Stock Taper 
BAYESIAN CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 1.22K | $2.43M |
 Intuit Inc. | INTU | 1.23K | $321.81K |
 C.H. Robinson Worldwide, Inc. | CHRW | 1.3K | $244.84K |
 Tesla, Inc. | TSLA | 1.3K | $546.78K |
 Cloudflare, Inc. | NET | 1.45K | $355.41K |
 Nucor Corporation | NUE | 1.5K | $333.9K |
 First Solar, Inc. | FSLR | 1.52K | $357.71K |
 Honeywell International Inc. | HON | 1.55K | $347.05K |
 Jack Henry & Associates, Inc. | JKHY | 1.57K | $215.7K |
 SharkNinja, Inc. | SN | 1.7K | $258.86K |
 Valero Energy Corporation | VLO | 1.7K | $442.75K |
 Constellation Energy Corporation | CEG | 1.7K | $422.23K |
 Chevron Corporation | CVX | 1.88K | $311.96K |
 Alphabet Inc. | GOOG | 2.04K | $720.44K |
 Novartis AG | NVS | 2.37K | $370.64K |
 Amgen Inc. | AMGN | 2.38K | $863.29K |
 The Procter & Gamble Company | PG | 2.4K | $351.94K |
 Paychex, Inc. | PAYX | 2.5K | $245.82K |
 Aon plc | AON | 2.51K | $831.88K |
 Prologis, Inc. | PLD | 2.6K | $352.09K |