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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 21 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 USB US BANCORP DEL Financial Services 7,870.0 $420K 0.03% NEW $53.36 +2.8%
402 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 13,470.0 $419K 0.03% NEW $31.12 -44.6%
403 BSY BENTLEY SYS INC Technology 10,888.0 $416K 0.03% NEW $38.17 -13.1%
404 CMPX COMPASS THERAPEUTICS INC Healthcare 77,281.0 $415K 0.03% NEW $5.37 -61.5%
405 RHI ROBERT HALF INC. Industrials 15,096.0 $410K 0.03% NEW $27.16 +0.6%
406 BBBY BED BATH & BEYOND INC Consumer Cyclical 74,771.0 $408K 0.03% NEW $5.46 +2.6%
407 SNN SMITH & NEPHEW PLC Healthcare 12,339.0 $405K 0.03% NEW $32.81 -6.9%
408 BBAI BIGBEAR AI HLDGS INC Technology 73,613.0 $398K 0.03% NEW $5.40 -22.6%
409 MDT MEDTRONIC PLC Healthcare 4,119.0 $396K 0.03% NEW $96.06 -18.2%
410 MVST MICROVAST HOLDINGS INC Industrials 140,298.0 $393K 0.03% NEW $2.80 -47.9%
411 OTIS OTIS WORLDWIDE CORP Industrials 4,492.0 $392K 0.03% NEW $87.35 -16.7%
412 XHB SPDR SERIES TRUST 3,759.0 $387K 0.03% NEW $102.96 -2.9%
413 RXRX RECURSION PHARMACEUTICALS Healthcare 94,287.0 $386K 0.03% NEW $4.09 -26.4%
414 JANX JANUX THERAPEUTICS INC Healthcare 27,942.0 $386K 0.03% NEW $13.80 +5.2%
415 SIRI SIRIUSXM HOLDINGS INC Communication Services 19,173.0 $383K 0.03% NEW $19.99 +44.5%
416 XLF SELECT SECTOR SPDR TR 6,940.0 $380K 0.03% NEW $54.77 -5.2%
417 ACGL ARCH CAP GROUP LTD Financial Services 3,923.0 $376K 0.03% NEW $95.92 +0.4%
418 PGR PROGRESSIVE CORP Financial Services 1,643.0 $374K 0.03% NEW $227.72 -12.4%
419 SOLV SOLVENTUM CORP Healthcare 4,716.0 $374K 0.03% NEW $79.24 -3.0%
420 WELL WELLTOWER INC Real Estate 2,005.0 $372K 0.03% NEW $185.61 +16.5%
Page 21 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%