MondegarAI
Bayesian Capital Management, LP

Q2 2025 · 13F-HR

Bayesian Capital Management, LPholdings as filed

Filed 2025-08-14 · accession 0001420506-25-002177

$633.0M
Reported value
509
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Bayesian Capital Management, LP · Q2 2025

AI · grounded in 13F

Bayesian Capital Management, LP established a new position in NKE valued at $14.8M. The fund also initiated new stakes in DIS for $14.1M and AAPL for $12.1M. Additional new positions include WMT2 at $11M and ORCL at $10.3M. The fund manages a total of 509 positions with $632.9M in assets under management.

Holdings as filed

First 500 of 509

CUSIPTickerIssuerValue% port.SharesClassVoting
654106103NKENIKE INC$14.8M2.34%208,700CommonSOLE
254687106DISDISNEY WALT CO$14.1M2.22%113,300CommonSOLE
037833100AAPLAPPLE INC$12.1M1.91%58,904CommonSOLE
949746101WMT2WELLS FARGO CO NEW$11.0M1.74%137,400CommonSOLE
68389X105ORCLORACLE CORP$10.3M1.62%47,000CommonSOLE
833445109SNOWSNOWFLAKE INC$9.9M1.56%44,179CommonSOLE
60937P106MDBMONGODB INC$8.5M1.34%40,500CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$8.0M1.26%58,400CommonSOLE
713448108PEPPEPSICO INC$7.7M1.21%58,200CommonSOLE
922475108VEEVVEEVA SYS INC$7.7M1.21%26,597CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$7.1M1.12%52,450CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.1M0.97%67,000CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$5.7M0.90%279,153CommonSOLE
032095101APHAMPHENOL CORP NEW$5.7M0.90%57,630CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$5.3M0.84%75,400CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.9M0.78%8,000CommonSOLE
166764100CVXCHEVRON CORP NEW$4.9M0.77%33,998CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$4.9M0.77%38,600CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4.8M0.76%75,100CommonSOLE
126650100CVSCVS HEALTH CORP$4.7M0.74%67,500CommonSOLE
761152107RMDRESMED INC$4.5M0.71%17,316CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.5M0.71%25,605CommonSOLE
31428X106FDXFEDEX CORP$4.4M0.70%19,501CommonSOLE
35137L105FOXAFOX CORP$4.3M0.68%76,891CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$4.3M0.67%33,300CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.2M0.67%23,300CommonSOLE
29414B104EPAMEPAM SYS INC$4.2M0.66%23,647CommonSOLE
20825C104COPCONOCOPHILLIPS$4.2M0.66%46,300CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4.1M0.65%55,606CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.1M0.65%40,476CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$4.1M0.64%18,700CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$4.0M0.64%26,602CommonSOLE
45784P101PODDINSULET CORP$3.9M0.62%12,400CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.9M0.61%31,500CommonSOLE
097023105BABOEING CO$3.9M0.61%18,400CommonSOLE
03831W108APPAPPLOVIN CORP$3.8M0.60%10,800CommonSOLE
02079K107GOOGALPHABET INC$3.7M0.59%21,100CommonSOLE
92826C839VVISA INC$3.6M0.58%10,271CommonSOLE
88579Y101MMM3M CO$3.6M0.57%23,599CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$3.4M0.54%8,400CommonSOLE
143130102KMXCARMAX INC$3.4M0.54%50,946CommonSOLE
74967X103RHRH$3.4M0.54%18,100CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.3M0.53%20,882CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$3.3M0.52%40,004CommonSOLE
82509L107SHOPSHOPIFY INC$3.3M0.52%28,500CommonSOLE
125523100CITHE CIGNA GROUP$3.0M0.48%9,100CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.0M0.47%5,317CommonSOLE
26856L103ELFE L F BEAUTY INC$2.9M0.47%23,700CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$2.9M0.46%343,400CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$2.9M0.46%95,000CommonSOLE
917047102URBNURBAN OUTFITTERS INC$2.9M0.46%40,100CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.9M0.46%15,571CommonSOLE
