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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 10 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RKT ROCKET COS INC Financial Services 188,310.0 $2.7M 0.19% +84K +81.2% $14.25 -4.4%
182 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 20,089.0 $2.7M 0.19% -106K -84.0% $133.11 -14.4%
183 RH RH Consumer Cyclical 19,067.0 $2.7M 0.19% NEW $139.82 -4.8%
184 BBIO BRIDGEBIO PHARMA INC Healthcare 35,652.0 $2.6M 0.19% NEW $74.26 -5.4%
185 GDDY GODADDY INC Technology 31,837.0 $2.6M 0.19% NEW $82.67 +10.8%
186 MSM MSC INDL DIRECT INC Industrials 28,451.0 $2.6M 0.19% -17K -37.2% $92.27 +14.9%
187 GEV GE VERNOVA INC Utilities 3,002.0 $2.6M 0.19% -1K -27.3% $872.90 +19.6%
188 URGN UROGEN PHARMA LTD Healthcare 145,342.0 $2.6M 0.19% -89K -38.0% $17.98 +68.1%
189 GRAB GRAB HOLDINGS LIMITED Technology 709,450.0 $2.6M 0.19% +695K +4933.4% $3.66 -2.7%
190 INSM INSMED INC Healthcare 15,768.0 $2.6M 0.18% NEW $163.52 -33.0%
191 IEX IDEX CORP Industrials 13,539.0 $2.6M 0.18% +8K +132.5% $189.55 +8.5%
192 BAC BANK AMERICA CORP Financial Services 52,642.0 $2.6M 0.18% +35K +203.0% $48.75 +5.6%
193 HBNC HORIZON BANCORP IND Financial Services 154,724.0 $2.6M 0.18% +139K +881.9% $16.57 +11.2%
194 CXT CRANE NXT CO Industrials 63,015.0 $2.6M 0.18% +57K +1000.7% $40.59 -1.3%
195 MTCH MATCH GROUP INC NEW Communication Services 83,252.0 $2.6M 0.18% +54K +181.5% $30.71 +16.1%
196 CTAS CINTAS CORP Industrials 15,105.0 $2.6M 0.18% NEW $169.14 +1.9%
197 WSBC WESBANCO INC Financial Services 72,952.0 $2.5M 0.18% -1K -2.0% $34.49 -0.9%
198 SOLV ENERGY INC 83,780.0 $2.5M 0.18% NEW $30.03
199 CVSA COVISTA INC Consumer Cyclical 21,803.0 $2.5M 0.18% NEW $115.25 +7.7%
200 IMTX IMMATICS N.V Healthcare 254,140.0 $2.5M 0.18% NEW $9.84 +12.4%
Page 10 of 33  ·  641 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%