13F HOLDINGS REPORT
Baypointe Partners LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001214659-25-016405
Total Value
$218.8M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 29,167 | $16.6M | 7.58% |
| 2 | HERSHEY CO | HSY | 87,500 | $16.4M | 7.48% |
| 3 | BJS WHSL CLUB HLDGS INC | 05550J101 | 175,001 | $16.3M | 7.46% |
| 4 | VISA INC COM | V | 46,667 | $15.9M | 7.28% |
| 5 | RH | RH | 75,000 | $15.2M | 6.96% |
| 6 | PEPSICO INC | PEP | 100,000 | $14.0M | 6.42% |
| 7 | BATH & BODY WORKS INC | BBWI | 500,000 | $12.9M | 5.89% |
| 8 | HOME DEPOT INC | HD | 29,167 | $11.8M | 5.40% |
| 9 | NIKE INC | NKE | 150,000 | $10.5M | 4.78% |
| 10 | D R HORTON INC | 23331A109 | 58,334 | $9.9M | 4.52% |
| 11 | TARGET CORP | TGT | 100,000 | $9.0M | 4.10% |
| 12 | MCDONALDS CORP | MCD | 29,167 | $8.9M | 4.05% |
| 13 | TOLL BROTHERS INC | TOL | 58,334 | $8.1M | 3.68% |
| 14 | COLGATE PALMOLIVE CO | CL | 100,000 | $8.0M | 3.65% |
| 15 | DOMINOS PIZZA INC | DPZ | 17,500 | $7.6M | 3.45% |
| 16 | TRACTOR SUPPLY CO | TSCO | 116,667 | $6.6M | 3.03% |
| 17 | COPART INC | CPRT | 116,667 | $5.2M | 2.40% |
| 18 | LAUDER ESTEE COS INC | 518439104 | 58,334 | $5.1M | 2.35% |
| 19 | STARBUCKS CORP | SBUX | 58,334 | $4.9M | 2.26% |
| 20 | GLOBAL PMTS INC | 37940X102 | 58,334 | $4.8M | 2.21% |
| 21 | LENNAR CORP | LEN-B | 30,000 | $3.8M | 1.73% |
| 22 | MERITAGE HOMES CORP | MTH | 46,667 | $3.4M | 1.54% |
| 23 | ON HLDG AG | H5919C104 | 58,334 | $2.5M | 1.13% |
| 24 | FERRARI N V | RACE | 2,917 | $1.4M | 0.65% |