244199105DEDEERE & CO$2.9M0.46%5,682CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$2.9M0.45%12,184CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$2.8M0.45%9,200CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$2.8M0.45%15,700CommonSOLE
30161Q104EXELEXELIXIS INC$2.8M0.44%63,600CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.8M0.44%6,900CommonSOLE
146869102CVNACARVANA CO$2.7M0.43%8,100CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.7M0.42%23,300CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$2.6M0.41%13,200CommonSOLE
86333M108LRNSTRIDE INC$2.6M0.41%17,700CommonSOLE
931142103WMTWALMART INC$2.6M0.40%26,079CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$2.5M0.40%20,504CommonSOLE
842587107SOSOUTHERN CO$2.5M0.40%27,300CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.5M0.39%8,602CommonSOLE
526057104LENLENNAR CORP$2.5M0.39%22,300CommonSOLE
466313103JBLJABIL INC$2.4M0.38%11,100CommonSOLE
75734B100RDDTREDDIT INC$2.4M0.38%16,000CommonSOLE
219350105GLWCORNING INC$2.4M0.38%45,300CommonSOLE
717081103PFEPFIZER INC$2.4M0.38%98,200CommonSOLE
65290E101NXTNEXTRACKER INC$2.4M0.38%43,700CommonSOLE
983134107WYNNWYNN RESORTS LTD$2.3M0.36%24,300CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2.3M0.36%20,963CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2.3M0.36%61,300CommonSOLE
565788106MARAMARA HOLDINGS INC$2.2M0.35%141,300CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$2.2M0.35%7,400CommonSOLE
888787108TOSTTOAST INC$2.2M0.34%49,100CommonSOLE
705573103PEGAPEGASYSTEMS INC$2.2M0.34%40,094CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$2.1M0.33%22,760CommonSOLE
008073108AVAVAEROVIRONMENT INC$2.1M0.33%7,313CommonSOLE
579780206MKCMCCORMICK & CO INC$2.1M0.33%27,457CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.33%19,100CommonSOLE
42226A107HQYHEALTHEQUITY INC$2.0M0.32%19,500CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.0M0.32%86,100CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.0M0.32%56,500CommonSOLE
501044101KRKROGER CO$2.0M0.31%27,500CommonSOLE
668771108GENGEN DIGITAL INC$2.0M0.31%67,000CommonSOLE
69351T106PPLPPL CORP$2.0M0.31%57,600CommonSOLE
10316T104BOXBOX INC$1.9M0.31%57,061CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.9M0.31%28,000CommonSOLE
461202103INTUINTUIT$1.9M0.31%2,453CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.9M0.30%14,138CommonSOLE
05478C105AZEKAZEK CO INC$1.9M0.30%35,200CommonSOLE
64110W102NTESNETEASE INC$1.9M0.30%14,215CommonSOLE
29786A106ETSYETSY INC$1.9M0.30%37,800CommonSOLE
69331C108PCGPG&E CORP$1.9M0.30%136,000CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1.9M0.30%43,900CommonSOLE
90364P105PATHUIPATH INC$1.8M0.29%144,500CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.8M0.29%3,544CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.28%7,800CommonSOLE
00287Y109ABBVABBVIE INC$1.8M0.28%9,500CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.7M0.28%10,700CommonSOLE
617446448MSMORGAN STANLEY$1.7M0.28%12,400CommonSOLE
148929102CAVACAVA GROUP INC$1.7M0.28%20,701CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.7M0.27%70,300CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.7M0.27%5,576CommonSOLE
060505104BACBANK AMERICA CORP$1.7M0.27%36,300CommonSOLE
29364G103ETRENTERGY CORP NEW$1.7M0.27%20,600CommonSOLE
81141R100SESEA LTD$1.7M0.27%10,700CommonSOLE
26875P101EOGEOG RES INC$1.7M0.27%14,209CommonSOLE
23834J201DAVEDAVE INC$1.7M0.26%6,200CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.7M0.26%10,145CommonSOLE
55087P104LYFTLYFT INC$1.7M0.26%105,300CommonSOLE
090043100BILLBILL HOLDINGS INC$1.6M0.26%35,100CommonSOLE
929160109VMCVULCAN MATLS CO$1.6M0.26%6,200CommonSOLE
64110L106NFLXNETFLIX INC$1.6M0.25%1,200CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.6M0.25%10,169CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$1.6M0.25%110,900CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.6M0.25%4,605CommonSOLE
830566105SKAASKECHERS U S A INC$1.6M0.25%24,910CommonSOLE
