Baymount Management LP
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$216M
Holdings
175
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
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
24.0%
02
$IVOV
VANGUARD ADMIRAL FDS INC
Held since at least Q1 2024
5.5%
03
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
4.8%
04
$AAPL
APPLE INC
Q1 2026: Increased +104.3% (23.6k → 48.2k shares)
2.8%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +200.2% (31.2k → 93.7k shares)
2.6%
06
$JPM
JPMORGAN CHASE & CO.
Q1 2026: Increased +1428.7% (1.0k → 15.7k shares)
2.2%
07
$GOOGL
ALPHABET INC
Q1 2026: Sold 2.5% (58.0k → 56.5k shares)
2.1%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +100.0% (27.1k → 54.1k shares)
1.9%
09
$VSS
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
1.6%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1677.7% (1.4k → 25.7k shares)
1.6%
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 13:00 UTC.