Baker Avenue Asset Management, LP
Top Portfolio Positions
578 positions ·
$2,654,888,845 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,367,669 | $238,521,473 | 8.98% |
| AAPL |
Apple Inc.
Technology
|
930,452 | $236,139,413 | 8.89% |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
914,702 | $156,981,157 | 5.91% |
| MSFT |
Microsoft Corp
Technology
|
347,425 | $128,606,312 | 4.84% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
337,306 | $70,250,720 | 2.65% |
| GOOGL |
Alphabet Inc.
Communication Services
|
243,375 | $69,984,915 | 2.64% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
212,121 | $62,397,513 | 2.35% |
| QQQ |
Invesco Qqq Trust, Series 1
|
100,738 | $58,143,958 | 2.19% |
| APP |
AppLovin Corp
Communication Services
|
135,301 | $53,849,798 | 2.03% |
| PH |
Parker-Hannifin Corp
Industrials
|
48,038 | $43,005,539 | 1.62% |
Holdings in EOSE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,975,326 | 1,003,090 | Shares | Sole | 2026-05-12 | |
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