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Bayesian Capital Management, LP

Q2 2023 · 13F-HR

Bayesian Capital Management, LPholdings as filed

Filed 2023-08-14 · accession 0001420506-23-001698

$931.1M
Reported value
749
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 749

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$27.9M3.00%66,000CommonSOLE
594918104MSFTMICROSOFT CORP$18.4M1.97%53,900CommonSOLE
30303M102METAMETA PLATFORMS INC$14.9M1.60%51,985CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$13.0M1.40%51,035CommonSOLE
855244109SBUXSTARBUCKS CORP$11.8M1.26%118,700CommonSOLE
79466L302CRMSALESFORCE INC$11.3M1.22%53,600CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.3M1.21%74,240CommonSOLE
191216100KOCOCA COLA CO$10.9M1.17%181,400CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10.9M1.17%33,800CommonSOLE
872590104TMUST-MOBILE US INC$9.5M1.02%68,293CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$8.4M0.90%12,991CommonSOLE
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060505104BACBANK AMERICA CORP$7.9M0.84%274,000CommonSOLE
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81369Y886XLUSELECT SECTOR SPDR TR$7.2M0.78%110,400CommonSOLE
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244199105DEDEERE & CO$6.7M0.72%16,500CommonSOLE
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70450Y103PYPLPAYPAL HLDGS INC$6.3M0.67%93,723CommonSOLE
60937P106MDBMONGODB INC$6.2M0.67%15,151CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$6.2M0.67%56,913CommonSOLE
501044101KRKROGER CO$6.1M0.65%129,308CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$6.0M0.65%89,000CommonSOLE
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20825C104COPCONOCOPHILLIPS$5.6M0.60%53,976CommonSOLE
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253393102DKSDICKS SPORTING GOODS INC$4.7M0.51%35,814CommonSOLE
842587107SOSOUTHERN CO$4.7M0.51%67,274CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.6M0.49%9,550CommonSOLE
500754106KHCKRAFT HEINZ CO$4.4M0.47%123,300CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.4M0.47%12,728CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$4.2M0.45%4,405CommonSOLE
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440452100HRLHORMEL FOODS CORP$3.8M0.40%93,600CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.7M0.39%50,324CommonSOLE
002824100ABTABBOTT LABS$3.7M0.39%33,500CommonSOLE
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046353108AZNNASTRAZENECA PLC$3.6M0.39%50,300CommonSOLE
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26210C104DBXDROPBOX INC$3.4M0.37%128,000CommonSOLE
64110D104NTAPNETAPP INC$3.3M0.36%43,674CommonSOLE
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189054109CLXCLOROX CO DEL$3.3M0.35%20,700CommonSOLE
126650100CVSCVS HEALTH CORP$3.2M0.35%46,800CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.2M0.35%16,655CommonSOLE
969457100WMBWILLIAMS COS INC$3.2M0.35%98,700CommonSOLE
40415F101HDBHDFC BANK LTD$3.2M0.35%46,106CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.2M0.34%74,200CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.2M0.34%51,044CommonSOLE
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G98239109XPXP INC$3.1M0.34%134,179CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.1M0.33%22,987CommonSOLE
