Atom Investors LP Institutional Portfolio (13F)

CIK: 0001738902

Diversified strategyHigh-turnover traderQuality / disciplined sizing

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 641

Atom Investors LP disclosed 641 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 113.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 1.59
Portfolio Stability: 100
Momentum/Contrarian: 74.11
Sector conviction: 35.68
Diversification: 100
Sizing Uniformity: 87.53

Atom Investors LP's disclosed holdings carry a Herfindahl concentration index of 0.004 — mathematically equivalent to about 251 equally-sized positions, well below its 641 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.25), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 70% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim SITE
-84.0%　-$13.0M
Trim GLNG
-89.0%　-$8.8M
Trim APO
-43.8%　-$8.4M
Trim LBRT
-95.6%　-$8.8M
Trim CWST
-57.3%　-$7.9M
Trim MCK
-92.6%　-$7.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 641 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.87%	—	—
2	TECH	Bio-techne CORP	Stock-Healthcare	1.19%	—	-9.20%
3	EQIX	Equinix INC	Stock-Real Estate	0.84%	+0.84%	NEW
4	AVGO	Broadcom INC	Stock-Tech	0.82%	+0.62%	+417.90%
5	SMG	Scotts Miracle-gro Co	Stock-Materials	0.75%	—	+52.07%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	0.73%	+0.45%	+225.04%
7	NVDA	Nvidia CORP	Stock-Tech	0.72%	—	+82.47%
8	LKQ	Lkq CORP	Stock-Consumer Disc	0.70%	—	+66.75%
9	CSL	Carlisle Cos INC	Stock-Industrials	0.66%	—	+35.18%
10	DNTH	Dianthus Therapeutics INC	Stock-Other	0.65%	—	-40.75%
11	AEE	Ameren Corporation	Stock-Utilities	0.64%	+0.44%	+226.05%
12	RS	Reliance INC	Stock-Materials	0.64%	+0.64%	NEW
13	WEX	Wex INC	Stock-Tech	0.62%	+0.62%	NEW
14	CELC	Celcuity INC	Stock-Other	0.62%	—	-10.82%
15	HRB	H&r Block INC	Stock-Consumer Disc	0.62%	—	+59.42%
16	LNT	Alliant Energy CORP	Stock-Utilities	0.61%	—	+39.29%
17	ALK	Alaska Air Group INC	Stock-Industrials	0.60%	+0.41%	+393.55%
18	BLDR	Builders Firstsource INC	Stock-Industrials	0.60%	—	+99.49%
19	WHD	Cactus INC - A	Stock-Other	0.56%	—	+53.30%
20	REZI	Resideo Technologies INC	Stock-Industrials	0.55%	—	+69.38%
21	CDE	Coeur Mining INC	Stock-Materials	0.55%	+0.55%	NEW
22	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.54%	+0.54%	NEW
23	HBAN	Huntington Bancshares INC	Stock-Financials	0.54%	+0.54%	NEW
24	PCG	P G & E CORP	Stock-Utilities	0.53%	—	+43.85%
25	CVX	Chevron CORP	Stock-Energy	0.53%	+0.53%	NEW
26	STZ	Constellation Brands Inc-a	Stock-Consumer Staples	0.52%	—	+35.27%
27	PFGC	Performance Food Group Co	Stock-Consumer Staples	0.52%	—	+37.79%
28	RVTY	Revvity INC	Stock-Healthcare	0.52%	+0.52%	NEW
29	KOD	Kodiak Sciences INC	Stock-Other	0.52%	—	-8.06%
30	WTTR	Select Water Solutions INC	Stock-Other	0.51%	—	+106.22%
31	CNP	Centerpoint Energy INC	Stock-Utilities	0.51%	+0.51%	NEW
32	BURL	Burlington Stores INC	Stock-Consumer Disc	0.50%	+0.48%	+1977.72%
33	FND	Floor & Decor Holdings Inc-a	Stock-Consumer Disc	0.50%	—	+53.40%
34	NRG	Nrg Energy INC	Stock-Utilities	0.49%	+0.49%	NEW
35	PRAX	Praxis Precision Medicines I	Stock-Other	0.49%	—	+28.56%
36	PPL	Ppl CORP	Stock-Utilities	0.48%	—	+90.60%
37	LMT	Lockheed Martin CORP	Stock-Industrials	0.48%	+0.48%	NEW
38	IMNM	Immunome INC	Stock-Other	0.48%	—	+74.59%
39	UTHR	United Therapeutics CORP	Stock-Healthcare	0.48%	+0.48%	NEW
40	PTEN	Patterson-uti Energy INC	Stock-Energy	0.48%	+0.48%	NEW
41	AMAT	Applied Materials INC	Stock-Tech	0.47%	—	+177.53%
42	BCO	Brink's Co/the	Stock-Industrials	0.46%	—	+56.97%
43	WWW	Wolverine World Wide INC	Stock-Other	0.46%	—	+293.36%
44	NU	Nu Holdings Ltd.	Stock-Financials	0.46%	—	+72.82%
45	APO	Apollo Global Management INC	Stock-Financials	0.46%	-0.71%	-43.85%
46	WFC	Wells Fargo & Co	Stock-Financials	0.45%	—	+907.20%
47	CSX	Csx CORP	Stock-Industrials	0.45%	—	-40.26%
48	260	Centessa Pharmaceuticals-adr	Stock-Other	0.45%	+0.41%	+763.95%
49	JBS	Jbs N.v.	Stock-Other	0.44%	—	+73.66%
50	PATK	Patrick Industries INC	Stock-Consumer Disc	0.44%	—	-18.09%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.8%

