Baker Avenue Asset Management, LP - Portfolio overview

Baker Avenue Asset Management, LP has 809 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.28%
2. NVDA - NVIDIA CORPORATION, 4.88%
3. SSD - SIMPSON MFG INC, 3.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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