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
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
18.3K
New
$25.21 - $34.03 $461K - $622K
18.3K $547K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
7.5K
New
$56.27 - $73.32 $422K - $550K
7.5K $546K
TU
Telus Corp

Communication Services
33.4K
New
$13.82 - $16.49 $462K - $551K
33.4K $536K
MPC
Marathon Petroleum Corp

Energy
3.2K
New
$118.55 - $170.08 $379K - $544K
3.2K $531K
TNDM
Tandem Diabetes Care Inc

Healthcare
28.4K
New
$16.35 - $23.52 $464K - $668K
28.4K $529K
TXN
Texas Instruments Inc

Technology
2.7K
New
N/A
2.7K $525K
ARMK
Aramark

Industrials
12.5K
New
$30.39 - $42.1 $380K - $526K
12.5K $523K
SYM
Symbotic Inc.

Financial Services
13.5K
New
$17.5 - $38.85 $235K - $523K
13.5K $522K
ESI
Element Solutions Inc

Basic Materials
23.1K
New
$17.5 - $22.96 $404K - $530K
23.1K $522K
SHEL
Shell PLC

Energy
7.4K
New
$59.75 - $73.05 $442K - $541K
7.4K $521K
KD
Kyndryl Holdings, Inc.

Technology
11.8K
New
$27.77 - $41.96 $326K - $493K
11.8K $493K
ZS
Zscaler, Inc.

Technology
1.57K
New
$174.67 - $315.32 $274K - $495K
1.57K $492K
CTSH
Cognizant Technology Solutions Corp

Technology
6.3K
New
$66.47 - $81.81 $419K - $515K
6.3K $491K
CVE
Cenovus Energy Inc.

Energy
36.1K
New
$10.58 - $14.83 $382K - $535K
36.1K $490K
KFY
Korn Ferry

Industrials
6.6K
New
$59.48 - $74.54 $393K - $492K
6.6K $483K
BIDU
Baidu, Inc.

Communication Services
5.57K
New
$76.86 - $92.5 $428K - $516K
5.57K $478K
AMSC
American Superconductor Corp

Industrials
13K
New
$15.8 - $37.12 $205K - $483K
13K $476K
ENVX
Enovix Corp

Industrials
46K
New
$5.46 - $10.53 $251K - $484K
46K $475K
CIVI
Civitas Resources, Inc.

Energy
17.2K
New
$24.28 - $35.09 $418K - $604K
17.2K $473K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
3.28K
New
$87.64 - $143.29 $288K - $470K
3.28K $470K
GLNG
Golar Lng LTD

Energy
11.4K
New
$30.7 - $42.63 $350K - $486K
11.4K $469K
FMC
Fmc Corp

Basic Materials
11.1K
New
$33.98 - $44.06 $377K - $489K
11.1K $463K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
20.3K
New
$20.6 - $29.93 $418K - $607K
20.3K $459K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
8.65K
New
$33.46 - $53.52 $289K - $463K
8.65K $446K
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.55K
New
$63.54 - $68.5 $416K - $448K
6.55K $441K
AVT
Avnet Inc

Technology
8.3K
New
$41.51 - $53.08 $344K - $441K
8.3K $440K
KMX
Carmax Inc

Consumer Cyclical
12.6K
+ 33.02%
$62.27 - $82.77 $787K - $1.05M
50.9K $3.42M
HBM
Hudbay Minerals Inc.

Basic Materials
41.4K
New
$6.09 - $10.7 $252K - $443K
41.4K $439K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
27.3K
New
$11.71 - $19.37 $319K - $528K
27.3K $438K
STE
Steris PLC

Healthcare
1.82K
New
$208.55 - $252.55 $380K - $461K
1.82K $438K
VLO
Valero Energy Corp

Energy
3.23K
New
$104.69 - $141.77 $339K - $458K
3.23K $434K
SONY
Sony Group Corp

Technology
15.9K
+ 56.21%
$21.24 - $26.88 $339K - $428K
44.3K $1.15M
HSBC
Hsbc Holdings PLC

Financial Services
7.1K
New
$46.68 - $61.09 $331K - $434K
7.1K $431K
VKTX
Viking Therapeutics, Inc.

Healthcare
16.2K
New
$19.98 - $29.49 $324K - $478K
16.2K $429K
AIG
American International Group, Inc.

Financial Services
5K
New
$77.56 - $87.72 $388K - $439K
5K $427K
COLM
Columbia Sportswear CO

Consumer Cyclical
7K
New
$59.62 - $77.36 $417K - $542K
7K $427K
FA
First Advantage Corp

Industrials
25.6K
New
$12.99 - $18.59 $333K - $476K
25.6K $425K
CAR
Avis Budget Group, Inc.

Industrials
2.51K
New
$62.86 - $179.3 $158K - $450K
2.51K $423K
WHR
Whirlpool Corp

Consumer Cyclical
4.15K
New
$75.71 - $101.42 $314K - $421K
4.15K $420K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
45.9K
New
$8.39 - $9.19 $385K - $422K
45.9K $417K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.38K
New
$267.56 - $340.8 $369K - $470K
1.38K $417K
HALO
Halozyme Therapeutics, Inc.

Healthcare
11.7K
+ 71.23%
$47.91 - $70.14 $560K - $819K
28.1K $1.46M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
7.2K
New
N/A
7.2K $414K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5.4K
New
$67.02 - $83.8 $362K - $453K
5.4K $410K
APO
Apollo Global Management, Inc.

Financial Services
2.89K
New
$108.68 - $145.07 $314K - $419K
2.89K $409K
CNMD
Conmed Corp

Healthcare
7.78K
New
$47.66 - $60.73 $371K - $472K
7.78K $405K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
17.6K
New
$10.88 - $23.17 $191K - $408K
17.6K $404K
IEX
Idex Corp

Industrials
2.3K
New
$160.66 - $191.29 $370K - $440K
2.3K $403K
IONS
Ionis Pharmaceuticals Inc

Healthcare
8.1K
+ 95.29%
$25.51 - $40.0 $207K - $324K
16.6K $655K
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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