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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 25 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LUMN LUMEN TECHNOLOGIES INC Communication Services 29,892.0 $232K 0.02% NEW $7.77 +21.5%
482 MLM MARTIN MARIETTA MATLS INC Basic Materials 373.0 $232K 0.02% NEW $622.66 -13.6%
483 TROX TRONOX HOLDINGS PLC Basic Materials 55,112.0 $230K 0.02% NEW $4.17 +91.1%
484 XLE SELECT SECTOR SPDR TR 5,106.0 $228K 0.02% NEW $44.71 +32.3%
485 NNOX NANO X IMAGING LTD Healthcare 81,100.0 $227K 0.02% NEW $2.80 -31.8%
486 AROC ARCHROCK INC Energy 8,689.0 $226K 0.02% NEW $26.02 +41.8%
487 MRK MERCK & CO INC Healthcare 2,147.0 $226K 0.02% NEW $105.26 +10.1%
488 GPC GENUINE PARTS CO Consumer Cyclical 1,835.0 $226K 0.02% NEW $122.96 -20.6%
489 SUPN SUPERNUS PHARMACEUTICALS Healthcare 4,516.0 $224K 0.02% NEW $49.70 -2.0%
490 MED MEDIFAST INC Consumer Cyclical 20,802.0 $222K 0.02% NEW $10.68 +18.3%
491 DY DYCOM INDS INC Industrials 657.0 $222K 0.02% NEW $337.90 +22.6%
492 CHEF CHEFS WHSE INC Consumer Defensive 3,528.0 $220K 0.02% NEW $62.33 +25.3%
493 EA ELECTRONIC ARTS INC Communication Services 1,076.0 $220K 0.02% NEW $204.33 -1.2%
494 BIOHAVEN LTD 19,356.0 $219K 0.02% NEW $11.29
495 MRTN MARTEN TRANS LTD Industrials 19,013.0 $216K 0.02% NEW $11.38 +45.8%
496 GNK GENCO SHIPPING & TRADING Industrials 11,740.0 $216K 0.02% NEW $18.43 +31.0%
497 EOLS EVOLUS INC Healthcare 32,498.0 $216K 0.02% NEW $6.65 -3.0%
498 KOS KOSMOS ENERGY LTD Energy 231,275.0 $210K 0.02% NEW $0.91 +243.8%
499 AZTA AZENTA INC Healthcare 6,188.0 $206K 0.02% NEW $33.26 -41.3%
500 VEA VANGUARD TAX-MANAGED FDS 3,267.0 $204K 0.02% NEW $62.47 +13.2%
Page 25 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%