Fund HoldingsBayesian Capital Management, LP

Total Portfolio Value
$43.64M
Total Bought
$30.85M
Total Sold
$471.31M
Net Transaction
-$440.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
JPMORGAN CHASE & CO.(JPM)04,000+4,00001,2892.95%+1,289
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,141+5,14101,5623.58%+1,562
MICROCHIP TECHNOLOGY INC.(MCHP)014,750+14,75009402.15%+940
THE TRADE DESK INC(TTD)023,000+23,00008732.00%+873
ISHARES TR03,500+3,50008621.97%+862
MONDELEZ INTL INC(MDLZ)015,700+15,70008451.94%+845
ABBOTT LABS06,100+6,10007641.75%+764
COOPER COS INC(COO)09,000+9,00007381.69%+738
SPDR SERIES TRUST
ST STR SP REGBNK
011,200+11,20007261.66%+726
EQUIFAX INC(EFX)03,189+3,18906921.59%+692
LULULEMON ATHLETICA INC(LULU)03,158+3,15806561.50%+656
CARRIER GLOBAL CORPORATION(CARR)011,500+11,50006081.39%+608
EXACT SCIENCES CORP(EXK)05,922+5,92206011.38%+601
COPART INC(CPRT)014,290+14,29005591.28%+559
NUSCALE PWR CORP(SMR)038,889+38,88905511.26%+551
HORMEL FOODS CORP(HRL)021,300+21,30005051.16%+505
TELUS CORPORATION(TU)035,300+35,30004651.07%+465
FASTENAL CO(FAST)011,200+11,20004491.03%+449
BRIGHTHOUSE FINL INC(BHF)06,466+6,46604190.96%+419
LKQ CORP(LKQ)013,306+13,30604020.92%+402
ANNALY CAPITAL MANAGEMENT IN017,800+17,80003980.91%+398
SAP SE(SAP)01,578+1,57803830.88%+383
FISERV INC(FISV)05,600+5,60003760.86%+376
LYFT INC(LYFT)019,000+19,00003680.84%+368
CHEWY INC(CHWY)011,030+11,03003650.84%+365
MERCADOLIBRE INC(MELI)0177+17703570.82%+357
ARCHER AVIATION INC(ACHR)045,100+45,10003390.78%+339
TOAST INC(TOST)09,500+9,50003370.77%+337
TERAWULF INC(WULF)028,600+28,60003290.75%+329
DEXCOM INC(DXCM)014,381+14,38109542.19%+954
CHIPOTLE MEXICAN GRILL INC(CMG)08,318+8,31803080.71%+308
TEXAS INSTRS INC(TXN)01,747+1,74703030.69%+303
ULTA BEAUTY INC(ULTA)0484+48402930.67%+293
PARK HOTELS & RESORTS INC(PK)027,800+27,80002910.67%+291
OSCAR HEALTH INC(OSCR)020,200+20,20002900.67%+290
CISCO SYS INC(CSCO)03,700+3,70002850.65%+285
SELECT SECTOR SPDR TR
ST STR MATER ETF
06,200+6,20002810.64%+281
EBAY INC.(EBAY)03,200+3,20002790.64%+279
COUPANG INC(CPNG)011,615+11,61502740.63%+274
E L F BEAUTY INC(ELF)03,599+3,59902740.63%+274
ISHARES TR02,277+2,27702740.63%+274
CARVANA CO(CVNA)0648+64802730.63%+273
CENOVUS ENERGY INC(CVE)015,900+15,90002690.62%+269
EMERSON ELEC CO(EMR)02,000+2,00002650.61%+265
GE HEALTHCARE TECHNOLOGIES I(GEHC)03,200+3,20002620.60%+262
DUOLINGO INC(DUOL)01,467+1,46702570.59%+257
STMICROELECTRONICS N V(STM)09,619+9,61902500.57%+250
NATIONAL STORAGE AFFILIATES08,441+8,44102380.55%+238
VULCAN MATLS CO(VMC)0831+83102370.54%+237
SOFI TECHNOLOGIES INC(SOFI)09,000+9,00002360.54%+236
IREN LIMITED
ORDINARY SHARES
06,100+6,10002300.53%+230
TARGET CORP(TGT)02,248+2,24802200.50%+220
ARCHER DANIELS MIDLAND CO03,806+3,80602190.50%+219
GEN DIGITAL INC(GEN)08,000+8,00002180.50%+218
INTUITIVE MACHINES INC(LUNR)013,367+13,36702170.50%+217
FS KKR CAP CORP(FSK)014,497+14,49702150.49%+215
PARAMOUNT SKYDANCE CORP(PSKY)016,000+16,00002140.49%+214
ABERCROMBIE & FITCH CO01,700+1,70002140.49%+214
HARMONY GOLD MINING CO LTD(HMY)010,651+10,65102120.49%+212
MAPLEBEAR INC(CART)04,600+4,60002070.47%+207
MONGODB INC(MDB)0490+49002060.47%+206
APPLOVIN CORP(APP)0302+30202030.47%+203
SUNRUN INC(RUN)010,900+10,90002010.46%+201
MANNKIND CORP(MNKD)035,200+35,20002000.46%+200
MAGNITE INC(MGNI)011,987+11,98701950.45%+195
AGNC INVT CORP(AGNC)017,800+17,80001910.44%+191
DAY ONE BIOPHARMACEUTICALS I
COM
020,277+20,27701890.43%+189
OPENDOOR TECHNOLOGIES INC(OPEN)030,700+30,70001790.41%+179
NOMAD FOODS LTD(NOMD)013,786+13,78601720.40%+172
EOS ENERGY ENTERPRISES INC(EOSE)012,100+12,10001390.32%+139
ITAU UNIBANCO HLDG S A(ITUB)019,128+19,12801370.31%+137
CNH INDL N V
SHS
014,800+14,80001360.31%+136
DOUGLAS EMMETT INC(DEI)010,799+10,79901190.27%+119
HUNTSMAN CORP(HUN)011,300+11,30001130.26%+113
SHOALS TECHNOLOGIES GROUP IN(SHLS)013,000+13,00001110.25%+111
GOODYEAR TIRE & RUBR CO(GT)011,200+11,2000980.22%+98
GOGO INC018,721+18,7210870.20%+87
IOVANCE BIOTHERAPEUTICS INC(IOVA)015,300+15,3000420.10%+42
MILESTONE PHARMACEUTICALS IN017,215+17,2150350.08%+35
NOVAVAX INC(NVAX)017,374+17,37401170.27%+117
INTUIT(INTU)0373+37302470.57%+247
GEVO INC000000
SEALSQ CORP000000
VILLAGE FARMS INTL INC000000
SELECTQUOTE INC000000
SNDL INC000000
NEOGEN CORP(NEOG)000000
MISTER CAR WASH INC
COM
000000
BAXTER INTL INC015,600+15,60002980.68%+298
AURORA CANNABIS INC000000
STAGWELL INC(STGW)000000
FRONTIER GROUP HLDGS INC(ULCC)000000
ELANCO ANIMAL HEALTH INC(ELAN)012,900+12,90002920.67%+292
WIDEOPENWEST INC000000
CLARIVATE PLC(CLVT)000000
POWERFLEET INC000000
RUMBLE INC(RUM)000000
METHODE ELECTRS INC000000
OWENS & MINOR INC NEW000000
CUSTOM TRUCK ONE SOURCE INC(CTOS)000000
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