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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 14 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OSK OSHKOSH CORP Industrials 12,264.0 $1.8M 0.13% NEW $147.21 -13.6%
262 FIVN FIVE9 INC Technology 118,622.0 $1.8M 0.13% -16K -11.9% $15.17 +44.0%
263 WFRD WEATHERFORD INTL PLC Energy 18,876.0 $1.8M 0.13% NEW $94.58 +17.8%
264 INHIBRX BIOSCIENCES INC 26,505.0 $1.8M 0.13% NEW $67.23
265 WMS ADVANCED DRAIN SYS INC DEL Industrials 12,940.0 $1.8M 0.13% -7K -36.4% $137.13 -0.2%
266 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 24,060.0 $1.8M 0.13% NEW $73.70 +1.1%
267 ACI ALBERTSONS COS INC Consumer Defensive 103,386.0 $1.8M 0.13% +23K +28.2% $17.04 -4.5%
268 MHK MOHAWK INDS INC Consumer Cyclical 17,767.0 $1.7M 0.12% NEW $98.46 +3.9%
269 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 37,116.0 $1.7M 0.12% NEW $46.71 -5.8%
270 PSX PHILLIPS 66 Energy 9,424.0 $1.7M 0.12% +4K +82.4% $182.18 -1.6%
271 TT TRANE TECHNOLOGIES PLC Industrials 4,119.0 $1.7M 0.12% +2K +140.9% $416.74 +8.4%
272 ADI ANALOG DEVICES INC Technology 5,389.0 $1.7M 0.12% NEW $318.14 +20.8%
273 GLNG GOLAR LNG LTD Energy 31,166.0 $1.7M 0.12% -251K -89.0% $54.11 -3.3%
274 NSC NORFOLK SOUTHN CORP Industrials 5,855.0 $1.7M 0.12% -2K -29.7% $287.00 +8.5%
275 OVV OVINTIV INC Energy 28,276.0 $1.7M 0.12% NEW $59.36 -0.8%
276 TMUS T-MOBILE US INC Communication Services 7,844.0 $1.6M 0.12% +4K +106.6% $210.03 -9.5%
277 ADC AGREE RLTY CORP Real Estate 21,645.0 $1.6M 0.12% -11K -34.1% $75.38 +0.4%
278 CSGP COSTAR GROUP INC Real Estate 40,398.0 $1.6M 0.12% +36K +920.4% $40.34 -15.9%
279 FORTINET INC 19,861.0 $1.6M 0.12% NEW $81.72
280 URBN URBAN OUTFITTERS INC Consumer Cyclical 25,529.0 $1.6M 0.12% +7K +38.0% $63.35 +13.1%
Page 14 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%