Bayesian Capital Management, LP
CIK: 0001632551SEC EDGAR →
Portfolio Value
$490K
Holdings
503
As of
Q3 2025
New Positions
343
Closed Positions
351
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | 55,200 | $5.4M | 1100.77% |
| 2 | ACCENTURE PLC IRELAND | 21,699 | $5.3M | 1092.81% |
| 3 | COREWEAVE INC | 36,300 | $5.0M | 1014.57% |
| 4 | ROBINHOOD MKTS INC | 34,000 | $4.9M | 994.35% |
| 5 | EXPEDIA GROUP INC | 22,500 | $4.8M | 982.30% |
| 6 | UNITEDHEALTH GROUP INC | 13,900 | $4.8M | 980.26% |
| 7 | F5 INC | 13,200 | $4.3M | 871.39% |
| 8 | 3M CO | 27,400 | $4.3M | 868.32% |
| 9 | LAS VEGAS SANDS CORP | 75,800 | $4.1M | 832.78% |
| 10 | APPLE INC | 15,800 | $4.0M | 821.75% |
Quarterly Changes
New Positions (346)
$5.4M · 55K shares
$5.3M · 22K shares
$5.0M · 36K shares
$4.9M · 34K shares
$4.8M · 23K shares
$4.8M · 14K shares
$4.0M · 70K shares
$3.7M · 40K shares
$3.6M · 28K shares
$3.3M · 42K shares
$3.1M · 12K shares
$3.1M · 37K shares
$3.1M · 120K shares
$3.0M · 21K shares
$3.0M · 31K shares
$2.9M · 20K shares
$2.9M · 9K shares
$2.8M · 58K shares
$2.8M · 28K shares
$2.8M · 55K shares
$2.8M · 17K shares
$2.7M · 12K shares
$2.6M · 5K shares
$2.6M · 18K shares
$2.4M · 29K shares
$2.4M · 12K shares
$2.4M · 9K shares
$2.4M · 25K shares
$2.4M · 7K shares
$2.3M · 32K shares
$2.3M · 14K shares
$2.2M · 14K shares
$2.2M · 32K shares
$2.2M · 82K shares
$2.2M · 104K shares
$2.2M · 60K shares
$2.2M · 30K shares
$2.1M · 12K shares
$2.1M · 8K shares
$2.1M · 19K shares
$2.1M · 7K shares
$2.0M · 22K shares
$2.0M · 22K shares
$1.9M · 8K shares
$1.8M · 15K shares
$1.8M · 6K shares
$1.8M · 9K shares
$1.8M · 36K shares
$1.8M · 50K shares
$1.8M · 16K shares
$1.8M · 27K shares
$1.7M · 112K shares
$1.7M · 99K shares
$1.7M · 117K shares
$1.6M · 19K shares
$1.5M · 103K shares
$1.5M · 22K shares
$1.5M · 82K shares
$1.4M · 19K shares
$1.4M · 124K shares
$1.4M · 35K shares
$1.4M · 11K shares
$1.4M · 24K shares
$1.4M · 4K shares
$1.4M · 107K shares
$1.4M · 20K shares
$1.4M · 13K shares
$1.3M · 10K shares
$1.3M · 10K shares
$1.3M · 8K shares
$1.3M · 9K shares
$1.2M · 137K shares
$1.2M · 13K shares
$1.2M · 20K shares
$1.2M · 40K shares
$1.2M · 62K shares
$1.2M · 44K shares
$1.2M · 67K shares
$1.2M · 18K shares
$1.1M · 35K shares
$1.1M · 8K shares
$1.1M · 39K shares
$1.1M · 7K shares
$1.1M · 9K shares
$1.1M · 17K shares
$1.1M · 3K shares
$1.1M · 58K shares
$1.1M · 34K shares
$1.1M · 14K shares
$1.1M · 12K shares
$1.0M · 7K shares
$1.0M · 10K shares
$1.0M · 2K shares
$1.0M · 8K shares
$1.0M · 19K shares
$1.0M · 10K shares
$1.0M · 12K shares
$998K · 21K shares
$991K · 8K shares
$988K · 4K shares
$981K · 28K shares
$974K · 50K shares
$974K · 7K shares
$955K · 13K shares
$948K · 5K shares
$940K · 11K shares
$912K · 11K shares