Performance Last 4 Quarters

+23.3%

Based on 75% of reported portfolio value with available pricing

Stdev: +14.9%
Beta: +0.98
Alpha: -3%
Max Drawdown: -13.3%
Annualized Perf: +15%
Batting Avg vs S&P: +36.1%
Sortino: +1.85
Stutzer: +0.3
Treynor: +0.15
Sterling: +0.77
Calmar: +1.13
Information Ratio: -0.44
Tracking Error: +7.7%
Stdev Down: +8.2%
Winning Months %: +61.1%
Losing Months %: +38.9%
Best 12 Months: +34.4%
Worst 12 Months: +1.7%
Efficiency Ratio: +0.39
Sharpe: +1.01
Stdev Sectors: +5%
Skewness: -0.06
Kurtosis: -0.91
Upside Potential: +3.67

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	641	$1.4B	100	1VOO 2TECH 3EQIX Top holdings2026-03-31 1.VOO 2.TECH 3.EQIX 4.AVGO 5.SMG 6.AMZN 7.NVDA 8.LKQ 9.CSL 10.DNTH
2025-12-31	556	$1.3B	100	1VOO 2TECH 3SITE Top holdings2025-12-31 1.VOO 2.TECH 3.SITE 4.APO 5.CRM 6.CWST 7.XLU 8.XLP 9.USMV 10.XLV
2025-09-30	584	$1.3B	100	1IWM 2SPY 3IWN Top holdings2025-09-30 1.IWM 2.SPY 3.IWN 4.XRT 5.XLF 6.QQQ 7.XHB 8.XLV 9.XBI 10.CSL
2025-06-30	587	$1.1B	0	1IWM 2IWN 3XLF Top holdings2025-06-30 1.IWM 2.IWN 3.XLF 4.XHB 5.XRT 6.XLV 7.CRM 8.RSP 9.NKE 10.USMV
2025-03-31	488	$812.9M	100	1IWN 2XLF 3AWK Top holdings2025-03-31 1.IWN 2.XLF 3.AWK 4.IEX 5.BC 6.GWW 7.RF 8.USMV 9.XLI 10.RPM
2024-12-31	481	$805.0M	0	1IWM 2IWN 3AWK Top holdings2024-12-31 1.IWM 2.IWN 3.AWK 4.IEX 5.COF 6.RF 7.PNC 8.MTB 9.XHB 10.ADC
2024-09-30	456	$955.2M	0	1IWN 2MSFT 3AXTA Top holdings2024-09-30 1.IWN 2.MSFT 3.AXTA 4.UNH 5.V 6.COF 7.IEX 8.AWK 9.FTV 10.PH
2024-06-30	457	$1.0B	0	1IWN 2BAC 3TSM Top holdings2024-06-30 1.IWN 2.BAC 3.TSM 4.AMT 5.V 6.REG 7.FTV 8.PNC 9.SBAC 10.ABT
2024-03-31	564	$801.5M	0	1IWM 2XBI 3SPY Top holdings2024-03-31 1.IWM 2.XBI 3.SPY 4.HON 5.TSM 6.REG 7.V 8.AWK 9.ABT 10.MSFT
2023-12-31	439	$566.2M	0	1IWM 2SPY 3HON Top holdings2023-12-31 1.IWM 2.SPY 3.HON 4.V 5.TEL 6.ECL 7.AWK 8.TMUS 9.VMC 10.IVV
2023-09-30	421	$438.6M	0	1ACWI 2IWM 3SPY Top holdings2023-09-30 1.ACWI 2.IWM 3.SPY 4.XRT 5.MSFT 6.IVV 7.XHB 8.VGK 9.V 10.KRE
2023-06-30	282	$263.4M	0	1ACWI 2IWM 3SPY Top holdings2023-06-30 1.ACWI 2.IWM 3.SPY 4.KRE 5.XLY 6.IVV 7.VGK 8.BRK-A 9.V 10.AWK
2023-03-31	247	$183.8M	0	1IBB 2XBI 3XLV Top holdings2023-03-31 1.IBB 2.XBI 3.XLV 4.KRE 5.V 6.BRK-A 7.AWK 8.J 9.AMD 10.DRI
2022-12-31	217	$200.1M	0	1XBI 2IBB 3KRE Top holdings2022-12-31 1.XBI 2.IBB 3.KRE 4.XLV 5.SPY 6.V 7.BRK-A 8.PH 9.J 10.QQQ
