Atom Investors LP

13F filer · CIK 0001738902

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$1.12BU.S. long equity reported on 13F

Positions810408 new · 238 closed

Net flow last quarter-$461MBuys minus sells

Top 10 positions weight7.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026810 positions
VTRSViatris Inc	$11.2M	1.00%	0.06%	+560.9%	Q4 2024
INTCIntel Corp	$10.6M	0.94%	0.00%	+262.3%	Q1 2021
HPEHewlett Packard Enterprise Co	$9.71M	0.86%	0.02%	Not reported	Q3 2020
RYTMRhythm Pharmaceuticals, Inc.	$8.16M	0.73%	0.11%	+28.9%	Q3 2023
ESABESAB Corp	$8.13M	0.72%	0.14%	+238.4%	Q4 2025
GXOGXO Logistics, Inc.	$7.95M	0.71%	0.14%	+43.7%	Q4 2025
AMATApplied Materials Inc	$7.02M	0.62%	0.00%	-49.5%	Q4 2021
AVGOBroadcom Inc.	$6.82M	0.61%	0.00%	-51.4%	Q4 2021
NVDANvidia Corp	$6.78M	0.60%	0.00%	-40.9%	Q4 2019
VSECVse Corp	$6.49M	0.58%	0.10%	New	Q2 2026
AAPLApple Inc.	$6.31M	0.56%	0.00%	Not reported	Q1 2019
IMNMImmunome Inc.	$6.3M	0.56%	0.26%	-3.1%	Q4 2021
JBTMJBT MAREL Corp	$6.16M	0.55%	0.08%	New	Q2 2026
VRSNVerisign Inc	$6.11M	0.54%	0.03%	+308.2%	Q3 2025
EQIXEquinix Inc	$5.96M	0.53%	0.01%	-52.2%	Q2 2019
HDHome Depot, Inc.	$5.88M	0.52%	0.00%	Not reported	Q1 2019
RAREUltragenyx Pharmaceutical Inc.	$5.74M	0.51%	0.17%	+83.5%	Q1 2026
GGGGraco Inc	$5.67M	0.50%	0.05%	Not reported	Q3 2024
AMEAmetek Inc/	$5.54M	0.49%	0.01%	+62.5%	Q3 2021
MSFTMicrosoft Corp	$5.44M	0.48%	0.00%	+30.6%	Q4 2018
TTMITTM Technologies Inc	$5.41M	0.48%	0.03%	+244.5%	Q3 2020
AMZNAmazon Com Inc	$5.4M	0.48%	0.00%	-53.9%	Q4 2018
GOOGAlphabet Inc.	$5.37M	0.48%	Not reported	-0.8%	Q4 2018
ZETAZeta Global Holdings Corp.	$5.2M	0.46%	Not reported	Not reported	Q3 2022
SLGNSilgan Holdings Inc	$4.98M	0.44%	0.10%	Not reported	Q4 2018
FERGFerguson Enterprises Inc.	$4.98M	0.44%	0.01%	New	Q2 2026
SMTCSemtech Corp	$4.87M	0.43%	0.03%	+303.2%	Q3 2021
MUMicron Technology Inc	$4.7M	0.42%	0.00%	Not reported	Q3 2019
ABTAbbott Laboratories	$4.55M	0.41%	0.00%	+140.0%	Q2 2019
LECOLincoln Electric Holdings Inc	$4.49M	0.40%	0.03%	+4.8%	Q1 2026
LRCXLam Research Corp	$4.13M	0.37%	0.00%	Not reported	Q4 2018
EDConsolidated Edison Inc	$3.94M	0.35%	0.01%	+300.1%	Q2 2025
MGRCMcgrath Rentcorp	$3.87M	0.34%	0.13%	Not reported	Q2 2019
LOWLowes Companies Inc	$3.87M	0.34%	0.00%	Not reported	Q3 2019
MAMastercard Inc	$3.8M	0.34%	0.00%	Not reported	Q4 2018
NPKNational Presto Industries Inc	$3.8M	0.34%	0.42%	+6.6%	Q1 2025
HNIHni Corp	$3.79M	0.34%	0.13%	+42.1%	Q1 2019
RSReliance, Inc.	$3.74M	0.33%	0.02%	-65.7%	Q4 2018
SUPNSupernus Pharmaceuticals, Inc.	$3.72M	0.33%	0.14%	+74.7%	Q2 2024
GILDGilead Sciences, Inc.	$3.67M	0.33%	0.00%	Not reported	Q1 2019
DNTHDianthus Therapeutics, Inc.	$3.63M	0.32%	0.07%	-65.5%	Q3 2025
CNMCore & Main, Inc.	$3.61M	0.32%	Not reported	+941.1%	Q1 2024
CELCCelcuity Inc.	$3.61M	0.32%	0.07%	-54.8%	Q4 2025
PEPPepsico Inc	$3.57M	0.32%	0.00%	Not reported	Q2 2019
SNDXSyndax Pharmaceuticals Inc	$3.55M	0.32%	0.18%	+4.2%	Q4 2024
NRGNRG Energy, Inc.	$3.53M	0.31%	0.01%	-48.5%	Q3 2024
MBUUMalibu Boats, Inc.	$3.49M	0.31%	1061383.33%	-45.1%	Q4 2020
FASTFastenal Co	$3.49M	0.31%	0.01%	New	Q2 2026
EXPEagle Materials Inc	$3.49M	0.31%	0.05%	Not reported	Q4 2018
AXSMAxsome Therapeutics, Inc.	$3.47M	0.31%	0.03%	+73.1%	Q3 2021

Q1 2026Reported May 15, 2026639 positions
TECHBIO-TECHNE Corp	$16.7M	1.19%	0.20%	-9.2%	Q4 2025
EQIXEquinix Inc	$11.7M	0.84%	0.01%	Not reported	Q2 2019
AVGOBroadcom Inc.	$11.5M	0.82%	0.00%	+417.9%	Q4 2021
SMGScotts Miracle-Gro Co	$10.5M	0.75%	0.30%	+52.1%	Q1 2019
AMZNAmazon Com Inc	$10.2M	0.73%	0.00%	+225.0%	Q4 2018
NVDANvidia Corp	$10M	0.72%	0.00%	+82.5%	Q4 2019
LKQLKQ Corp	$9.84M	0.70%	0.13%	+66.8%	Q3 2025
CSLCarlisle Companies Inc	$9.24M	0.66%	0.07%	+35.2%	Q2 2019
DNTHDianthus Therapeutics, Inc.	$9.04M	0.65%	0.20%	-40.8%	Q3 2025
AEEAmeren Corp	$8.89M	0.64%	0.03%	+226.1%	Q3 2022
RSReliance, Inc.	$8.87M	0.64%	0.06%	Not reported	Q4 2018
WEXWEX Inc.	$8.72M	0.62%	0.16%	New	Q1 2026
CELCCelcuity Inc.	$8.71M	0.62%	0.16%	-10.8%	Q4 2025
HRBH&R Block Inc	$8.68M	0.62%	0.22%	+59.4%	Q2 2023
LNTAlliant Energy Corp	$8.5M	0.61%	0.05%	+39.3%	Q1 2019
ALKAlaska Air Group, Inc.	$8.43M	0.60%	0.21%	+393.6%	Q2 2019
BLDRBuilders FirstSource, Inc.	$8.4M	0.60%	0.09%	+99.5%	Q2 2023
WHDCactus, Inc.	$7.76M	0.56%	0.22%	+53.3%	Q4 2025
REZIResideo Technologies, Inc.	$7.74M	0.55%	0.15%	+69.4%	Q1 2019
CDECoeur Mining, Inc.	$7.67M	0.55%	0.04%	Not reported	Q3 2020
BMYBristol Myers Squibb Co	$7.55M	0.54%	0.01%	Not reported	Q3 2020
HBANHuntington Bancshares Inc	$7.49M	0.54%	0.02%	Not reported	Q1 2019
PCGPG&E Corp	$7.38M	0.53%	0.02%	+43.9%	Q1 2020
CVXChevron Corp	$7.35M	0.53%	0.00%	Not reported	Q3 2022
STZConstellation Brands, Inc.	$7.31M	0.52%	Not reported	+35.3%	Q2 2019
PFGCPerformance Food Group Co	$7.3M	0.52%	0.05%	+37.8%	Q1 2019
RVTYRevvity, Inc.	$7.3M	0.52%	0.07%	Not reported	Q1 2024
KODKodiak Sciences Inc.	$7.27M	0.52%	0.31%	-8.1%	Q3 2023
WTTRSelect Water Solutions, Inc.	$7.1M	0.51%	1.15%	+106.2%	Q1 2023
CNPCenterpoint Energy Inc	$7.08M	0.51%	0.03%	Not reported	Q2 2022
BURLBurlington Stores, Inc.	$6.95M	0.50%	0.03%	+1977.7%	Q1 2019
FNDFloor & Decor Holdings, Inc.	$6.93M	0.50%	0.13%	+53.4%	Q1 2019
NRGNRG Energy, Inc.	$6.86M	0.49%	0.02%	Not reported	Q3 2024
PRAXPraxis Precision Medicines, Inc.	$6.83M	0.49%	0.08%	+28.6%	Q4 2022
PPLPPL Corp	$6.76M	0.48%	0.02%	+90.6%	Q4 2018
LMTLockheed Martin Corp	$6.71M	0.48%	0.00%	Not reported	Q3 2020
IMNMImmunome Inc.	$6.71M	0.48%	0.27%	+74.6%	Q4 2021
UTHRUNITED THERAPEUTICS Corp	$6.68M	0.48%	0.03%	Not reported	Q4 2018
PTENPatterson Uti Energy Inc	$6.65M	0.48%	0.16%	Not reported	Q4 2018
AMATApplied Materials Inc	$6.58M	0.47%	0.00%	+177.5%	Q4 2021
BCOBrinks Co	$6.48M	0.46%	0.15%	+57.0%	Q4 2018
WWWWolverine World Wide Inc	$6.41M	0.46%	0.48%	+293.4%	Q4 2018
NUNu Holdings Ltd.	$6.38M	0.46%	Not reported	+72.8%	Q4 2025
APOApollo Global Management, Inc.	$6.37M	0.46%	0.01%	-43.9%	Q4 2020
WFCWells Fargo & Company	$6.34M	0.45%	0.00%	+907.2%	Q2 2019
CSXCSX Corp	$6.32M	0.45%	0.01%	-40.3%	Q2 2019
CNTACentessa Pharmaceuticals PLC	$6.3M	0.45%	0.10%	+764.0%	Q4 2024
JBSJBS N.V.	$6.19M	0.44%	Not reported	+73.7%	Q4 2025
PATKPatrick Industries Inc	$6.1M	0.44%	0.17%	-18.1%	Q4 2024
SPGIS&P Global Inc.	$6.1M	0.44%	0.00%	+617.1%	Q1 2020

Q4 2025Reported Feb 17, 2026539 positions
TECHBIO-TECHNE Corp	$20.7M	1.64%	0.23%	New	Q4 2025
SITESiteOne Landscape Supply, Inc.	$15.7M	1.24%	0.28%	+1732.3%	Q3 2025
APOApollo Global Management, Inc.	$14.7M	1.17%	0.02%	+267.4%	Q4 2020
CRMSalesforce, Inc.	$14M	1.11%	0.01%	+75.0%	Q4 2018
CWSTCasella Waste Systems Inc	$12M	0.95%	Not reported	Not reported	Q3 2020
GLNGGolar LNG Ltd	$10.5M	0.83%	0.28%	+116.5%	Q2 2024
ATROAstronics Corp	$10.2M	0.81%	0.58%	New	Q4 2025
FFIVF5, Inc.	$10.2M	0.81%	0.07%	New	Q4 2025
SHWSherwin Williams Co	$9.85M	0.78%	0.01%	+32.8%	Q4 2018
RHLDResolute Holdings Management, Inc.	$9.75M	0.77%	0.56%	+257.4%	Q1 2025
LBRTLiberty Energy Inc.	$9.48M	0.75%	Not reported	Not reported	Q3 2020
PHINPhinia Inc.	$9.35M	0.74%	0.39%	+53.4%	Q1 2024
CSXCSX Corp	$9.35M	0.74%	0.01%	+138.3%	Q2 2019
COHUCohu Inc	$9.32M	0.74%	0.80%	Not reported	Q4 2024
BCBrunswick Corp	$8.74M	0.69%	0.18%	-13.1%	Q4 2018
AEISAdvanced Energy Industries Inc	$8.66M	0.69%	0.11%	New	Q4 2025
MCKMckesson Corp	$8.62M	0.68%	0.01%	+282.1%	Q4 2018
CELCCelcuity Inc.	$8.54M	0.68%	0.18%	New	Q4 2025
GLOBGlobant S.A.	$8.47M	0.67%	0.30%	+2254.7%	Q3 2025
AAAlcoa Corp	$8.25M	0.66%	0.06%	-12.4%	Q2 2020
DVADavita Inc.	$8.16M	0.65%	0.10%	+56.1%	Q4 2018
EHCEncompass Health Corp	$8.12M	0.64%	0.08%	+110.1%	Q4 2018
DANDANA Inc	$8.11M	0.64%	0.30%	Not reported	Q4 2018
HURNHuron Consulting Group Inc.	$7.89M	0.63%	0.26%	-18.7%	Q2 2019
DNTHDianthus Therapeutics, Inc.	$7.49M	0.60%	0.42%	+198.0%	Q3 2025
HRBH&R Block Inc	$7.48M	0.59%	0.14%	Not reported	Q2 2023
CORCencora, Inc.	$7.41M	0.59%	0.01%	+41.6%	Q1 2019
PATKPatrick Industries Inc	$7.27M	0.58%	0.20%	Not reported	Q4 2024
CLHClean Harbors Inc	$7.27M	0.58%	0.06%	Not reported	Q4 2018
NCLHNorwegian Cruise Line Holdings Ltd.	$7.24M	0.58%	0.07%	Not reported	Q2 2020
WMWaste Management Inc	$7.03M	0.56%	0.01%	+9.0%	Q4 2020
OWLBlue Owl Capital Inc.	$6.68M	0.53%	6.51%	New	Q4 2025
SMGScotts Miracle-Gro Co	$6.65M	0.53%	0.20%	Not reported	Q1 2019
APTVAptiv PLC	$6.56M	0.52%	0.04%	Not reported	Q3 2024
CSLCarlisle Companies Inc	$6.55M	0.52%	0.05%	-38.0%	Q2 2019
GPGIGPGI, Inc.	$6.45M	0.51%	0.27%	-10.4%	Q3 2022
STESTERIS plc	$6.45M	0.51%	0.03%	+63.1%	Q3 2023
MTHMeritage Homes CORP	$6.26M	0.50%	0.14%	Not reported	Q4 2018
SAIASaia Inc	$6.22M	0.49%	0.07%	+1014.6%	Q4 2018
DORMDorman Products, Inc.	$6.18M	0.49%	0.17%	+293.4%	Q3 2025
FLUTFlutter Entertainment plc	$6.13M	0.49%	0.02%	New	Q4 2025
LKQLKQ Corp	$6.07M	0.48%	0.08%	+4.2%	Q3 2025
AAPAdvance Auto Parts Inc	$5.9M	0.47%	0.25%	+98.7%	Q1 2019
NVDANvidia Corp	$5.86M	0.47%	0.00%	+51.4%	Q4 2019
BLBDBlue Bird Corp	$5.82M	0.46%	0.39%	New	Q4 2025
KODKodiak Sciences Inc.	$5.8M	0.46%	0.34%	Not reported	Q3 2023
ENSGEnsign Group, Inc	$5.74M	0.46%	0.06%	+50.5%	Q4 2018
PFGCPerformance Food Group Co	$5.56M	0.44%	0.04%	+18.9%	Q1 2019
GWWW.W. Grainger, Inc.	$5.55M	0.44%	0.01%	Not reported	Q4 2022
LNTAlliant Energy Corp	$5.53M	0.44%	0.03%	Not reported	Q1 2019

Q3 2025Reported Nov 14, 2025550 positions
SPYSPDR S&P 500 ETF Trust	$67.3M	5.10%	Not reported	+659.2%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$15.8M	1.20%	Not reported	Not reported	Q4 2020
CSLCarlisle Companies Inc	$10.9M	0.82%	0.08%	+29.9%	Q2 2019
OLLIOllie's Bargain Outlet Holdings, Inc.	$10.4M	0.79%	0.13%	+265.5%	Q2 2025
ETREntergy Corp	$10.3M	0.78%	0.02%	-12.6%	Q2 2023
VNOMViper Energy, Inc.	$10.2M	0.77%	Not reported	Not reported	Q1 2020
CICigna Group	$10.1M	0.76%	0.01%	+1931.8%	Q4 2018
MIDDMIDDLEBY Corp	$9.75M	0.74%	0.14%	Not reported	Q3 2019
AZZAzz Inc	$9.2M	0.70%	0.28%	Not reported	Q4 2018
LUVSouthwest Airlines Co	$8.81M	0.67%	0.05%	Not reported	Q1 2019
SYYSysco Corp	$8.78M	0.67%	0.02%	-3.9%	Q4 2022
HUBBHubbell Inc	$8.74M	0.66%	0.04%	+109.3%	Q1 2019
BCBrunswick Corp	$8.57M	0.65%	0.21%	-22.4%	Q4 2018
LRNStride, Inc.	$8.46M	0.64%	0.13%	+32.1%	Q4 2020
METAMeta Platforms, Inc.	$8.39M	0.64%	Not reported	+336.6%	Q4 2018
CNKCinemark Holdings, Inc.	$8.34M	0.63%	0.25%	-5.9%	Q3 2020
HURNHuron Consulting Group Inc.	$8.23M	0.62%	0.32%	+859.5%	Q2 2019
SHWSherwin Williams Co	$7.93M	0.60%	0.01%	Not reported	Q4 2018
GPGIGPGI, Inc.	$7.78M	0.59%	0.37%	+7.4%	Q3 2022
PRGOPERRIGO Co plc	$7.45M	0.56%	0.24%	+58.0%	Q4 2024
VECOVeeco Instruments Inc	$7.32M	0.56%	0.40%	Not reported	Q2 2023
HTGCHercules Capital, Inc.	$7.29M	0.55%	0.21%	-0.7%	Q3 2020
CRMSalesforce, Inc.	$7.16M	0.54%	0.00%	-45.6%	Q4 2018
PGRProgressive Corp	$6.94M	0.53%	0.00%	+2079.8%	Q2 2020
UHSUniversal Health Services Inc	$6.88M	0.52%	Not reported	+646.4%	Q2 2019
NOWServiceNow, Inc.	$6.86M	0.52%	0.00%	+602.6%	Q2 2019
FUNSix Flags Entertainment Corporation	$6.79M	0.51%	0.29%	+82.0%	Q4 2024
AAONAaon, Inc.	$6.74M	0.51%	0.09%	+52.3%	Q4 2023
NKENIKE, Inc.	$6.72M	0.51%	0.01%	-35.5%	Q1 2019
BROBrown & Brown, Inc.	$6.65M	0.50%	0.02%	+294.0%	Q2 2023
TYLTyler Technologies Inc	$6.65M	0.50%	0.03%	+72.9%	Q2 2022
WMWaste Management Inc	$6.48M	0.49%	0.01%	+97.0%	Q4 2020
PPLPPL Corp	$6.46M	0.49%	0.02%	+38.3%	Q4 2018
PFSIPennyMac Financial Services, Inc.	$6.42M	0.49%	0.10%	Not reported	Q2 2020
PCGPG&E Corp	$6.39M	0.48%	0.02%	+24.7%	Q1 2020
SMHMarket Vectors ETF Trust	$6.38M	0.48%	Not reported	+125.2%	Q3 2021
BILLBILL Holdings, Inc.	$6.14M	0.47%	0.11%	Not reported	Q3 2021
DVADavita Inc.	$6.11M	0.46%	0.06%	Not reported	Q4 2018
ESIElement Solutions Inc	$6.02M	0.46%	0.10%	+149.9%	Q2 2019
GPCGenuine Parts Co	$5.99M	0.45%	0.03%	Not reported	Q1 2019
BLDTopBuild Corp	$5.89M	0.45%	0.05%	+1615.4%	Q2 2019
LKQLKQ Corp	$5.89M	0.45%	0.08%	New	Q3 2025
AAAlcoa Corp	$5.83M	0.44%	0.07%	+36.1%	Q2 2020
URGNUroGen Pharma Ltd.	$5.82M	0.44%	0.62%	-8.1%	Q2 2019
AMBAAmbarella Inc	$5.65M	0.43%	0.16%	+191.0%	Q2 2024
HLIHoulihan Lokey, Inc.	$5.62M	0.43%	4.66%	Not reported	Q4 2018
PHINPhinia Inc.	$5.59M	0.42%	0.25%	-18.0%	Q1 2024
DLTRDollar Tree, Inc.	$5.54M	0.42%	0.03%	+1360.1%	Q4 2022
ACIAlbertsons Companies, Inc.	$5.48M	0.42%	0.06%	+39.6%	Q3 2023
MBUUMalibu Boats, Inc.	$5.44M	0.41%	1397041.67%	+10.0%	Q4 2020

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