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13F-HR filed by Bayesian Capital Management, LP

Bayesian Capital Management, LP filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 704 holding rows worth $941,804,878.

Accession
0001420506-24-000458
Filed
2024-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 704 entries on the cover page, a total value of $941,804,878 stated on the cover page (in dollars after the unit check, H1), rows summing to $941,804,878 with VALUE read as dollars as filed, 13F file number 028-17330. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
PILGRIMS PRIDE CORP COM72147K108Stock11,092$306,805dollars as filed
ITRON INC COM465741106Stock4,045$305,438dollars as filed
ONTO INNOVATION INC COM683344105Stock1,994$304,883dollars as filed
ELASTIC N V ORD SHSN14506104Stock2,697$303,952dollars as filed
ROLLINS INC COM775711104Stock6,940$303,070dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS3,600$301,824dollars as filed
VORNADO RLTY TR929042109SH BEN INT10,621$300,043dollars as filed
LYFT INC55087P104CL A COM19,954$299,110dollars as filed
PAN AMERN SILVER CORP697900108COM18,311$299,019dollars as filed
EAST WEST BANCORP INC COM27579R104Stock4,142$298,017dollars as filed
BEAZER HOMES USA INC07556Q881COMMON STOCK8,800$297,352dollars as filed
LEONARDO DRS INC COM52661A108Stock14,759$295,770dollars as filed
POPULAR INC733174700COM NEW3,602$295,616dollars as filed
BROOKFIELD RENEWABLE CORP11284V105CL A SUB VTG10,264$295,501dollars as filed
WARBY PARKER INC93403J106CL A COM20,900$294,690dollars as filed
BLACKLINE, INC.09239B109COM4,713$294,280dollars as filed
TKO GROUP HOLDINGS INC CL A87256C101Stock3,601$293,770dollars as filed
SCHRODINGER INC COM80810D103Stock8,200$293,560dollars as filed
LIVENT CORP53814L108COM16,200$291,276dollars as filed
BOOT BARN HLDGS INC099406100COM3,791$290,997dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock3,847$290,718dollars as filed
AES CORP COM00130H105Stock15,100$290,675dollars as filed
LOUISIANA PAC CORP COM546347105Stock4,100$290,403dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM12,661$290,317dollars as filed
FORD MTR CO COM345370860Stock23,700$288,903dollars as filed
ISHARES TR464287556ISHARES BIOTECH2,122$288,274dollars as filed
IOVANCE BIOTHERAPEUTICS INC462260100COM35,400$287,802dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR9,800$287,042dollars as filed
SPDR SERIES TRUST78464A797ST STR SP BANK6,200$285,324dollars as filed
BOX INC CL A10316T104Stock10,999$281,684dollars as filed
SMARTSHEET INC. (CLASS A)83200N103COM CL A5,864$280,416dollars as filed
BLACK HILLS CORP COM092113109Stock5,134$276,979dollars as filed
PEGASYSTEMS INC COM705573103Stock5,622$274,691dollars as filed
GOODRX HLDGS INC38246G108COM CL A40,968$274,486dollars as filed
LEMONADEINC52567D107STOK16,737$269,968dollars as filed
MASTERBRAND INC57638P104COMMON STOCK18,179$269,958dollars as filed
Target Hospitality Corp.87615L107Common Stock, par value $0.0001 per share27,479$267,371dollars as filed
CENCORA INC COM03073E105Stock1,300$266,994dollars as filed
IDACORP INC451107106COM2,713$266,742dollars as filed
BXP INC COM101121101REIT3,790$265,944dollars as filed
ACUITY INC COM00508Y102Stock1,294$265,050dollars as filed
LIBERTY LATIN AMERICA LTDG9001E128COM CL C35,900$263,506dollars as filed
ADMA BIOLOGICS INC000899104COM57,915$261,776dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock2,000$258,980dollars as filed
MORPHIC HLDG INC61775R105COM8,900$257,032dollars as filed
