Bayesian Capital Management, LP Purchases in Q1 2025

Bayesian Capital Management, LP

  • $582 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CF
Cf Industries Holdings, Inc.

Basic Materials
10.2K
New
$75.03 - $97.25 $765K - $992K
10.2K $797K
TMDX
Trans Medics Group, Inc.

Healthcare
11.9K
New
$56.73 - $79.42 $673K - $942K
11.9K $797K
RELY
Remitly Global, Inc.

Technology
37.8K
New
$19.49 - $27.14 $737K - $1.03M
37.8K $786K
JHG
Janus Henderson Group PLC

Financial Services
21.6K
New
$35.98 - $45.94 $777K - $992K
21.6K $780K
CDW
Cdw Corp

Technology
4.83K
New
$160.26 - $206.13 $774K - $995K
4.83K $773K
CHWY
Chewy, Inc.

Consumer Cyclical
24.5K
+ 96.6%
$31.83 - $39.8 $781K - $977K
49.9K $1.62M
IRDM
Iridium Communications Inc.

Communication Services
27.9K
New
$26.87 - $32.66 $750K - $911K
27.9K $762K
MU
Micron Technology Inc

Technology
8.7K
New
$86.89 - $109.38 $756K - $952K
8.7K $755K
KMI
Kinder Morgan, Inc.

Energy
26.1K
New
$26.1 - $31.22 $681K - $815K
26.1K $744K
FTV
Fortive Corp

Technology
10.1K
New
$71.82 - $82.98 $727K - $840K
10.1K $740K
MCY
Mercury General Corp

Financial Services
13.2K
New
$47.18 - $65.75 $623K - $868K
13.2K $737K
IT
Gartner Inc

Technology
1.75K
New
$418.25 - $548.38 $733K - $961K
1.75K $735K
MOD
Modine Manufacturing CO

Consumer Cyclical
9.56K
New
$76.06 - $142.68 $727K - $1.36M
9.56K $733K
UHS
Universal Health Services Inc

Healthcare
3.9K
New
$163.99 - $193.27 $640K - $754K
3.9K $732K
THS
Tree House Foods, Inc.

Consumer Defensive
26.9K
New
$26.2 - $35.54 $704K - $955K
26.9K $727K
NCNO
N Cino, Inc.

Technology
26.5K
New
$27.36 - $34.81 $725K - $922K
26.5K $727K
NEOG
Neogen Corp

Healthcare
83.7K
New
$8.43 - $13.07 $705K - $1.09M
83.7K $725K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
New
$57.21 - $65.8 $704K - $809K
12.3K $717K
CSTM
Constellium Se

Basic Materials
71K
New
$9.07 - $12.27 $644K - $871K
71K $716K
FAST
Fastenal CO

Industrials
9.2K
New
$71.11 - $79.98 $654K - $736K
9.2K $713K
SNN
Smith & Nephew PLC

Healthcare
25.1K
New
$23.89 - $30.34 $600K - $762K
25.1K $712K
LVS
Las Vegas Sands Corp

Consumer Cyclical
20.8K
+ 251.92%
$38.18 - $50.93 $795K - $1.06M
29.1K $1.12M
CW
Curtiss Wright Corp

Industrials
2.2K
New
$304.82 - $384.07 $669K - $843K
2.2K $696K
LEN
Lennar Corp

Consumer Cyclical
6.33K
+ 356.85%
$113.93 - $141.54 $721K - $896K
8.1K $929K
PR
Permian Resources Corporation

Energy
49.2K
New
$12.33 - $16.0 $607K - $787K
49.2K $681K
MTN
Vail Resorts Inc

Consumer Cyclical
4.2K
New
$153.58 - $184.72 $645K - $776K
4.2K $672K
BILI
Bilibili Inc.

Communication Services
34K
+ 248.96%
$15.97 - $24.1 $543K - $820K
47.7K $911K
BRZE
Braze, Inc.

Technology
18.4K
New
$32.44 - $47.22 $597K - $869K
18.4K $663K
ACMR
Acm Research, Inc.

Technology
28.3K
New
$15.41 - $29.98 $437K - $849K
28.3K $661K
MTG
Mgic Investment Corp

Financial Services
26.6K
New
$22.56 - $25.71 $600K - $684K
26.6K $659K
ONON
On Holding Ag

Consumer Cyclical
14.9K
New
$43.92 - $63.62 $654K - $948K
14.9K $654K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
13K
New
$47.79 - $59.89 $621K - $779K
13K $652K
NXPI
Nxp Semiconductors N.V.

Technology
3.4K
New
$189.99 - $245.86 $646K - $836K
3.4K $646K
MKTX
Marketaxess Holdings Inc

Financial Services
2.99K
New
$189.81 - $226.47 $567K - $676K
2.99K $645K
PBI
Pitney Bowes Inc

Industrials
71.1K
New
$7.03 - $10.86 $499K - $772K
71.1K $643K
X
United States Steel Corp

Basic Materials
15.1K
New
$30.47 - $43.0 $460K - $649K
15.1K $638K
VNO
Vornado Realty Trust

Real Estate
17.1K
New
$35.4 - $43.26 $604K - $739K
17.1K $631K
YMM
Full Truck Alliance Co. Ltd.

Technology
48.7K
New
$10.41 - $13.69 $507K - $667K
48.7K $621K
OSK
Oshkosh Corp

Industrials
6.6K
+ 256.11%
$89.56 - $116.4 $591K - $768K
9.18K $863K
TTD
Trade Desk, Inc.

Technology
11.2K
New
$53.59 - $126.58 $601K - $1.42M
11.2K $613K
BEN
Franklin Resources Inc

Financial Services
31.7K
New
$18.92 - $22.24 $599K - $704K
31.7K $609K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
66.5K
New
$8.5 - $11.33 $565K - $753K
66.5K $600K
BK
Bank Of New York Mellon Corp

Financial Services
6.5K
+ 84.42%
$75.42 - $88.95 $490K - $578K
14.2K $1.19M
ETR
Entergy Corp

Utilities
6.9K
New
$75.26 - $87.89 $519K - $606K
6.9K $589K
SGRY
Surgery Partners, Inc.

Healthcare
24.8K
New
$19.85 - $25.87 $492K - $641K
24.8K $588K
POWL
Powell Industries Inc

Industrials
3.41K
New
$155.56 - $311.38 $530K - $1.06M
3.41K $580K
HRB
H&R Block Inc

Consumer Cyclical
9.99K
+ 69.27%
$49.96 - $55.97 $499K - $559K
24.4K $1.34M
MIDD
Middleby Corp

Industrials
3.79K
New
$133.93 - $172.89 $508K - $656K
3.79K $576K
CLH
Clean Harbors Inc

Industrials
2.9K
New
$188.14 - $246.1 $546K - $714K
2.9K $571K
Activity Summary
Buys All Purchases 459 New Holdings 389 Increased Positions 70 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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