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Portfolio (Quarterly) Guide ↗

Atom Investors LP

· CIK 0001738902
13F Portfolio $1.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 556 New
Page 16 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BAC BANK AMERICA CORP Financial Services 17,374.0 $956K 0.08% NEW $55.00 -5.8%
302 MTCH MATCH GROUP INC NEW Communication Services 29,574.0 $955K 0.08% NEW $32.29 +10.9%
303 ATLANTA BRAVES HLDGS INC 23,761.0 $937K 0.07% NEW $39.45
304 NX QUANEX BLDG PRODS CORP Industrials 60,923.0 $937K 0.07% NEW $15.38 +15.1%
305 SMTC SEMTECH CORP Technology 12,676.0 $934K 0.07% NEW $73.69 +112.8%
306 AVALO THERAPEUTICS INC 51,194.0 $930K 0.07% NEW $18.16
307 COF CAPITAL ONE FINL CORP Financial Services 3,761.0 $912K 0.07% NEW $242.36 -22.5%
308 PWR QUANTA SVCS INC Industrials 2,134.0 $901K 0.07% NEW $422.06 +71.4%
309 BERKSHIRE HATHAWAY INC DEL 1,781.0 $895K 0.07% NEW $502.65
310 PARR PAR PAC HOLDINGS INC Energy 25,446.0 $894K 0.07% NEW $35.14 +67.4%
311 HUDSON PAC PPTYS INC 82,350.0 $892K 0.07% NEW $10.83
312 GAP GAP INC Consumer Cyclical 34,595.0 $886K 0.07% NEW $25.60 -8.6%
313 APH AMPHENOL CORP NEW Technology 6,453.0 $872K 0.07% NEW $135.14 -2.3%
314 MARA MARA HOLDINGS INC Financial Services 95,328.0 $856K 0.07% NEW $8.98 +53.8%
315 LAZ LAZARD INC Financial Services 17,437.0 $847K 0.07% NEW $48.56 -1.0%
316 NESR NATIONAL ENERGY SERVICES Energy 54,028.0 $846K 0.07% NEW $15.66 +64.5%
317 EPAM EPAM SYS INC Technology 4,129.0 $846K 0.07% NEW $204.88 -49.9%
318 RDN RADIAN GROUP INC Financial Services 23,463.0 $844K 0.07% NEW $35.99 +0.9%
319 GD GENERAL DYNAMICS CORP Industrials 2,508.0 $844K 0.07% NEW $336.66 +1.9%
320 OTTR OTTER TAIL CORP Utilities 10,412.0 $841K 0.07% NEW $80.81 +8.1%
Page 16 of 28  ·  556 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 19.4%
Healthcare 18.4%
Consumer Cyclical 16.6%
Technology 14.5%
Financial Services 7.4%
Energy 6.1%
Consumer Defensive 4.8%
Basic Materials 4.5%
Utilities 3.7%
Communication Services 2.8%