VITA COCO CO INC92846Q107COM9,931$254,730dollars as filed
COPT DEFENSE PROPERTIES22002T108SHS BEN INT9,934$254,608dollars as filed
PAR TECHNOLOGY CORP698884103COM5,800$252,532dollars as filed
BANK OF N T BUTTERFIELD & SOG0772R208SHS NEW7,838$250,894dollars as filed
MCGRATH RENTCORP580589109COM2,088$249,767dollars as filed
PENNYMAC MTG INVT TR COM70931T103REIT16,700$249,665dollars as filed
INTEGRAL AD SCIENCE HLDNG CO45828L108COM17,300$248,947dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY6,086$248,065dollars as filed
DOMINOS PIZZA INC COM25754A201Stock599$246,926dollars as filed
FRONTDOOR INC COM35905A109Stock6,957$245,026dollars as filed
POSCO HOLDINGS INC SPONSORED ADR693483109ADR2,536$241,199dollars as filed
AGIOS PHARMACEUTICALS INC00847X104COM10,800$240,516dollars as filed
INSIGHT ENTERPRISES INC45765U103COM1,349$239,029dollars as filed
FULGENT GENETICS INC359664109COM8,265$238,941dollars as filed
SURGERY PARTNERS INC86881A100COM7,386$236,278dollars as filed
BLUE BIRD CORP095306106COM8,752$235,954dollars as filed
EVERTEC INC30040P103COM5,751$235,446dollars as filed
EDGEWELL PERSONAL CARE CO28035Q102COM6,400$234,432dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR10,040$234,233dollars as filed
SPRINGWORKS THERAPEUTICS INC85205L107COM6,398$233,527dollars as filed
SMITH A O CORP COM831865209Stock2,807$231,409dollars as filed
GREENBRIER COS INC393657101COM5,228$230,973dollars as filed
TETRA TECH INC NEW88162G103COM1,382$230,697dollars as filed
CHEMOURS CO COM163851108Stock7,214$227,530dollars as filed
CMS ENERGY CORP COM125896100Stock3,900$226,473dollars as filed
AMERICAN VANGUARD CORP030371108COM20,607$226,059dollars as filed
HAWAIIAN ELEC INDS INC MTN B419870100COM15,920$225,905dollars as filed
PUBMATIC INC CLASS A74467Q103COMMON STOCK13,836$225,665dollars as filed
AMBRX BIOPHARMA INC641871108COM15,804$225,049dollars as filed
ACCENDRA HEALTH INC690732102COM11,632$224,149dollars as filed
PROTO LABS INC743713109COM5,695$221,877dollars as filed
MAPLEBEAR INC COM565394103Stock9,438$221,510dollars as filed
FRONTIER COMMUNICATIONS PARE35909D109COM8,700$220,458dollars as filed
McDonalds Corporation580135101COM741$219,714dollars as filed
ACUSHNET HLDGS CORP005098108COM3,453$218,126dollars as filed
BANCO SANTANDER CHILE NEW05965X109SP ADR REP COM11,178$217,859dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock2,507$216,580dollars as filed
PVH CORPORATION COM693656100Stock1,773$216,519dollars as filed
EMBECTA CORP29082K105COMMON STOCK11,251$212,981dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock14,764$212,602dollars as filed
PARAMOUNT GLOBAL92556H206CLASS B COM14,326$211,882dollars as filed
MANNKIND CORP COM NEW56400P706Stock58,109$211,517dollars as filed
INDIE SEMICONDUCTOR INC45569U101CLASS A COM26,026$211,071dollars as filed
REPLIGEN CORP COM759916109Stock1,162$208,928dollars as filed
UNITED PARKS & RESORTS INC81282V100COM3,935$207,886dollars as filed
FUELCELL ENERGY INC35952H601COM129,600$207,360dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock11,182$207,314dollars as filed
SPIRIT RLTY CAP INC NEW NPV84860W300COM NEW4,745$207,309dollars as filed
INTERPUBLIC GROUP COS460690100COM6,337$206,840dollars as filed
SHUTTERSTOCK INC COM825690100Stock4,270$206,156dollars as filed
CHARLES RIV LABS INTL INC159864107COM870$205,668dollars as filed
JAKKS PAC INC47012E403COM NEW5,765$204,946dollars as filed
COLUMBIA BKG SYS INC197236102COM7,600$202,768dollars as filed
