BAYESIAN CAPITAL MANAGEMENT, LP

PrivateCIK: 1632551
Location

BROOKLYN, NY

137
Positions
$81.95M
Total AUM (reported)
2.15M
Total Shares

Allocation by class

TOTAL AUM$81.95M137 positions
COM$47.74M58.3%
CL A$6.90M8.4%
COM CL A$4.37M5.3%
COM NEW$4.32M5.3%
CL B$2.70M3.3%
STATE STREET SPD$2.54M3.1%
SHS CLASS A$2.29M2.8%

Portfolio Concentration

Top 310.1%4–1020.4%11–2520.6%Rest48.9%TOP 1030.6%0%100%
Top 3$8.31M10.1%
4–10$16.74M20.4%
11–25$16.85M20.6%
Rest$40.05M48.9%

Top 3 weight

10.1%

Top 10 weight

30.6%

Voting Authority Distribution

Total shares with voting rights: 2.13M

Sole

Full voting authority

2.13M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole137
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings137
Rows:

EXXON MOBIL CORP

SOLE
COM
Shares16.90K
TypeSH
Market value$2.87M
3.50%
Sole
16.90K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares7.40K
TypeSH
Market value$2.74M
3.34%
Sole
7.40K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares51.10K
TypeSH
Market value$2.70M
3.29%
Sole
51.10K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares4.70K
TypeSH
Market value$2.69M
3.28%
Sole
4.70K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares4.23K
TypeSH
Market value$2.69M
3.28%
Sole
4.23K
Shared
0.00
None
0.00

ROCKET LAB CORP

SOLE
COM
Shares40.60K
TypeSH
Market value$2.61M
3.18%
Sole
40.60K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares19.90K
TypeSH
Market value$2.54M
3.10%
Sole
19.90K
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares31.19K
TypeSH
Market value$2.42M
2.95%
Sole
31.19K
Shared
0.00
None
0.00

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares22.10K
TypeSH
Market value$2.29M
2.80%
Sole
22.10K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares9.40K
TypeSH
Market value$1.51M
1.84%
Sole
9.40K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares23.60K
TypeSH
Market value$1.48M
1.81%
Sole
23.60K
Shared
0.00
None
0.00

IONQ INC

SOLE
COM
Shares50.60K
TypeSH
Market value$1.46M
1.78%
Sole
31.50K
Shared
0.00
None
0.00

CONAGRA BRANDS INC

SOLE
COM
Shares88.20K
TypeSH
Market value$1.39M
1.69%
Sole
88.20K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares46.70K
TypeSH
Market value$1.31M
1.60%
Sole
46.70K
Shared
0.00
None
0.00

LAMB WESTON HLDGS INC

SOLE
COM
Shares30.90K
TypeSH
Market value$1.31M
1.59%
Sole
30.90K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares3.40K
TypeSH
Market value$1.26M
1.54%
Sole
3.40K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares9.60K
TypeSH
Market value$1.21M
1.48%
Sole
9.60K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares10.60K
TypeSH
Market value$1.11M
1.35%
Sole
10.60K
Shared
0.00
None
0.00

NOVO-NORDISK A S

SOLE
ADR
Shares28.60K
TypeSH
Market value$1.05M
1.28%
Sole
28.60K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares8.81K
TypeSH
Market value$999.0K
1.22%
Sole
8.81K
Shared
0.00
None
0.00

IREN LIMITED

SOLE
ORDINARY SHARES
Shares28.80K
TypeSH
Market value$987.3K
1.20%
Sole
28.80K
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
COM
Shares103.30K
TypeSH
Market value$842.9K
1.03%
Sole
103.30K
Shared
0.00
None
0.00

SOFI TECHNOLOGIES INC

SOLE
COM
Shares52.86K
TypeSH
Market value$839.4K
1.02%
Sole
52.86K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM NEW
Shares10.90K
TypeSH
Market value$820.0K
1.00%
Sole
10.90K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares8.10K
TypeSH
Market value$778.8K
0.95%
Sole
8.10K
Shared
0.00
None
0.00
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