73278L105POOLPOOL CORP$1.5M0.24%5,300CommonSOLE
629377508NRGNRG ENERGY INC$1.5M0.24%9,575CommonSOLE
904311107UAAUNDER ARMOUR INC$1.5M0.24%221,800CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.5M0.24%9,300CommonSOLE
819047101SHAKSHAKE SHACK INC$1.5M0.24%10,700CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.23%9,700CommonSOLE
78435P105SEZLSEZZLE INC$1.5M0.23%8,200CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.5M0.23%7,222CommonSOLE
55024U109LITELUMENTUM HLDGS INC$1.5M0.23%15,400CommonSOLE
125269100CFCF INDS HLDGS INC$1.5M0.23%15,900CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$1.5M0.23%28,082CommonSOLE
803054204SAPSAP SE$1.5M0.23%4,802CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$1.5M0.23%18,300CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$1.4M0.23%32,270CommonSOLE
G0260P102ASAMER SPORTS INC$1.4M0.23%36,863CommonSOLE
500255104KSSKOHLS CORP$1.4M0.22%166,384CommonSOLE
141788109CARGCARGURUS INC$1.4M0.22%41,250CommonSOLE
687793109OSCROSCAR HEALTH INC$1.4M0.22%64,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.22%15,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.4M0.21%6,379CommonSOLE
665859104NTRSNORTHERN TR CORP$1.4M0.21%10,700CommonSOLE
36251C103GMS1EURGMS INC$1.3M0.21%12,106CommonSOLE
032654105ADIANALOG DEVICES INC$1.3M0.21%5,500CommonSOLE
980745103WWDWOODWARD INC$1.3M0.21%5,300CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.3M0.20%5,900CommonSOLE
12504L109CBRECBRE GROUP INC$1.3M0.20%9,200CommonSOLE
26701L100BROSDUTCH BROS INC$1.3M0.20%18,801CommonSOLE
12468P104AIC3 AI INC$1.3M0.20%52,200CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.20%2,300CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$1.3M0.20%25,700CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1.3M0.20%64,200CommonSOLE
35137L204FOXFOX CORP$1.2M0.20%24,095CommonSOLE
35905A109FTDRFRONTDOOR INC$1.2M0.20%21,100CommonSOLE
338307101FIVNFIVE9 INC$1.2M0.20%46,926CommonSOLE
09073M104TECHBIO-TECHNE CORP$1.2M0.19%23,617CommonSOLE
69047Q102OVVOVINTIV INC$1.2M0.19%31,400CommonSOLE
88162G103TTEKTETRA TECH INC NEW$1.2M0.19%33,100CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.2M0.19%6,200CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.2M0.18%12,280CommonSOLE
60770K107MRNAMODERNA INC$1.2M0.18%41,900CommonSOLE
835699307SONYSONY GROUP CORP$1.2M0.18%44,300CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.1M0.18%38,300CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1.1M0.18%24,300CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$1.1M0.18%11,000CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$1.1M0.18%7,300CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1.1M0.17%2,900CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.1M0.17%34,100CommonSOLE
983793100XPOXPO INC$1.1M0.17%8,500CommonSOLE
192108504CDECOEUR MNG INC$1.1M0.17%119,600CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.0M0.17%12,916CommonSOLE
403949100DINOHF SINCLAIR CORP$1.0M0.16%25,300CommonSOLE
38046C109GOGOGOGO INC$1.0M0.16%70,772CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.0M0.16%14,983CommonSOLE
15135B101CNCCENTENE CORP DEL$1.0M0.16%18,900CommonSOLE
7495271071RGREV GROUP INC$1.0M0.16%21,360CommonSOLE
576323109MTZMASTEC INC$996,1630.16%5,845CommonSOLE
H2906T109GRMNGARMIN LTD$989,5420.16%4,741CommonSOLE
031100100AMEAMETEK INC$975,5550.15%5,391CommonSOLE
22160N109CSGPCOSTAR GROUP INC$972,8400.15%12,100CommonSOLE
750491102RDNTRADNET INC$965,5920.15%16,967CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$963,5400.15%10,600CommonSOLE
291011104EMREMERSON ELEC CO$959,9760.15%7,200CommonSOLE
55306N104MKSIMKS INC.$959,7180.15%9,659CommonSOLE
94419L101WWAYFAIR INC$951,7670.15%18,611CommonSOLE
92343X100VTYVERINT SYS INC$940,2650.15%47,802CommonSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$939,8840.15%52,100CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$937,5940.15%3,860CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$935,3190.15%4,042CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$935,1360.15%54,400CommonSOLE
