Bayesian Capital Management, LP

Q2 2025 13F Holdings

  • Location
    brooklyn, NY
  • Num holdings

    509

  • Value ($000)

    $632,985

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001632551
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NKE
NKE

NIKE INC

CL B
654106103
$14.83 M
2 %

208,700

DIS
DIS

DISNEY WALT CO

COM
254687106
$14.05 M
2 %

113,300

AAPL
AAPL

APPLE INC

COM
037833100
$12.09 M
2 %

58,904

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$11.01 M
2 %

137,400

ORCL
ORCL

ORACLE CORP

COM
68389X105
$10.28 M
2 %

47,000

SNOW
SNOW

SNOWFLAKE INC

CL A
833445109
$9.89 M
2 %

44,179

MDB
MDB

MONGODB INC

CL A
60937P106
$8.50 M
1 %

40,500

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$7.96 M
1 %

58,400

PEP
PEP

PEPSICO INC

COM
713448108
$7.68 M
1 %

58,200

VEEV
VEEV

VEEVA SYS INC

CL A COM
922475108
$7.66 M
1 %

26,597

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