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Disclosery

13F-HR filed by Bayesian Capital Management, LP

Bayesian Capital Management, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 137 holding rows worth $81,949,724.

Accession
0001420506-26-001146
Filer
CIK 1632551
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 137 entries on the cover page, a total value of $81,949,724 stated on the cover page (in dollars after the unit check, H1), rows summing to $81,949,724 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
EXXON MOBIL CORP30231G102COM16,900$2,867,254dollars as filed
Microsoft Corp594918104COM7,400$2,739,258dollars as filed
NIKE,Inc. Class B654106103COM51,100$2,699,102dollars as filed
META PLATFORMS INC CL A30303M102COM4,700$2,689,011dollars as filed
SanDisk Corporation80004C200COM4,231$2,688,124dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK40,600$2,607,332dollars as filed
SPDR SER TR78464A870S&P BIOTECH19,900$2,541,827dollars as filed
COREWEAVE INC COM CL A21873S108COM31,190$2,416,289dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A22,100$2,293,096dollars as filed
PALO ALTO NETWORKS INC697435105COM9,400$1,507,008dollars as filed
Boston Scientific Corporation101137107COM23,600$1,480,900dollars as filed
IONQ INC COM46222L108Stock50,600$1,458,798dollars as filed
CONAGRA FOODS INC205887102COM88,200$1,386,504dollars as filed
Pfizer Inc.717081103COM46,700$1,311,336dollars as filed
LAMB WESTON HLDGS INC513272104COM30,900$1,305,834dollars as filed
Tesla Motors, Inc88160R101COM3,400$1,263,950dollars as filed
AMPHENOL CORP NEW032095101COM9,601$1,213,086dollars as filed
ServiceNow,Inc.81762P102COM10,600$1,108,230dollars as filed
NOVO-NORDISK A S ADR670100205ADR28,600$1,051,050dollars as filed
Citigroup Inc.172967424COM8,809$999,029dollars as filed
IRENLTDFQ4982L109STOK28,800$987,264dollars as filed
MARA HOLDINGS INC COM565788106Stock103,300$842,928dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock52,860$839,417dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock10,897$819,999dollars as filed
Netflix, Inc64110L106COM8,100$778,815dollars as filed
DOLLAR TREE INC COM256746108Stock7,000$766,570dollars as filed
SHELL PLC SPON ADS780259305ADR8,043$747,999dollars as filed
LAS VEGAS SANDS CORP COM517834107Stock13,500$727,380dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock8,587$711,605dollars as filed
WENDYS CO COM95058W100Stock101,100$702,645dollars as filed
Altria Group Inc02209S103COM10,600$699,494dollars as filed
GAMESTOP CORP36467W109CL A30,000$691,200dollars as filed
AGNC INVT CORP COM00123Q104REIT64,600$647,938dollars as filed
S&P Global,Inc.78409V104COM1,478$628,653dollars as filed
CELSIUS HLDGS INC15118V207COM NEW17,700$627,996dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock12,300$620,412dollars as filed
ICICI BANK LIMITED ADR45104G104ADR23,858$617,922dollars as filed
MILLICOM INTL CELLULAR S AL6388F110COM STK8,200$614,508dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,100$603,876dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock22,900$598,148dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK22,130$597,510dollars as filed
OCCIDENTAL PETE CORP674599105COM9,068$589,420dollars as filed
UDR INC COM902653104REIT17,000$574,260dollars as filed
T-Mobile US,Inc.872590104COM2,734$574,222dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,153$566,734dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock7,077$566,726dollars as filed
ANNALY CAPITAL MANAGEMENT INC COM NEW035710839REIT26,449$559,396dollars as filed
Chevron Corporation166764100COM2,700$558,630dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS3,623$548,087dollars as filed
APELLIS PHARMACEUTICALS INC03753U106COM13,104$527,174dollars as filed
FASTENAL CO COM311900104Stock11,300$524,320dollars as filed
CAPITAL ONE FINL CORP14040H105COM2,850$519,926dollars as filed
CROWN CASTLE INC COM22822V101REIT6,148$499,894dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK21,600$490,104dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock25,900$484,330dollars as filed
ARGAN INC04010E109COM843$459,140dollars as filed
Oracle Corporation68389X105COM3,100$456,041dollars as filed
WESTERN DIGITAL CORP958102105COM1,681$454,694dollars as filed
SMUCKER J M CO832696405COM NEW4,700$453,268dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,739$443,520dollars as filed
ROBLOX CORP CL A771049103Stock7,780$440,037dollars as filed
ASTERA LABS INC COM04626A103COM3,998$438,181dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A20,908$434,050dollars as filed
ADMA BIOLOGICS INC000899104COM47,700$429,777dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A29,900$429,663dollars as filed