55616P104MMACYS INC$928,1360.15%79,600CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$923,4160.15%11,608CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$907,9900.14%50,500CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$906,3430.14%5,505CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$892,5520.14%5,900CommonSOLE
136385101CNQCANADIAN NAT RES LTD$891,7600.14%28,400CommonSOLE
88160R101TSLATESLA INC$890,0830.14%2,802CommonSOLE
858119100STLDSTEEL DYNAMICS INC$889,9260.14%6,952CommonSOLE
896239100TRMBTRIMBLE INC$882,0520.14%11,609CommonSOLE
09228F103BBBLACKBERRY LTD$879,3600.14%192,000CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$878,5280.14%21,522CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$856,3100.14%45,500CommonSOLE
20717M1038QRCONFLUENT INC$856,1710.14%34,343CommonSOLE
303250104FICOFAIR ISAAC CORP$855,4850.14%468CommonSOLE
457187102INGRINGREDION INC$854,4060.13%6,300CommonSOLE
05464C101AXONAXON ENTERPRISE INC$848,6380.13%1,025CommonSOLE
81211K100SDASEALED AIR CORP NEW$837,7790.13%26,999CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$830,8620.13%6,200CommonSOLE
H5919C104ONONON HLDG AG$820,9850.13%15,773CommonSOLE
55955D100MGNIMAGNITE INC$815,2560.13%33,800CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$797,7580.13%81,487CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$784,0700.12%16,100CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$782,9010.12%35,700CommonSOLE
G0403H108AONAON PLC$782,3750.12%2,193CommonSOLE
143658300CCL1EURCARNIVAL CORP$781,7360.12%27,800CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$777,8780.12%26,200CommonSOLE
460146103IPINTERNATIONAL PAPER CO$766,3730.12%16,365CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$763,4860.12%2,451CommonSOLE
40131M109GHGUARDANT HEALTH INC$762,4900.12%14,652CommonSOLE
407497106HLNEHAMILTON LANE INC$759,7740.12%5,346CommonSOLE
172062101CINFCINCINNATI FINL CORP$747,4290.12%5,019CommonSOLE
315616102FFIVF5 INC$735,8000.12%2,500CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$733,3220.12%123,663CommonSOLE
52567D107LMNDLEMONADE INC$732,8970.12%16,729CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$732,3600.12%5,100CommonSOLE
237266101DARDARLING INGREDIENTS INC$732,2420.12%19,300CommonSOLE
052800109ALVAUTOLIV INC$727,3500.11%6,500CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$723,5760.11%21,900CommonSOLE
91688F104UPWKUPWORK INC$717,0240.11%53,350CommonSOLE
163851108CCCHEMOURS CO$716,7700.11%62,600CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$710,8980.11%65,400CommonSOLE
751212101RLRALPH LAUREN CORP$709,8370.11%2,588CommonSOLE
817565104SCISERVICE CORP INTL$700,0400.11%8,600CommonSOLE
651229106NWLNEWELL BRANDS INC$694,9800.11%128,700CommonSOLE
770323103RHIROBERT HALF INC.$692,0210.11%16,858CommonSOLE
928881101VNTVONTIER CORPORATION$682,6500.11%18,500CommonSOLE
902494103TSNTYSON FOODS INC$682,4680.11%12,200CommonSOLE
19247G107COHRCOHERENT CORP$677,9960.11%7,600CommonSOLE
G9460G101VALVALARIS LTD$670,0960.11%15,913CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$669,8340.11%59,700CommonSOLE
89531P105TREXTREX CO INC$656,8020.10%12,078CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$656,4840.10%48,200CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$655,8660.10%16,600CommonSOLE
72703X106PLPLANET LABS PBC$644,7520.10%105,697CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$642,8500.10%2,600CommonSOLE
11271J107BNBROOKFIELD CORP$637,0550.10%10,300CommonSOLE
G5960L103MDTMEDTRONIC PLC$627,6240.10%7,200CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$616,5500.10%10,704CommonSOLE
74767V109QSQUANTUMSCAPE CORP$615,5520.10%91,600CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$606,6900.10%21,400CommonSOLE
