Stock Taper 
BAYESIAN CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 186 | $368.64K |
 Caterpillar Inc. | CAT | 226 | $240.67K |
 Lumentum Holdings Inc. | LITE | 296 | $253.99K |
 Seagate Technology Holdings plc | STX | 380 | $366.7K |
 Teradyne, Inc. | TER | 453 | $219.18K |
 Sandisk Corporation | SNDK | 497 | $1.13M |
 UnitedHealth Group Incorporated | UNH | 520 | $216.13K |
 Advanced Energy Industries, Inc. | AEIS | 650 | $242.37K |
 IDEXX Laboratories, Inc. | IDXX | 749 | $394.3K |
 The Sherwin-Williams Company | SHW | 769 | $264.78K |
 Regeneron Pharmaceuticals, Inc. | REGN | 808 | $503.82K |
 L3Harris Technologies, Inc. | LHX | 818 | $237.7K |
 Coherent, Inc. | COHR | 843 | $332.54K |
 Cummins Inc. | CMI | 871 | $621.21K |
 Keysight Technologies, Inc. | KEYS | 899 | $314.71K |
 LPL Financial Holdings Inc. | LPLA | 962 | $270.98K |
 Broadcom Inc. | AVGO | 1K | $377.75K |
 Trane Technologies plc | TT | 1.18K | $579.08K |
 Amazon.com, Inc. | AMZN | 1.2K | $286.01K |
 Twilio Inc. | TWLO | 1.2K | $247.6K |