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Baypointe Partners LLC
Baypointe Partners LLC is an SEC-registered alternative asset management and investment adviser firm headquartered in Stamford, Connecticut. Founded in 2023, the firm operates a long/short, actively managed absolute return fund focused on fundamental investments in the retail and consumer sectors. Baypointe Partners serves primarily institutional investors and currently employs between 1 and 10 professionals.
Investment Strategy
Baypointe Partners LLC manages a long/short absolute return strategy, emphasizing fundamental investment research. The approach is discretionary and focuses on identifying opportunities in retail and consumer sectors, aiming for alpha through both long and short positions. The fund seeks strong risk-adjusted returns by dynamically managing market exposures and systematically analyzing sector fundamentals.
Latest 13F Filing Activity
Baypointe Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $85M. The fund increased holdings in Mastercard Incorporated CL A, Visa Inc. Com CL A, Copart Inc. among other positions. Baypointe Partners LLC reduced exposure to Target Corp., Nike Inc. CL B, RH among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MA | MASTERCARD INCORPORATED CL A | 9.88% | $8.4M | 15,000 | $561.94 | $561.94 | +$8.4M |
H HD | HOME DEPOT INC | 8.60% | $7.3M | 20,000 | $366.49 | $366.64 | -$1.8M |
L LULU | LULULEMON ATHLETICA INC | 8.35% | $7.1M | 30,000 | $283.06 | $237.58 | -$4.2M |
V V | VISA INC COM CL A | 8.32% | $7.1M | 20,000 | $355.05 | $355.05 | +$7.1M |
M MCD | MCDONALDS CORP | 6.85% | $5.8M | 20,000 | $312.37 | $292.17 | -$3.5M |
Industry Allocation
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