HoldingsChannel.com
Bayesian Capital Management LP Top Holdings
As of  06/30/2023, below is a summary of the Bayesian Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Bayesian Capital Management LP. In the Bayesian Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Bayesian Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Bayesian Capital Management LP top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
NVIDIA CORPORATION 66,000 +66,000 $27,919
     NVDA66,000+66,000$27,919
MICROSOFT CORP 53,900 +53,900 $18,355
     MSFT53,900+53,900$18,355
META PLATFORMS INC 51,985 +51,985 $14,919
     META51,985+51,985$14,919
PALO ALTO NETWORKS INC 51,035 +51,035 $13,040
     PANW51,035+51,035$13,040
STARBUCKS CORP 118,700 +118,700 $11,758
     SBUX118,700+118,700$11,758
SALESFORCE INC 53,600 +45,200 $11,324
     CRM53,600+45,200$11,324
PROCTER AND GAMBLE CO 74,240 +74,240 $11,265
     PG74,240+74,240$11,265
COCA COLA CO 181,400 +175,600 $10,924
     KO181,400+175,600$10,924
GOLDMAN SACHS GROUP INC 33,800 +21,200 $10,902
     GS33,800+21,200$10,902
T MOBILE US INC 68,293 +63,500 $9,486
     TMUS68,293+63,500$9,486
LAM RESEARCH CORP 12,991 +2,300 $8,351
     LRCX12,991+2,300$8,351
HUBSPOT INC 15,223 -400 $8,100
     HUBS15,223-400$8,100
ORACLE CORP 67,073 +67,073 $7,988
     ORCL67,073+67,073$7,988
BANK AMERICA CORP 274,000 +94,400 $7,861
     BAC274,000+94,400$7,861
RIVIAN AUTOMOTIVE INC 460,400 +460,400 $7,670
     RIVN460,400+460,400$7,670
SELECT SECTOR SPDR TR (XLU) 110,400 +71,692 $7,225
     XLU110,400+71,692$7,225
SHOPIFY INC 107,962 +107,962 $6,974
     SHOP107,962+107,962$6,974
INTEL CORP 203,580 +177,600 $6,808
     INTC203,580+177,600$6,808
COINBASE GLOBAL INC 93,733 +31,533 $6,707
     COIN93,733+31,533$6,707
DEERE & CO 16,500 +10,000 $6,686
     DE16,500+10,000$6,686
SEA LTD 110,944 +72,200 $6,439
     SE110,944+72,200$6,439
MEDTRONIC PLC 72,878 +72,878 $6,421
     MDT72,878+72,878$6,421
PAYPAL HLDGS INC 93,723 +93,723 $6,254
     PYPL93,723+93,723$6,254
MONGODB INC 15,151 +15,151 $6,227
     MDB15,151+15,151$6,227
EXPEDIA GROUP INC 56,913 +56,913 $6,226
     EXPE56,913+56,913$6,226
KROGER CO 129,308 +45,400 $6,077
     KR129,308+45,400$6,077
ZOOM VIDEO COMMUNICATIONS IN 89,000 +52,800 $6,041
     ZM89,000+52,800$6,041
CHEVRON CORP NEW 35,730 +15,730 $5,622
     CVX35,730+15,730$5,622
CONOCOPHILLIPS 53,976 +53,976 $5,592
     COP53,976+53,976$5,592
SAP SE 39,882 +15,500 $5,456
     SAP39,882+15,500$5,456
DICKS SPORTING GOODS INC 35,814 +2,497 $4,734
     DKS35,814+2,497$4,734
SOUTHERN CO 67,274 +67,274 $4,726
     SO67,274+67,274$4,726
UNITEDHEALTH GROUP INC 9,550 +5,450 $4,590
     UNH9,550+5,450$4,590
KRAFT HEINZ CO 123,300 +123,300 $4,377
     KHC123,300+123,300$4,377
INTUITIVE SURGICAL INC 12,728 +12,728 $4,352
     ISRG12,728+12,728$4,352
OREILLY AUTOMOTIVE INC 4,405 -3,500 $4,208
     ORLY4,405-3,500$4,208
AMGEN INC 18,400 +13,500 $4,085
     AMGN18,400+13,500$4,085
SPOTIFY TECHNOLOGY S A 25,326 -500 $4,066
     SPOT25,326-500$4,066
WAYFAIR INC 60,662 +24,700 $3,944
     W60,662+24,700$3,944
FIDELITY NATL INFORMATION SV 71,266 +54,600 $3,898
     FIS71,266+54,600$3,898
DOCUSIGN INC 76,063 +76,063 $3,886
     DOCU76,063+76,063$3,886
HORMEL FOODS CORP 93,600 +93,600 $3,765
     HRL93,600+93,600$3,765
MONDELEZ INTL INC 50,324 +8,652 $3,671
     MDLZ50,324+8,652$3,671
ABBOTT LABS 33,500 +33,500 $3,652
     ABT33,500+33,500$3,652
COLGATE PALMOLIVE CO 47,300 +47,300 $3,644
     CL47,300+47,300$3,644
ASTRAZENECA PLC 50,300 +8,829 $3,600
     AZN50,300+8,829$3,600
LULULEMON ATHLETICA INC 9,400 -17,000 $3,558
     LULU9,400-17,000$3,558
WALMART INC 22,200 +1,099 $3,489
     WMT22,200+1,099$3,489
DROPBOX INC 128,000 +128,000 $3,414
     DBX128,000+128,000$3,414
NETAPP INC 43,674 +43,674 $3,337
     NTAP43,674+43,674$3,337

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 06/30/2023: $931,072
At 03/31/2023: $808,280

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

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.