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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 2 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CDE COEUR MNG INC Basic Materials 408,502.0 $7.7M 0.55% NEW $18.77 -5.0%
22 BMY BRISTOL-MYERS SQUIBB CO Healthcare 124,525.0 $7.6M 0.54% NEW $60.65 -1.8%
23 HBAN HUNTINGTON BANCSHARES INC Financial Services 478,485.0 $7.5M 0.54% NEW $15.65 +1.3%
24 PCG PG&E CORP Utilities 419,914.0 $7.4M 0.53% +128K +43.9% $17.57 -6.4%
25 CVX CHEVRON CORPORATION Energy 35,518.0 $7.3M 0.53% NEW $206.90 -7.7%
26 STZ CONSTELLATION BRANDS INC Consumer Defensive 48,750.0 $7.3M 0.52% +13K +35.3% $150.00 +0.8%
27 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 85,229.0 $7.3M 0.52% +23K +37.8% $85.66 +10.5%
28 RVTY REVVITY INC Healthcare 83,292.0 $7.3M 0.52% NEW $87.61 +8.2%
29 KOD KODIAK SCIENCES INC Healthcare 190,773.0 $7.3M 0.52% -17K -8.1% $38.12 -1.9%
30 WTTR SELECT WATER SOLUTIONS INC Utilities 464,300.0 $7.1M 0.51% +239K +106.2% $15.30 +30.1%
31 CNP CENTERPOINT ENERGY INC Utilities 164,040.0 $7.1M 0.51% NEW $43.16 -1.6%
32 BURL BURLINGTON STORES INC Consumer Cyclical 21,359.0 $6.9M 0.50% +20K +1977.7% $325.38 -2.9%
33 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 136,430.0 $6.9M 0.50% +47K +53.4% $50.80 -4.7%
34 NRG NRG ENERGY INC Utilities 46,915.0 $6.9M 0.49% NEW $146.14 -6.3%
35 PRAXIS PRECISION MEDICINES I 21,196.0 $6.8M 0.49% +5K +28.6% $322.19
36 PPL PPL CORP Utilities 177,082.0 $6.8M 0.48% +84K +90.6% $38.20 -7.2%
37 LMT LOCKHEED MARTIN CORP Industrials 11,106.0 $6.7M 0.48% NEW $604.39 -13.5%
38 IMNM IMMUNOME INC Healthcare 306,880.0 $6.7M 0.48% +131K +74.6% $21.87 +5.0%
39 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 11,261.0 $6.7M 0.48% NEW $592.98 -4.9%
40 PTEN PATTERSON-UTI ENERGY INC Energy 614,212.0 $6.7M 0.48% NEW $10.83 +13.4%
Page 2 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%