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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 5 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRS INC Technology 12,288.0 $2.4M 0.17% NEW $194.14 +32.3%
82 PZZA PAPA JOHNS INTL INC Consumer Cyclical 70,747.0 $2.3M 0.16% NEW $32.41 -36.1%
83 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 40,026.0 $2.3M 0.16% NEW $56.49 +17.4%
84 NVT NVENT ELEC PLC Industrials 18,710.0 $2.2M 0.16% NEW $118.28 +26.6%
85 HNI HNI CORP Industrials 66,075.0 $2.2M 0.16% NEW $33.39 +39.9%
86 BBWI BATH & BODY WORKS INC Consumer Cyclical 116,837.0 $2.2M 0.16% NEW $18.67 -2.0%
87 ABT ABBOTT LABORATORIES Healthcare 20,909.0 $2.1M 0.15% NEW $102.67 -0.7%
88 JPM JPMORGAN CHASE & CO Financial Services 7,287.0 $2.1M 0.15% NEW $294.16 +20.4%
89 WSO WATSCO INC Industrials 5,848.0 $2.1M 0.15% NEW $363.79 -14.5%
90 KBH KB HOME Consumer Cyclical 40,587.0 $2.1M 0.15% NEW $51.75 -6.3%
91 ZBIO ZENAS BIOPHARMA INC Healthcare 107,016.0 $2.1M 0.15% NEW $19.55 +58.4%
92 CPNG COUPANG INC Consumer Cyclical 110,100.0 $2.1M 0.15% NEW $18.88 -20.6%
93 HL HECLA MINING COMPANY Basic Materials 110,918.0 $2.1M 0.15% NEW $18.63 +2.1%
94 V VISA INC Financial Services 6,751.0 $2.0M 0.15% NEW $302.24 +24.1%
95 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,689.0 $2.0M 0.14% NEW $135.23 +0.8%
96 HLIO HELIOS TECHNOLOGIES INC Industrials 30,521.0 $2.0M 0.14% NEW $64.71 +6.2%
97 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 93,622.0 $2.0M 0.14% NEW $20.95 -31.0%
98 ICFI ICF INTL INC Industrials 29,765.0 $1.9M 0.14% NEW $65.29 +33.6%
99 ONB OLD NATL BANCORP IND Financial Services 84,363.0 $1.9M 0.13% NEW $22.10 +16.2%
100 AVY AVERY DENNISON CORP Industrials 10,679.0 $1.8M 0.13% NEW $172.68 -1.5%
Page 5 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 17.1%
Healthcare 15.4%
Consumer Cyclical 14.6%
Technology 14.4%
Financial Services 10.3%
Energy 6.5%
Utilities 5.7%
Basic Materials 4.9%
Consumer Defensive 4.7%
Real Estate 4.1%