$899K · 67K shares
$898K · 7K shares
$883K · 167K shares
$882K · 33K shares
$868K · 19K shares
$860K · 81K shares
$858K · 31K shares
$852K · 6K shares
$850K · 10K shares
$849K · 4K shares
$848K · 8K shares
$845K · 10K shares
$844K · 7K shares
$826K · 4K shares
$823K · 8K shares
$813K · 17K shares
$811K · 3K shares
$807K · 9K shares
$796K · 34K shares
$776K · 26K shares
$770K · 7K shares
$754K · 4K shares
$737K · 4K shares
$722K · 28K shares
$716K · 31K shares
$714K · 5K shares
$712K · 9K shares
$686K · 53K shares
$682K · 24K shares
$677K · 6K shares
$677K · 3K shares
$675K · 5K shares
$675K · 13K shares
$663K · 22K shares
$657K · 23K shares
$651K · 33K shares
$637K · 2K shares
$634K · 3K shares
$632K · 9K shares
$628K · 19K shares
$626K · 4K shares
$622K · 37K shares
$617K · 29K shares
$614K · 17K shares
$612K · 5K shares
$607K · 36K shares
$606K · 6K shares
$598K · 10K shares
$592K · 10K shares
$586K · 2K shares
$577K · 26K shares
$576K · 71K shares
$567K · 3K shares
$555K · 32K shares
$553K · 44K shares
$546K · 4K shares
$541K · 13K shares
$541K · 15K shares
$539K · 5K shares
$535K · 16K shares
$528K · 2K shares
$524K · 5K shares
$519K · 12K shares
$518K · 3K shares
$514K · 3K shares
$511K · 64K shares
$508K · 7K shares
$505K · 44K shares
$498K · 6K shares
$485K · 16K shares
$485K · 16K shares
$480K · 15K shares
$465K · 1K shares
$457K · 10K shares
$450K · 5K shares
$445K · 9K shares
$445K · 4K shares
$444K · 10K shares
$437K · 29K shares
$437K · 2K shares
$435K · 4K shares
$435K · 3K shares
$433K · 10K shares
$427K · 8K shares
$427K · 7K shares
$424K · 5K shares
$424K · 16K shares
$421K · 23K shares
$419K · 3K shares
$418K · 5K shares
$413K · 3K shares
$410K · 3K shares
$410K · 2K shares
$407K · 10K shares
$399K · 12K shares
$399K · 38K shares
$395K · 12K shares
$394K · 13K shares
$394K · 3K shares
$388K · 10K shares
$388K · 9K shares
$380K · 3K shares
$377K · 4K shares
$374K · 14K shares
$374K · 11K shares
$373K · 10K shares
$372K · 2K shares
$370K · 8K shares
$369K · 8K shares
$367K · 14K shares
$364K · 6K shares
$362K · 16K shares
$361K · 9K shares
$360K · 6K shares
$357K · 16K shares
$357K · 2K shares
$353K · 2K shares
$351K · 9K shares
$347K · 697 shares
$337K · 2K shares
$335K · 6K shares
$330K · 11K shares
$325K · 3K shares
$324K · 11K shares
$320K · 3K shares
$319K · 4K shares
$318K · 12K shares
$315K · 3K shares
$310K · 41K shares
$308K · 5K shares
$297K · 4K shares
$297K · 4K shares
$295K · 1K shares
$295K · 7K shares
$295K · 5K shares
$290K · 6K shares
$285K · 6K shares
$285K · 1K shares
$281K · 40K shares
$280K · 12K shares
$280K · 2K shares
$280K · 2K shares
$279K · 4K shares
$279K · 4K shares
$276K · 10K shares
$274K · 8K shares
$273K · 2K shares
$268K · 893 shares
$266K · 22K shares