14365C103POH3CARNIVAL PLC$604,5870.10%23,700CommonSOLE
G3922B107GGENPACT LIMITED$599,4600.09%13,621CommonSOLE
98422D105XPEVXPENG INC$595,4040.09%33,300CommonSOLE
88339J105TTDTHE TRADE DESK INC$591,1820.09%8,212CommonSOLE
86771W105RUNSUNRUN INC$584,8700.09%71,500CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$581,6620.09%8,044CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$571,6880.09%10,400CommonSOLE
04626A103ALABASTERA LABS INC$570,7310.09%6,312CommonSOLE
217204106CPRTCOPART INC$569,2120.09%11,600CommonSOLE
69318G106PBFPBF ENERGY INC$565,5870.09%26,100CommonSOLE
48666K109KBHKB HOME$561,4820.09%10,600CommonSOLE
882508104TXNTEXAS INSTRS INC$560,5740.09%2,700CommonSOLE
78781J109SAILSAILPOINT INC$557,7840.09%24,400CommonSOLE
007973100AEISADVANCED ENERGY INDS$556,5000.09%4,200CommonSOLE
580135101MCDMCDONALDS CORP$555,1230.09%1,900CommonSOLE
070830104BBWIBATH & BODY WORKS INC$547,6390.09%18,279CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$546,1500.09%7,500CommonSOLE
87971M103TUTELUS CORPORATION$536,4040.08%33,400CommonSOLE
889478103TOLTOLL BROTHERS INC$535,8400.08%4,695CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$534,6340.08%11,339CommonSOLE
56585A102MPCMARATHON PETE CORP$531,5520.08%3,200CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$529,3760.08%28,400CommonSOLE
49446R109KIMKIMCO RLTY CORP$527,6020.08%25,100CommonSOLE
03852U106ARMKARAMARK$523,3750.08%12,500CommonSOLE
87151X101SYMSYMBOTIC INC$522,6490.08%13,453CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$522,6490.08%23,075CommonSOLE
780259305SHELSHELL PLC$521,0340.08%7,400CommonSOLE
46187W107INVHINVITATION HOMES INC$511,6800.08%15,600CommonSOLE
92243G108PCVXVAXCYTE INC$500,6540.08%15,400CommonSOLE
45168D104IDXXIDEXX LABS INC$495,5780.08%924CommonSOLE
98585X104YETIYETI HLDGS INC$494,8640.08%15,700CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$493,0300.08%11,750CommonSOLE
98980G102ZSZSCALER INC$492,8860.08%1,570CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$491,5890.08%6,300CommonSOLE
15135U109CVECENOVUS ENERGY INC$490,9600.08%36,100CommonSOLE
03743Q108APAAPA CORPORATION$490,1720.08%26,800CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$489,9600.08%7,200CommonSOLE
500643200KFYKORN FERRY$483,9780.08%6,600CommonSOLE
670346105NUENUCOR CORP$480,9820.08%3,713CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$480,2380.08%8,300CommonSOLE
056752108BIDUBAIDU INC$478,0260.08%5,574CommonSOLE
099724106BWABORGWARNER INC$477,9940.08%14,277CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$476,9700.08%13,000CommonSOLE
670100205NVONOVO-NORDISK A S$476,2380.08%6,900CommonSOLE
293594107ENVXENOVIX CORPORATION$475,3090.08%45,968CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$473,5090.07%17,206CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$470,4210.07%3,283CommonSOLE
G9456A100GLNGGOLAR LNG LTD$469,5660.07%11,400CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$464,2650.07%13,500CommonSOLE
302491303FMCFMC CORP$463,4250.07%11,100CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$459,9260.07%20,270CommonSOLE
093671105HRBBLOCK H & R INC$456,7400.07%8,321CommonSOLE
204166102CVLTCOMMVAULT SYS INC$453,2580.07%2,600CommonSOLE
00183L201ANGIANGI INC$453,2220.07%29,700CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$446,0970.07%8,652CommonSOLE
G65163100JOBYJOBY AVIATION INC$445,2100.07%42,200CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$444,7660.07%4,211CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$444,2390.07%3,807CommonSOLE
609207105MDLZMONDELEZ INTL INC$441,5300.07%6,547CommonSOLE
053807103AVTAVNET INC$440,5110.07%8,299CommonSOLE
443628102HBMHUDBAY MINERALS INC$439,0630.07%41,382CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$438,8230.07%27,273CommonSOLE
G8473T100STESTERIS PLC$438,1610.07%1,824CommonSOLE
91913Y100VLOVALERO ENERGY CORP$434,7140.07%3,234CommonSOLE
