MCDONALDS CORP | MCD | 18,435 | $5.8M | 4.79% |
| 7 | HOME DEPOT INC | HD | 15,350 | $5.6M | 4.68% |
| 8 | PEPSICO INC | PEP | 30,770 | $4.6M | 3.84% |
| 9 | ULTA BEAUTY INC | ULTA | 12,302 | $4.5M | 3.75% |
| 10 | CELSIUS HLDGS INC COM NEW | CELH | 122,919 | $4.4M | 3.64% |
| 11 | LULULEMON ATHLETICA INC | LULU | 15,397 | $4.4M | 3.63% |
| 12 | RH | RH | 18,304 | $4.3M | 3.57% |
| 13 | TARGET CORP | TGT | 38,462 | $4.0M | 3.34% |
| 14 | NIKE INC CL B | NKE | 57,781 | $3.7M | 3.05% |
| 15 | MCDONALDS CORP | MCD | 11,565 | $3.6M | 3.01% |
| 16 | COLGATE PALMOLIVE CO | CL | 38,461 | $3.6M | 3.00% |
| 17 | HOME DEPOT INC | HD | 9,650 | $3.5M | 2.94% |
| 18 | TRACTOR SUPPLY CO | TSCO | 61,441 | $3.4M | 2.82% |
| 19 | CHIPOTLE MEXICAN GRILL INC | CMG | 61,487 | $3.1M | 2.57% |
| 20 | PEPSICO INC | PEP | 19,230 | $2.9M | 2.40% |
| 21 | DOMINOS PIZZA INC | DPZ | 6,146 | $2.8M | 2.35% |
| 22 | ULTA BEAUTY INC | ULTA | 7,698 | $2.8M | 2.35% |
| 23 | CELSIUS HLDGS INC COM NEW | CELH | 77,081 | $2.7M | 2.28% |
| 24 | TRACTOR SUPPLY CO | TSCO | 38,559 | $2.1M | 1.77% |
| 25 | LAUDER ESTEE COS INC CL A | 518439104 | 30,692 | $2.0M | 1.69% |
| 26 | CHEWY INC CL A | CHWY | 61,515 | $2.0M | 1.66% |
| 27 | CHIPOTLE MEXICAN GRILL INC | CMG | 38,513 | $1.9M | 1.61% |
| 28 | BATH & BODY WORKS INC | BBWI | 61,269 | $1.9M | 1.55% |
| 29 | DOMINOS PIZZA INC | DPZ | 3,854 | $1.8M | 1.47% |
| 30 | LAUDER ESTEE COS INC CL A | 518439104 | 19,308 | $1.3M | 1.06% |
| 31 | CHEWY INC CL A | CHWY | 38,485 | $1.3M | 1.04% |
| 32 | BATH & BODY WORKS INC | BBWI | 38,461 | $1.2M | 0.97% |
| 33 | ETSY INC | ETSY | 15,385 | $725,864 | 0.60% |
| 34 | ON HLDG AG NAMEN AKT A | H5919C104 | 15,385 | $675,709 | 0.56% |
| 35 | WARBY PARKER INC CL A COM | WRBY | 30,769 | $560,919 | 0.47% |
| 36 | ETSY INC | ETSY | 9,615 | $453,636 | 0.38% |
| 37 | ON HLDG AG NAMEN AKT A | H5919C104 | 9,615 | $422,291 | 0.35% |
| 38 | WARBY PARKER INC CL A COM | WRBY | 19,231 | $350,581 | 0.29% |