HoldingsChannel.com
Bayesian Capital Management LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FACEBOOK INC 73,123 +40,623 $13,022
     FB73,123+40,623$13,022
ACCENTURE PLC IRELAND 66,460 +66,460 $12,784
     ACN66,460+66,460$12,784
APPLE INC 49,699 +36,200 $11,131
     AAPL49,699+36,200$11,131
TARGET CORP 88,524 -900 $9,464
     TGT88,524-900$9,464
UNITEDHEALTH GROUP INC 43,076 +36,623 $9,361
     UNH43,076+36,623$9,361
CARNIVAL CORP 195,122 +195,122 $8,529
     CCL195,122+195,122$8,529
MCCORMICK & CO INC 42,500 +42,500 $6,643
     MKC42,500+42,500$6,643
DOLLAR GEN CORP NEW 41,679 +41,679 $6,624
     DG41,679+41,679$6,624
MICROSOFT CORP 47,100 +31,273 $6,548
     MSFT47,100+31,273$6,548
CONAGRA BRANDS INC 211,500 +211,500 $6,489
     CAG211,500+211,500$6,489
WALMART INC 49,676 +21,000 $5,896
     WMT49,676+21,000$5,896
COSTCO WHSL CORP NEW 19,930 +9,700 $5,742
     COST19,930+9,700$5,742
MEDTRONIC PLC 48,900 +8,800 $5,312
     MDT48,900+8,800$5,312
SALESFORCE COM INC 33,794 +9,594 $5,016
     CRM33,794+9,594$5,016
BURLINGTON STORES INC 25,100 +25,100 $5,015
     BURL25,100+25,100$5,015
LULULEMON ATHLETICA INC 23,900 -1,100 $4,601
     LULU23,900-1,100$4,601
HASBRO INC 38,000 +23,100 $4,510
     HAS38,000+23,100$4,510
CVS HEALTH CORP 69,700 +69,700 $4,396
     CVS69,700+69,700$4,396
LAUDER ESTEE COS INC 22,000 -7,300 $4,377
     EL22,000-7,300$4,377
BOOKING HLDGS INC 2,220 +2,220 $4,357
     BKNG2,220+2,220$4,357
COCA COLA CO 79,100 +79,100 $4,306
     KO79,100+79,100$4,306
FIDELITY NATL INFORMATION SV 31,492 +31,492 $4,181
     FIS31,492+31,492$4,181
STARBUCKS CORP 47,000 +33,200 $4,156
     SBUX47,000+33,200$4,156
TWITTER INC 99,000 +58,788 $4,079
     TWTR99,000+58,788$4,079
UNION PACIFIC CORP 24,900 +8,200 $4,033
     UNP24,900+8,200$4,033
AMERICAN INTL GROUP INC 72,103 +52,003 $4,016
     AIG72,103+52,003$4,016
EQUINIX INC 6,810 -600 $3,928
     EQIX6,810-600$3,928
ROKU INC 38,500 +3,900 $3,918
     ROKU38,500+3,900$3,918
ACUITY BRANDS INC 26,500 +26,500 $3,572
     AYI26,500+26,500$3,572
CHEVRON CORP NEW 29,304 +26,153 $3,475
     CVX29,304+26,153$3,475
DOMINOS PIZZA INC 13,506 +13,506 $3,303
     DPZ13,506+13,506$3,303
INTUIT 12,339 +8,439 $3,281
     INTU12,339+8,439$3,281
MERCADOLIBRE INC 5,804 -100 $3,199
     MELI5,804-100$3,199
ELECTRONIC ARTS INC 31,855 +31,855 $3,116
     EA31,855+31,855$3,116
KEYSIGHT TECHNOLOGIES INC 31,000 +900 $3,015
     KEYS31,000+900$3,015
EBAY INC 74,377 +34,500 $2,899
     EBAY74,377+34,500$2,899
COMCAST CORP NEW 61,603 -44,097 $2,777
     CMCSA61,603-44,097$2,777
FLEETCOR TECHNOLOGIES INC 9,600 +2,825 $2,753
     FLT9,600+2,825$2,753
CARLISLE COS INC 18,500 UNCH $2,692
     CSL18,500UNCH$2,692
MARTIN MARIETTA MATLS INC 9,800 +7,000 $2,686
     MLM9,800+7,000$2,686
RESMED INC 19,698 +19,698 $2,661
     RMD19,698+19,698$2,661
JD COM INC 93,247 +23,900 $2,630
     JD93,247+23,900$2,630
SOLAREDGE TECHNOLOGIES INC 30,777 +11,700 $2,577
     SEDG30,777+11,700$2,577
TERADYNE INC 43,998 +8,798 $2,548
     TER43,998+8,798$2,548
GENPACT LIMITED 64,769 +24,600 $2,510
     G64,769+24,600$2,510
COUPA SOFTWARE INC 19,200 +19,200 $2,488
     COUP19,200+19,200$2,488
NOVARTIS A G 27,598 +22,300 $2,398
     NVS27,598+22,300$2,398
HEICO CORP NEW      $2,397
     HEI14,600+7,300$1,823
     HEI.A5,900+3,344$574
HILTON WORLDWIDE HLDGS INC 25,517 -10,600 $2,376
     HLT25,517-10,600$2,376
MATCH GROUP INC 32,951 +12,100 $2,354
     MTCH32,951+12,100$2,354

See Full List: All Stocks Held By Bayesian Capital Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bayesian Capital Management LP

Size ($ in 1000's)
At 09/30/2019: $528,719
At 06/30/2019: $483,814

Bayesian Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bayesian Capital Management LP 13F filings. Link to 13F filings: SEC filings

Bayesian Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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