404280406HSBCHSBC HLDGS PLC$431,6090.07%7,100CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$430,6890.07%7,784CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$429,3000.07%16,200CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$427,9500.07%5,000CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$427,5600.07%7,000CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$425,7480.07%25,632CommonSOLE
421298100HAYWHAYWARD HLDGS INC$425,0400.07%30,800CommonSOLE
053774105CARAVIS BUDGET GROUP$423,8080.07%2,507CommonSOLE
963320106WHRWHIRLPOOL CORP$420,7920.07%4,149CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$417,6430.07%1,380CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$417,3130.07%45,909CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$415,8990.07%9,900CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$412,2040.07%5,200CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$410,1840.06%5,400CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$409,4370.06%2,886CommonSOLE
207410101CNMDCONMED CORP$405,1300.06%7,779CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$404,9760.06%17,600CommonSOLE
45167R104IEXIDEX CORP$403,8110.06%2,300CommonSOLE
37940X102GPNGLOBAL PMTS INC$400,2800.06%5,001CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$398,2370.06%19,531CommonSOLE
901109108TPCTUTOR PERINI CORP$394,1220.06%8,425CommonSOLE
238337109PLAYDAVE & BUSTERS ENTMT INC$391,1900.06%13,005CommonSOLE
127097103CTRACOTERRA ENERGY INC$385,7760.06%15,200CommonSOLE
88556E102TDUPTHREDUP INC$381,9900.06%51,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$379,8700.06%812CommonSOLE
98389B100XELXCEL ENERGY INC$374,5500.06%5,500CommonSOLE
477839104JBTMJBT MAREL CORPORATION$374,0090.06%3,110CommonSOLE
731068102PIIPOLARIS INC$373,3300.06%9,184CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$373,1290.06%11,010CommonSOLE
371901109GNTXGENTEX CORP$371,6310.06%16,900CommonSOLE
83304A106SNAPSNAP INC$370,1940.06%42,600CommonSOLE
898202106TRUPTRUPANION INC$368,9630.06%6,666CommonSOLE
94106L109WMWASTE MGMT INC DEL$366,1120.06%1,600CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$365,3870.06%1,100CommonSOLE
904311206UAUNDER ARMOUR INC$364,0890.06%56,100CommonSOLE
00130H105AESAES CORP$363,9920.06%34,600CommonSOLE
83444M101SOLVSOLVENTUM CORP$361,9840.06%4,773CommonSOLE
G4388N106HELEHELEN OF TROY LTD$360,2270.06%12,693CommonSOLE
00090Q103ADTADT INC DEL$358,2810.06%42,300CommonSOLE
30226D106EXTREXTREME NETWORKS$358,1560.06%19,953CommonSOLE
62955J103NOVNOV INC$355,4980.06%28,600CommonSOLE
681919106OMCOMNICOM GROUP INC$352,5060.06%4,900CommonSOLE
87807B107TRPTC ENERGY CORP$352,4100.06%7,223CommonSOLE
457669307INSMINSMED INC$352,2400.06%3,500CommonSOLE
922908744VTVVANGUARD INDEX FDS$350,6520.06%1,984CommonSOLE
37045V100GMGENERAL MTRS CO$349,3910.06%7,100CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$348,0800.05%8,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$347,4940.05%8,016CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$347,2290.05%7,095CommonSOLE
013091103ACIALBERTSONS COS INC$344,1600.05%16,000CommonSOLE
412822108HOGHARLEY DAVIDSON INC$343,7340.05%14,565CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$343,6290.05%3,300CommonSOLE
15101Q207CLSCELESTICA INC$343,4420.05%2,200CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$342,2930.05%10,700CommonSOLE
77664L207ROOTROOT INC$341,1680.05%2,666CommonSOLE
405024100HAEHAEMONETICS CORP MASS$339,1770.05%4,546CommonSOLE
47030M106JAMES HARDIE INDS PLC$338,8140.05%12,600CommonSOLE
52466B103LZLEGALZOOM COM INC$337,6890.05%37,900CommonSOLE
358054104FRSHFRESHWORKS INC$337,0700.05%22,607CommonSOLE
75737F108RDFNREDFIN CORP$334,7260.05%29,913CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$332,7720.05%56,402CommonSOLE
135086106GOOSCANADA GOOSE HLDGS INC$332,3430.05%29,700CommonSOLE