2022-09-30	274	$284.3M	0	1XBI 2IBB 3MSFT Top holdings2022-09-30 1.XBI 2.IBB 3.MSFT 4.XLV 5.XRT 6.QQQ 7.SPY 8.DIS 9.KRE 10.37714P
2022-06-30	246	$228.7M	0	1XLV 2XBI 3IBB Top holdings2022-06-30 1.XLV 2.XBI 3.IBB 4.37714P 5.KRE 6.V 7.ADTNEUR 8.PH 9.BAC 10.XRT
2022-03-31	186	$213.9M	0	1IBB 2XLV 3XBI Top holdings2022-03-31 1.IBB 2.XLV 3.XBI 4.KRE 5.V 6.37714P 7.PH 8.BAC 9.SUMO2EUR 10.GCMG
2021-12-31	263	$596.3M	0	1XLV 2SMH 3TSLA Top holdings2021-12-31 1.XLV 2.SMH 3.TSLA 4.IBB 5.XBI 6.XLP 7.KRE 8.XLE 9.ARKK 10.XLI
2021-09-30	302	$1.2B	0	1TSLA 2SPY 3IWM Top holdings2021-09-30 1.TSLA 2.SPY 3.IWM 4.XBI 5.XLE 6.IBB 7.BABA 8.XLV 9.ARKK 10.USO
2021-06-30	238	$794.8M	86	1SPY 2IWM 3QQQ Top holdings2021-06-30 1.SPY 2.IWM 3.QQQ 4.IBB 5.XBI 6.XLV 7.TWTRUSD 8.XLF 9.AEO 10.KRE
2021-03-31	237	$598.1M	100	1IWM 2XLV 3HYG Top holdings2021-03-31 1.IWM 2.XLV 3.HYG 4.SPY 5.AMZN 6.XLF 7.TWTRUSD 8.DKS 9.QQQ 10.XHB
2020-12-31	360	$990.2M	100	1XLF 2XLP 3XLV Top holdings2020-12-31 1.XLF 2.XLP 3.XLV 4.BMY 5.KRE 6.LAB 7.QQQ 8.SPY 9.IRWD 10.IWM
2020-09-30	495	$1.0B	100	1IWM 2MDY 3WMT Top holdings2020-09-30 1.IWM 2.MDY 3.WMT 4.LAB 5.NLSUSD 6.XLV 7.XLP 8.MSFT 9.XOP 10.V
2020-06-30	388	$1.5B	100	1IWM 2GOTU 3XLP Top holdings2020-06-30 1.IWM 2.GOTU 3.XLP 4.AMZN 5.EEM 6.XLV 7.GOOGL 8.ADSK 9.SONO 10.V
2020-03-31	312	$1.1B	100	1USMV 2IWM 3AMZN Top holdings2020-03-31 1.USMV 2.IWM 3.AMZN 4.SPY 5.V 6.HIIQEUR 7.MA 8.TLT 9.MSFT 10.ADSK
2019-12-31	234	$1.2B	90	1V 20VVB 3MA Top holdings2019-12-31 1.V 2.0VVB 3.MA 4.CMCSA 5.023111 6.META 7.AMZN 8.XLC 9.IWM 10.SPOT
2019-09-30	274	$1.5B	97	1XLC 2MSFT 3V Top holdings2019-09-30 1.XLC 2.MSFT 3.V 4.AMD 5.AYXEUR 6.MDCOUSD 7.CRM 8.MA 9.124857 10.COUPEUR
2019-06-30	393	$1.5B	100	11248572AMZN 3CMCSA Top holdings2019-06-30 1.124857 2.AMZN 3.CMCSA 4.G0177J 5.DIS 6.V 7.META 8.CRM 9.AYXEUR 10.MA
2019-03-31	494	$1.2B	97	1META 2AMZN 3CMCSA Top holdings2019-03-31 1.META 2.AMZN 3.CMCSA 4.GOOGL 5.DIS 6.ATHS 7.UAL 8.MA 9.124857 10.V
2018-12-31	514	$1.0B	0	1AMZN 2CMCSA 3GOOGL Top holdings2018-12-31 1.AMZN 2.CMCSA 3.GOOGL 4.MSFT 5.META 6.124857 7.V 8.MA 9.UAL 10.PYPL

Holding changes this quarter

Atom Investors LP's most significant position changes for 2026-03-31: Sold out: Salesforce INC (CRM); New buy: Equinix INC (EQIX); Sold out: St Sr Utl Sl Se Spdr Etf-usd (XLU); Sold out: Ss Consumer Staples Sel Sect (XLP); Sold out: Ishares Msci USA Min Vol Fac (USMV).