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015271109AREALEXANDRIA REAL ESTATE EQ IN$3.1M0.33%26,929CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3.0M0.32%20,700CommonSOLE
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879360105TDYTELEDYNE TECHNOLOGIES INC$3.0M0.32%7,308CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$3.0M0.32%11,067CommonSOLE
74967X103RHRH$3.0M0.32%9,009CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.9M0.31%17,620CommonSOLE
H1467J104CBCHUBB LIMITED$2.9M0.31%15,043CommonSOLE
25809K105DASHDOORDASH INC$2.9M0.31%37,870CommonSOLE
500255104KSSKOHLS CORP$2.9M0.31%123,888CommonSOLE
58155Q103MCKMCKESSON CORP$2.8M0.31%6,658CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.8M0.30%83,300CommonSOLE
268150109DTDYNATRACE INC$2.8M0.30%54,500CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.8M0.30%30,700CommonSOLE
651639106NEMNEWMONT CORP$2.8M0.30%65,300CommonSOLE
23331A109DHID R HORTON INC$2.8M0.30%22,700CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$2.8M0.30%244,217CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.7M0.29%17,600CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.7M0.29%7,247CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2.6M0.28%35,500CommonSOLE
50202M102LILI AUTO INC$2.6M0.28%74,800CommonSOLE
922475108VEEVVEEVA SYS INC$2.6M0.28%13,136CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.6M0.28%69,800CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$2.6M0.28%45,744CommonSOLE
418056107HASHASBRO INC$2.6M0.28%39,580CommonSOLE
125896100CMSCMS ENERGY CORP$2.6M0.27%43,453CommonSOLE
M7S64H106MNDYMONDAY COM LTD$2.5M0.27%14,816CommonSOLE
29250N105ENBENBRIDGE INC$2.5M0.27%68,217CommonSOLE
62914V106NIONIO INC$2.5M0.27%257,160CommonSOLE
78440X887SLGSL GREEN RLTY CORP$2.5M0.27%82,800CommonSOLE
29786A106ETSYETSY INC$2.5M0.27%29,300CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.4M0.26%98,489CommonSOLE
03831W108APPAPPLOVIN CORP$2.4M0.26%93,900CommonSOLE
62944T105NVRNVR INC$2.4M0.26%376CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.25%10,766CommonSOLE
122017106BURLBURLINGTON STORES INC$2.4M0.25%14,993CommonSOLE
G6095L109APTIV PLC$2.3M0.25%22,951CommonSOLE
98980G102ZSZSCALER INC$2.3M0.25%15,800CommonSOLE
756109104OREALTY INCOME CORP$2.3M0.25%38,500CommonSOLE
058498106BALLBALL CORP$2.3M0.25%39,273CommonSOLE
82452J109FOURSHIFT4 PMTS INC$2.3M0.25%33,608CommonSOLE
487836108KKELLOGG CO$2.3M0.24%33,624CommonSOLE
00206R102TAT&T INC$2.2M0.24%140,300CommonSOLE
406216101HALHALLIBURTON CO$2.2M0.24%67,697CommonSOLE
717081103PFEPFIZER INC$2.2M0.24%60,300CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.2M0.24%12,653CommonSOLE
15135B101CNCCENTENE CORP DEL$2.2M0.24%32,459CommonSOLE
136385101CNQCANADIAN NAT RES LTD$2.2M0.23%38,700CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$2.2M0.23%9,026CommonSOLE
N00985106AERAERCAP HOLDINGS NV$2.1M0.23%33,764CommonSOLE
53814L108LTHM1EURLIVENT CORP$2.1M0.23%78,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.1M0.23%1,799CommonSOLE
65290E101NXTNEXTRACKER INC$2.1M0.23%53,400CommonSOLE
78464A698KRESPDR SER TR$2.1M0.23%51,500CommonSOLE
464287655IWMISHARES TR$2.1M0.22%11,100CommonSOLE
88339J105TTDTHE TRADE DESK INC$2.1M0.22%26,900CommonSOLE
37637K108GTLBGITLAB INC$2.1M0.22%40,500CommonSOLE
806857108SLBSCHLUMBERGER LTD$2.0M0.22%41,600CommonSOLE
277432100EMNEASTMAN CHEM CO$2.0M0.22%24,287CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2.0M0.22%12,100CommonSOLE