$266K · 3K shares
$264K · 18K shares
$264K · 23K shares
$263K · 7K shares
$262K · 5K shares
$261K · 3K shares
$257K · 1K shares
$257K · 10K shares
$255K · 6K shares
$252K · 22K shares
$252K · 4K shares
$247K · 7K shares
$246K · 5K shares
$246K · 10K shares
$245K · 7K shares
$243K · 6K shares
$242K · 8K shares
$241K · 597 shares
$240K · 3K shares
$236K · 10K shares
$234K · 6K shares
$234K · 14K shares
$233K · 10K shares
$232K · 6K shares
$230K · 4K shares
$230K · 3K shares
$230K · 19K shares
$229K · 10K shares
$227K · 12K shares
$225K · 2K shares
$221K · 57K shares
$221K · 7K shares
$217K · 6K shares
$216K · 8K shares
$213K · 8K shares
$210K · 9K shares
$209K · 3K shares
$209K · 3K shares
$209K · 13K shares
$208K · 10K shares
$208K · 23K shares
$206K · 6K shares
$204K · 3K shares
$204K · 9K shares
$199K · 20K shares
$197K · 15K shares
$189K · 11K shares
$188K · 28K shares
$186K · 10K shares
$180K · 15K shares
$177K · 13K shares
$169K · 18K shares
$167K · 26K shares
$165K · 11K shares
$163K · 14K shares
$149K · 17K shares
$146K · 16K shares
$140K · 26K shares
$132K · 17K shares
$118K · 15K shares
$111K · 15K shares
$100K · 11K shares
$95K · 20K shares
$95K · 15K shares
$94K · 13K shares
$92K · 18K shares
$92K · 13K shares
$89K · 10K shares
$88K · 23K shares
$87K · 17K shares
$76K · 17K shares
$66K · 11K shares
$66K · 12K shares
$61K · 11K shares
$60K · 23K shares
$59K · 30K shares
$58K · 19K shares
$51K · 14K shares
$45K · 23K shares
$6K · 12K shares
$6K · 8K shares
$3K · 5K shares
$2K · 3K shares
$1K · 1K shares
$941 · 1K shares
$909 · 1K shares
$476 · 900 shares
$398 · 613 shares
$395 · 644 shares
$268 · 407 shares
Closed Positions (352)
$15K · 209K shares
$10K · 47K shares
$9K · 41K shares
$8K · 58K shares
$8K · 27K shares
$6K · 67K shares
$6K · 58K shares
$5K · 75K shares
$5K · 39K shares
$4K · 26K shares
$4K · 20K shares
$4K · 33K shares
$4K · 23K shares
$4K · 24K shares
$4K · 56K shares
$4K · 40K shares
$4K · 27K shares
$4K · 12K shares
$4K · 18K shares
$4K · 11K shares
$4K · 21K shares
$3K · 8K shares
$3K · 51K shares
$3K · 21K shares
$3K · 40K shares
$3K · 9K shares
$3K · 5K shares
$3K · 24K shares
$3K · 343K shares
$3K · 40K shares
$3K · 16K shares
$3K · 6K shares
$3K · 9K shares
$3K · 16K shares
$3K · 64K shares
$3K · 8K shares
$3K · 13K shares
$3K · 26K shares
$3K · 27K shares
$2K · 9K shares
$2K · 22K shares
$2K · 11K shares
$2K · 16K shares
$2K · 45K shares
$2K · 98K shares
$2K · 44K shares
$2K · 24K shares
$2K · 21K shares
$2K · 61K shares
$2K · 141K shares
$2K · 7K shares
$2K · 49K shares
$2K · 40K shares
$2K · 23K shares
$2K · 7K shares
$2K · 27K shares
$2K · 86K shares
$2K · 67K shares
$2K · 58K shares
$2K · 28K shares
$2K · 14K shares
$2K · 14K shares
$2K · 35K shares
$2K · 38K shares
