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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 17 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ORC ORCHID IS CAP INC Real Estate 24,796.0 $174K 0.01% NEW $7.03 -2.8%
322 ARRY ARRAY TECHNOLOGIES INC Energy 15,296.0 $111K 0.01% NEW $7.23 +13.4%
323 GDYN GRID DYNAMICS HLDGS INC Technology 12,107.0 $69K 0.01% NEW $5.70 +23.7%
324 RR RICHTECH ROBOTICS INC Industrials 31,306.0 $65K 0.01% NEW $2.09 +17.7%
325 LFMD LIFEMD INC Healthcare 16,642.0 $60K 0.00% NEW $3.61 +12.7%
326 THRY THRYV HLDGS INC Communication Services 21,920.0 $60K 0.00% NEW $2.74 +38.0%
327 DOMO DOMO INC Technology 16,556.0 $51K 0.00% NEW $3.06 +17.0%
328 WEAV WEAVE COMMUNICATIONS INC Technology 10,166.0 $47K 0.00% NEW $4.62 +27.5%
329 NMRA NEUMORA THERAPEUTICS INC. Healthcare 23,755.0 $46K 0.00% NEW $1.95 -5.1%
330 COMMERCE.COM INC 10,964.0 $29K 0.00% NEW $2.67
331 MVIS MICROVISION INC DEL Technology 37,147.0 $24K 0.00% NEW $0.64 -6.3%
Page 17 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%