DOSSIER · 13F-HR · Q1 2026
Baker Avenue Asset Management, LP
Baker Avenue Asset's family office based in Chicago, IL — $4.4B in tracked AUM across 758 positions as of Q1 2026.
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Baker Avenue Asset·Chicago, IL·Family Office
CIK 0001432529 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Baker Avenue Asset Management LP 13F Filing
Portfolio Overview
Baker Avenue Asset Management LP reported a significant expansion in assets under management (AUM) for the quarter ending September 30, 2025. The total portfolio value grew by 18.9%, rising from $3.52 billion to $4.18 billion. This growth is attributable to a combination of strong market performance in underlying assets and active capital deployment. The portfolio is highly diversified, consisting of 6...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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