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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 20 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JACK JACK IN THE BOX INC Consumer Cyclical 91,796.0 $888K 0.06% +16K +21.4% $9.67 +17.4%
382 AWI ARMSTRONG WORLD INDS INC NEW Industrials 5,376.0 $886K 0.06% NEW $164.80 -4.6%
383 LIBERTY MEDIA CORP DEL 10,267.0 $873K 0.06% NEW $85.02
384 CNC CENTENE CORP DEL Healthcare 25,927.0 $849K 0.06% NEW $32.74 +76.5%
385 MTD METTLER TOLEDO INTERNATIONAL Healthcare 673.0 $849K 0.06% NEW $1261.20 -13.5%
386 FIVE FIVE BELOW INC Consumer Cyclical 3,643.0 $832K 0.06% NEW $228.48 -3.8%
387 PLMR PALOMAR HLDGS INC Financial Services 6,944.0 $830K 0.06% NEW $119.50 -3.1%
388 MOH MOLINA HEALTHCARE INC Healthcare 6,223.0 $830K 0.06% NEW $133.30 +36.0%
389 CFR CULLEN FROST BANKERS INC Financial Services 6,027.0 $826K 0.06% -2K -27.8% $137.08 +1.4%
390 TDOC TELADOC HEALTH INC Healthcare 150,298.0 $819K 0.06% +130K +640.0% $5.45 +18.9%
391 TTMI TTM TECHNOLOGIES INC Technology 8,391.0 $817K 0.06% NEW $97.42 +73.8%
392 PHM PULTE GROUP INC Consumer Cyclical 6,936.0 $816K 0.06% NEW $117.61 -1.1%
393 GVA GRANITE CONSTR INC Industrials 6,784.0 $813K 0.06% -27K -80.0% $119.88 +6.5%
394 PRGO PERRIGO CO PLC Healthcare 75,178.0 $807K 0.06% -42K -36.0% $10.74 +3.9%
395 CERT CERTARA INC Healthcare 140,981.0 $804K 0.06% NEW $5.70 -9.3%
396 EVRG EVERGY INC Utilities 9,760.0 $800K 0.06% +6K +129.6% $81.92 +2.1%
397 TASK TASKUS INC Technology 117,838.0 $791K 0.06% NEW $6.71 -10.3%
398 WMT WALMART INC Consumer Defensive 6,323.0 $786K 0.06% -3K -32.8% $124.28 +5.3%
399 WLTH WEALTHFRONT CORP Technology 84,546.0 $782K 0.06% NEW $9.25 +25.2%
400 EQR EQUITY RESIDENTIAL Real Estate 13,174.0 $779K 0.06% NEW $59.15 +11.2%
Page 20 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%