Position changes disclosed by Atom Investors LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVGO	Broadcom INC	+0.6%	+417.90%	Add
2	BURL	Burlington Stores INC	+0.5%	+1977.72%	Add
3	AMZN	Amazon.com INC	+0.5%	+225.04%	Add
4	AEE	Ameren Corporation	+0.4%	+226.05%	Add
5	ALK	Alaska Air Group INC	+0.4%	+393.55%	Add
6	260	Centessa Pharmaceuticals-adr	+0.4%	+763.95%	Add
7	COR	Cencora INC	-0.5%	-82.08%	Trim
8	NCLH	Norwegian Cruise Line Holdings Ltd.	-0.6%	-91.99%	Trim
9	PHIN	Phinia INC	-0.6%	-78.32%	Trim
10	COHU	Cohu INC	-0.6%	-82.64%	Trim
11	MCK	Mckesson CORP	-0.6%	-92.64%	Trim
12	CWST	Casella Waste Systems Inc-a	-0.7%	-57.32%	Trim
13	LBRT	Liberty Energy INC	-0.7%	-95.55%	Trim
14	GLNG	Golar LNG Limited	-0.7%	-88.96%	Trim
15	APO	Apollo Global Management INC	-0.7%	-43.85%	Trim
16	SITE	Siteone Landscape Supply INC	-1.1%	-84.03%	Trim
17	CRM	Salesforce INC	—	EXIT	Sold out
18	EQIX	Equinix INC	—	NEW	New buy
19	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	Sold out
20	XLP	Ss Consumer Staples Sel Sect	—	EXIT	Sold out
21	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	Sold out
22	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
23	ATRO	Astronics CORP	—	EXIT	Sold out
24	FFIV	F5 INC	—	EXIT	Sold out
25	XLRE	Ss Real Estate Select Sector	—	EXIT	Sold out
26	SHW	Sherwin-williams Co/the	—	EXIT	Sold out
27	RS	Reliance INC	—	NEW	New buy
28	WEX	Wex INC	—	NEW	New buy
29	DVA	Davita INC	—	EXIT	Sold out
30	EHC	Encompass Health CORP	—	EXIT	Sold out
31	CDE	Coeur Mining INC	—	NEW	New buy
32	BMY	Bristol-myers Squibb Co	—	NEW	New buy
33	HBAN	Huntington Bancshares INC	—	NEW	New buy
34	CVX	Chevron CORP	—	NEW	New buy
35	RVTY	Revvity INC	—	NEW	New buy
36	CLH	Clean Harbors INC	—	EXIT	Sold out
37	CNP	Centerpoint Energy INC	—	NEW	New buy
38	NRG	Nrg Energy INC	—	NEW	New buy
39	LMT	Lockheed Martin CORP	—	NEW	New buy
40	UTHR	United Therapeutics CORP	—	NEW	New buy
41	PTEN	Patterson-uti Energy INC	—	NEW	New buy
42	GPGI	Gpgi INC	—	EXIT	Sold out
43	SAIA	Saia INC	—	EXIT	Sold out
44	DORM	Dorman Products INC	—	EXIT	Sold out
45	AAP	Advance Auto Parts INC	—	EXIT	Sold out
46	SM	Sm Energy Co	—	NEW	New buy
47	VSH	Vishay Intertechnology INC	—	NEW	New buy
48	ENSG	Ensign Group Inc/the	—	EXIT	Sold out
49	PRA	Proassurance CORP	—	NEW	New buy
50	IWM	Ishares Russell 2000 ETF	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-15	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR

FAQ

What is Atom Investors LP and what type of investor is it?

Atom Investors LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 641 disclosed positions.

What are Atom Investors LP's largest equity positions?

Based on the latest 13F filing, Atom Investors LP's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $40.1M (2.9%) 2. Bio-techne CORP (TECH) — $16.7M (1.2%) 3. Equinix INC (EQIX) — $11.7M (0.8%) 4. Broadcom INC (AVGO) — $11.5M (0.8%) 5. Scotts Miracle-gro Co (SMG) — $10.5M (0.8%)

What changes did Atom Investors LP make in its most recent portfolio filing?