$2K · 136K shares
$2K · 145K shares
$2K · 4K shares
$2K · 11K shares
$2K · 12K shares
$2K · 21K shares
$2K · 70K shares
$2K · 6K shares
$2K · 36K shares
$2K · 21K shares
$2K · 6K shares
$2K · 10K shares
$2K · 105K shares
$2K · 6K shares
$2K · 5K shares
$2K · 25K shares
$2K · 222K shares
$2K · 9K shares
$2K · 11K shares
$1K · 10K shares
$1K · 8K shares
$1K · 15K shares
$1K · 16K shares
$1K · 5K shares
$1K · 37K shares
$1K · 41K shares
$1K · 64K shares
$1K · 11K shares
$1K · 12K shares
$1K · 5K shares
$1K · 6K shares
$1K · 2K shares
$1K · 26K shares
$1K · 24K shares
$1K · 31K shares
$1K · 33K shares
$1K · 6K shares
$1K · 12K shares
$1K · 42K shares
$1K · 38K shares
$1K · 24K shares
$1K · 11K shares
$1K · 7K shares
$1K · 3K shares
$1K · 9K shares
$1K · 120K shares
$1K · 25K shares
$1K · 71K shares
$1K · 19K shares
$996 · 6K shares
$975 · 5K shares
$972 · 12K shares
$965 · 17K shares
$963 · 11K shares
$959 · 7K shares
$939 · 52K shares
$937 · 4K shares
$935 · 54K shares
$907 · 51K shares
$892 · 6K shares
$891 · 28K shares
$890 · 3K shares
$889 · 7K shares
$879 · 192K shares
$856 · 46K shares
$856 · 34K shares
$855 · 468 shares
$854 · 6K shares
$815 · 34K shares
$797 · 81K shares
$784 · 16K shares
$781 · 28K shares
$766 · 16K shares
$763 · 2K shares
$762 · 15K shares
$759 · 5K shares
$733 · 124K shares
$732 · 17K shares
$732 · 5K shares
$727 · 7K shares
$723 · 22K shares
$716 · 63K shares
$710 · 65K shares
$709 · 3K shares
$694 · 129K shares
$692 · 17K shares
$682 · 19K shares
$677 · 8K shares
$669 · 60K shares
$642 · 3K shares
$627 · 7K shares
$616 · 11K shares
$615 · 92K shares
$606 · 21K shares
$604 · 24K shares
$595 · 33K shares
$591 · 8K shares
$584 · 72K shares
$581 · 8K shares
$570 · 6K shares
$569 · 12K shares
$565 · 26K shares
$561 · 11K shares
$560 · 3K shares
$557 · 24K shares
$556 · 4K shares
$547 · 18K shares
$546 · 8K shares
$536 · 33K shares
$535 · 5K shares
$534 · 11K shares
$529 · 28K shares
$527 · 25K shares
$523 · 13K shares
$522 · 23K shares
$522 · 13K shares
$521 · 7K shares
$511 · 16K shares
$500 · 15K shares
$494 · 16K shares
$493 · 12K shares
$492 · 2K shares
$490 · 36K shares
$489 · 7K shares
$480 · 4K shares
$478 · 6K shares
$476 · 13K shares
$475 · 46K shares
$470 · 3K shares
$469 · 11K shares
$463 · 11K shares
$459 · 20K shares
$456 · 8K shares
$453 · 30K shares
$446 · 9K shares
$445 · 42K shares
$441 · 7K shares
$440 · 8K shares
$438 · 27K shares
$438 · 2K shares
$434 · 3K shares
$431 · 7K shares
$427 · 7K shares
$427 · 5K shares
$425 · 26K shares
$423 · 3K shares
$420 · 4K shares
$417 · 46K shares
$412 · 5K shares
$409 · 3K shares
$405 · 8K shares
$403 · 2K shares
$398 · 20K shares
$391 · 13K shares
$385 · 15K shares
$381 · 51K shares
$379 · 812 shares
$374 · 6K shares
$374 · 3K shares
$373 · 9K shares
$373 · 11K shares
$371 · 17K shares
$370 · 43K shares
$368 · 7K shares
$366 · 2K shares
$365 · 1K shares
$364 · 56K shares
$361 · 5K shares
$358 · 42K shares
$352 · 7K shares
$352 · 4K shares
$352 · 5K shares
$349 · 7K shares
$344 · 16K shares
$343 · 3K shares
$342 · 11K shares
$341 · 3K shares
$339 · 5K shares
$338 · 13K shares
$334 · 30K shares
$332 · 30K shares
$332 · 56K shares
$330 · 3K shares
$326 · 4K shares
$315 · 9K shares
$314 · 14K shares
$312 · 6K shares
$310 · 7K shares
$309 · 4K shares
$309 · 1K shares
$307 · 18K shares
$306 · 3K shares
$301 · 4K shares
$301 · 20K shares
$299 · 17K shares
$297 · 4K shares
$295 · 22K shares
$294 · 4K shares
$293 · 13K shares
$288 · 6K shares
$284 · 25K shares
$284 · 4K shares
$283 · 11K shares
$277 · 6K shares
$273 · 9K shares
$271 · 9K shares
$269 · 24K shares
$267 · 26K shares
$262 · 18K shares
$262 · 5K shares
$262 · 1K shares
$256 · 1K shares
$256 · 51K shares
$256 · 2K shares
$256 · 1K shares
$255 · 52K shares
$252 · 7K shares
$250 · 16K shares
$247 · 29K shares
$245 · 2K shares
$245 · 13K shares
$243 · 9K shares
$243 · 3K shares
$243 · 6K shares
$242 · 16K shares
$241 · 4K shares
$236 · 8K shares
$232 · 10K shares
$228 · 1K shares
$228 · 2K shares
$226 · 9K shares
$226 · 18K shares
$225 · 7K shares
$222 · 9K shares
$221 · 24K shares
$221 · 683 shares
$218 · 2K shares
$218 · 6K shares
$216 · 11K shares
$213 · 6K shares
$212 · 4K shares
$211 · 17K shares
$210 · 24K shares
$210 · 7K shares
$210 · 2K shares
$209 · 10K shares
$208 · 9K shares
$203 · 23K shares
$201 · 11K shares
$200 · 18K shares
$198 · 11K shares
$186 · 13K shares
$184 · 11K shares
$182 · 28K shares
$180 · 13K shares
$179 · 30K shares
$178 · 12K shares
$173 · 16K shares
$171 · 10K shares
$166 · 14K shares
$163 · 45K shares
$162 · 28K shares
$162 · 35K shares
$157 · 12K shares
$157 · 15K shares
$156 · 31K shares
$140 · 12K shares
$135 · 14K shares
$125 · 15K shares
$116 · 27K shares
$113 · 50K shares
$113 · 10K shares
$109 · 20K shares
$103 · 13K shares
$91 · 26K shares
$91 · 11K shares
$89 · 15K shares
$70 · 18K shares
$69 · 14K shares
$67 · 10K shares
$64 · 13K shares
$64 · 11K shares
$55 · 14K shares
$54 · 14K shares
$54 · 18K shares
$51 · 10K shares
$49 · 12K shares
$16 · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 110 | $114.0M | 25.0% |
| Consumer Cyclical | 68 | $76.1M | 16.7% |
| Healthcare | 70 | $65.3M | 14.3% |
| Industrials | 75 | $59.2M | 13.0% |
| Financial Services | 36 | $31.8M | 7.0% |
| Consumer Defensive | 24 | $27.7M | 6.1% |
| Unknown | 31 | $22.6M | 5.0% |
| Communication Services | 25 | $21.2M | 4.7% |
| Energy | 27 | $15.9M | 3.5% |
| Basic Materials | 12 | $11.6M | 2.6% |
| Real Estate | 18 | $7.0M | 1.5% |
| Utilities | 7 | $3.3M | 0.7% |