Long-term investor
Baker Avenue Asset Management, LP @bakeravenueassetmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001432529).
Record
- Tracked since 2025-06-30 (441 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months n/a · 1 year +17.9% · all +17.9%
- Max drawdown n/a · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.2% · long · since 2025-06-30
- NVDA · 4.9% · long · since 2025-06-30
- SSD · 3.6% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- VB · 2.3% · long · since 2025-06-30
- IVV · 2.0% · long · since 2025-06-30
- BND · 1.9% · long · since 2025-06-30
- IWF · 1.8% · long · since 2025-06-30
- AGG · 1.8% · long · since 2025-06-30
- VTI · 1.8% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- SPAB · 1.7% · long · since 2025-06-30