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Bayesian Capital Management, LP

All holdings · as of Dec 31, 2025

108 positions

CompanyClassValueShares% of portfolio
Meta Platforms Inc$928.1K1,4062.1%
MICROCHIP TECHNOLOGY INC$939.9K14,7502.2%
Dexcom Inc$954.5K14,3812.2%
Netflix Inc$1.23M13,1002.8%
JPMORGAN CHASE & CO$1.29M4,0003.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.56M5,1413.6%
NVIDIA Corp$1.60M8,6003.7%
MICROSOFT CORP$2.05M4,2354.7%
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