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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 16 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 F FORD MTR CO Consumer Cyclical 20,669.0 $239K 0.02% NEW $11.54 +18.5%
302 ENVX ENOVIX CORPORATION Industrials 45,699.0 $237K 0.02% NEW $5.18 +21.6%
303 ADBE ADOBE INC Technology 964.0 $234K 0.02% NEW $243.08 +0.4%
304 OKTA OKTA INC Technology 2,958.0 $233K 0.02% NEW $78.71 +13.6%
305 EGBN EAGLE BANCORPORATION INC Financial Services 9,296.0 $231K 0.02% NEW $24.87 +4.9%
306 NCNO NCINO INC Technology 15,358.0 $230K 0.02% NEW $14.98 +5.7%
307 IMAX IMAX CORP Communication Services 5,920.0 $225K 0.02% NEW $38.01 -10.9%
308 DX DYNEX CAP INC Real Estate 17,613.0 $225K 0.02% NEW $12.76 +0.7%
309 DLB DOLBY LABORATORIES INC Technology 3,697.0 $222K 0.02% NEW $60.06 -10.0%
310 CORZ CORE SCIENTIFIC INC NEW Technology 14,825.0 $222K 0.02% NEW $14.96 +65.9%
311 MTX MINERALS TECHNOLOGIES INC Basic Materials 3,097.0 $220K 0.02% NEW $70.92 +6.3%
312 KVUE KENVUE INC Consumer Defensive 12,681.0 $219K 0.02% NEW $17.24 +1.3%
313 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,342.0 $218K 0.02% NEW $162.48 -7.7%
314 ALV AUTOLIV INC Consumer Cyclical 2,027.0 $213K 0.01% NEW $105.16 +14.3%
315 GIS GENERAL MILLS INC Consumer Defensive 5,621.0 $209K 0.01% NEW $37.22 -10.1%
316 METALLUS INC 12,794.0 $209K 0.01% NEW $16.34
317 MSC INCOME FUND INC 16,707.0 $203K 0.01% NEW $12.18
318 HELE HELEN OF TROY LTD Consumer Defensive 13,606.0 $196K 0.01% NEW $14.42 +71.9%
319 FFIC FLUSHING FINL CORP Financial Services 12,580.0 $193K 0.01% NEW $15.36 +3.8%
320 STWD STARWOOD PPTY TR INC Real Estate 10,237.0 $176K 0.01% NEW $17.22 -0.5%
Page 16 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%