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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 17 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MO ALTRIA GROUP INC Consumer Defensive 14,528.0 $838K 0.07% NEW $57.66 +28.2%
322 NTNX NUTANIX INC Technology 16,189.0 $837K 0.07% NEW $51.69 -8.8%
323 NTLA INTELLIA THERAPEUTICS INC Healthcare 92,540.0 $832K 0.07% NEW $8.99 +40.2%
324 CURB CURBLINE PPTYS CORP Real Estate 35,120.0 $815K 0.07% NEW $23.21 +22.0%
325 SOLENO THERAPEUTICS INC 17,550.0 $813K 0.07% NEW $46.30
326 MLYS MINERALYS THERAPEUTICS INC Healthcare 22,330.0 $810K 0.06% NEW $36.29 -17.7%
327 KRNY KEARNY FINL CORP MD Financial Services 109,310.0 $810K 0.06% NEW $7.41 +10.7%
328 TENB TENABLE HLDGS INC Technology 34,325.0 $808K 0.06% NEW $23.53 +8.2%
329 MSTR STRATEGY INC Technology 5,302.0 $806K 0.06% NEW $151.95 +5.2%
330 FOXA FOX CORP Communication Services 10,989.0 $803K 0.06% NEW $73.07 -12.4%
331 VYX NCR VOYIX CORPORATION Technology 78,314.0 $799K 0.06% NEW $10.20 -35.4%
332 LOVE LOVESAC COMPANY Consumer Cyclical 53,834.0 $794K 0.06% NEW $14.75 +9.6%
333 SMR NUSCALE PWR CORP Utilities 55,447.0 $786K 0.06% NEW $14.17 -19.5%
334 EBAY EBAY INC. Consumer Cyclical 9,017.0 $785K 0.06% NEW $87.10 +32.9%
335 TMUS T-MOBILE US INC Communication Services 3,796.0 $771K 0.06% NEW $203.04 -5.7%
336 NVR NVR INC Consumer Cyclical 105.0 $766K 0.06% NEW $7292.77 -17.2%
337 BOOT BOOT BARN HLDGS INC Consumer Cyclical 4,322.0 $763K 0.06% NEW $176.47 -12.4%
338 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13,259.0 $762K 0.06% NEW $57.49 +34.8%
339 SHLS SHOALS TECHNOLOGIES GROUP Energy 88,696.0 $754K 0.06% NEW $8.50 +16.6%
340 WMG WARNER MUSIC GROUP CORP Communication Services 24,427.0 $749K 0.06% NEW $30.67 +13.2%
Page 17 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%