In the latest reported quarter, Atom Investors LP made 50 notable position adjustments: 17 new positions were initiated, 6 existing holdings were added to, 10 positions were partially reduced, and 17 were completely exited. The largest of these moves: Sold out: Salesforce INC (CRM); New buy: Equinix INC (EQIX); Sold out: St Sr Utl Sl Se Spdr Etf-usd (XLU); Sold out: Ss Consumer Staples Sel Sect (XLP); Sold out: Ishares Msci USA Min Vol Fac (USMV)

What sectors does Atom Investors LP focus on?

Atom Investors LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 18.0% • Consumer Discretionary: 16.7% • Information Technology: 14.8% • Financials: 10.3% • Health Care: 10.2% • Utilities: 6.8%

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Atom Investors LP Institutional Portfolio (13F)

CIK: 0001738902

Diversified strategyHigh-turnover traderQuality / disciplined sizing

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 641

Atom Investors LP disclosed 641 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 113.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 1.59
Portfolio Stability: 100
Momentum/Contrarian: 74.11
Sector conviction: 35.68
Diversification: 100
Sizing Uniformity: 87.53

Position sizes vary widely across the portfolio (a coefficient of variation of 1.25), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim SITE
-84.0%　-$13.0M
Trim GLNG
-89.0%　-$8.8M
Trim APO
-43.8%　-$8.4M
Trim LBRT
-95.6%　-$8.8M
Trim CWST
-57.3%　-$7.9M
Trim MCK
-92.6%　-$7.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 641 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.87%	—	—
2	TECH	Bio-techne CORP	Stock-Healthcare	1.19%	—	-9.20%
3	EQIX	Equinix INC	Stock-Real Estate	0.84%	+0.84%	NEW
4	AVGO	Broadcom INC	Stock-Tech	0.82%	+0.62%	+417.90%
5	SMG	Scotts Miracle-gro Co	Stock-Materials	0.75%	—	+52.07%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	0.73%	+0.45%	+225.04%
7	NVDA	Nvidia CORP	Stock-Tech	0.72%	—	+82.47%
8	LKQ	Lkq CORP	Stock-Consumer Disc	0.70%	—	+66.75%
9	CSL	Carlisle Cos INC	Stock-Industrials	0.66%	—	+35.18%
10	DNTH	Dianthus Therapeutics INC	Stock-Other	0.65%	—	-40.75%
11	AEE	Ameren Corporation	Stock-Utilities	0.64%	+0.44%	+226.05%
12	RS	Reliance INC	Stock-Materials	0.64%	+0.64%	NEW
13	WEX	Wex INC	Stock-Tech	0.62%	+0.62%	NEW
14	CELC	Celcuity INC	Stock-Other	0.62%	—	-10.82%
15	HRB	H&r Block INC	Stock-Consumer Disc	0.62%	—	+59.42%
16	LNT	Alliant Energy CORP	Stock-Utilities	0.61%	—	+39.29%
17	ALK	Alaska Air Group INC	Stock-Industrials	0.60%	+0.41%	+393.55%
18	BLDR	Builders Firstsource INC	Stock-Industrials	0.60%	—	+99.49%
19	WHD	Cactus INC - A	Stock-Other	0.56%	—	+53.30%
20	REZI	Resideo Technologies INC	Stock-Industrials	0.55%	—	+69.38%
21	CDE	Coeur Mining INC	Stock-Materials	0.55%	+0.55%	NEW
22	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.54%	+0.54%	NEW
23	HBAN	Huntington Bancshares INC	Stock-Financials	0.54%	+0.54%	NEW
24	PCG	P G & E CORP	Stock-Utilities	0.53%	—	+43.85%
25	CVX	Chevron CORP	Stock-Energy	0.53%	+0.53%	NEW
26	STZ	Constellation Brands Inc-a	Stock-Consumer Staples	0.52%	—	+35.27%
27	PFGC	Performance Food Group Co	Stock-Consumer Staples	0.52%	—	+37.79%
28	RVTY	Revvity INC	Stock-Healthcare	0.52%	+0.52%	NEW
29	KOD	Kodiak Sciences INC	Stock-Other	0.52%	—	-8.06%
30	WTTR	Select Water Solutions INC	Stock-Other	0.51%	—	+106.22%
31	CNP	Centerpoint Energy INC	Stock-Utilities	0.51%	+0.51%	NEW
32	BURL	Burlington Stores INC	Stock-Consumer Disc	0.50%	+0.48%	+1977.72%
33	FND	Floor & Decor Holdings Inc-a	Stock-Consumer Disc	0.50%	—	+53.40%
34	NRG	Nrg Energy INC	Stock-Utilities	0.49%	+0.49%	NEW
35	PRAX	Praxis Precision Medicines I	Stock-Other	0.49%	—	+28.56%
36	PPL	Ppl CORP	Stock-Utilities	0.48%	—	+90.60%
37	LMT	Lockheed Martin CORP	Stock-Industrials	0.48%	+0.48%	NEW
38	IMNM	Immunome INC	Stock-Other	0.48%	—	+74.59%
39	UTHR	United Therapeutics CORP	Stock-Healthcare	0.48%	+0.48%	NEW
40	PTEN	Patterson-uti Energy INC	Stock-Energy	0.48%	+0.48%	NEW
41	AMAT	Applied Materials INC	Stock-Tech	0.47%	—	+177.53%
42	BCO	Brink's Co/the	Stock-Industrials	0.46%	—	+56.97%
43	WWW	Wolverine World Wide INC	Stock-Other	0.46%	—	+293.36%
44	NU	Nu Holdings Ltd.	Stock-Financials	0.46%	—	+72.82%
45	APO	Apollo Global Management INC	Stock-Financials	0.46%	-0.71%	-43.85%
46	WFC	Wells Fargo & Co	Stock-Financials	0.45%	—	+907.20%
47	CSX	Csx CORP	Stock-Industrials	0.45%	—	-40.26%
48	260	Centessa Pharmaceuticals-adr	Stock-Other	0.45%	+0.41%	+763.95%
49	JBS	Jbs N.v.	Stock-Other	0.44%	—	+73.66%
50	PATK	Patrick Industries INC	Stock-Consumer Disc	0.44%	—	-18.09%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.8%

