Baypointe Partners LLC

Hedge Fund • Long/Short

Baypointe Partners LLC is a Long/Short Hedge Fund based in Stamford, CT led by Sean James Gambino, managing $218.8M across 24 long positions as of Q3 2025 with 52% Consumer Cyclical concentration and 64% concentrated in top 10 holdings.

FounderSean James Gambino

Portfolio Value: $218.8M
Positions: 24
Top Holding: MA at 7.58%
Last Reported: Q3 2025

Address100 First Stamford Place, Suite 302, Stamford, CT, 06902, United States

Top Holdings

Largest long holdings in Baypointe Partners LLC's portfolio (63.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Mastercard MA	Financial - Credit Services Financial Services	$16.6M	7.58%	+$8.1M Bought	0.00% 29.2K shares	Q2 2025 Held for 5 months
2 Hershey HSY	Food Confectioners Consumer Defensive	$16.4M	7.48%	+$16.4M New	0.04% 87.5K shares	Q3 2025 Held for 2 months
3 BJ's Wholesale Club Holdings, Inc. BJ	Discount Stores Consumer Defensive	$16.3M	7.46%	+$12.6M Bought	0.13% 175.0K shares	Q2 2025 Held for 5 months
4 Visa V	Financial - Credit Services Financial Services	$15.9M	7.28%	+$9.1M Bought	0.00% 46.7K shares	Q2 2025 Held for 5 months
5 Restoration Hardware RH	Specialty Retail Consumer Cyclical	$15.2M	6.96%	+$12.2M Bought	0.40% 75.0K shares	Q1 2025 Held for 8 months
6 PepsiCo PEP	Beverages - Non-Alcoholic Consumer Defensive	$14.0M	6.42%	+$12.3M Bought	0.01% 100.0K shares	Q1 2025 Held for 8 months
7 Bath & Body Works BBWI	Specialty Retail Consumer Cyclical	$12.9M	5.89%	+$11.6M Bought	0.24% 500.0K shares	Q1 2025 Held for 8 months
8 Home Depot HD	Home Improvement Consumer Cyclical	$11.8M	5.40%	+$3.7M Bought	0.00% 29.2K shares	Q1 2025 Held for 8 months
9 Nike NKE	Apparel - Footwear & Accessories Consumer Cyclical	$10.5M	4.78%	+$9.4M Bought	0.01% 150.0K shares	Q1 2025 Held for 8 months
10 D.R. Horton DHI	Residential Construction Consumer Cyclical	$9.9M	4.52%	+$7.3M Bought	0.02% 58.3K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Baypointe Partners LLC's latest filing

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Market Value

$218.8M

Prior: $85.3M

Q/Q Change

+156.51%

+$133.5M

Net Flows % of MV

+60.73%

Turnover Ratio

39.17%

New Purchases

3 stocks

$21.6M

Added To

21 stocks

+$130.6M

Sold Out Of

7 stocks

$19.3M

Reduced Holdings

0 stocks

Increased Positions

Position	Shares Δ	Change
1 Hershey HSY	New	0 → 87.5K +$16.4M
2 Lennar LEN	New	0 → 30.0K +$3.8M
3 Ferrari RACE	New	0 → 2.9K +$1.4M
4 Bath & Body Works BBWI	+900.0%	50.0K → 500.0K +$11.6M
5 Nike NKE	+900.0%	15.0K → 150.0K +$9.4M

Decreased Positions

Position	Shares Δ	Change
1 lululemon athletica LULU	Sold	30.0K → 0 −$7.1M
2 Ulta Beauty, Inc. ULTA	Sold	10.0K → 0 −$4.7M
3 Chewy CHWY	Sold	100.0K → 0 −$4.3M
4 Kenvue KVUE	Sold	50.0K → 0 −$1.0M
5 YETI Holdings, Inc. YETI	Sold	25.0K → 0 −$788.0K