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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 8 of 28  ·  556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STNE STONECO LTD Technology 205,973.0 $3.0M 0.24% NEW $14.79 -25.6%
142 WAL WESTERN ALLIANCE BANCORP Financial Services 35,765.0 $3.0M 0.24% NEW $84.07 -6.5%
143 AXTA AXALTA COATING SYS LTD Basic Materials 92,362.0 $3.0M 0.24% NEW $32.31 -9.6%
144 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 141,666.0 $3.0M 0.24% NEW $21.01 -5.1%
145 DT DYNATRACE INC Technology 68,020.0 $2.9M 0.23% NEW $43.34 -4.9%
146 WMS ADVANCED DRAIN SYS INC DEL Industrials 20,339.0 $2.9M 0.23% NEW $144.83 -8.2%
147 W WAYFAIR INC Consumer Cyclical 28,783.0 $2.9M 0.23% NEW $100.41 -33.2%
148 JBS N.V. 198,450.0 $2.9M 0.23% NEW $14.42
149 CVGW CALAVO GROWERS INC Consumer Defensive 127,863.0 $2.8M 0.22% NEW $21.75 +21.6%
150 FIVN FIVE9 INC Technology 134,713.0 $2.7M 0.21% NEW $20.05 +13.5%
151 GEV GE VERNOVA INC Utilities 4,128.0 $2.7M 0.21% NEW $653.57 +58.9%
152 OMF ONEMAIN HLDGS INC Financial Services 39,104.0 $2.6M 0.21% NEW $67.55 -20.8%
153 WLY WILEY JOHN & SONS INC Communication Services 85,700.0 $2.6M 0.21% NEW $30.63 +38.2%
154 AR ANTERO RESOURCES CORP Energy 75,186.0 $2.6M 0.21% NEW $34.46 +6.6%
155 YUM YUM BRANDS INC Consumer Cyclical 17,032.0 $2.6M 0.20% NEW $151.28 +2.6%
156 ETSY INC 46,444.0 $2.6M 0.20% NEW $55.44
157 CRS CARPENTER TECHNOLOGY CORP Industrials 8,123.0 $2.6M 0.20% NEW $314.84 +37.9%
158 GIII G III APPAREL GROUP LTD Consumer Cyclical 88,237.0 $2.6M 0.20% NEW $28.96 +6.4%
159 VNOM VIPER ENERGY INC Energy 66,083.0 $2.6M 0.20% NEW $38.63 +21.4%
160 ZTS ZOETIS INC Healthcare 20,026.0 $2.5M 0.20% NEW $125.82 -35.4%
Page 8 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%