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Baker Avenue Asset Management, LP
Simon Baker · Investment Advisor · Multi-Strategy
Baker Avenue Asset Management, LP, founded in 2004 and headquartered in San Francisco, is a wealth management and investment advisory firm. The firm provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutional clients. Baker Avenue is known for its proprietary investment process that integrates fundamental, technical, and macroeconomic analysis to navigate varying market cycles. The company focuses on risk-adjusted returns and capital preservation, aiming to provide clients with a disciplined 'Grow and Protect' approach to wealth creation and legacy planning.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.6% |
| YTD return | +19.2% |
| Sharpe ratio | 2.86 |
| Win rate | 51% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bakerave.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 17.3% | +28.9% |
| NVDA | NVIDIA Corporation | 15.9% | +19.8% |
| MSFT | Microsoft Corporation | 10.5% | +2.6% |
| SSD | Simpson Manufacturing Company Inc | 9.0% | +2.8% |
| GOOGL | Alphabet Inc Class A | 6.5% | +28.6% |
| AMZN | Amazon.com Inc | 4.9% | +11.6% |
| JPM | JPMorgan Chase & Co | 4.4% | +8.1% |
| AMD | Advanced Micro Devices Inc | 3.9% | +132.9% |
| AMAT | Applied Materials Inc | 3.1% | +47.4% |
| LRCX | Lam Research Corp | 2.7% | +59.9% |
| MRVL | Marvell Technology Group Ltd | 2.7% | +57.8% |
| PH | Parker-Hannifin Corporation | 2.5% | +23.7% |
| BG | Bunge Limited | 2.4% | +17.4% |
| APP | Applovin Corp | 2.3% | -40.9% |
| XOM | Exxon Mobil Corp | 2.2% | +6.5% |
| CAT | Caterpillar Inc | 2.2% | +41.8% |
| TSLA | Tesla Inc | 2.0% | -11.9% |
| HOOD | Robinhood Markets Inc | 1.9% | +1.3% |
| GE | GE Aerospace | 1.9% | -2.4% |
| META | Meta Platforms Inc. | 1.7% | +13.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | JPM | 4.4% → 4.4% |
| Sep 14, 2026 | BUY | TSLA | 1.9% → 2.0% |
| Sep 14, 2026 | BUY | AMAT | 3.0% → 3.1% |
| Sep 14, 2026 | BUY | AMD | 3.6% → 3.9% |
| Sep 14, 2026 | BUY | NVDA | 16.6% → 15.9% |
Investment Style Analysis
Baker Avenue Asset Management, LP is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Baker Avenue Asset Management, LP made a significant move by increasing exposure to JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Baker Avenue’s investment philosophy centers on the dual objectives of growing and protecting financial assets across various market transitions. The firm employs a tactical 'TMF' (Technical, Macro, Fundamental) process that seeks to capture market gains during periods of growth while proactively defending capital during severe down markets. By utilizing technical analysis for timing, macro analysis for broad trends, and fundamental analysis for security selection, the firm aims to avoid large drawdowns and achieve consistent performance. Their strategy emphasizes active management and comprehensive risk control, providing the flexibility to move to cash or defensive positions when the market outlook turns negative.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Baker Avenue Asset Management, LP.
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Frequently asked questions
How is the simulated portfolio for Baker Avenue Asset Management, LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Baker Avenue Asset Management, LP's largest holding?
As of the latest filing, Baker Avenue Asset Management, LP's top position is Apple Inc (AAPL), representing 17.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Baker Avenue Asset Management, LP's historical performance and risk profile?
Our simulation indicates a total return of +23.6% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 2.86, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Baker Avenue Asset Management, LP primarily invest in?
Baker Avenue Asset Management, LP has a strong preference for the Semiconductors sector, which makes up 22.6% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Baker Avenue Asset Management, LP's portfolio concentrated or diversified?
Baker Avenue Asset Management, LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Baker Avenue Asset Management, LP performed in 2026?
Our AI-simulated model portfolio for Baker Avenue Asset Management, LP tracks a Year-to-Date (YTD) return of +19.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Simon Baker manage Baker Avenue Asset Management, LP directly?
Yes, Simon Baker serves as the key portfolio manager for Baker Avenue Asset Management, LP, overseeing the investment strategy and final capital allocation decisions.