Performance Last 4 Quarters

+23.3%

Based on 75% of reported portfolio value with available pricing

Stdev: +14.9%
Beta: +0.98
Alpha: -3%
Max Drawdown: -13.3%
Annualized Perf: +15%
Batting Avg vs S&P: +36.1%
Sortino: +1.85
Stutzer: +0.3
Treynor: +0.15
Sterling: +0.77
Calmar: +1.13
Information Ratio: -0.44
Tracking Error: +7.7%
Stdev Down: +8.2%
Winning Months %: +61.1%
Losing Months %: +38.9%
Best 12 Months: +34.4%
Worst 12 Months: +1.7%
Efficiency Ratio: +0.39
Sharpe: +1.01
Stdev Sectors: +5%
Skewness: -0.06
Kurtosis: -0.91
Upside Potential: +3.67

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	641	$1.4B	100	1VOO 2TECH 3EQIX Top holdings2026-03-31 1.VOO 2.TECH 3.EQIX 4.AVGO 5.SMG 6.AMZN 7.NVDA 8.LKQ 9.CSL 10.DNTH
2025-12-31	556	$1.3B	100	1VOO 2TECH 3SITE Top holdings2025-12-31 1.VOO 2.TECH 3.SITE 4.APO 5.CRM 6.CWST 7.XLU 8.XLP 9.USMV 10.XLV
2025-09-30	584	$1.3B	100	1IWM 2SPY 3IWN Top holdings2025-09-30 1.IWM 2.SPY 3.IWN 4.XRT 5.XLF 6.QQQ 7.XHB 8.XLV 9.XBI 10.CSL
2025-06-30	587	$1.1B	0	1IWM 2IWN 3XLF Top holdings2025-06-30 1.IWM 2.IWN 3.XLF 4.XHB 5.XRT 6.XLV 7.CRM 8.RSP 9.NKE 10.USMV
2025-03-31	488	$812.9M	100	1IWN 2XLF 3AWK Top holdings2025-03-31 1.IWN 2.XLF 3.AWK 4.IEX 5.BC 6.GWW 7.RF 8.USMV 9.XLI 10.RPM
2024-12-31	481	$805.0M	0	1IWM 2IWN 3AWK Top holdings2024-12-31 1.IWM 2.IWN 3.AWK 4.IEX 5.COF 6.RF 7.PNC 8.MTB 9.XHB 10.ADC
2024-09-30	456	$955.2M	0	1IWN 2MSFT 3AXTA Top holdings2024-09-30 1.IWN 2.MSFT 3.AXTA 4.UNH 5.V 6.COF 7.IEX 8.AWK 9.FTV 10.PH
2024-06-30	457	$1.0B	0	1IWN 2BAC 3TSM Top holdings2024-06-30 1.IWN 2.BAC 3.TSM 4.AMT 5.V 6.REG 7.FTV 8.PNC 9.SBAC 10.ABT
2024-03-31	564	$801.5M	0	1IWM 2XBI 3SPY Top holdings2024-03-31 1.IWM 2.XBI 3.SPY 4.HON 5.TSM 6.REG 7.V 8.AWK 9.ABT 10.MSFT
2023-12-31	439	$566.2M	0	1IWM 2SPY 3HON Top holdings2023-12-31 1.IWM 2.SPY 3.HON 4.V 5.TEL 6.ECL 7.AWK 8.TMUS 9.VMC 10.IVV
2023-09-30	421	$438.6M	0	1ACWI 2IWM 3SPY Top holdings2023-09-30 1.ACWI 2.IWM 3.SPY 4.XRT 5.MSFT 6.IVV 7.XHB 8.VGK 9.V 10.KRE
2023-06-30	282	$263.4M	0	1ACWI 2IWM 3SPY Top holdings2023-06-30 1.ACWI 2.IWM 3.SPY 4.KRE 5.XLY 6.IVV 7.VGK 8.BRK-A 9.V 10.AWK
2023-03-31	247	$183.8M	0	1IBB 2XBI 3XLV Top holdings2023-03-31 1.IBB 2.XBI 3.XLV 4.KRE 5.V 6.BRK-A 7.AWK 8.J 9.AMD 10.DRI
