Baker Avenue Asset Management, LP Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$2.9B

Holdings

369

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (369 positions)

StockValue
XLFSELECT SECTOR SPDR TR
$5.1M
CVXCHEVRON CORP NEW
$4.9M
SRLNSSGA ACTIVE ETF TR
$4.9M
JNKSPDR SER TR
$4.8M
COPCONOCOPHILLIPS
$4.7M
JAAAJANUS DETROIT STR TR
$4.7M
HLTHILTON WORLDWIDE HLDGS INC
$4.6M
APPFAPPFOLIO INC
$4.5M
IWBISHARES TR
$4.4M
PGHYINVESCO EXCH TRADED FD TR II
$4.3M
ABNBAIRBNB INC
$4.3M
CPNGCOUPANG INC
$4.2M
SHELSHELL PLC
$4.2M
ZTSZOETIS INC
$4.2M
WMWASTE MGMT INC DEL
$4.1M
VRTVERTIV HOLDINGS CO
$4.1M
HCAHCA HEALTHCARE INC
$4.1M
TRMBTRIMBLE INC
$4.0M
XLCSELECT SECTOR SPDR TR
$4.0M
PNCPNC FINL SVCS GROUP INC
$4.0M
DEDEERE & CO
$3.9M
AG8AGILENT TECHNOLOGIES INC
$3.8M
ADPAUTOMATIC DATA PROCESSING IN
$3.7M
RIVNRIVIAN AUTOMOTIVE INC
$3.7M
BSVVANGUARD BD INDEX FDS
$3.7M
BPBP PLC
$3.6M
BURLBURLINGTON STORES INC
$3.6M
HUBSHUBSPOT INC
$3.5M
PTCPTC INC
$3.3M
IJRISHARES TR
$3.2M
MPCMARATHON PETE CORP
$3.2M
ISTBISHARES TR
$3.2M
HOLXHOLOGIC INC
$3.2M
VTEBVANGUARD MUN BD FDS
$3.2M
HTGCHERCULES CAPITAL INC
$3.2M
APPAPPLOVIN CORP
$3.1M
WSCWILLSCOT MOBIL MINI HLDNG CO
$3.0M
VEAVANGUARD TAX-MANAGED FDS
$3.0M
NEENEXTERA ENERGY INC
$3.0M
TRVTRAVELERS COMPANIES INC
$2.8M
MAINMAIN STR CAP CORP
$2.8M
EMBISHARES TR
$2.8M
XLISELECT SECTOR SPDR TR
$2.7M
HALHALLIBURTON CO
$2.6M
ARCCARES CAPITAL CORP
$2.6M
SJNKSPDR SER TR
$2.6M
PINSPINTEREST INC
$2.5M
AIGAMERICAN INTL GROUP INC
$2.5M
QQEWFIRST TR NAS100 EQ WEIGHTED
$2.5M
PGXINVESCO EXCH TRADED FD TR II
$2.5M
GIISPDR INDEX SHS FDS
$2.4M
BCCCGLOBAL X FDS
$2.4M
DECKDECKERS OUTDOOR CORP
$2.3M
DFACDIMENSIONAL ETF TRUST
$2.3M
LQDISHARES TR
$2.3M
RWXSPDR INDEX SHS FDS
$2.3M
VMBSVANGUARD SCOTTSDALE FDS
$2.3M
XLRESELECT SECTOR SPDR TR
$2.3M
VMCVULCAN MATLS CO
$2.2M
KCESPDR SER TR
$2.2M
ALSALLSTATE CORP
$2.2M
PGRPROGRESSIVE CORP
$2.2M
BABINVESCO EXCH TRADED FD TR II
$2.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.2M
SNOWSNOWFLAKE INC
$2.1M
MUBISHARES TR
$2.1M
GRIDFIRST TR EXCHANGE TRADED FD
$2.1M
ARLOARLO TECHNOLOGIES INC
$2.1M
CDNSCADENCE DESIGN SYSTEM INC
$2.1M
XPOXPO INC
$2.0M
ANETEURARISTA NETWORKS INC
$2.0M
SUSAISHARES TR
$2.0M
UHSUNIVERSAL HLTH SVCS INC
$2.0M
DSIISHARES TR
$2.0M
XLVSELECT SECTOR SPDR TR
$2.0M
ANFABERCROMBIE & FITCH CO
$2.0M
IJHISHARES TR
$2.0M
OEFISHARES TR
$1.9M
ERIEERIE INDTY CO
$1.9M
DOCNDIGITALOCEAN HLDGS INC
$1.9M
MARMARRIOTT INTL INC NEW
$1.8M
ITUBITAU UNIBANCO HLDG S A
$1.7M
PANWPALO ALTO NETWORKS INC
$1.7M
FTECFIDELITY COVINGTON TRUST
$1.6M
VCELVERICEL CORP
$1.6M
DPZDOMINOS PIZZA INC
$1.6M
DFNMDIMENSIONAL ETF TRUST
$1.6M
WFCWELLS FARGO CO NEW
$1.6M
MUSTCOLUMBIA ETF TR I
$1.6M
GLOBGLOBANT S A
$1.6M
NSCNORFOLK SOUTHN CORP
$1.6M
JNJJOHNSON & JOHNSON
$1.6M
NVTNVENT ELECTRIC PLC
$1.6M
ARIAPOLLO COML REAL EST FIN INC
$1.5M
LOWLOWES COS INC
$1.5M
EUSBISHARES TR
$1.5M
KIESPDR SER TR
$1.5M
VOOVANGUARD INDEX FDS
$1.5M
VCRVANGUARD WORLD FD
$1.4M
ACNACCENTURE PLC IRELAND
$1.4M
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