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Portfolio (Quarterly) Guide ↗

Baypointe Partners LLC

· CIK 0002044734
13F Portfolio $48M AUM 14 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 1 Added 10 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RACE FERRARI N V Consumer Cyclical 8,775.0 $3.2M 6.81% +6K +200.8% $369.56 -10.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 67.8%
Consumer Defensive 32.2%