Baypointe Partners LLC 13F Holdings

CIK 0002044734 · STAMFORD, CT

As of Sep 30, 2025, Baypointe Partners LLC reported 24 positions worth $218.8M in its SEC Form 13F filing.

Top 24 holdings

SecurityTickerSectorSharesValue% of portfolio
MASTERCARD INCMAFinancial Services29,167 6.6M7.58%
HERSHEY COHSYConsumer Defensive87,500 6.4M7.48%
BJ'S WHOLESALE CLUB HOLDINGS INCBJConsumer Defensive175,001 6.3M7.46%
VISA INC-CLASS A SHARESVFinancial Services46,667 5.9M7.28%
RHRHConsumer Cyclical75,000 5.2M6.96%
PEPSICO INCPEPConsumer Defensive100,000 4.0M6.42%
BATH & BODY WORKS INCBBWIConsumer Cyclical500,000 2.9M5.89%
HOME DEPOT INCHDConsumer Cyclical29,167 1.8M5.40%
NIKE INCNKEConsumer Cyclical150,000 0.5M4.78%
HORTON D R INCDHIConsumer Cyclical58,334$9.9M4.52%
TARGET CORPDYHConsumer Defensive100,000$9.0M4.10%
MCDONALDS CORPMCDConsumer Cyclical29,167$8.9M4.05%
TOLL BROTHERS INCTOLConsumer Cyclical58,334$8.1M3.68%
COLGATE PALMOLIVE COCLConsumer Defensive100,000$8.0M3.65%
DOMINOS PIZZA INCDPZConsumer Cyclical17,500$7.6M3.45%
TRACTOR SUPPLY COTSCOConsumer Cyclical116,667$6.6M3.03%
COPART INCCPRTIndustrials116,667$5.2M2.40%
ESTEE LAUDER COMPANIES INCELConsumer Defensive58,334$5.1M2.35%
STARBUCKS CORPSBUXConsumer Cyclical58,334$4.9M2.26%
GLOBAL PAYMENTS INCGPNIndustrials58,334$4.8M2.21%
LENNAR CORPLENConsumer Cyclical30,000$3.8M1.73%
MERITAGE HOMES CORPMTHConsumer Cyclical46,667$3.4M1.54%
ON HOLDING AGONONConsumer Cyclical58,334$2.5M1.13%
FERRARI NVRACEConsumer Cyclical2,917 .4M0.65%