038923108ABRARBOR REALTY TRUST INC$331,7000.05%31,000CommonSOLE
001084102AGCOAGCO CORP$330,1120.05%3,200CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$328,2330.05%6,700CommonSOLE
H01301128ALCALCON AG$326,6360.05%3,700CommonSOLE
98379L100XPELXPEL INC$315,9200.05%8,800CommonSOLE
49803T300KRGKITE RLTY GROUP TR$314,8350.05%13,900CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$312,0610.05%5,706CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$310,6800.05%7,200CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$310,5560.05%6,800CommonSOLE
267475101DYDYCOM INDS INC$309,1530.05%1,265CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$309,0030.05%3,519CommonSOLE
46590V100JBGSJBG SMITH PPTYS$307,9400.05%17,800CommonSOLE
464287515IGVISHARES TR$306,6000.05%2,800CommonSOLE
98954M200ZZILLOW GROUP INC$301,2150.05%4,300CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$301,0560.05%19,600CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$299,6220.05%16,572CommonSOLE
278642103EBAYEBAY INC.$297,8400.05%4,000CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$295,0840.05%21,539CommonSOLE
87484T108TALOTALOS ENERGY INC$294,4000.05%34,717CommonSOLE
70202L102PSNPARSONS CORP DEL$294,2570.05%4,100CommonSOLE
456837103INGING GROEP N.V.$293,0580.05%13,400CommonSOLE
52661A108DRSLEONARDO DRS INC$288,1760.05%6,200CommonSOLE
806407102HSICHENRY SCHEIN INC$284,8950.05%3,900CommonSOLE
G29018101DLODLOCAL LTD$284,7020.04%25,106CommonSOLE
78454L100SMSM ENERGY CO$283,7700.04%11,484CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$277,8220.04%6,200CommonSOLE
75960P104RELYREMITLY GLOBAL INC$277,1200.04%14,764CommonSOLE
87288V101TSSITSS INC DEL$273,2220.04%9,477CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$271,2600.04%9,000CommonSOLE
18452B209CLSKCLEANSPARK INC$269,1320.04%24,400CommonSOLE
088929104BGCBGC GROUP INC$267,0030.04%26,100CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$262,9570.04%4,119CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$262,6050.04%18,300CommonSOLE
011659109ALKALASKA AIR GROUP INC$262,2440.04%5,300CommonSOLE
872590104TMUST-MOBILE US INC$262,0860.04%1,100CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$260,3080.04%11,800CommonSOLE
04621X108AIZASSURANT INC$256,7370.04%1,300CommonSOLE
23918K108DVADAVITA INC$256,4100.04%1,800CommonSOLE
45867G101IDCCINTERDIGITAL INC$256,2950.04%1,143CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$256,0350.04%50,500CommonSOLE
34965K107FTREFORTREA HLDGS INC$255,9410.04%51,810CommonSOLE
63947X101NCNONCINO INC$254,4990.04%9,099CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$252,6740.04%6,868CommonSOLE
02361E108AMRCAMERESCO INC$250,2700.04%16,476CommonSOLE
85208T107CXMSPRINKLR INC$247,8780.04%29,300CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$245,5740.04%2,100CommonSOLE
44812J104HUTHUT 8 CORP$245,5200.04%13,200CommonSOLE
205768302CRKCOMSTOCK RES INC$243,4960.04%8,800CommonSOLE
000360206AAONAAON INC$243,3750.04%3,300CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$243,0130.04%6,489CommonSOLE
610236101MNROMONRO INC$242,9580.04%16,295CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$241,2140.04%3,630CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$236,9250.04%7,500CommonSOLE
354613101BENFRANKLIN RESOURCES INC$232,6330.04%9,754CommonSOLE
G39108108GTESGATES INDL CORP PLC$232,6030.04%10,100CommonSOLE
88033G407THCTENET HEALTHCARE CORP$228,8000.04%1,300CommonSOLE
00847J105AGYSAGILYSYS INC$228,3630.04%1,992CommonSOLE
60646V105MCWMISTER CAR WASH INC$226,8530.04%37,746CommonSOLE
03213A104AMPLAMPLITUDE INC$226,6720.04%18,280CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$226,2220.04%18,437CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$226,0440.04%9,100CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$225,9750.04%6,900CommonSOLE
78709Y105SAIASAIA INC$223,0280.04%814CommonSOLE
