Bayesian Capital Management, LP Purchases in Q2 2025

Bayesian Capital Management, LP

  • $600 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
137K
New
$60.98 - $80.12 $8.38M - $11M
137K $11M
AAPL
Apple Inc.

Technology
52.3K
+ 792.48%
$172.42 - $223.89 $9.02M - $11.7M
58.9K $12.1M
NKE
Nike, Inc.

Consumer Cyclical
123K
+ 142.39%
$53.27 - $72.04 $6.53M - $8.83M
209K $14.8M
DIS
Walt Disney CO

Communication Services
60.9K
+ 116.22%
$81.72 - $124.01 $4.98M - $7.55M
113K $14.1M
MDB
Mongo Db, Inc.

Technology
40.5K
New
$145.85 - $225.38 $5.91M - $9.13M
40.5K $8.5M
SNOW
Snowflake Inc.

Technology
33.3K
+ 306.09%
$130.53 - $223.77 $4.35M - $7.45M
44.2K $9.89M
PEP
Pepsico Inc

Consumer Defensive
58.2K
New
$128.02 - $151.37 $7.45M - $8.81M
58.2K $7.68M
XLV
Select Sector Spdr Fund Health

ETFs
52.5K
New
$128.77 - $144.3 $6.75M - $7.57M
52.5K $7.07M
ORCL
Oracle Corp

Technology
18.7K
+ 66.08%
$122.82 - $218.63 $2.3M - $4.09M
47K $10.3M
SCHW
Schwab Charles Corp

Financial Services
67K
New
$69.06 - $91.24 $4.63M - $6.11M
67K $6.11M
APH
Amphenol Corp

Technology
57.6K
New
$59.09 - $98.75 $3.41M - $5.69M
57.6K $5.69M
CVX
Chevron Corp

Energy
34K
New
$133.73 - $168.51 $4.55M - $5.73M
34K $4.87M
NBIX
Neurocrine Biosciences Inc

Healthcare
38.6K
New
$87.54 - $128.18 $3.38M - $4.95M
38.6K $4.85M
WDC
Western Digital Corp

Technology
75.1K
New
$30.54 - $63.99 $2.29M - $4.81M
75.1K $4.81M
MCHP
Microchip Technology Inc

Technology
58.2K
+ 338.37%
$35.34 - $71.6 $2.06M - $4.17M
75.4K $5.31M
RMD
Resmed Inc

Healthcare
17.3K
New
$204.54 - $258.0 $3.54M - $4.47M
17.3K $4.47M
DLR
Digital Realty Trust, Inc.

Real Estate
25.6K
New
$136.11 - $177.69 $3.49M - $4.55M
25.6K $4.46M
FDX
Fedex Corp

Industrials
19.5K
New
$198.07 - $245.17 $3.86M - $4.78M
19.5K $4.43M
EPAM
Epam Systems, Inc.

Technology
23.6K
New
N/A
23.6K $4.39M
PLTR
Palantir Technologies Inc.

Technology
16K
+ 37.74%
$74.01 - $144.25 $1.18M - $2.31M
58.4K $7.96M
FOXA
Fox Corp

Communication Services
76.9K
New
$47.21 - $57.04 $3.63M - $4.39M
76.9K $4.31M
BPMC
Blueprint Medicines Corp

Healthcare
33.3K
New
$79.22 - $128.4 $2.64M - $4.28M
33.3K $4.27M
COP
Conocophillips

Energy
46.3K
New
$82.66 - $106.1 $3.83M - $4.91M
46.3K $4.15M
UPS
United Parcel Service Inc

Industrials
40.5K
New
$91.92 - $110.2 $3.72M - $4.46M
40.5K $4.09M
CRL
Charles River Laboratories International, Inc.

Healthcare
26.6K
New
$99.75 - $151.89 $2.65M - $4.04M
26.6K $4.04M
PODD
Insulet Corp

Healthcare
12.4K
New
$238.57 - $327.47 $2.96M - $4.06M
12.4K $3.9M
APP
App Lovin Corp

Technology
10.8K
New
$219.37 - $417.89 $2.37M - $4.51M
10.8K $3.78M
GOOG
Alphabet Inc.

Communication Services
21.1K
New
$146.58 - $180.01 $3.09M - $3.8M
21.1K $3.74M
V
Visa Inc.

Financial Services
10.3K
New
$308.27 - $373.31 $3.17M - $3.83M
10.3K $3.65M
RH
Rh

Consumer Cyclical
18.1K
New
$145.66 - $249.35 $2.64M - $4.51M
18.1K $3.42M
PG
Procter & Gamble CO

Consumer Defensive
20.9K
New
$157.66 - $172.39 $3.29M - $3.6M
20.9K $3.33M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
40K
New
$66.94 - $88.47 $2.68M - $3.54M
40K $3.31M
MU
Micron Technology Inc

Technology
22.8K
+ 262.07%
$64.72 - $127.91 $1.48M - $2.92M
31.5K $3.88M
CI
Cigna Corp

Healthcare
9.1K
New
$301.89 - $340.04 $2.75M - $3.09M
9.1K $3.01M
MA
Mastercard Inc

Financial Services
5.32K
New
$479.92 - $590.74 $2.55M - $3.14M
5.32K $2.99M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
23.7K
New
$49.95 - $128.54 $1.18M - $3.05M
23.7K $2.95M
ERIC
Ericsson Lm Telephone CO

Technology
343K
New
$6.77 - $8.86 $2.32M - $3.04M
343K $2.91M
CPB
Campbell Soup CO

Consumer Defensive
95K
New
$30.65 - $39.9 $2.91M - $3.79M
95K $2.91M
HWM
Howmet Aerospace Inc.

Industrials
15.6K
New
$112.33 - $186.13 $1.75M - $2.9M
15.6K $2.9M
DE
Deere & CO

Industrials
5.68K
New
$412.99 - $531.48 $2.35M - $3.02M
5.68K $2.89M
GWRE
Guidewire Software, Inc.

Technology
12.2K
New
$172.73 - $257.37 $2.1M - $3.14M
12.2K $2.87M
VEEV
Veeva Systems Inc

Healthcare
5.8K
+ 27.89%
$209.39 - $289.94 $1.21M - $1.68M
26.6K $7.66M
ZBRA
Zebra Technologies Corp

Technology
9.2K
New
$213.54 - $309.26 $1.96M - $2.85M
9.2K $2.84M
EXEL
Exelixis, Inc.

Healthcare
63.6K
New
$34.13 - $46.26 $2.17M - $2.94M
63.6K $2.8M
CVNA
Carvana Co.

Consumer Cyclical
8.1K
New
$162.57 - $345.64 $1.32M - $2.8M
8.1K $2.73M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
13.2K
New
$167.22 - $212.42 $2.21M - $2.8M
13.2K $2.61M
WMT
Walmart Inc.

Consumer Defensive
26.1K
New
$81.79 - $99.98 $2.13M - $2.61M
26.1K $2.55M
EHC
Encompass Health Corp

Healthcare
20.5K
New
$96.12 - $122.63 $1.97M - $2.51M
20.5K $2.51M
SO
Southern CO

Utilities
27.3K
New
$84.91 - $92.56 $2.32M - $2.53M
27.3K $2.51M
Activity Summary
Buys All Purchases 430 New Holdings 364 Increased Positions 66 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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