BAYESIAN CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACHR | 45K | $339.15K |
 | SMR | 39K | $551.06K |
 | TU | 35K | $464.90K |
 | MNKD | 35K | $199.58K |
 | OPEN | 31K | $178.98K |
 | WULF | 29K | $328.61K |
 | PK | 28K | $290.79K |
 | PINS | 27K | $688.67K |
 | TTD | 23K | $873.08K |
 | HRL | 21K | $504.81K |
 | DAWN | 20K | $188.98K |
 | OSCR | 20K | $290.27K |
 | ITUB | 19K | $136.96K |
 | LYFT | 19K | $368.03K |
 | GOGO | 19K | $87.24K |
 | RELY | 18K | $247.02K |
 | AGNC | 18K | $190.82K |
 | NLY | 18K | $398.01K |
 | NVAX | 17K | $116.75K |
 | MIST | 17K | $34.77K |
Archer Aviation Inc.
ACHR
Shares Held
45K
Value
$339.15K
NuScale Power Corporation
SMR
Shares Held
39K
Value
$551.06K
TELUS Corporation
TU
Shares Held
35K
Value
$464.90K
MannKind Corporation
MNKD
Shares Held
35K
Value
$199.58K
Opendoor Technologies Inc.
OPEN
Shares Held
31K
Value
$178.98K
TeraWulf Inc.
WULF
Shares Held
29K
Value
$328.61K
Park Hotels & Resorts Inc.
PK
Shares Held
28K
Value
$290.79K
Pinterest, Inc.
PINS
Shares Held
27K
Value
$688.67K
The Trade Desk, Inc.
TTD
Shares Held
23K
Value
$873.08K
Hormel Foods Corporation
HRL
Shares Held
21K
Value
$504.81K
Day One Biopharmaceuticals, Inc.
DAWN
Shares Held
20K
Value
$188.98K
Oscar Health, Inc.
OSCR
Shares Held
20K
Value
$290.27K
Itaú Unibanco Holding S.A.
ITUB
Shares Held
19K
Value
$136.96K
Lyft, Inc.
LYFT
Shares Held
19K
Value
$368.03K
Gogo Inc.
GOGO
Shares Held
19K
Value
$87.24K
Remitly Global, Inc.
RELY
Shares Held
18K
Value
$247.02K
AGNC Investment Corp.
AGNC
Shares Held
18K
Value
$190.82K
Annaly Capital Management, Inc.
NLY
Shares Held
18K
Value
$398.01K
Novavax, Inc.
NVAX
Shares Held
17K
Value
$116.75K
Milestone Pharmaceuticals Inc.
MIST
Shares Held
17K
Value
$34.77K