Baker Chad R: 13F holdings
CIK 16664702026Q2
| Positions | 51 |
|---|
| Reported value | $619.7m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 51 (-5 vs prior quarter) |
|---|
| Reported value | $619.7m (+16.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES INC | 83,168 | $48.3m | 7.8% |
| AAPL APPLE INC | 163,883 | $47.4m | 7.7% |
| GOOGL ALPHABET INC | 109,180 | $39.0m | 6.3% |
| APH AMPHENOL CORPORATION | 180,838 | $31.9m | 5.1% |
| ADI ANALOG DEVICES INC | 76,865 | $30.5m | 4.9% |
| ROK ROCKWELL AUTOMATION INC | 52,010 | $25.7m | 4.2% |
| AMZN AMAZON COM INC | 99,518 | $23.7m | 3.8% |
| MA MASTERCARD INCORPORATED | 44,175 | $22.7m | 3.7% |
| TSLA TESLA INC | 49,739 | $20.9m | 3.4% |
| MSFT MICROSOFT CORP | 53,575 | $20.0m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1666470")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples