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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 30 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TRTX TPG RE FIN TR INC Real Estate 31,437.0 $246K 0.02% NEW $7.81 +6.1%
582 OAKTREE SPECIALTY LENDING 21,653.0 $245K 0.02% NEW $11.30
583 DOLE DOLE PLC Consumer Defensive 16,999.0 $243K 0.02% NEW $14.29 +1.7%
584 Z ZILLOW GROUP INC Communication Services 5,829.0 $241K 0.02% +505.0 +9.5% $41.38 -11.9%
585 F FORD MTR CO Consumer Cyclical 20,669.0 $239K 0.02% NEW $11.54 +18.5%
586 ENVX ENOVIX CORPORATION Industrials 45,699.0 $237K 0.02% NEW $5.18 +21.6%
587 NNOX NANO X IMAGING LTD Healthcare 104,128.0 $236K 0.02% +23K +28.4% $2.27 -15.9%
588 ADBE ADOBE INC Technology 964.0 $234K 0.02% NEW $243.08 +0.4%
589 FITB FIFTH THIRD BANCORP Financial Services 5,037.0 $234K 0.02% -3K -33.3% $46.46 +5.8%
590 OKTA OKTA INC Technology 2,958.0 $233K 0.02% NEW $78.71 +13.6%
591 EGBN EAGLE BANCORPORATION INC Financial Services 9,296.0 $231K 0.02% NEW $24.87 +4.9%
592 UIS UNISYS CORP Technology 111,264.0 $230K 0.02% +68K +154.4% $2.07 +43.5%
593 NCNO NCINO INC Technology 15,358.0 $230K 0.02% NEW $14.98 +5.7%
594 IMAX IMAX CORP Communication Services 5,920.0 $225K 0.02% NEW $38.01 -10.9%
595 DX DYNEX CAP INC Real Estate 17,613.0 $225K 0.02% NEW $12.76 +0.7%
596 DLB DOLBY LABORATORIES INC Technology 3,697.0 $222K 0.02% NEW $60.06 -10.0%
597 CORZ CORE SCIENTIFIC INC NEW Technology 14,825.0 $222K 0.02% NEW $14.96 +65.9%
598 VCYT VERACYTE INC Healthcare 6,850.0 $221K 0.02% -829.0 -10.8% $32.21 +40.3%
599 MTX MINERALS TECHNOLOGIES INC Basic Materials 3,097.0 $220K 0.02% NEW $70.92 +6.3%
600 KVUE KENVUE INC Consumer Defensive 12,681.0 $219K 0.02% NEW $17.24 +1.3%
Page 30 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%