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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 15 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WMG WARNER MUSIC GROUP CORP Communication Services 62,934.0 $1.6M 0.12% +39K +157.6% $25.54 +32.8%
282 TFSL TFS FINL CORP Financial Services 112,265.0 $1.6M 0.11% NEW $14.05 +12.0%
283 PBF PBF ENERGY INC Energy 32,790.0 $1.6M 0.11% -18K -35.0% $47.62 -18.0%
284 GO GROCERY OUTLET HLDG CORP Consumer Defensive 217,039.0 $1.5M 0.11% +29K +15.4% $7.05 +13.6%
285 AI C3 AI INC Technology 181,240.0 $1.5M 0.11% -193K -51.6% $8.42 +10.8%
286 SSTK SHUTTERSTOCK INC Communication Services 91,093.0 $1.5M 0.11% NEW $16.61 -6.2%
287 ADNT ADIENT PLC Consumer Cyclical 74,835.0 $1.5M 0.11% -24K -24.0% $20.21 +3.9%
288 DK DELEK US HLDGS INC NEW Energy 32,937.0 $1.5M 0.11% -35K -51.2% $45.07 -6.6%
289 VRSN VERISIGN INC Technology 5,951.0 $1.5M 0.11% NEW $248.36 +22.0%
290 TTD THE TRADE DESK INC Technology 64,479.0 $1.5M 0.10% NEW $22.69 -7.4%
291 GEF GREIF INC Consumer Cyclical 21,779.0 $1.5M 0.10% +7K +48.1% $67.07 -4.4%
292 VTRS VIATRIS INC Healthcare 106,772.0 $1.4M 0.10% NEW $13.51 +22.8%
293 WM WASTE MGMT INC DEL Industrials 6,222.0 $1.4M 0.10% -26K -80.5% $229.79 -4.4%
294 FSK FS KKR CAP CORP Financial Services 140,357.0 $1.4M 0.10% NEW $10.18 +7.4%
295 CL COLGATE PALMOLIVE CO Consumer Defensive 16,726.0 $1.4M 0.10% NEW $85.23 +6.1%
296 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 112,927.0 $1.4M 0.10% -855.0 -0.8% $12.61 +6.9%
297 ATI ATI INC Industrials 9,762.0 $1.4M 0.10% NEW $145.46 +10.3%
298 TJX TJX COS INC NEW Consumer Cyclical 8,861.0 $1.4M 0.10% -4K -32.6% $159.70 -0.3%
299 FRSH FRESHWORKS INC Technology 175,974.0 $1.4M 0.10% NEW $8.03 +13.0%
300 OSIS OSI SYSTEMS INC Technology 5,280.0 $1.4M 0.10% NEW $265.51 -21.7%
Page 15 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%