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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 14 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CNM CORE & MAIN INC Industrials 7,185.0 $355K 0.03% NEW $49.40 -4.5%
262 CHWY CHEWY INC Consumer Cyclical 12,951.0 $350K 0.03% NEW $27.00 -26.2%
263 NNE NANO NUCLEAR ENERGY INC Industrials 16,560.0 $339K 0.02% NEW $20.48 +22.5%
264 BWA BORGWARNER INC Consumer Cyclical 6,132.0 $333K 0.02% NEW $54.26 +17.1%
265 RSG REPUBLIC SVCS INC Industrials 1,517.0 $332K 0.02% NEW $219.02 -3.1%
266 CELH CELSIUS HLDGS INC Consumer Defensive 9,347.0 $332K 0.02% NEW $35.48 -16.3%
267 PCVX VAXCYTE INC Healthcare 5,653.0 $328K 0.02% NEW $58.11 -18.4%
268 DEI DOUGLAS EMMETT INC Real Estate 34,627.0 $326K 0.02% NEW $9.42 +21.7%
269 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,651.0 $326K 0.02% NEW $197.50 +19.8%
270 PLAY DAVE & BUSTERS ENTMT INC Communication Services 29,571.0 $320K 0.02% NEW $10.83 +3.0%
271 NEOG NEOGEN CORP Healthcare 34,329.0 $319K 0.02% NEW $9.29 -4.6%
272 EWTX EDGEWISE THERAPEUTICS INC Healthcare 9,941.0 $313K 0.02% NEW $31.50 +3.8%
273 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,362.0 $312K 0.02% NEW $58.24 -1.3%
274 KNTK KINETIK HOLDINGS INC Energy 6,421.0 $311K 0.02% NEW $48.41 +3.6%
275 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,699.0 $310K 0.02% NEW $182.33 -1.1%
276 MSEX MIDDLESEX WTR CO Utilities 5,918.0 $308K 0.02% NEW $52.05 -0.6%
277 CBZ CBIZ INC Industrials 10,988.0 $295K 0.02% NEW $26.85 +19.4%
278 UNP UNION PAC CORP Industrials 1,196.0 $290K 0.02% NEW $242.62 +9.6%
279 SXC SUNCOKE ENERGY INC Energy 43,739.0 $285K 0.02% NEW $6.51 +21.0%
280 BLOCK INC 4,618.0 $278K 0.02% NEW $60.18
Page 14 of 17  ·  331 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%