Fund Holdings — Bayesian Capital Management, LP

Total Portfolio Value
$81.95M
Total Bought
$73.05M
Total Sold
$35.15M
Net Transaction
+$37.90M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NIKE INC(NKE)051,100+51,10002,6993.29%+2,699
SANDISK CORP(SNDK)04,231+4,23102,6883.28%+2,688
ROCKET LAB CORP(RKLB)040,600+40,60002,6073.18%+2,607
EXXON MOBIL CORP2,60016,900+14,3003132,8673.50%+2,554
SPDR SERIES TRUST
ST STR SP BIOT
019,900+19,90002,5423.10%+2,542
COREWEAVE INC(CRWV)031,190+31,19002,4162.95%+2,416
NEBIUS GROUP N.V.(NBIS)022,100+22,10002,2932.80%+2,293
META PLATFORMS INC(META)1,4064,700+3,2949282,6893.28%+1,761
PALO ALTO NETWORKS INC(PANW)09,400+9,40001,5071.84%+1,507
BOSTON SCIENTIFIC CORP(BSX)023,600+23,60001,4811.81%+1,481
IONQ INC(IONQ)050,600+50,60001,4591.78%+1,459
CONAGRA BRANDS INC(CAG)088,200+88,20001,3871.69%+1,387
PFIZER INC(PFE)046,700+46,70001,3111.60%+1,311
LAMB WESTON HLDGS INC(LW)030,900+30,90001,3061.59%+1,306
TESLA INC(TSLA)03,400+3,40001,2641.54%+1,264
AMPHENOL CORP09,601+9,60101,2131.48%+1,213
SERVICENOW INC(NOW)010,600+10,60001,1081.35%+1,108
NOVO-NORDISK A S(NVO)028,600+28,60001,0511.28%+1,051
CITIGROUP INC(C)08,809+8,80909991.22%+999
MARA HOLDINGS INC(MARA)0103,300+103,30008431.03%+843
AMERICAN INTL GROUP INC010,897+10,89708201.00%+820
DOLLAR TREE INC(DLTR)07,000+7,00007670.94%+767
IREN LIMITED
ORDINARY SHARES
6,10028,800+22,7002309871.20%+757
SHELL PLC(SHEL)08,043+8,04307480.91%+748
LAS VEGAS SANDS CORP(LVS)013,500+13,50007270.89%+727
AST SPACEMOBILE INC(ASTS)08,587+8,58707120.87%+712
WENDYS CO(WEN)0101,100+101,10007030.86%+703
ALTRIA GROUP INC(MO)010,600+10,60006990.85%+699
GAMESTOP CORP(GME)030,000+30,00006910.84%+691
MICROSOFT CORP(MSFT)4,2357,400+3,1652,0482,7393.34%+691
S&P GLOBAL INC(SPGI)01,478+1,47806290.77%+629
CELSIUS HLDGS INC(CELH)017,700+17,70006280.77%+628
MCCORMICK & CO INC(MKC)012,300+12,30006200.76%+620
ICICI BANK LIMITED(IBN)023,858+23,85806180.75%+618
MILLICOM INTL CELLULAR S A
COM STK
08,200+8,20006150.75%+615
ALPHABET INC(GOOG)02,100+2,10006040.74%+604
SOFI TECHNOLOGIES INC(SOFI)9,00052,860+43,8602368391.02%+604
REGIONS FINANCIAL CORP NEW(RF)022,900+22,90005980.73%+598
UDR INC(UDR)017,000+17,00005740.70%+574
T-MOBILE US INC(TMUS)02,734+2,73405740.70%+574
THERMO FISHER SCIENTIFIC INC(TMO)01,153+1,15305670.69%+567
EDWARDS LIFESCIENCES CORP07,077+7,07705670.69%+567
CHEVRON CORPORATION(CVX)02,700+2,70005590.68%+559
ARM HOLDINGS PLC03,623+3,62305480.67%+548
APELLIS PHARMACEUTICALS INC
COM
013,104+13,10405270.64%+527
CAPITAL ONE FINL CORP(COF)02,850+2,85005200.63%+520
CROWN CASTLE INC(CCI)06,148+6,14805000.61%+500
NORWEGIAN CRUISE LINE HLDGS
SHS
025,900+25,90004840.59%+484
