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Asset Manager ← All Institutions

Bayesian Capital Management, LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
107
-462
New Purchases
0
Added To
0
Closed
107
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 11 $0 0%
Large Cap 59 $0 0%
Mid Cap 26 $0 0%
Small Cap 10 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$172.2B
Median Market Cap
$17.9B
Avg P/E
36.9
Median P/E
25.5
Avg Dividend Yield
0.02%
Avg Beta
1.27
# Stocks
102
# ETFs / Funds
5

Top Holdings (107 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ELF —% -$274K -3,599 -100.0% SOLD
2 DIS —% -$765K -6,721 -100.0% SOLD
3 CVS —% -$575K -7,248 -100.0% SOLD
4 ACHR —% -$339M -45,100 -100.0% SOLD
5 XOM —% -$313K -2,600 -100.0% SOLD
6 CMG —% -$308M -8,318 -100.0% SOLD
7 CARR —% -$608K -11,500 -100.0% SOLD
8 CHWY —% -$365M -11,030 -100.0% SOLD
9 CVE —% -$269M -15,900 -100.0% SOLD
10 BAX —% -$298M -15,600 -100.0% SOLD
11 ONON —% -$209M -4,500 -100.0% SOLD
12 FSK —% -$215M -14,497 -100.0% SOLD
13 TOST —% -$337M -9,500 -100.0% SOLD
14 VMC —% -$237K -831 -100.0% SOLD
15 NSA —% -$238M -8,441 -100.0% SOLD
16 NOMD —% -$172M -13,786 -100.0% SOLD
17 PK —% -$291M -27,800 -100.0% SOLD
18 ADM —% -$219K -3,806 -100.0% SOLD
19 CPNG —% -$274M -11,615 -100.0% SOLD
20 EFX —% -$692K -3,189 -100.0% SOLD
21 ANF —% -$214K -1,700 -100.0% SOLD
22 HUN —% -$113M -11,300 -100.0% SOLD
23 PINS —% -$689M -26,600 -100.0% SOLD
24 JPM —% -$1M -4,000 -100.0% SOLD
25 HMY —% -$212M -10,651 -100.0% SOLD
26 ELAN —% -$292M -12,900 -100.0% SOLD
27 STM —% -$250M -9,619 -100.0% SOLD
28 COP —% -$257K -2,745 -100.0% SOLD
29 AI —% -$159M -11,800 -100.0% SOLD
30 SAP —% -$383K -1,578 -100.0% SOLD
31 NRG —% -$271K -1,700 -100.0% SOLD
32 OSCR —% -$290M -20,200 -100.0% SOLD
33 HRL —% -$505M -21,300 -100.0% SOLD
34 SMR —% -$551M -38,889 -100.0% SOLD
35 OXY —% -$387M -9,400 -100.0% SOLD
36 IOT —% -$238M -6,700 -100.0% SOLD
37 GIS —% -$377M -8,107 -100.0% SOLD
38 ABT —% -$764K -6,100 -100.0% SOLD
39 DEI —% -$119M -10,799 -100.0% SOLD
40 BF-B —% -$370M -14,200 -100.0% SOLD
41 EMR —% -$265K -2,000 -100.0% SOLD
42 ITUB —% -$137M -19,128 -100.0% SOLD
43 TU —% -$465M -35,300 -100.0% SOLD
44 TGT —% -$220K -2,248 -100.0% SOLD
45 CART —% -$207M -4,600 -100.0% SOLD
46 TSM —% -$2M -5,141 -100.0% SOLD
47 HAS —% -$361K -4,400 -100.0% SOLD
48 CSCO —% -$285K -3,700 -100.0% SOLD
49 AXON —% -$266K -468 -100.0% SOLD
50 APA —% -$213M -8,700 -100.0% SOLD
51 CPRT —% -$559M -14,290 -100.0% SOLD
52 FAST —% -$449M -11,200 -100.0% SOLD
53 DUOL —% -$257K -1,467 -100.0% SOLD
54 MDB —% -$206K -490 -100.0% SOLD
55 LYFT —% -$368M -19,000 -100.0% SOLD
56 GT —% -$98M -11,200 -100.0% SOLD
57 GOGO —% -$87M -18,721 -100.0% SOLD
58 MGNI —% -$195M -11,987 -100.0% SOLD
59 HALO —% -$323K -4,804 -100.0% SOLD
60 LKQ —% -$402M -13,306 -100.0% SOLD
61 LULU —% -$656K -3,158 -100.0% SOLD
62 BHF —% -$419K -6,466 -100.0% SOLD
63 KRE —% -$726K -11,200 -100.0% SOLD
64 GEN —% -$218M -8,000 -100.0% SOLD
65 AGNCZ —% -$191M -17,800 -100.0% SOLD
66 DXCM —% -$954K -14,381 -100.0% SOLD
67 MIST —% -$35M -17,215 -100.0% SOLD
68 MCHP —% -$940K -14,750 -100.0% SOLD
69 INTU —% -$247K -373 -100.0% SOLD
70 META —% -$928K -1,406 -100.0% SOLD
71 LUNR —% -$217M -13,367 -100.0% SOLD
72 ADBE —% -$280K -800 -100.0% SOLD
73 IOVA —% -$42M -15,300 -100.0% SOLD
74 MELI —% -$357K -177 -100.0% SOLD
75 MNKD —% -$200M -35,200 -100.0% SOLD
76 IJR —% -$274K -2,277 -100.0% SOLD
77 IWM —% -$862K -3,500 -100.0% SOLD
78 NVAX —% -$117M -17,374 -100.0% SOLD
79 PSKY —% -$214M -16,000 -100.0% SOLD
80 RELY —% -$247M -17,900 -100.0% SOLD
81 MDLZ —% -$845K -15,700 -100.0% SOLD
82 RUN —% -$201M -10,900 -100.0% SOLD
83 OPEN —% -$179M -30,700 -100.0% SOLD
84 SHLS —% -$110M -13,000 -100.0% SOLD
85 ULTA —% -$293K -484 -100.0% SOLD
86 SPY —% -$396K -580 -100.0% SOLD
87 WULF —% -$329M -28,600 -100.0% SOLD
88 APP —% -$203K -302 -100.0% SOLD
89 GEHC —% -$262K -3,200 -100.0% SOLD
90 MSFT —% -$2M -4,235 -100.0% SOLD
91 NVDA —% -$2M -8,600 -100.0% SOLD
92 TXN —% -$303K -1,747 -100.0% SOLD
93 EBAY —% -$279K -3,200 -100.0% SOLD
94 EOSE —% -$139M -12,100 -100.0% SOLD
95 XLB —% -$281M -6,200 -100.0% SOLD
96 IREN —% -$230M -6,100 -100.0% SOLD
97 PAYX —% -$568K -5,065 -100.0% SOLD
98 NFLX —% -$1M -13,100 -100.0% SOLD
99 SOFI —% -$236M -9,000 -100.0% SOLD
100 TTD —% -$873M -23,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
DIS —%
CVS —%
ACHR —%
XOM —%
CMG —%
CARR —%
CHWY —%
CVE —%
BAX —%
ONON —%
FSK —%
DEI —%
ELF —%
NSA —%
View SEC EDGAR Filings for Bayesian Capital Management, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms