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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 3 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADEA ADEIA INC Technology 144,805.0 $3.5M 0.25% NEW $24.03 +9.7%
42 CVBF CVB FINL CORP Financial Services 179,247.0 $3.5M 0.25% NEW $19.39 +4.8%
43 PDD PDD HOLDINGS INC Consumer Cyclical 33,616.0 $3.4M 0.25% NEW $102.18 -4.3%
44 FHN FIRST HORIZON CORPORATION Financial Services 149,700.0 $3.4M 0.24% NEW $22.76 +5.9%
45 MELI MERCADOLIBRE INC Consumer Cyclical 1,963.0 $3.4M 0.24% NEW $1729.02 -3.0%
46 SLB SLB LIMITED Energy 64,463.0 $3.3M 0.24% NEW $51.39 +11.5%
47 UGI UGI CORP NEW Utilities 88,640.0 $3.2M 0.23% NEW $36.42 -3.6%
48 TFC TRUIST FINL CORP Financial Services 69,031.0 $3.2M 0.23% NEW $45.97 +4.4%
49 NKTR NEKTAR THERAPEUTICS Healthcare 43,227.0 $3.1M 0.22% NEW $71.95 -4.7%
50 DCI DONALDSON INC Industrials 36,613.0 $3.1M 0.22% NEW $84.87 -2.7%
51 BKNG BOOKING HOLDINGS INC Consumer Cyclical 738.0 $3.1M 0.22% NEW $4210.32 -96.2%
52 AFG AMERICAN FINANCIAL GROUP INC Financial Services 24,088.0 $3.1M 0.22% NEW $127.71 +7.5%
53 BNL BROADSTONE NET LEASE INC Real Estate 167,081.0 $3.1M 0.22% NEW $18.27 +11.7%
54 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 16,144.0 $3.1M 0.22% NEW $189.05 +26.6%
55 SYK STRYKER CORPORATION Healthcare 9,224.0 $3.0M 0.22% NEW $328.59 -2.2%
56 AME AMETEK INC Industrials 14,089.0 $3.0M 0.22% NEW $214.36 +4.1%
57 AUGO AURA MINERALS INC Basic Materials 36,402.0 $3.0M 0.21% NEW $81.60 -7.7%
58 ENVA ENOVA INTL INC Financial Services 21,867.0 $3.0M 0.21% NEW $135.83 +18.5%
59 TEAM ATLASSIAN CORPORATION Technology 43,346.0 $3.0M 0.21% NEW $68.25 +26.3%
60 NIC NICOLET BANKSHARES INC Financial Services 19,903.0 $3.0M 0.21% NEW $148.62 -4.2%
Page 3 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%