CUMMINS INC COM231021106Stock798$429,340dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock4,560$420,934dollars as filed
ARBOR REALTY TRUST INC038923108COM53,600$413,256dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock5,000$400,250dollars as filed
AMERICOLD REALTY TRUST INC COM03064D108REIT33,335$382,019dollars as filed
Broadcom Inc.11135F101COM1,200$371,412dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock22,930$365,046dollars as filed
COEUR MNG INC COM NEW192108504Stock19,326$362,749dollars as filed
BP PLC SPONSORED ADR055622104ADR7,300$343,100dollars as filed
BITMINE IMMERSION TECHS INC09175A206COM NEW16,886$334,005dollars as filed
Johnson & Johnson478160104COM1,354$330,972dollars as filed
COSTAR GROUP INC COM22160N109Stock8,100$326,754dollars as filed
TRACTOR SUPPLY CO COM892356106Stock7,200$326,160dollars as filed
VEEVA SYS INC CL A COM922475108Stock1,851$325,147dollars as filed
GENTEX CORP COM371901109Stock14,775$322,834dollars as filed
CENTENE CORP DEL COM15135B101Stock9,700$317,578dollars as filed
Starbucks Corporation855244109COM3,500$313,565dollars as filed
WILLIAMS COS INC COM969457100Stock4,300$312,954dollars as filed
GEN DIGITAL INC COM668771108Stock16,411$309,019dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR12,373$307,840dollars as filed
CRH PLC ORDG25508105Stock2,900$304,848dollars as filed
Gilead Sciences,Inc.375558103COM2,167$302,015dollars as filed
EQUINOR ASA SPONSORED ADR29446M102ADR7,155$301,941dollars as filed
CARVANA CO CL A146869102Stock958$301,176dollars as filed
NVENT ELEC PLC SHSG6700G107Stock2,524$298,539dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock6,000$292,380dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock12,200$290,482dollars as filed
Coca-Cola Company191216100COM3,800$288,990dollars as filed
V F CORP COM918204108Stock17,000$288,830dollars as filed
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR05946K101ADR13,000$281,580dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock3,862$280,729dollars as filed
AMKOR TECHNOLOGY INC COM031652100Stock6,199$279,141dollars as filed
PG&E CORP COM69331C108Stock15,800$277,606dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock19,485$270,452dollars as filed
HECLA MNG CO422704106COM14,500$270,135dollars as filed
DENTSPLY SIRONA INC24906P109COM22,200$257,520dollars as filed
AbbVie,Inc.00287Y109COM1,177$255,986dollars as filed
PAYCHEX INC704326107COM2,764$254,620dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock30,100$254,345dollars as filed
ARISTA NETWORKS INC040413205COM2,030$249,243dollars as filed
HARLEY DAVIDSON INC COM412822108Stock12,251$247,715dollars as filed
EVERPURE INC CL A74624M102Stock3,900$230,256dollars as filed
EQUINOX GOLD CORP29446Y502COM15,600$225,576dollars as filed
LULULEMON ATHLETICA INC550021109COM1,402$214,646dollars as filed
WAYFAIR INC94419L101CL A2,800$210,588dollars as filed
FORTUNE BRANDS INNOVATIONS INC COM34964C106Stock5,400$210,438dollars as filed
REDWIRE CORPORATION75776W103COM24,700$209,950dollars as filed
SNOWFLAKE INC COM SHS833445109Stock1,374$207,227dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock4,500$206,190dollars as filed
PACCAR INC COM693718108Stock1,771$204,550dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR5,900$203,845dollars as filed
RYANAIR HOLDINGS PLC SPONSORED ADR783513203ADR3,522$203,572dollars as filed
CVS Health Corporation126650100COM2,801$201,168dollars as filed
QFIN HOLDINGS INC AMERICAN DEP88557W101ADR13,977$180,443dollars as filed
OSCAR HEALTH INC687793109CL A14,500$166,315dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock13,100$161,654dollars as filed
SOUNDHOUND AI INC CLASS A COM836100107Stock23,100$158,697dollars as filed
PRECIGEN INC74017N105COM39,600$153,252dollars as filed
GRAPHIC PACKAGING HLDG CO COM388689101Stock14,800$147,112dollars as filed
UPWORK INC91688F104COM12,600$138,096dollars as filed
DOUGLAS EMMETT INC25960P109COM13,499$127,161dollars as filed
ONDAS HLDGS INC68236H204COM NEW13,057$118,035dollars as filed
TRONOX HOLDINGS PLC SHSG9087Q102Stock11,100$108,447dollars as filed
SERVE ROBOTICS INC81758H106COM12,300$103,812dollars as filed
OCULAR THERAPEUTIX INC67576A100COM11,900$100,793dollars as filed
BETA BIONICS INC08659B102COMMON STOCK10,017$100,370dollars as filed
REZOLVE AI PLC ORD SHSG75398100Stock25,154$64,394dollars as filed
SATELLOGIC INC80401C100COM CL A11,205$60,955dollars as filed
BUMBLE INC12047B105COM CL A14,400$46,944dollars as filed
JETBLUE AWYS CORP477143101COM10,400$45,968dollars as filed
VIRGIN GALACTIC HOLDINGS INC92766K403COMMON STOCK17,800$43,254dollars as filed
Milestone Pharmaceuticals Inc59935V107COM10,015$11,918dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-26-001146this filing2026-05-15acceptance time not in the bulk data set