278642103EBAYEBAY INC.$2.0M0.22%45,056CommonSOLE
61945C103MOSMOSAIC CO NEW$2.0M0.21%57,000CommonSOLE
816851109SRESEMPRA$2.0M0.21%13,600CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$2.0M0.21%53,851CommonSOLE
02079K305GOOGLALPHABET INC$2.0M0.21%16,500CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.0M0.21%17,300CommonSOLE
30063P105EXKEXACT SCIENCES CORP$2.0M0.21%20,918CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.9M0.21%21,700CommonSOLE
364760108GAPGAP INC$1.9M0.21%215,627CommonSOLE
30161N101EXCEXELON CORP$1.9M0.21%47,200CommonSOLE
848637104SPLKCHFSPLUNK INC$1.9M0.21%18,100CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.9M0.20%11,344CommonSOLE
G6683N103NUNU HLDGS LTD$1.9M0.20%240,200CommonSOLE
125269100CFCF INDS HLDGS INC$1.9M0.20%27,154CommonSOLE
368736104GNRCGENERAC HLDGS INC$1.9M0.20%12,574CommonSOLE
26622P107DOCSDOXIMITY INC$1.9M0.20%54,800CommonSOLE
294429105EFXEQUIFAX INC$1.8M0.20%7,845CommonSOLE
76680R206RNGRINGCENTRAL INC$1.8M0.20%56,229CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.8M0.20%170,415CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$1.8M0.20%11,600CommonSOLE
09215C105BLACK KNIGHT INC$1.8M0.20%30,538CommonSOLE
143130102KMXCARMAX INC$1.8M0.20%21,711CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.8M0.20%24,274CommonSOLE
260557103DOWDOW INC$1.8M0.19%33,895CommonSOLE
315616102FFIVF5 INC$1.8M0.19%12,300CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.8M0.19%3,872CommonSOLE
26875P101EOGEOG RES INC$1.8M0.19%15,400CommonSOLE
615369105MCOMOODYS CORP$1.8M0.19%5,040CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$1.8M0.19%43,621CommonSOLE
237266101DARDARLING INGREDIENTS INC$1.7M0.19%27,322CommonSOLE
91680M107UPSTUPSTART HLDGS INC$1.7M0.19%48,600CommonSOLE
16679L109CHWYCHEWY INC$1.7M0.19%43,954CommonSOLE
055622104BPBP PLC$1.7M0.18%48,800CommonSOLE
33829M101FIVEFIVE BELOW INC$1.7M0.18%8,600CommonSOLE
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40637H109HALOHALOZYME THERAPEUTICS INC$1.7M0.18%46,100CommonSOLE
963320106WHRWHIRLPOOL CORP$1.7M0.18%11,164CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.18%4,200CommonSOLE
45253H101IMGNEURIMMUNOGEN INC$1.6M0.18%86,682CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.6M0.17%4,175CommonSOLE
071813109BAXBAXTER INTL INC$1.6M0.17%35,500CommonSOLE
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125523100CITHE CIGNA GROUP$1.6M0.17%5,614CommonSOLE
00165C104AMC ENTMT HLDGS INC$1.6M0.17%355,600CommonSOLE
047649108ATKRATKORE INC$1.6M0.17%9,997CommonSOLE
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338307101FIVNFIVE9 INC$1.5M0.16%18,042CommonSOLE
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87901J105TGNATEGNA INC$1.4M0.15%88,800CommonSOLE
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770700102HOODROBINHOOD MKTS INC$1.3M0.14%130,300CommonSOLE
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632307104NTRANATERA INC$1.3M0.14%25,980CommonSOLE
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29261A100EHCENCOMPASS HEALTH CORP$914,0850.10%13,500CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$911,2420.10%5,921CommonSOLE
25754A201DPZDOMINOS PIZZA INC$909,8730.10%2,700CommonSOLE
653656108NICENICE LTD$909,6320.10%4,405CommonSOLE
345370860FFORD MTR CO DEL$908,5110.10%60,047CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$907,3160.10%43,600CommonSOLE