48238T109OPLNOPENLANE INC$222,4950.04%9,100CommonSOLE
G3265R107APTVAPTIV PLC$222,1240.04%3,256CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$221,3680.03%23,600CommonSOLE
89055F103BLDTOPBUILD CORP$221,1140.03%683CommonSOLE
693506107PPGPPG INDS INC$218,4000.03%1,920CommonSOLE
773121108RKLBROCKET LAB CORP$218,1970.03%6,100CommonSOLE
680665205OLNOLIN CORP$216,9720.03%10,800CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$213,0000.03%6,000CommonSOLE
756109104OREALTY INCOME CORP$212,1200.03%3,682CommonSOLE
401617105GU9GUESS INC$211,4540.03%17,490CommonSOLE
92556V106VTRSVIATRIS INC$210,7480.03%23,600CommonSOLE
36118L106FUTUFUTU HLDGS LTD$210,1030.03%1,700CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$210,1000.03%5,500CommonSOLE
05368V106AVNTAVIENT CORPORATION$210,0150.03%6,500CommonSOLE
458665304TILEINTERFACE INC$209,6770.03%10,018CommonSOLE
171077407NAGENIAGEN BIOSCIENCE INC$208,9450.03%14,500CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$208,0410.03%9,300CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$206,0400.03%10,100CommonSOLE
524660107LEGLEGGETT & PLATT INC$203,9650.03%22,866CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$202,4260.03%4,373CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$201,7800.03%11,400CommonSOLE
64082B102NRDSNERDWALLET INC$200,1590.03%18,246CommonSOLE
747619104NXQUANEX BLDG PRODS CORP$198,4500.03%10,500CommonSOLE
03969K108ARQTARCUTIS BIOTHERAPEUTICS INC$194,8780.03%13,900CommonSOLE
92552V100VSATVIASAT INC$186,1060.03%12,747CommonSOLE
64119V303NTSTNETSTREIT CORP$184,8250.03%10,917CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$182,6500.03%28,100CommonSOLE
24661P807DCTHDELCATH SYS INC$180,8800.03%13,300CommonSOLE
733245104PRCHPORCH GROUP INC$180,3870.03%15,300CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$179,1000.03%30,000CommonSOLE
87043Q108SGSWEETGREEN INC$178,5600.03%12,000CommonSOLE
02081G201ATECALPHATEC HLDGS INC$173,1600.03%15,600CommonSOLE
042315705ARRARMOUR RESIDENTIAL REIT INC$171,4620.03%10,200CommonSOLE
73642K106PTLOPORTILLOS INC$166,6480.03%14,280CommonSOLE
83601L102SHCSOTERA HEALTH CO$166,1440.03%14,941CommonSOLE
30052F100EVGOEVGO INC$163,1550.03%44,700CommonSOLE
8676EP108STKLSUNOPTA INC$162,9740.03%28,099CommonSOLE
410345102HN9HANESBRANDS INC$162,1320.03%35,400CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$157,7800.02%11,500CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$157,1670.02%14,539CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$156,4330.02%31,100CommonSOLE
83570H108SONOSONOS INC$151,9780.02%14,059CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$146,6250.02%12,500CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$140,0400.02%12,000CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$137,8880.02%13,900CommonSOLE
606710200MITKMITEK SYS INC$135,6600.02%13,703CommonSOLE
30049H102EVLVEVOLV TECHNOLOGIES HLDNGS IN$131,0400.02%21,000CommonSOLE
423403104MOMOHELLO GROUP INC$125,7560.02%14,900CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$124,0840.02%13,400CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$116,4500.02%27,400CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC$113,7660.02%50,117CommonSOLE
767292105RIOTRIOT PLATFORMS INC$113,0000.02%10,000CommonSOLE
29882P106EWCZEUROPEAN WAX CTR INC$109,8240.02%19,507CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$104,2440.02%14,600CommonSOLE
452521107IMMRIMMERSION CORP$103,3300.02%13,113CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$91,8480.01%25,800CommonSOLE
G8726T105TKTEEKAY CORPORATION LTD$91,1210.01%11,045CommonSOLE
393222104GPREGREEN PLAINS INC$89,2440.01%14,800CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$84,5950.01%16,175CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$70,0000.01%17,500CommonSOLE
38246G108GDRXGOODRX HLDGS INC$69,2220.01%13,900CommonSOLE

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.