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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 17 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IDYA IDEAYA BIOSCIENCES INC Healthcare 37,797.0 $1.3M 0.09% NEW $33.32 -11.3%
322 DAVE INC 7,226.0 $1.3M 0.09% NEW $174.09
323 MLKN MILLERKNOLL INC Consumer Cyclical 86,651.0 $1.3M 0.09% NEW $14.46 +6.7%
324 LCII LCI INDS Consumer Cyclical 10,047.0 $1.2M 0.09% NEW $122.98 -11.2%
325 CENCORA INC 3,933.0 $1.2M 0.09% -18K -82.1% $314.14
326 PCOR PROCORE TECHNOLOGIES INC Technology 21,630.0 $1.2M 0.09% NEW $57.00 -18.6%
327 RTX RTX CORPORATION Industrials 6,369.0 $1.2M 0.09% NEW $192.90 -9.4%
328 NIQ GLOBAL INTELLIGENCE PLC 107,122.0 $1.2M 0.09% NEW $11.37
329 LNG CHENIERE ENERGY INC Energy 4,248.0 $1.2M 0.09% NEW $283.76 -15.3%
330 LINE LINEAGE INC Real Estate 36,519.0 $1.2M 0.09% +18K +97.7% $32.76 +22.3%
331 ISRG INTUITIVE SURGICAL INC Healthcare 2,556.0 $1.2M 0.08% NEW $460.99 -4.6%
332 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 248,535.0 $1.2M 0.08% -45K -15.3% $4.72 +23.1%
333 RYZ RYERSON HLDG CORP Consumer Defensive 51,458.0 $1.2M 0.08% NEW $22.48 +11.7%
334 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 5,201.0 $1.2M 0.08% NEW $222.07 +71.3%
335 DINO HF SINCLAIR CORP Energy 18,502.0 $1.2M 0.08% -10K -34.6% $62.39 +9.6%
336 GTM ZOOMINFO TECHNOLOGIES INC Technology 191,244.0 $1.1M 0.08% NEW $5.98 -40.3%
337 RC READY CAPITAL CORP Real Estate 705,596.0 $1.1M 0.08% +587K +496.9% $1.62 +12.3%
338 CHRW C H ROBINSON WORLDWIDE IN Industrials 6,837.0 $1.1M 0.08% +5K +197.5% $166.07 +7.3%
339 NXST NEXSTAR MEDIA GROUP INC Communication Services 6,220.0 $1.1M 0.08% NEW $180.83 +4.8%
340 COF CAPITAL ONE FINL CORP Financial Services 6,147.0 $1.1M 0.08% +2K +63.4% $182.43 +2.3%
Page 17 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%