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Portfolio (Quarterly) Guide ↗

Atom Investors LP

· CIK 0001738902
13F Portfolio $1.4B AUM 641 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 163 Added 137 Reduced 246 Exited
Page 4 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 155,965.0 $3.6M 0.26% +14K +10.1% $23.36 -13.8%
62 EBAY EBAY INC. Consumer Cyclical 39,710.0 $3.6M 0.26% +31K +340.4% $91.02 +28.7%
63 LITE LUMENTUM HLDGS INC Technology 5,013.0 $3.5M 0.25% +3K +177.6% $702.76 +37.2%
64 DCH DAUCH CORP Industrials 575,725.0 $3.4M 0.24% +399K +226.4% $5.93 +3.7%
65 SEADRILL LTD 74,896.0 $3.4M 0.24% +15K +25.5% $45.50
66 COGT COGENT BIOSCIENCES INC Healthcare 87,676.0 $3.4M 0.24% +70K +384.2% $38.49 -15.4%
67 STNE STONECO LTD Technology 233,335.0 $3.3M 0.24% +27K +13.3% $14.12 -21.7%
68 AR ANTERO RESOURCES CORP Energy 77,194.0 $3.3M 0.23% +2K +2.7% $42.44 -12.7%
69 KMT KENNAMETAL INC Industrials 90,089.0 $3.3M 0.23% +54K +148.4% $36.13 -2.5%
70 SOLV SOLVENTUM CORP Healthcare 49,710.0 $3.2M 0.23% +45K +954.1% $65.30 +16.6%
71 W WAYFAIR INC Consumer Cyclical 43,134.0 $3.2M 0.23% +14K +49.9% $75.21 -13.9%
72 ATEX ANTERIX INC Communication Services 84,179.0 $3.2M 0.23% +1K +1.3% $38.19 +57.1%
73 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 194,476.0 $3.2M 0.23% +57K +41.7% $16.45 +14.8%
74 BXC BLUELINX HLDGS INC Industrials 58,298.0 $3.2M 0.23% +18K +45.0% $54.18 -8.8%
75 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 475,071.0 $3.1M 0.22% +386K +435.6% $6.58 +47.1%
76 WBD WARNER BROS DISCOVERY INC Communication Services 109,127.0 $3.0M 0.21% +90K +466.7% $27.46 -0.1%
77 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 162,016.0 $3.0M 0.21% +55K +51.4% $18.38 -5.1%
78 IOSP INNOSPEC INC Basic Materials 40,771.0 $3.0M 0.21% +18K +78.6% $73.02 +7.8%
79 NTNX NUTANIX INC Technology 78,260.0 $3.0M 0.21% +62K +383.4% $38.01 +17.6%
80 BSY BENTLEY SYS INC Technology 80,683.0 $2.8M 0.20% +70K +641.0% $35.12 -5.1%
Page 4 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 16.9%
Healthcare 15.2%
Consumer Cyclical 14.4%
Technology 14.1%
Financial Services 10.7%
Energy 6.5%
Utilities 5.6%
Basic Materials 4.9%
Consumer Defensive 4.7%
Real Estate 4.1%