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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 6 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VSAT VIASAT INC Technology 117,998.0 $4.1M 0.32% NEW $34.46 +116.4%
102 BE BLOOM ENERGY CORP Industrials 46,294.0 $4.0M 0.32% NEW $86.89 +248.1%
103 TALO TALOS ENERGY INC Energy 363,999.0 $4.0M 0.32% NEW $11.02 +45.6%
104 CHH CHOICE HOTELS INTL INC Consumer Cyclical 41,816.0 $4.0M 0.32% NEW $95.26 +18.7%
105 DPZ DOMINOS PIZZA INC Consumer Cyclical 9,530.0 $4.0M 0.32% NEW $416.82 -24.1%
106 FISV FISERV INC Technology 58,823.0 $4.0M 0.31% NEW $67.17 -14.9%
107 GVA GRANITE CONSTR INC Industrials 33,970.0 $3.9M 0.31% NEW $115.35 +12.7%
108 PNW PINNACLE WEST CAP CORP Utilities 44,129.0 $3.9M 0.31% NEW $88.70 +16.1%
109 XZO EXZEO GROUP INC Financial Services 160,343.0 $3.9M 0.31% NEW $24.25 -46.7%
110 ACVA ACV AUCTIONS INC Consumer Cyclical 481,482.0 $3.9M 0.31% NEW $8.02 -25.8%
111 VICI VICI PPTYS INC Real Estate 136,200.0 $3.8M 0.30% NEW $28.12 +1.4%
112 ADTRAN HOLDINGS INC 439,946.0 $3.8M 0.30% NEW $8.69
113 BIIB BIOGEN INC Healthcare 21,720.0 $3.8M 0.30% NEW $175.99 +10.1%
114 MSM MSC INDL DIRECT INC Industrials 45,330.0 $3.8M 0.30% NEW $84.10 +26.6%
115 IMNM IMMUNOME INC Healthcare 175,767.0 $3.8M 0.30% NEW $21.48 +0.8%
116 SEM SELECT MED HLDGS CORP Healthcare 253,692.0 $3.8M 0.30% NEW $14.85 +11.2%
117 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 89,976.0 $3.7M 0.29% NEW $40.84 -16.9%
118 MCD MCDONALDS CORP Consumer Cyclical 11,977.0 $3.7M 0.29% NEW $305.63 -7.6%
119 CHE CHEMED CORP NEW Healthcare 8,373.0 $3.6M 0.28% NEW $427.86 +2.7%
120 MCHP MICROCHIP TECHNOLOGY INC. Technology 55,855.0 $3.6M 0.28% NEW $63.72 +46.6%
Page 6 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%