Baker Avenue Asset Management, LP - Q12026 Holdings

Baker Avenue Asset Management, LP holds 747 stocks with a total portfolio value of $ 4.43B as of Q12026. In Q12026, Baker Avenue Asset Management, LP added 161 new positions, increased stakes in 360 stocks, reduced 190 holdings, and fully exited 38 positions. The largest holding is Nvidia Corporation (NVDA), representing 5.39% of the total portfolio.