SPS COMM INC COM78463M107Stock1,046$202,757dollars as filed
STATE STREET SPDR ETF S&P RETAIL78464A714ETF2,800$202,496dollars as filed
PROFRAC HLDG CORP74319N100CLASS A COM23,800$201,824dollars as filed
INGERSOLL RAND INC COM45687V106Stock2,600$201,084dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock9,600$200,928dollars as filed
HEALTHEQUITY INC COM42226A107Stock3,030$200,889dollars as filed
COUSINSPPTYSINC222795502STOK8,236$200,547dollars as filed
POST HLDGS INC737446104COM2,275$200,337dollars as filed
THOUGHTWORKS HOLDING INC88546E105COM41,596$200,077dollars as filed
DEUTSCHE BK AG NAMEN AKTD18190898Stock14,607$197,925dollars as filed
REPAY HLDGS CORP76029L100COM CL A23,106$197,325dollars as filed
FIRST MAJESTIC SILVER CORP32076V103COM31,614$194,426dollars as filed
PROPETRO HLDG CORP74347M108COM22,980$192,572dollars as filed
COEUR MNG INC COM NEW192108504Stock58,992$192,314dollars as filed
HUDBAY MINERALS INC COM443628102Stock34,700$191,544dollars as filed
IMAX CORP45245E109COM12,384$186,008dollars as filed
HAIN CELESTIAL GROUP INC405217100COM16,900$185,055dollars as filed
PAYONEER GLOBAL INC COM70451X104Stock34,500$179,745dollars as filed
First Foundation Inc32026V104Common Stock17,869$172,972dollars as filed
EUROPEAN WAX CTR INC29882P106CLASS A COM12,700$172,593dollars as filed
DANA INC235825205COM11,700$170,937dollars as filed
HELLO GROUP INC ADS423403104ADR24,500$170,275dollars as filed
ELME COMMUNITIES939653101SH BEN INT11,339$165,549dollars as filed
LIFE TIME GROUP HOLDINGS INC COMMON STOCK53190C102Stock10,944$165,036dollars as filed
NEWMARK GROUP INC65158N102CL A15,000$164,400dollars as filed
WOLVERINE WORLD WIDE INC978097103COM18,257$162,305dollars as filed
DAUCH CORP024061103COM18,386$161,981dollars as filed
OPENDOOR TECHNOLOGIES INC683712103COM36,100$161,728dollars as filed
CINEMARK HLDGS INC COM17243V102Stock11,458$161,443dollars as filed
ROOKLINE BANCORP INC DEL11373M107COM14,500$158,195dollars as filed
ACV AUCTIONS INC00091G104COM CL A10,411$157,727dollars as filed
DOUGLAS EMMETT INC25960P109COM10,862$157,499dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock17,683$155,964dollars as filed
JAMES RIV GROUP LTDG5005R107COM16,600$153,384dollars as filed
ARBOR REALTY TRUST INC038923108COM10,064$152,772dollars as filed
BAUSCH HEALTH COS INC COM071734107Stock19,043$152,725dollars as filed
HANESBRANDS INC410345102COM34,093$152,055dollars as filed
8X8 INC282914100COMMON STOCK39,693$150,040dollars as filed
CANADA GOOSE HLDGS INC SHS SUB VTG135086106Stock12,230$144,926dollars as filed
SWEETGREEN INC87043Q108COM CL A12,565$141,985dollars as filed
ALIGHT INC01626W101COM CL A16,600$141,598dollars as filed
NIKOLA CORP654110105COM161,800$141,543dollars as filed
DOLE PLCG27907107ORD SHS11,212$137,795dollars as filed
CLARIVATE PLCG21810109ORD SHS14,830$137,326dollars as filed
STEM INC85859N102COM32,194$124,913dollars as filed
BRASKEM S A SP ADR PFD A105532105ADR14,094$124,309dollars as filed
OUSTER INC COM NEW68989M202Stock16,126$123,686dollars as filed
RLJ LODGING TR COM74965L101REIT10,481$122,837dollars as filed
DEFINITIVE HEALTHCARE CORP24477E103CLASS A COM11,829$117,580dollars as filed
CELLEBRITE DI LTD ORDINARY SHARESM2197Q107Stock13,200$114,312dollars as filed
SILVERCREST METALS INC828363101COM17,000$111,350dollars as filed
ALTUS POWER INC02217A102COM CL A16,123$110,120dollars as filed
Vivid Seats Inc92854T100Common Stock17,355$109,684dollars as filed
MEDICAL PROPERTIES TRUST INC COM58463J304REIT22,000$108,020dollars as filed