46222L108IONQIONQ INC$906,5780.10%67,005CommonSOLE
001055102AFLAFLAC INC$904,1890.10%12,954CommonSOLE
874080104TALTAL EDUCATION GROUP$903,5360.10%151,600CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$902,7480.10%15,185CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$898,3090.10%14,302CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$892,1470.10%8,901CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$884,6810.10%32,900CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$878,7580.09%27,800CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$878,7120.09%12,300CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$876,7810.09%7,827CommonSOLE
09239B109BLBLACKLINE INC$873,7680.09%16,235CommonSOLE
103304101BYDBOYD GAMING CORP$867,5410.09%12,506CommonSOLE
55616P104MMACYS INC$860,2800.09%53,600CommonSOLE
704551100BTUPEABODY ENERGY CORP$855,8520.09%39,513CommonSOLE
65473P105NINISOURCE INC$845,1150.09%30,900CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$844,9080.09%3,726CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$843,1930.09%175,300CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$841,7340.09%90,900CommonSOLE
412822108HOGHARLEY DAVIDSON INC$840,5330.09%23,872CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$831,1960.09%9,124CommonSOLE
87807B107TRPTC ENERGY CORP$830,5060.09%20,552CommonSOLE
339041105FLT1EURFLEETCOR TECHNOLOGIES INC$828,5640.09%3,300CommonSOLE
576323109MTZMASTEC INC$825,7900.09%7,000CommonSOLE
238337109PLAYDAVE & BUSTERS ENTMT INC$823,3350.09%18,477CommonSOLE
91912E105VALEVALE S A$821,3040.09%61,200CommonSOLE
04342Y104ASANASANA INC$817,7280.09%37,102CommonSOLE
832696405SJMSMUCKER J M CO$816,6150.09%5,530CommonSOLE
281020107EIXEDISON INTL$814,9260.09%11,734CommonSOLE
001084102AGCOAGCO CORP$814,8040.09%6,200CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$813,6480.09%3,680CommonSOLE
86771W105RUNSUNRUN INC$813,3980.09%45,543CommonSOLE
26856L103ELFE L F BEAUTY INC$805,8930.09%7,055CommonSOLE
29084Q100EMEEMCOR GROUP INC$804,5320.09%4,354CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$802,7730.09%9,939CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$793,8600.09%13,100CommonSOLE
92556V106VTRSVIATRIS INC$775,4460.08%77,700CommonSOLE
654106103NKENIKE INC$772,4800.08%6,999CommonSOLE
13100M509CALXCALIX INC$765,7190.08%15,342CommonSOLE
45687V106IRINGERSOLL RAND INC$764,7120.08%11,700CommonSOLE
85225A1078DTSQUARESPACE INC$761,8490.08%24,155CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$760,4610.08%52,700CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$759,6250.08%5,219CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$752,0200.08%56,628CommonSOLE
N72482123QIAGEN NV$750,0200.08%16,656CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$740,7740.08%6,889CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$731,9470.08%10,173CommonSOLE
05352A100AVTRAVANTOR INC$727,1160.08%35,400CommonSOLE
922908553VNQVANGUARD INDEX FDS$726,9720.08%8,700CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$724,7240.08%9,100CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$721,0360.08%3,190CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$716,6610.08%28,575CommonSOLE
358039105FRPTFRESHPET INC$715,0260.08%10,865CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$707,3700.08%21,900CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$698,0200.07%23,913CommonSOLE
