13F HOLDINGS REPORT
Baypointe Partners LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001214659-25-011826
Total Value
$85.3M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED CL A | MA | 15,000 | $8.4M | 9.88% |
| 2 | HOME DEPOT INC | HD | 20,000 | $7.3M | 8.60% |
| 3 | LULULEMON ATHLETICA INC | LULU | 30,000 | $7.1M | 8.35% |
| 4 | VISA INC COM CL A | V | 20,000 | $7.1M | 8.32% |
| 5 | MCDONALDS CORP | MCD | 20,000 | $5.8M | 6.85% |
| 6 | COPART INC | CPRT | 100,000 | $4.9M | 5.75% |
| 7 | ULTA BEAUTY INC | ULTA | 10,000 | $4.7M | 5.48% |
| 8 | DOMINOS PIZZA INC | DPZ | 10,000 | $4.5M | 5.28% |
| 9 | BJS WHSL CLUB HLDGS INC | 05550J101 | 40,000 | $4.3M | 5.06% |
| 10 | CHEWY INC CL A | CHWY | 100,000 | $4.3M | 5.00% |
| 11 | RH | RH | 15,000 | $2.8M | 3.32% |
| 12 | TRACTOR SUPPLY CO | TSCO | 50,000 | $2.6M | 3.09% |
| 13 | STARBUCKS CORP | SBUX | 25,000 | $2.3M | 2.69% |
| 14 | LAUDER ESTEE COS INC CL A | 518439104 | 25,000 | $2.0M | 2.37% |
| 15 | GLOBAL PMTS INC | 37940X102 | 25,000 | $2.0M | 2.35% |
| 16 | D R HORTON INC | 23331A109 | 15,000 | $1.9M | 2.27% |
| 17 | TOLL BROTHERS INC | TOL | 15,000 | $1.7M | 2.01% |
| 18 | PEPSICO INC | PEP | 12,500 | $1.7M | 1.93% |
| 19 | BATH & BODY WORKS INC | BBWI | 50,000 | $1.5M | 1.76% |
| 20 | TARGET CORP | TGT | 12,500 | $1.2M | 1.45% |
| 21 | COLGATE PALMOLIVE CO | CL | 12,500 | $1.1M | 1.33% |
| 22 | NIKE INC CL B | NKE | 15,000 | $1.1M | 1.25% |
| 23 | KENVUE INC | KVUE | 50,000 | $1.0M | 1.23% |
| 24 | ON HLDG AG | H5919C104 | 17,500 | $910,875 | 1.07% |
| 25 | YETI HLDGS INC | YETI | 25,000 | $788,000 | 0.92% |
| 26 | CHIPOTLE MEXICAN GRILL INC | CMG | 12,500 | $701,875 | 0.82% |
| 27 | STANLEY BLACK & DECKER INC | SWK | 10,000 | $677,500 | 0.79% |
| 28 | MERITAGE HOMES CORP | MTH | 10,000 | $669,700 | 0.79% |