2022-12-31	217	$200.1M	0	1XBI 2IBB 3KRE Top holdings2022-12-31 1.XBI 2.IBB 3.KRE 4.XLV 5.SPY 6.V 7.BRK-A 8.PH 9.J 10.QQQ
2022-09-30	274	$284.3M	0	1XBI 2IBB 3MSFT Top holdings2022-09-30 1.XBI 2.IBB 3.MSFT 4.XLV 5.XRT 6.QQQ 7.SPY 8.DIS 9.KRE 10.37714P
2022-06-30	246	$228.7M	0	1XLV 2XBI 3IBB Top holdings2022-06-30 1.XLV 2.XBI 3.IBB 4.37714P 5.KRE 6.V 7.ADTNEUR 8.PH 9.BAC 10.XRT
2022-03-31	186	$213.9M	0	1IBB 2XLV 3XBI Top holdings2022-03-31 1.IBB 2.XLV 3.XBI 4.KRE 5.V 6.37714P 7.PH 8.BAC 9.SUMO2EUR 10.GCMG
2021-12-31	263	$596.3M	0	1XLV 2SMH 3TSLA Top holdings2021-12-31 1.XLV 2.SMH 3.TSLA 4.IBB 5.XBI 6.XLP 7.KRE 8.XLE 9.ARKK 10.XLI
2021-09-30	302	$1.2B	0	1TSLA 2SPY 3IWM Top holdings2021-09-30 1.TSLA 2.SPY 3.IWM 4.XBI 5.XLE 6.IBB 7.BABA 8.XLV 9.ARKK 10.USO
2021-06-30	238	$794.8M	86	1SPY 2IWM 3QQQ Top holdings2021-06-30 1.SPY 2.IWM 3.QQQ 4.IBB 5.XBI 6.XLV 7.TWTRUSD 8.XLF 9.AEO 10.KRE
2021-03-31	237	$598.1M	100	1IWM 2XLV 3HYG Top holdings2021-03-31 1.IWM 2.XLV 3.HYG 4.SPY 5.AMZN 6.XLF 7.TWTRUSD 8.DKS 9.QQQ 10.XHB
2020-12-31	360	$990.2M	100	1XLF 2XLP 3XLV Top holdings2020-12-31 1.XLF 2.XLP 3.XLV 4.BMY 5.KRE 6.LAB 7.QQQ 8.SPY 9.IRWD 10.IWM
2020-09-30	495	$1.0B	100	1IWM 2MDY 3WMT Top holdings2020-09-30 1.IWM 2.MDY 3.WMT 4.LAB 5.NLSUSD 6.XLV 7.XLP 8.MSFT 9.XOP 10.V
2020-06-30	388	$1.5B	100	1IWM 2GOTU 3XLP Top holdings2020-06-30 1.IWM 2.GOTU 3.XLP 4.AMZN 5.EEM 6.XLV 7.GOOGL 8.ADSK 9.SONO 10.V
2020-03-31	312	$1.1B	100	1USMV 2IWM 3AMZN Top holdings2020-03-31 1.USMV 2.IWM 3.AMZN 4.SPY 5.V 6.HIIQEUR 7.MA 8.TLT 9.MSFT 10.ADSK
2019-12-31	234	$1.2B	90	1V 20VVB 3MA Top holdings2019-12-31 1.V 2.0VVB 3.MA 4.CMCSA 5.023111 6.META 7.AMZN 8.XLC 9.IWM 10.SPOT
2019-09-30	274	$1.5B	97	1XLC 2MSFT 3V Top holdings2019-09-30 1.XLC 2.MSFT 3.V 4.AMD 5.AYXEUR 6.MDCOUSD 7.CRM 8.MA 9.124857 10.COUPEUR
2019-06-30	393	$1.5B	100	11248572AMZN 3CMCSA Top holdings2019-06-30 1.124857 2.AMZN 3.CMCSA 4.G0177J 5.DIS 6.V 7.META 8.CRM 9.AYXEUR 10.MA
2019-03-31	494	$1.2B	97	1META 2AMZN 3CMCSA Top holdings2019-03-31 1.META 2.AMZN 3.CMCSA 4.GOOGL 5.DIS 6.ATHS 7.UAL 8.MA 9.124857 10.V
2018-12-31	514	$1.0B	0	1AMZN 2CMCSA 3GOOGL Top holdings2018-12-31 1.AMZN 2.CMCSA 3.GOOGL 4.MSFT 5.META 6.124857 7.V 8.MA 9.UAL 10.PYPL