922908744VTVVANGUARD INDEX FDS$695,5800.07%4,895CommonSOLE
067901108ABXBARRICK GOLD CORP$694,1300.07%41,000CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$693,5760.07%34,200CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$691,9200.07%6,200CommonSOLE
36118L106FUTUFUTU HLDGS LTD$690,0450.07%17,364CommonSOLE
92337F107VCYTVERACYTE INC$690,0080.07%27,091CommonSOLE
42226A107HQYHEALTHEQUITY INC$681,9750.07%10,801CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$669,2840.07%5,300CommonSOLE
088606108BHPBHP GROUP LTD$668,3040.07%11,200CommonSOLE
775711104ROLROLLINS INC$668,1480.07%15,600CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$667,4580.07%19,800CommonSOLE
018802108LNTALLIANT ENERGY CORP$663,1370.07%12,636CommonSOLE
22052L104CTVACORTEVA INC$659,7520.07%11,514CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$659,1590.07%6,142CommonSOLE
74736K101QRVOQORVO INC$658,4000.07%6,453CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$646,0410.07%3,300CommonSOLE
89151E109TTENTOTALENERGIES SE$645,5680.07%11,200CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$640,3250.07%17,500CommonSOLE
302492103FLYWFLYWIRE CORPORATION$637,8720.07%20,550CommonSOLE
62886E108VYXNCR CORP NEW$637,5600.07%25,300CommonSOLE
29446M102EQNREQUINOR ASA$634,0610.07%21,707CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$632,2150.07%1,919CommonSOLE
00214Q104ARKKARK ETF TR$626,7880.07%14,200CommonSOLE
30744W107FTCHQFARFETCH LTD$626,3960.07%103,708CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$619,0800.07%16,500CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$615,3420.07%34,300CommonSOLE
556269108SHOOMADDEN STEVEN LTD$614,5720.07%18,800CommonSOLE
835699307SONYSONY GROUP CORPORATION$612,2720.07%6,800CommonSOLE
98585N106YEXTYEXT INC$610,7400.07%54,000CommonSOLE
70435P102PAYCOR HCM INC$609,5020.07%25,750CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$607,5950.07%7,235CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$606,9910.07%5,165CommonSOLE
703395103PDCOEURPATTERSON COS INC$602,0060.06%18,100CommonSOLE
78409V104SPGIS&P GLOBAL INC$601,3350.06%1,500CommonSOLE
876030107TPRTAPESTRY INC$597,9590.06%13,971CommonSOLE
12653C108CNXCNX RES CORP$597,1640.06%33,700CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$593,4000.06%18,400CommonSOLE
553368101MPMP MATERIALS CORP$590,0520.06%25,789CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$587,2770.06%83,420CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$582,7260.06%3,982CommonSOLE
G491BT108IVZINVESCO LTD$579,9450.06%34,500CommonSOLE
G65163100JOBYJOBY AVIATION INC$576,6120.06%56,200CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$573,3540.06%10,600CommonSOLE
983134107WYNNWYNN RESORTS LTD$571,6670.06%5,413CommonSOLE
136635109CSIQCANADIAN SOLAR INC$570,0970.06%14,735CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$561,4600.06%28,544CommonSOLE
21874C102CNMCORE & MAIN INC$556,6920.06%17,763CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$552,8260.06%3,504CommonSOLE
929566107WNCWABASH NATL CORP$551,2600.06%21,500CommonSOLE
668771108GENGEN DIGITAL INC$545,3700.06%29,400CommonSOLE
086516101BBYBEST BUY INC$545,2950.06%6,654CommonSOLE
402635502GPORGULFPORT ENERGY CORP$545,1030.06%5,188CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$544,7050.06%4,925CommonSOLE
697900108PAASPAN AMERN SILVER CORP$534,0650.06%36,630CommonSOLE