ARGAN INC0843+84304590.56%+459
AGNC INVT CORP(AGNC)17,80064,600+46,8001916480.79%+457
ORACLE CORP(ORCL)03,100+3,10004560.56%+456
WESTERN DIGITAL CORP(WDC)01,681+1,68104550.55%+455
SMUCKER J M CO(SJM)04,700+4,70004530.55%+453
SHOPIFY INC(SHOP)03,739+3,73904440.54%+444
ROBLOX CORP(RBLX)07,780+7,78004400.54%+440
ASTERA LABS INC(ALAB)03,998+3,99804380.53%+438
HIMS & HERS HEALTH INC(HIMS)020,908+20,90804340.53%+434
ADMA BIOLOGICS INC047,700+47,70004300.52%+430
NU HLDGS LTD(NU)029,900+29,90004300.52%+430
CUMMINS INC(CMI)0798+79804290.52%+429
OREILLY AUTOMOTIVE INC(ORLY)04,560+4,56004210.51%+421
ARBOR REALTY TRUST INC053,600+53,60004130.50%+413
KARMAN HLDGS INC(KRMN)05,000+5,00004000.49%+400
AMERICOLD REALTY TRUST INC(COLD)033,335+33,33503820.47%+382
BROADCOM INC(AVGO)01,200+1,20003710.45%+371
ZETA GLOBAL HOLDINGS CORP(ZETA)022,930+22,93003650.45%+365
COEUR MNG INC(CDE)019,326+19,32603630.44%+363
BP PLC(BP)07,300+7,30003430.42%+343
BITMINE IMMERSION TECNOLOGIE(BMNP)016,886+16,88603340.41%+334
JOHNSON & JOHNSON(JNJ)01,354+1,35403310.40%+331
COSTAR GROUP INC(CSGP)08,100+8,10003270.40%+327
TRACTOR SUPPLY CO(TSCO)07,200+7,20003260.40%+326
VEEVA SYS INC(VEEV)01,851+1,85103250.40%+325
GENTEX CORP(GNTX)014,775+14,77503230.39%+323
CENTENE CORP DEL(CNC)09,700+9,70003180.39%+318
STARBUCKS CORP(SBUX)03,500+3,50003140.38%+314
WILLIAMS COS INC(WMB)04,300+4,30003130.38%+313
HDFC BANK LTD(HDB)012,373+12,37303080.38%+308
CRH PLC
ORD
02,900+2,90003050.37%+305
GILEAD SCIENCES INC(GILD)02,167+2,16703020.37%+302
EQUINOR ASA(EQNR)07,155+7,15503020.37%+302
NVENT ELEC PLC(NVT)02,524+2,52402990.36%+299
CANADIAN NAT RES LTD MED TER(CNQ)06,000+6,00002920.36%+292
HEWLETT PACKARD ENTERPRISE C(HPE)012,200+12,20002900.35%+290
COCA COLA CO(KO)03,800+3,80002890.35%+289
V F CORP(VFC)017,000+17,00002890.35%+289
BANCO BILBAO VIZCAYA ARGENTA(BBVA)013,000+13,00002820.34%+282
AMKOR TECHNOLOGY INC06,199+6,19902790.34%+279
PG&E CORP(PCG)015,800+15,80002780.34%+278
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)019,485+19,48502700.33%+270
HECLA MINING COMPANY(HL)014,500+14,50002700.33%+270
DENTSPLY SIRONA INC(XRAY)022,200+22,20002580.31%+258
ABBVIE INC(ABBV)01,177+1,17702560.31%+256
CLEVELAND-CLIFFS INC NEW(CLF)030,100+30,10002540.31%+254
ARISTA NETWORKS INC(ANET)02,030+2,03002490.30%+249
HARLEY DAVIDSON INC(HOG)012,251+12,25102480.30%+248
CHEWY INC(CHWY)11,03022,130+11,1003655980.73%+233
EVERPURE INC(P)03,900+3,90002300.28%+230
EQUINOX GOLD CORP(EQX)015,600+15,60002260.28%+226
WAYFAIR INC(W)02,800+2,80002110.26%+211
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Bayesian Capital Management, LP — 13F Holdings — Q1 2026 | TickerTrail