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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 21 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VTR VENTAS INC Real Estate 9,522.0 $779K 0.06% +5K +108.2% $81.78 +7.8%
402 DISC MEDICINE INC 12,162.0 $778K 0.06% NEW $63.94
403 GLW CORNING INC Technology 5,683.0 $773K 0.06% NEW $135.97 +42.7%
404 AMER SPORTS INC 23,412.0 $771K 0.06% NEW $32.92
405 UPS UNITED PARCEL SVCS INC Industrials 7,667.0 $754K 0.05% NEW $98.38 +2.7%
406 APH AMPHENOL CORP Technology 5,969.0 $754K 0.05% -484.0 -7.5% $126.35 +4.5%
407 ROCK GIBRALTAR INDS INC Industrials 18,875.0 $753K 0.05% NEW $39.87 -6.7%
408 SKT TANGER INC Real Estate 22,108.0 $751K 0.05% NEW $33.98 +4.5%
409 CODI COMPASS DIVERSIFIED Industrials 95,500.0 $751K 0.05% -4K -4.5% $7.86 +45.8%
410 APC ARKO PETE CORP Energy 41,585.0 $744K 0.05% NEW $17.89 +15.8%
411 SSNC SS&C TECH HLDGS Technology 10,899.0 $736K 0.05% NEW $67.57 -0.8%
412 UNH UNITEDHEALTH GROUP INC Healthcare 2,699.0 $730K 0.05% -10K -78.5% $270.59 +43.6%
413 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 12,900.0 $728K 0.05% NEW $56.45 -7.0%
414 XRX XEROX HOLDINGS CORP Technology 563,642.0 $727K 0.05% -4K -0.6% $1.29 +124.8%
415 VYX NCR VOYIX CORPORATION Technology 113,666.0 $720K 0.05% +35K +45.1% $6.33 +4.1%
416 O REALTY INCOME CORP Real Estate 11,619.0 $711K 0.05% NEW $61.18 +1.4%
417 ROKU ROKU INC Communication Services 7,395.0 $700K 0.05% NEW $94.62 +32.7%
418 CUBE CUBESMART Real Estate 19,083.0 $699K 0.05% NEW $36.65 +9.3%
419 DOCS DOXIMITY INC Healthcare 29,813.0 $695K 0.05% NEW $23.30 -14.4%
420 ALRM ALARM COM HLDGS INC Technology 16,073.0 $694K 0.05% NEW $43.19 +1.4%
Page 21 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%