Holding changes this quarter

Position changes disclosed by Atom Investors LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVGO	Broadcom INC	+0.6%	+417.90%	Add
2	BURL	Burlington Stores INC	+0.5%	+1977.72%	Add
3	AMZN	Amazon.com INC	+0.5%	+225.04%	Add
4	AEE	Ameren Corporation	+0.4%	+226.05%	Add
5	ALK	Alaska Air Group INC	+0.4%	+393.55%	Add
6	260	Centessa Pharmaceuticals-adr	+0.4%	+763.95%	Add
7	COR	Cencora INC	-0.5%	-82.08%	Trim
8	NCLH	Norwegian Cruise Line Holdings Ltd.	-0.6%	-91.99%	Trim
9	PHIN	Phinia INC	-0.6%	-78.32%	Trim
10	COHU	Cohu INC	-0.6%	-82.64%	Trim
11	MCK	Mckesson CORP	-0.6%	-92.64%	Trim
12	CWST	Casella Waste Systems Inc-a	-0.7%	-57.32%	Trim
13	LBRT	Liberty Energy INC	-0.7%	-95.55%	Trim
14	GLNG	Golar LNG Limited	-0.7%	-88.96%	Trim
15	APO	Apollo Global Management INC	-0.7%	-43.85%	Trim
16	SITE	Siteone Landscape Supply INC	-1.1%	-84.03%	Trim
17	CRM	Salesforce INC	—	EXIT	Sold out
18	EQIX	Equinix INC	—	NEW	New buy
19	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	Sold out
20	XLP	Ss Consumer Staples Sel Sect	—	EXIT	Sold out
21	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	Sold out
22	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
23	ATRO	Astronics CORP	—	EXIT	Sold out
24	FFIV	F5 INC	—	EXIT	Sold out
25	XLRE	Ss Real Estate Select Sector	—	EXIT	Sold out
26	SHW	Sherwin-williams Co/the	—	EXIT	Sold out
27	RS	Reliance INC	—	NEW	New buy
28	WEX	Wex INC	—	NEW	New buy
29	DVA	Davita INC	—	EXIT	Sold out
30	EHC	Encompass Health CORP	—	EXIT	Sold out
31	CDE	Coeur Mining INC	—	NEW	New buy
32	BMY	Bristol-myers Squibb Co	—	NEW	New buy
33	HBAN	Huntington Bancshares INC	—	NEW	New buy
34	CVX	Chevron CORP	—	NEW	New buy
35	RVTY	Revvity INC	—	NEW	New buy
36	CLH	Clean Harbors INC	—	EXIT	Sold out
37	CNP	Centerpoint Energy INC	—	NEW	New buy
38	NRG	Nrg Energy INC	—	NEW	New buy
39	LMT	Lockheed Martin CORP	—	NEW	New buy
40	UTHR	United Therapeutics CORP	—	NEW	New buy
41	PTEN	Patterson-uti Energy INC	—	NEW	New buy
42	GPGI	Gpgi INC	—	EXIT	Sold out
43	SAIA	Saia INC	—	EXIT	Sold out
44	DORM	Dorman Products INC	—	EXIT	Sold out
45	AAP	Advance Auto Parts INC	—	EXIT	Sold out
46	SM	Sm Energy Co	—	NEW	New buy
47	VSH	Vishay Intertechnology INC	—	NEW	New buy
48	ENSG	Ensign Group Inc/the	—	EXIT	Sold out
49	PRA	Proassurance CORP	—	NEW	New buy
50	IWM	Ishares Russell 2000 ETF	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-15	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR