Bayesian Capital Management, LP Quant / Systematic

Location: Brooklyn, NY

CIK: 0001632551 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $81.95M (100.0% shares, 0.0% debt)

Holdings (137)

XOM EXXON MOBIL CORP 3.5%
Value $2.867M Shares 16,900 Est. Cost $134.36 Unrealized +3.3%
MSFT MICROSOFT CORP 3.3%
Value $2.739M Shares 7,400 Est. Cost $477.02 Unrealized -8.9%
NKE NIKE INC 3.3%
Value $2.699M Shares 51,100 Est. Cost $63.98 Unrealized 0.0%
META META PLATFORMS INC 3.3%
Value $2.689M Shares 4,700 Est. Cost $681.79 Unrealized -3.8%
SNDK SANDISK CORP 3.3%
Value $2.688M Shares 4,231 Est. Cost $516.50 Unrealized 0.0%
RKLB ROCKET LAB CORP 3.2%
Value $2.607M Shares 40,600 Est. Cost $79.27 Unrealized 0.0%
XBI SPDR SERIES TRUST 3.1%
Value $2.542M Shares 19,900 Est. Cost $127.73 Unrealized
CRWV COREWEAVE INC 2.9%
Value $2.416M Shares 31,190 Est. Cost $91.48 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. 2.8%
Value $2.293M Shares 22,100 Est. Cost $96.40 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 1.8%
Value $1.507M Shares 9,400 Est. Cost $172.15 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 1.8%
Value $1.481M Shares 23,600 Est. Cost $85.82 Unrealized 0.0%
IONQ IONQ INC 1.8%
Value $1.459M Shares 50,600 Est. Cost $41.41 Unrealized 0.0%
CAG CONAGRA BRANDS INC 1.7%
Value $1.387M Shares 88,200 Est. Cost $18.02 Unrealized 0.0%
PFE PFIZER INC 1.6%
Value $1.311M Shares 46,700 Est. Cost $26.18 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 1.6%
Value $1.306M Shares 30,900 Est. Cost $45.68 Unrealized 0.0%
TSLA TESLA INC 1.5%
Value $1.264M Shares 3,400 Est. Cost $425.98 Unrealized 0.0%
APH AMPHENOL CORP 1.5%
Value $1.213M Shares 9,601 Est. Cost $146.40 Unrealized 0.0%
NOW SERVICENOW INC 1.4%
Value $1.108M Shares 10,600 Est. Cost $121.19 Unrealized 0.0%
NVO NOVO-NORDISK A S 1.3%
Value $1.051M Shares 28,600 Est. Cost $36.75 Unrealized
C CITIGROUP INC 1.2%
Value $999K Shares 8,809 Est. Cost $116.18 Unrealized 0.0%
IREN IREN LIMITED 1.2%
Value $987K Shares 28,800 Est. Cost $48.97 Unrealized -1.4%
MARA MARA HOLDINGS INC 1.0%
Value $843K Shares 103,300 Est. Cost $9.27 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 1.0%
Value $839K Shares 52,860 Est. Cost $24.06 Unrealized -3.2%
AIG AMERICAN INTL GROUP INC 1.0%
Value $820K Shares 10,897 Est. Cost $76.34 Unrealized 0.0%
NFLX NETFLIX INC. 1.0%
Value $779K Shares 8,100 Est. Cost $110.09 Unrealized -23.8%
DLTR DOLLAR TREE INC 0.9%
Value $767K Shares 7,000 Est. Cost $128.42 Unrealized 0.0%
SHEL SHELL PLC 0.9%
Value $748K Shares 8,043 Est. Cost $93.00 Unrealized
LVS LAS VEGAS SANDS CORP 0.9%
Value $727K Shares 13,500 Est. Cost $58.39 Unrealized 0.0%
ASTS AST SPACEMOBILE INC 0.9%
Value $712K Shares 8,587 Est. Cost $98.13 Unrealized 0.0%
WEN WENDYS CO 0.9%
Value $703K Shares 101,100 Est. Cost $8.03 Unrealized 0.0%
MO ALTRIA GROUP INC 0.9%
Value $699K Shares 10,600 Est. Cost $63.03 Unrealized 0.0%
GME GAMESTOP CORP 0.8%
Value $691K Shares 30,000 Est. Cost $23.03 Unrealized 0.0%
AGNC AGNC INVT CORP 0.8%
Value $648K Shares 64,600 Est. Cost $10.22 Unrealized
SPGI S&P GLOBAL INC 0.8%
Value $629K Shares 1,478 Est. Cost $485.25 Unrealized 0.0%
CELH CELSIUS HLDGS INC 0.8%
Value $628K Shares 17,700 Est. Cost $50.69 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.8%
Value $620K Shares 12,300 Est. Cost $66.69 Unrealized 0.0%
IBN ICICI BANK LIMITED 0.8%
Value $618K Shares 23,858 Est. Cost $25.90 Unrealized
TIGO MILLICOM INTL CELLULAR S A 0.7%
Value $615K Shares 8,200 Est. Cost $61.08 Unrealized 0.0%
GOOGL ALPHABET INC 0.7%
Value $604K Shares 2,100 Est. Cost $323.29 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.7%
Value $598K Shares 22,900 Est. Cost $28.99 Unrealized 0.0%
CHWY CHEWY INC 0.7%
Value $598K Shares 22,130 Est. Cost $31.98 Unrealized -8.5%
OXY OCCIDENTAL PETE CORP 0.7%
Value $589K Shares 9,068 Est. Cost $46.02 Unrealized -1.3%
UDR UDR INC 0.7%
Value $574K Shares 17,000 Est. Cost $36.69 Unrealized 0.0%
TMUS T-MOBILE US INC 0.7%
Value $574K Shares 2,734 Est. Cost $200.28 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value $567K Shares 1,153 Est. Cost $574.61 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.7%
Value $567K Shares 7,077 Est. Cost $81.94 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.7%
Value $559K Shares 26,449 Est. Cost $21.96 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value $559K Shares 2,700 Est. Cost $171.87 Unrealized 0.0%
ARM ARM HOLDINGS PLC 0.7%
Value $548K Shares 3,623 Est. Cost $151.28 Unrealized
APLS APELLIS PHARMACEUTICALS INC 0.6%
Value $527K Shares 13,104 Est. Cost $22.69 Unrealized 0.0%
FAST FASTENAL CO 0.6%
Value $524K Shares 11,300 Est. Cost $42.03 Unrealized +5.3%
COF CAPITAL ONE FINL CORP 0.6%
Value $520K Shares 2,850 Est. Cost $223.24 Unrealized 0.0%
CCI CROWN CASTLE INC 0.6%
Value $500K Shares 6,148 Est. Cost $88.70 Unrealized 0.0%
TTD THE TRADE DESK INC 0.6%
Value $490K Shares 21,600 Est. Cost $44.33 Unrealized -29.6%
NCLH NORWEGIAN CRUISE LINE HLDGS 0.6%
Value $484K Shares 25,900 Est. Cost $22.86 Unrealized 0.0%
AGX ARGAN INC 0.6%
Value $459K Shares 843 Est. Cost $370.57 Unrealized 0.0%
ORCL ORACLE CORP 0.6%
Value $456K Shares 3,100 Est. Cost $169.61 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.6%
Value $455K Shares 1,681 Est. Cost $251.23 Unrealized 0.0%
SJM SMUCKER J M CO 0.6%
Value $453K Shares 4,700 Est. Cost $104.16 Unrealized 0.0%
SHOP SHOPIFY INC 0.5%
Value $444K Shares 3,739 Est. Cost $136.45 Unrealized 0.0%
RBLX ROBLOX CORP 0.5%
Value $440K Shares 7,780 Est. Cost $71.75 Unrealized 0.0%
ALAB ASTERA LABS INC 0.5%
Value $438K Shares 3,998 Est. Cost $157.63 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.5%
Value $434K Shares 20,908 Est. Cost $25.33 Unrealized 0.0%
ADMA ADMA BIOLOGICS INC 0.5%
Value $430K Shares 47,700 Est. Cost $16.96 Unrealized 0.0%
NU NU HLDGS LTD 0.5%
Value $430K Shares 29,900 Est. Cost $17.34 Unrealized 0.0%
CMI CUMMINS INC 0.5%
Value $429K Shares 798 Est. Cost $575.50 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value $421K Shares 4,560 Est. Cost $94.98 Unrealized 0.0%
ABR ARBOR REALTY TRUST INC 0.5%
Value $413K Shares 53,600 Est. Cost $7.71 Unrealized
KRMN KARMAN HLDGS INC 0.5%
Value $400K Shares 5,000 Est. Cost $96.11 Unrealized 0.0%
COLD AMERICOLD REALTY TRUST INC 0.5%
Value $382K Shares 33,335 Est. Cost $11.46 Unrealized
AVGO BROADCOM INC 0.5%
Value $371K Shares 1,200 Est. Cost $334.17 Unrealized 0.0%
ZETA ZETA GLOBAL HOLDINGS CORP 0.4%
Value $365K Shares 22,930 Est. Cost $19.22 Unrealized 0.0%
CDE COEUR MNG INC 0.4%
Value $363K Shares 19,326 Est. Cost $22.32 Unrealized 0.0%
BP BP PLC 0.4%
Value $343K Shares 7,300 Est. Cost $47.00 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.4%
Value $334K Shares 16,886 Est. Cost $25.42 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.4%
Value $331K Shares 1,354 Est. Cost $227.87 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.4%
Value $327K Shares 8,100 Est. Cost $56.92 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.4%
Value $326K Shares 7,200 Est. Cost $52.73 Unrealized 0.0%
VEEV VEEVA SYS INC 0.4%
Value $325K Shares 1,851 Est. Cost $203.93 Unrealized 0.0%
GNTX GENTEX CORP 0.4%
Value $323K Shares 14,775 Est. Cost $24.03 Unrealized 0.0%
CNC CENTENE CORP DEL 0.4%
Value $318K Shares 9,700 Est. Cost $43.34 Unrealized 0.0%
SBUX STARBUCKS CORP 0.4%
Value $314K Shares 3,500 Est. Cost $93.62 Unrealized 0.0%
WMB WILLIAMS COS INC 0.4%
Value $313K Shares 4,300 Est. Cost $66.35 Unrealized 0.0%
GEN GEN DIGITAL INC 0.4%
Value $309K Shares 16,411 Est. Cost $25.59 Unrealized -4.7%
HDB HDFC BANK LTD 0.4%
Value $308K Shares 12,373 Est. Cost $24.88 Unrealized
CRH CRH PLC 0.4%
Value $305K Shares 2,900 Est. Cost $124.33 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.4%
Value $302K Shares 2,167 Est. Cost $138.38 Unrealized 0.0%
EQNR EQUINOR ASA 0.4%
Value $302K Shares 7,155 Est. Cost $42.20 Unrealized
CVNA CARVANA CO 0.4%
Value $301K Shares 958 Est. Cost $383.62 Unrealized +6.5%
NVT NVENT ELEC PLC 0.4%
Value $299K Shares 2,524 Est. Cost $112.33 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD MED TER 0.4%
Value $292K Shares 6,000 Est. Cost $37.20 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.4%
Value $290K Shares 12,200 Est. Cost $22.07 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value $289K Shares 3,800 Est. Cost $74.76 Unrealized 0.0%
VFC V F CORP 0.4%
Value $289K Shares 17,000 Est. Cost $19.92 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.3%
Value $282K Shares 13,000 Est. Cost $21.66 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value $281K Shares 3,862 Est. Cost $59.57 Unrealized +10.2%
AMKR AMKOR TECHNOLOGY INC 0.3%
Value $279K Shares 6,199 Est. Cost $49.52 Unrealized 0.0%
PCG PG&E CORP 0.3%
Value $278K Shares 15,800 Est. Cost $16.39 Unrealized 0.0%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.3%
Value $270K Shares 19,485 Est. Cost $16.99 Unrealized 0.0%
HL HECLA MINING COMPANY 0.3%
Value $270K Shares 14,500 Est. Cost $24.08 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC 0.3%
Value $258K Shares 22,200 Est. Cost $12.61 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value $256K Shares 1,177 Est. Cost $222.57 Unrealized 0.0%
PAYX PAYCHEX INC 0.3%
Value $255K Shares 2,764 Est. Cost $137.17 Unrealized -25.7%
CLF CLEVELAND-CLIFFS INC NEW 0.3%
Value $254K Shares 30,100 Est. Cost $12.85 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.3%
Value $249K Shares 2,030 Est. Cost $135.05 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.3%
Value $248K Shares 12,251 Est. Cost $20.30 Unrealized 0.0%
PSTG EVERPURE INC 0.3%
Value $230K Shares 3,900 Est. Cost $70.96 Unrealized 0.0%
EQX EQUINOX GOLD CORP 0.3%
Value $226K Shares 15,600 Est. Cost $15.52 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.3%
Value $215K Shares 1,402 Est. Cost $181.15 Unrealized +4.2%
W WAYFAIR INC 0.3%
Value $211K Shares 2,800 Est. Cost $99.40 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.3%
Value $210K Shares 5,400 Est. Cost $56.84 Unrealized 0.0%
RDW REDWIRE CORPORATION 0.3%
Value $210K Shares 24,700 Est. Cost $10.17 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.3%
Value $207K Shares 1,374 Est. Cost $194.49 Unrealized 0.0%
AFRM AFFIRM HLDGS INC 0.3%
Value $206K Shares 4,500 Est. Cost $64.69 Unrealized 0.0%
PCAR PACCAR INC 0.2%
Value $205K Shares 1,771 Est. Cost $122.99 Unrealized 0.0%
STM STMICROELECTRONICS N V 0.2%
Value $204K Shares 5,900 Est. Cost $25.94 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.2%
Value $204K Shares 3,522 Est. Cost $57.80 Unrealized
CVS CVS HEALTH CORP 0.2%
Value $201K Shares 2,801 Est. Cost $57.99 Unrealized +34.5%
QFIN QFIN HOLDINGS INC 0.2%
Value $180K Shares 13,977 Est. Cost $12.91 Unrealized
OSCR OSCAR HEALTH INC 0.2%
Value $166K Shares 14,500 Est. Cost $17.30 Unrealized -14.9%
SGML SIGMA LITHIUM CORPORATION 0.2%
Value $162K Shares 13,100 Est. Cost $13.45 Unrealized 0.0%
SOUN SOUNDHOUND AI INC 0.2%
Value $159K Shares 23,100 Est. Cost $9.38 Unrealized 0.0%
PGEN PRECIGEN INC 0.2%
Value $153K Shares 39,600 Est. Cost $4.50 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.2%
Value $147K Shares 14,800 Est. Cost $14.10 Unrealized 0.0%
UPWK UPWORK INC 0.2%
Value $138K Shares 12,600 Est. Cost $17.93 Unrealized 0.0%
DEI DOUGLAS EMMETT INC 0.2%
Value $127K Shares 13,499 Est. Cost $10.68 Unrealized
ONDS ONDAS INC 0.1%
Value $118K Shares 13,057 Est. Cost $11.33 Unrealized 0.0%
TROX TRONOX HOLDINGS PLC 0.1%
Value $108K Shares 11,100 Est. Cost $6.50 Unrealized 0.0%
SERV SERVE ROBOTICS INC 0.1%
Value $104K Shares 12,300 Est. Cost $11.69 Unrealized 0.0%
OCUL OCULAR THERAPEUTIX INC 0.1%
Value $101K Shares 11,900 Est. Cost $9.83 Unrealized 0.0%
BBNX BETA BIONICS INC 0.1%
Value $100K Shares 10,017 Est. Cost $17.10 Unrealized 0.0%
RZLV REZOLVE AI PLC 0.1%
Value $64,394 Shares 25,154 Est. Cost $2.94 Unrealized 0.0%
SATL SATELLOGIC INC 0.1%
Value $60,955 Shares 11,205 Est. Cost $5.44 Unrealized
BMBL BUMBLE INC 0.1%
Value $46,944 Shares 14,400 Est. Cost $3.31 Unrealized 0.0%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value $45,968 Shares 10,400 Est. Cost $5.44 Unrealized 0.0%
SPCE VIRGIN GALACTIC HOLDINGS INC 0.1%
Value $43,254 Shares 17,800 Est. Cost $2.85 Unrealized 0.0%
MIST MILESTONE PHARMACEUTICALS IN 0.0%
Value $11,918 Shares 10,015 Est. Cost $2.15 Unrealized -12.0%