20602D101CNXCCONCENTRIX CORP$532,9500.06%6,600CommonSOLE
68235P108OGSONE GAS INC$526,8400.06%6,859CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$524,3720.06%28,514CommonSOLE
922417100VECOVEECO INSTRS INC DEL$524,3340.06%20,418CommonSOLE
25746U109DDOMINION ENERGY INC$523,0790.06%10,100CommonSOLE
646025106NJRNEW JERSEY RES CORP$518,3030.06%10,981CommonSOLE
04621X108AIZASSURANT INC$517,8410.06%4,119CommonSOLE
65249B109NWSANEWS CORP NEW$516,7500.06%26,500CommonSOLE
44891N208IACIAC INC$514,9600.06%8,200CommonSOLE
816850101SMTCSEMTECH CORP$513,8590.06%20,183CommonSOLE
438516106HONHONEYWELL INTL INC$512,3180.06%2,469CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$510,8480.05%12,800CommonSOLE
464287804IJRISHARES TR$508,2150.05%5,100CommonSOLE
78454L100SMSM ENERGY CO$507,0920.05%16,032CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$505,9760.05%12,599CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$504,6000.05%5,000CommonSOLE
G87264100TGLSTECNOGLASS INC$501,7220.05%9,712CommonSOLE
534187109LNCLINCOLN NATL CORP IND$499,6920.05%19,398CommonSOLE
460146103IPINTERNATIONAL PAPER CO$499,1310.05%15,691CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$498,1120.05%20,798CommonSOLE
690732102ACHOWENS & MINOR INC NEW$496,8680.05%26,096CommonSOLE
87265H109T86TRI POINTE HOMES INC$492,9000.05%15,000CommonSOLE
149123101CATCATERPILLAR INC$492,1000.05%2,000CommonSOLE
G4412G101HLFHERBALIFE LTD$491,2040.05%37,100CommonSOLE
98954M200ZZILLOW GROUP INC$489,4320.05%9,738CommonSOLE
938824109WAFDWASHINGTON FED INC$485,4490.05%18,305CommonSOLE
L72967109OECORION S.A.$484,7500.05%22,844CommonSOLE
18482P103CLFDCLEARFIELD INC$482,9700.05%10,200CommonSOLE
08862E109BYNDBEYOND MEAT INC$482,7780.05%37,194CommonSOLE
25271C201DO1USDDIAMOND OFFSHORE DRILLING IN$482,7360.05%33,900CommonSOLE
60468T105MRTXEURMIRATI THERAPEUTICS INC$477,1690.05%13,207CommonSOLE
67059N108NTNXNUTANIX INC$476,4850.05%16,987CommonSOLE
57142B104MQMARQETA INC$470,4420.05%96,600CommonSOLE
98422X101XPOFXPONENTIAL FITNESS INC$467,4060.05%27,096CommonSOLE
65339F101NEENEXTERA ENERGY INC$464,1950.05%6,256CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$463,4750.05%8,206CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$458,4550.05%5,463CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$456,6990.05%29,733CommonSOLE
G21810109CLVTCLARIVATE PLC$454,5810.05%47,700CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$452,9460.05%10,174CommonSOLE
25470M109DISHDISH NETWORK CORPORATION$452,8120.05%68,712CommonSOLE
25243Q205DEODIAGEO PLC$451,0480.05%2,600CommonSOLE
88076W103TDCTERADATA CORP DEL$449,4450.05%8,415CommonSOLE
87918A105TDOCTELADOC HEALTH INC$448,2150.05%17,702CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$446,2370.05%11,300CommonSOLE
447011107HUNHUNTSMAN CORP$443,0200.05%16,396CommonSOLE
60646V105MCWMISTER CAR WASH INC$442,9350.05%45,900CommonSOLE
983793100XPOXPO INC$442,5000.05%7,500CommonSOLE
98422D105XPEVXPENG INC$441,5180.05%32,900CommonSOLE
72352L106PINSPINTEREST INC$440,1740.05%16,100CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$436,6890.05%12,100CommonSOLE
52466B103LZLEGALZOOM COM INC$436,6680.05%36,148CommonSOLE
929042109VNOVORNADO RLTY TR$436,1580.05%24,044CommonSOLE
282559103ETNBGBP89BIO INC$435,8500.05%23,000CommonSOLE
H01301128ALCALCON AG$434,5260.05%5,292CommonSOLE
745867101PHMPULTE GROUP INC$433,2210.05%5,577CommonSOLE
