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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 8 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 W WAYFAIR INC Consumer Cyclical 43,134.0 $3.2M 0.23% +14K +49.9% $75.21 -13.9%
142 UGI UGI CORP NEW Utilities 88,640.0 $3.2M 0.23% NEW $36.42 -3.6%
143 ATEX ANTERIX INC Communication Services 84,179.0 $3.2M 0.23% +1K +1.3% $38.19 +57.1%
144 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 194,476.0 $3.2M 0.23% +57K +41.7% $16.45 +14.8%
145 TFC TRUIST FINL CORP Financial Services 69,031.0 $3.2M 0.23% NEW $45.97 +4.4%
146 BXC BLUELINX HLDGS INC Industrials 58,298.0 $3.2M 0.23% +18K +45.0% $54.18 -8.8%
147 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 475,071.0 $3.1M 0.22% +386K +435.6% $6.58 +47.1%
148 NKTR NEKTAR THERAPEUTICS Healthcare 43,227.0 $3.1M 0.22% NEW $71.95 -4.7%
149 DCI DONALDSON INC Industrials 36,613.0 $3.1M 0.22% NEW $84.87 -2.7%
150 BKNG BOOKING HOLDINGS INC Consumer Cyclical 738.0 $3.1M 0.22% NEW $4210.32 -96.2%
151 AFG AMERICAN FINANCIAL GROUP INC Financial Services 24,088.0 $3.1M 0.22% NEW $127.71 +7.5%
152 BNL BROADSTONE NET LEASE INC Real Estate 167,081.0 $3.1M 0.22% NEW $18.27 +11.7%
153 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 16,144.0 $3.1M 0.22% NEW $189.05 +26.6%
154 SYK STRYKER CORPORATION Healthcare 9,224.0 $3.0M 0.22% NEW $328.59 -2.2%
155 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 89,038.0 $3.0M 0.22% -938.0 -1.0% $33.95 +1.3%
156 AME AMETEK INC Industrials 14,089.0 $3.0M 0.22% NEW $214.36 +4.1%
157 WBD WARNER BROS DISCOVERY INC Communication Services 109,127.0 $3.0M 0.21% +90K +466.7% $27.46 -0.1%
158 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 162,016.0 $3.0M 0.21% +55K +51.4% $18.38 -5.1%
159 IOSP INNOSPEC INC Basic Materials 40,771.0 $3.0M 0.21% +18K +78.6% $73.02 +7.8%
160 NTNX NUTANIX INC Technology 78,260.0 $3.0M 0.21% +62K +383.4% $38.01 +17.6%
Page 8 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%