Sign in

You're signed outSign in or to get full access.

Bayesian Capital Management, LP

CIK:0001632551
Hedge Fund
$1B AUM
509 holdings
Brooklyn, NY, US
Founded:2014
1 employees
Latest filing:Jun 30, 2025

Bayesian Capital Management, LP is a Delaware limited partnership founded in April 2014 and headquartered in Brooklyn, NY. The firm is primarily owned by Mr. Velin K. and operates as an investment adviser registered with the SEC. Bayesian Capital Management typically serves pooled investment vehicles and had one employee as of the latest filings.

Investment Strategy

Bayesian Capital Management, LP manages a single pooled investment vehicle (hedge fund), focusing primarily on U.S. public equities and derivatives. Their approach utilizes a diversified and quantitative strategy based on Bayesian inference and statistical modeling, constructing a multi-factor portfolio across a wide array of sectors, with an emphasis on disciplined risk management, systematic trading, and data-driven investment decisions. The firm periodically discloses its holdings in technology, consumer, and financial sectors.

Latest 13F Filing Activity

Bayesian Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 505 equity positions with a total 13F market value of $633M. The fund increased holdings in Wells Fargo Co. New, Apple Inc., Nike Inc. among other positions. Bayesian Capital Management, LP reduced exposure to Cisco SYS Inc., Advanced Micro Devices Inc., Coca Cola Co. among others.

Top Buys
W
WFCWELLS FARGO CO NEW
+$11.0M
A
AAPLAPPLE INC
+$10.6M
N
NKENIKE INC
+$9.4M
D
DISDISNEY WALT CO
+$8.9M
M
MDBMONGODB INC
+$8.5M
Top Sells
C
CSCOCISCO SYS INC
-$13.6M
A
AMDADVANCED MICRO DEVICES INC
-$10.0M
K
KOCOCA COLA CO
-$8.1M
S
SLBSCHLUMBERGER LTD
-$8.0M
W
WDAYWORKDAY INC
-$7.0M

Top Holdings

N
NKENIKE INC
+2.3%$14.8M
D
DISDISNEY WALT CO
+2.2%$14.1M
A
AAPLAPPLE INC
+1.9%$12.1M
W
WFCWELLS FARGO CO NEW
+1.7%$11.0M
O
ORCLORACLE CORP
+1.6%$10.3M

Equity Positions (505)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NIKE INC2.34%$14.8M208,700$76.09$71.04+$9.4M
DISNEY WALT CO2.22%$14.1M113,300$112.02$124.01+$8.9M
APPLE INC1.91%$12.1M58,904$209.87$205.17+$10.6M
WELLS FARGO CO NEW1.74%$11.0M137,400$80.12$80.12+$11.0M
ORACLE CORP1.62%$10.3M47,000$171.17$218.63+$6.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.6%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
PHARMACEUTICAL PREPARATIONS
+4.3%
SERVICES-BUSINESS SERVICES, NEC
+2.7%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+2.7%