Bayesian Capital Management LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Etsy, Inc.
ETSY
$6.99M0.09101,772+1,339.08%+$6.51M0.67
DENTSPLY SIRONA Inc.
XRAY
$4.64M0.07139,689+843.85%+$4.15M0.45
Bill.com Holdings, Inc.
BILL
$4.78M0.0769,500New+$4.78M0.46
Confluent, Inc.
CFLT
$6.17M0.06202,000+220.63%+$4.24M0.59
Roku, Inc.
ROKU
$4.93M0.0575,600+44.27%+$1.51M0.47
Enphase Energy, Inc.
ENPH
$7.67M0.0563,386New+$7.67M0.74
Synchrony Financial
SYF
$5.95M0.03138,000+118.35%+$3.23M0.57
Okta, Inc.
OKTA
$5.96M0.0357,000New+$5.96M0.57
Pure Storage, Inc.
PSTG
$5.04M0.0396,861New+$5.04M0.48
eBay Inc.
EBAY
$7.71M0.03146,000New+$7.71M0.74
Align Technology, Inc.
ALGN
$6.69M0.0320,400New+$6.69M0.64
General Motors Company
GM
$13.58M0.03299,458+423.91%+$10.99M1.3
Devon Energy Corporation
DVN
$7.82M0.03155,800New+$7.82M0.75
GE HealthCare Technologies Inc.
GEHC
$8.21M0.0290,300New+$8.21M0.79
PayPal Holdings, Inc.
PYPL
$12.85M0.02191,854New+$12.85M1.23
Cloudflare, Inc.
NET
$5.6M0.0257,883New+$5.6M0.54
The Trade Desk, Inc.
TTD
$7.06M0.0280,712+682.7%+$6.15M0.68
Agnico Eagle Mines Limited
AEM
$5.02M0.0284,200+151.34%+$3.02M0.48
DuPont de Nemours, Inc.
DD
$4.79M0.0262,483New+$4.79M0.46
Delta Air Lines, Inc.
DAL
$4.64M0.0296,895New+$4.64M0.45
Sempra
SRE
$6.57M0.0191,426+45.99%+$2.07M0.63
FedEx Corporation
FDX
$10.14M0.0135,000New+$10.14M0.97
Paychex, Inc.
PAYX
$6.09M0.0149,600New+$6.09M0.58
Dell Technologies Inc.
DELL
$10.55M0.0192,468New+$10.55M1.01
Autodesk, Inc.
ADSK
$7.26M0.0127,885New+$7.26M0.7
Spotify Technology S.A.
SPOT
$6.52M0.0124,700New+$6.52M0.63
MSCI Inc.
MSCI
$5.44M0.019,713New+$5.44M0.52
CrowdStrike Holdings, Inc.
CRWD
$7.02M0.0121,900+277.59%+$5.16M0.67
Emerson Electric Co.
EMR
$6.03M0.0153,200New+$6.03M0.58
Micron Technology, Inc.
MU
$11.01M0.0193,400-49.57%-$10.82M1.06
BlackRock, Inc.
BLK
$8.07M0.019,684New+$8.07M0.77
Lowe's Companies, Inc.
LOW
$8.99M0.0135,311New+$8.99M0.86
Cisco Systems, Inc.
CSCO
$10.88M0.01218,014New+$10.88M1.04
American Express Company
AXP
$8.11M0.0135,606New+$8.11M0.78
AT&T Inc.
T
$5.99M0.01340,600+974.45%+$5.44M0.58
Oracle Corporation
ORCL
$17.05M0.01135,773New+$17.05M1.64
Accenture plc
ACN
$8.21M<0.0123,700New+$8.21M0.79
The Charles Schwab Corporation
SCHW
$5.43M<0.0175,000+286.6%+$4.02M0.52
ConocoPhillips
COP
$5.61M<0.0144,100New+$5.61M0.54
Comcast Corporation
CMCSA
$6.79M<0.01156,700New+$6.79M0.65
Lam Research Corporation
LRCX
$5.21M<0.015,363New+$5.21M0.5
Philip Morris International Inc.
PM
$6.24M<0.0168,109New+$6.24M0.6
Pfizer Inc.
PFE
$6.11M<0.01220,000+25.57%+$1.24M0.59
The TJX Companies, Inc.
TJX
$4.98M<0.0149,100New+$4.98M0.48
Chevron Corporation
CVX
$12.93M<0.0181,996+316.31%+$9.83M1.24
Union Pacific Corporation
UNP
$4.62M<0.0118,800New+$4.62M0.44
Eli Lilly and Company
LLY
$7.9M<0.0110,157New+$7.9M0.76
iShares Russell 2000 ETF
IWM
$9.95M<0.0147,301+951.13%+$9M0.95
Alphabet Inc.
GOOGL
$7.77M<0.0151,490New+$7.77M0.75
Alphabet Inc.
GOOG
$6.42M<0.0142,185New+$6.42M0.62