44109J106HOSTESS BRANDS INC$430,5920.05%17,006CommonSOLE
52567D107LMNDLEMONADE INC$429,6750.05%25,500CommonSOLE
G65431127NENOBLE CORP PLC$427,6410.05%10,352CommonSOLE
771049103RBLXROBLOX CORP$427,1800.05%10,600CommonSOLE
23257D103CBAYUSDCYMABAY THERAPEUTICS INC$425,9550.05%38,900CommonSOLE
23345M107DTMDT MIDSTREAM INC$425,5090.05%8,584CommonSOLE
55354G100MSCIMSCI INC$422,3610.05%900CommonSOLE
G9460G101VALVALARIS LIMITED$415,4640.04%6,602CommonSOLE
03938L203MTARCELORMITTAL SA LUXEMBOURG$411,3850.04%15,047CommonSOLE
090043100BILLBILL HOLDINGS INC$408,1570.04%3,493CommonSOLE
M78673114PERIPERION NETWORK LTD$404,2610.04%13,181CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$401,5930.04%4,138CommonSOLE
93148P102WDWALKER & DUNLOP INC$400,7490.04%5,067CommonSOLE
070830104BBWIBATH & BODY WORKS INC$398,0250.04%10,614CommonSOLE
98262P101WW6WW INTL INC$397,2800.04%59,119CommonSOLE
393222104GPREGREEN PLAINS INC$396,3590.04%12,294CommonSOLE
22160N109CSGPCOSTAR GROUP INC$395,8720.04%4,448CommonSOLE
84612U107SOVOS BRANDS INC$392,0020.04%20,041CommonSOLE
45827U109INTAINTAPP INC$388,5060.04%9,270CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$385,9610.04%6,836CommonSOLE
30034W106EVRGEVERGY INC$385,5720.04%6,600CommonSOLE
45784P101PODDINSULET CORP$384,0690.04%1,332CommonSOLE
86333M108LRNSTRIDE INC$383,7300.04%10,307CommonSOLE
17273K109CIRCOR INTL INC$383,2960.04%6,790CommonSOLE
H5919C104ONONON HLDG AG$382,8000.04%11,600CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$382,4680.04%298CommonSOLE
69318G106PBFPBF ENERGY INC$380,7420.04%9,300CommonSOLE
233331107DTEDTE ENERGY CO$380,6690.04%3,460CommonSOLE
104674106BRCBRADY CORP$380,2750.04%7,994CommonSOLE
896818101TG7TRIUMPH GROUP INC NEW$378,5220.04%30,600CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$378,2690.04%725CommonSOLE
M6191J100FROGJFROG LTD$375,5570.04%13,558CommonSOLE
36251C103GMS1EURGMS INC$375,2020.04%5,422CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$374,9450.04%29,500CommonSOLE
84860W300SRCUSDSPIRIT RLTY CAP INC NEW$374,7790.04%9,517CommonSOLE
37733W204GSKGSK PLC$374,2200.04%10,500CommonSOLE
135086106GOOSCANADA GOOSE HLDGS INC$372,5540.04%20,930CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$372,0800.04%39,583CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$370,3870.04%5,896CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$370,2240.04%21,425CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$369,8120.04%17,669CommonSOLE
464287630IWNISHARES TR$368,8960.04%2,620CommonSOLE
05965X109BSACBANCO SANTANDER CHILE NEW$365,2750.04%19,378CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$365,2650.04%4,500CommonSOLE
231021106CMICUMMINS INC$364,0630.04%1,485CommonSOLE
30052F100EVGOEVGO INC$363,2000.04%90,800CommonSOLE
444097109HUDSON PAC PPTYS INC$360,7930.04%85,496CommonSOLE
49926D109KNKNOWLES CORP$360,6400.04%19,969CommonSOLE
608190104MHKMOHAWK INDS INC$351,5690.04%3,408CommonSOLE
29975E109EB4EVENTBRITE INC$351,4400.04%36,800CommonSOLE
968223206WLYWILEY JOHN & SONS INC$349,1140.04%10,259CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$348,9600.04%2,332CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$348,7610.04%32,625CommonSOLE
91529Y106UNMUNUM GROUP$348,2100.04%7,300CommonSOLE
718546104PSXPHILLIPS 66$346,3250.04%3,631CommonSOLE
74340E103PGNYPROGYNY INC$346,1920.04%8,800CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.