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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOUTHSTATE BK CORP 23,711.0 $2.2M 0.16% -22K -48.7% $92.52
42 COHU COHU INC Technology 69,502.0 $2.1M 0.15% -331K -82.6% $30.62 +49.1%
43 STE STERIS PLC Healthcare 9,605.0 $2.1M 0.15% -16K -62.2% $221.13 -2.3%
44 AHR AMERICAN HEALTHCARE REIT INC Real Estate 44,028.0 $2.1M 0.15% -27K -38.1% $47.16 +6.3%
45 BAX BAXTER INTL INC Healthcare 121,151.0 $2.0M 0.15% -133K -52.3% $16.80 +13.3%
46 CRS CARPENTER TECHNOLOGY CORP Industrials 5,070.0 $2.0M 0.14% -3K -37.6% $394.15 +11.2%
47 TILE INTERFACE INC Consumer Cyclical 79,099.0 $2.0M 0.14% -492.0 -0.6% $24.92 +15.4%
48 SANDISK CORP 2,873.0 $1.8M 0.13% -7K -69.7% $635.34
49 FIVN FIVE9 INC Technology 118,622.0 $1.8M 0.13% -16K -11.9% $15.17 +44.0%
50 WMS ADVANCED DRAIN SYS INC DEL Industrials 12,940.0 $1.8M 0.13% -7K -36.4% $137.13 -0.2%
51 GLNG GOLAR LNG LTD Energy 31,166.0 $1.7M 0.12% -251K -89.0% $54.11 -3.3%
52 NSC NORFOLK SOUTHN CORP Industrials 5,855.0 $1.7M 0.12% -2K -29.7% $287.00 +8.5%
53 ADC AGREE RLTY CORP Real Estate 21,645.0 $1.6M 0.12% -11K -34.1% $75.38 +0.4%
54 PBF PBF ENERGY INC Energy 32,790.0 $1.6M 0.11% -18K -35.0% $47.62 -18.0%
55 AI C3 AI INC Technology 181,240.0 $1.5M 0.11% -193K -51.6% $8.42 +10.8%
56 ADNT ADIENT PLC Consumer Cyclical 74,835.0 $1.5M 0.11% -24K -24.0% $20.21 +3.9%
57 DK DELEK US HLDGS INC NEW Energy 32,937.0 $1.5M 0.11% -35K -51.2% $45.07 -6.6%
58 WM WASTE MGMT INC DEL Industrials 6,222.0 $1.4M 0.10% -26K -80.5% $229.79 -4.4%
59 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 112,927.0 $1.4M 0.10% -855.0 -0.8% $12.61 +6.9%
60 TJX TJX COS INC NEW Consumer Cyclical 8,861.0 $1.4M 0.10% -4K -32.6% $159.70 -0.3%
Page 3 of 7  ·  137 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%