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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 9 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 H HYATT HOTELS CORP Consumer Cyclical 6,658.0 $957K 0.07% NEW $143.79 +21.1%
162 CABO CABLE ONE INC Communication Services 10,406.0 $949K 0.07% NEW $91.21 -42.7%
163 LIN LINDE PLC Basic Materials 1,878.0 $931K 0.07% NEW $495.76 +4.4%
164 INTC INTEL CORP Technology 20,983.0 $926K 0.07% NEW $44.13 +171.6%
165 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 16,254.0 $923K 0.07% NEW $56.77 -14.0%
166 PLD PROLOGIS INC. Real Estate 6,811.0 $900K 0.06% NEW $132.18 +10.4%
167 TBN TAMBORAN RES CORP Basic Materials 18,005.0 $900K 0.06% NEW $49.99 -30.0%
168 WBS WEBSTER FINL CORP Financial Services 12,950.0 $899K 0.06% NEW $69.42 +3.4%
169 WING WINGSTOP INC Consumer Cyclical 5,759.0 $892K 0.06% NEW $154.97 -9.4%
170 AWI ARMSTRONG WORLD INDS INC NEW Industrials 5,376.0 $886K 0.06% NEW $164.80 -4.5%
171 LIBERTY MEDIA CORP DEL 10,267.0 $873K 0.06% NEW $85.02
172 CNC CENTENE CORP DEL Healthcare 25,927.0 $849K 0.06% NEW $32.74 +80.6%
173 MTD METTLER TOLEDO INTERNATIONAL Healthcare 673.0 $849K 0.06% NEW $1261.20 -12.5%
174 FIVE FIVE BELOW INC Consumer Cyclical 3,643.0 $832K 0.06% NEW $228.48 -3.9%
175 PLMR PALOMAR HLDGS INC Financial Services 6,944.0 $830K 0.06% NEW $119.50 -4.7%
176 MOH MOLINA HEALTHCARE INC Healthcare 6,223.0 $830K 0.06% NEW $133.30 +38.1%
177 TTMI TTM TECHNOLOGIES INC Technology 8,391.0 $817K 0.06% NEW $97.42 +94.9%
178 PHM PULTE GROUP INC Consumer Cyclical 6,936.0 $816K 0.06% NEW $117.61 -1.0%
179 CERT CERTARA INC Healthcare 140,981.0 $804K 0.06% NEW $5.70 -8.1%
180 TASK TASKUS INC Technology 117,838.0 $791K 0.06% NEW $6.71 -8.2%
Page 9 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%