COMPASS INC20464U100CL A28,400$106,784dollars as filed
COMMSCOPE HLDG CO INC20337X109COM37,343$105,307dollars as filed
PETCO HEALTH AND WELLNESS CO71601V105COM30,694$96,993dollars as filed
FUNKO INC CLASS A361008105COMMON STOCK12,400$95,852dollars as filed
CANOPY GROWTH CORPORATION COM NEW138035704Stock18,640$95,250dollars as filed
FERROGLOBE PLCG33856108SHS14,490$94,330dollars as filed
SOLO BRANDS INC83425V104COM CL A15,144$93,287dollars as filed
TRANSALTA CORP89346D107COM10,970$91,161dollars as filed
MIMEDX GROUP INC602496101COM10,319$90,498dollars as filed
LIBERTY LATIN AMERICA LTDG9001E102COM CL A12,161$88,897dollars as filed
NEXTDECADE CORP65342K105COM18,600$88,722dollars as filed
Bitfarms Ltd/Canada09173B107Common Stock29,400$85,554dollars as filed
ROCKET LAB USA INC773122106COM15,000$82,950dollars as filed
EVGO INC30052F100CL A COM22,399$80,188dollars as filed
VIMEO INC92719V100COMMON STOCK20,179$79,102dollars as filed
Pagaya Technologies Ltd.M7S64L115CL A55,589$76,713dollars as filed
INFINERA CORP45667G103COMMON STOCK16,030$76,143dollars as filed
FATE THERAPEUTICS INC31189P102COM19,636$73,439dollars as filed
ORGANOGENESIS HOLDINGS INC68621F102COMMON STOCK16,084$65,784dollars as filed
CONTEXTLOGIC INC21077C305COM10,976$65,307dollars as filed
PERIMETER SOLUTIONS SAL7579L106COMMON STOCK-FO13,701$63,025dollars as filed
CODEXIS INC192005106COM19,993$60,979dollars as filed
STRATA CRITICAL MEDICAL INC092667104CL A COM17,200$60,716dollars as filed
HUYA INC ADS EACH REP 1 ORD SHS CL A44852D108COM15,874$58,099dollars as filed
FISKER INC33813J106CL A COM STK29,700$51,975dollars as filed
LEXICON PHARMACEUTICALS INC528872302COMMON STOCK32,119$49,142dollars as filed
LILIUM N VN52586109COM38,450$45,371dollars as filed
TILRAY INC88688T100COM CL 218,700$43,010dollars as filed
23ANDME HOLDING CO90138Q108CLASS A COM43,800$40,011dollars as filed
CORMEDIX INC COM21900C308Stock10,519$39,551dollars as filed
SOMALOGIC INC83444K105COM15,087$38,170dollars as filed
RLX TECHNOLOGY INC74969N103SPONSORED ADS18,400$36,800dollars as filed
ORLA MNG LTD NEW68634K106COM11,100$36,075dollars as filed
HERON THERAPEUTICS INC427746102COM20,300$34,510dollars as filed
X4 Pharmaceuticals, Inc.98420X103COM39,400$33,037dollars as filed
AMARIN CORP PLC023111206SPONS ADR NEW34,000$29,580dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR12,300$29,397dollars as filed
PROFIRE ENERGY INC74316X101COM15,952$28,873dollars as filed
Mersana Therapeutics Inc59045L106Common Stock11,900$27,608dollars as filed
MATTERPORT INC577096100COM CL A10,000$26,900dollars as filed
RIGETTI COMPUTING INC COMMON STOCK76655K103Stock25,400$25,016dollars as filed
RACKSPACE TECHNOLOGY INC750102105COM10,611$21,222dollars as filed
QURATE RETAIL INC74915M100COM SER A21,800$19,086dollars as filed
ACLARIS THERAPEUTICS INC COM00461U105Stock17,800$18,690dollars as filed
RIGEL PHARMACEUTICALS INC766559603COMMON STOCK11,380$16,501dollars as filed
TUSIMPLE HLDGS INC90089L108CL A17,300$15,186dollars as filed
PRECIGEN INC74017N105COM11,300$15,142dollars as filed
D-WAVE QUANTUM INC26740W109COM16,200$14,258dollars as filed
KARYOPHARM THERAPEUTICS INC48576U106COM11,100$9,602dollars as filed
AGENUS INC00847G705COM NEW10,300$8,527dollars as filed
SENSEONICS HLDGS INC81727U105COM13,900$7,924dollars as filed
MATINAS BIOPHARMA HLDGS INC576810105COM18,800$4,065dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-24-000458this filing2024-02-14acceptance time not in the bulk data set