Baker Avenue Asset Management, LP
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$4.4B
Holdings
751
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
5.4%
02
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
5.1%
03
$SSD
SIMPSON MFG INC
Held since at least Q1 2024
3.6%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.9%
05
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
2.3%
06
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
2.2%
07
$IVV
ISHARES TR
Held since at least Q1 2024
2.1%
08
$AGG
ISHARES TR
Held since at least Q1 2024
2.1%
09
$SPAB
SPDR SERIES TRUST
Held since at least Q1 2024
2.0%
10
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:10 UTC.