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CIK: 0001738902
Total reported value
$1.1B
$1.1B
456 檔
6.6%
During the Q3 2024 filing period, Atom Investors LP (CIK: 0001738902) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 456 reported positions.
Atom Investors LP executed strategic sector rebalancing during Q3 2024, establishing 55 new positions while fully exiting 57 holdings and trimming 48 positions.
Showing top 200 holdings (of 456 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.08% | — | +8.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | +0.18% | +123.48% | |
| 3 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.44% | — | +198.58% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.33% | +0.08% | +5098.08% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | -0.12% | +0.74% | |
| 6 | COF | Capital One Financial CORP | Stock-Financials | 1.11% | — | — | |
| 7 | IEX | Idex CORP | Stock-Industrials | 1.08% | -0.18% | EXIT | |
| 8 | AWK | American Water Works Co Inc | Stock-Utilities | 1.04% | -0.09% | -13.77% | |
| 9 | FTV | Fortive CORP | Stock-Tech | 1.00% | — | -18.27% | |
| 10 | PH | Parker Hannifin CORP | Stock-Industrials | 0.98% | -0.36% | +7.59% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | -0.25% | +79.33% | |
| 12 | MTB | M & T Bank CORP | Stock-Financials | 0.96% | — | — | |
| 13 | PNC | Pnc Financial Services Group | Stock-Financials | 0.94% | -0.03% | EXIT | |
| 14 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.93% | +0.03% | NEW | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.27% | EXIT | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.91% | — | -18.54% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.90% | +0.19% | NEW | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.12% | +44.05% | |
| 19 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.87% | — | — | |
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.86% | — | -25.39% | |
| 21 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.83% | — | -13.96% | |
| 22 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 0.79% | -0.11% | — | |
| 23 | MTZ | Mastec Inc | Stock-Industrials | 0.79% | -0.26% | +979.01% | |
| 24 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.79% | +0.29% | NEW | |
| 25 | AWR | American States Water Co | Stock-Utilities | 0.78% | — | -12.70% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | — | — | |
| 27 | GGG | Graco Inc | Stock-Industrials | 0.73% | +0.50% | NEW | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 0.72% | -0.08% | EXIT | |
| 29 | SKY | Champion Homes Inc | Stock-Consumer Disc | 0.71% | -0.25% | +307.20% | |
| 30 | CVSA | Covista Inc | Stock-Consumer Staples | 0.70% | +0.10% | -31.54% | |
| 31 | PHIN | Phinia Inc | Stock-Consumer Disc | 0.69% | -0.06% | +71.62% | |
| 32 | ALL | Allstate CORP | Stock-Financials | 0.68% | +0.05% | -33.27% | |
| 33 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.67% | — | +275.76% | |
| 34 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | -0.44% | EXIT | |
| 35 | CLS | Celestica Inc | Stock-Tech | 0.64% | — | -15.08% | |
| 36 | 8DT | Squarespace Inc - Class A | Stock-Other | 0.63% | — | +18.31% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | -0.09% | -54.82% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.61% | -0.02% | +19.80% | |
| 39 | CFG | Citizens Financial Group | Stock-Financials | 0.59% | — | -48.73% | |
| 40 | EQT | Eqt CORP | Stock-Energy | 0.56% | +0.03% | NEW | |
| 41 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.56% | -0.19% | -59.39% | |
| 42 | ETR | Entergy CORP | Stock-Utilities | 0.55% | -0.35% | EXIT | |
| 43 | SNX | TD Synnex CORP | Stock-Tech | 0.55% | — | +50.30% | |
| 44 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.53% | — | +310.29% | |
| 45 | PRG | Prog Holdings Inc | Stock-Other | 0.52% | — | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | +0.25% | -57.33% | |
| 47 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 0.52% | -0.04% | -31.07% | |
| 48 | ACM | Aecom | Stock-Industrials | 0.52% | — | -38.59% | |
| 49 | BP | Bp Plc-spons Adr | Stock-Energy | 0.51% | — | -31.21% | |
| 50 | ✓ | Despegar.com CORP | Stock-Other | 0.50% | — | -7.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +1.3% | +5098.08% | Add |
| 2 | COF | Capital One Financial CORP | +1.1% | NEW | New buy |
| 3 | AXTA | Axalta Coating Systems Ltd. | +1% | +198.58% | Add |
| 4 | MTB | M & T Bank CORP | +1% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.9% | +123.48% | Add |
| 6 | KDP | Keurig Dr Pepper Inc | +0.9% | NEW | New buy |
| 7 | CVCO | Cavco Industries Inc | +0.8% | NEW | New buy |
| 8 | GGG | Graco Inc | +0.7% | NEW | New buy |
| 9 | MTZ | Mastec Inc | +0.7% | +979.01% | Add |
| 10 | ELV | Elevance Health Inc | +0.6% | +490.58% | Add |
| 11 | SKY | Champion Homes Inc | +0.6% | +307.20% | Add |
| 12 | EQT | Eqt CORP | +0.6% | NEW | New buy |
| 13 | PRG | Prog Holdings Inc | +0.5% | NEW | New buy |
| 14 | USFD | US Foods Holding CORP | +0.5% | +275.76% | Add |
| 15 | VGK | Vanguard Ftse Europe ETF | +0.5% | +109.59% | Add |
| 16 | REXR | Rexford Industrial Realty In | +0.5% | NEW | New buy |
| 17 | CCOI | Cogent Communications Holdin | +0.5% | NEW | New buy |
| 18 | SPGI | S&p Global Inc | +0.5% | +193.06% | Add |
| 19 | FTAI | FTAI Aviation Ltd. | +0.5% | NEW | New buy |
| 20 | LITE | Lumentum Holdings Inc | +0.4% | NEW | New buy |
| 21 | DVA | Davita Inc | +0.4% | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | +0.4% | +79.33% | Add |
| 23 | PNTG | Pennant Group Inc/the | +0.4% | NEW | New buy |
| 24 | ETR | Entergy CORP | +0.4% | +215.26% | Add |
| 25 | ELAN | Elanco Animal Health Inc | +0.4% | +310.29% | Add |
| 26 | IWN | Ishares Russell 2000 Value E | +0.4% | +8.99% | Add |
| 27 | S | Sentinelone Inc -class A | +0.4% | NEW | New buy |
| 28 | FLR | Fluor CORP | +0.4% | NEW | New buy |
| 29 | TFC | Truist Financial CORP | +0.4% | NEW | New buy |
| 30 | FLS | Flowserve CORP | +0.4% | NEW | New buy |
| 31 | POOL | Pool CORP | +0.4% | NEW | New buy |
| 32 | AA | Alcoa CORP | +0.4% | NEW | New buy |
| 33 | DHR | Danaher CORP | +0.4% | +1521.81% | Add |
| 34 | PHIN | Phinia Inc | +0.4% | +71.62% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +48.78% | Add |
| 36 | EHC | Encompass Health CORP | +0.4% | +460.45% | Add |
| 37 | FN | Fabrinet | +0.3% | NEW | New buy |
| 38 | ATKR | Atkore Inc | +0.3% | NEW | New buy |
| 39 | TMO | Thermo Fisher Scientific Inc | +0.3% | +353.16% | Add |
| 40 | GPGI | Gpgi Inc | +0.3% | NEW | New buy |
| 41 | XPO | Xpo Inc | +0.3% | NEW | New buy |
| 42 | SYY | Sysco CORP | +0.3% | NEW | New buy |
| 43 | NVDA | Nvidia CORP | +0.3% | +44.05% | Add |
| 44 | AYI | Acuity Inc | +0.3% | NEW | New buy |
| 45 | CNK | Cinemark Holdings Inc | +0.3% | NEW | New buy |
| 46 | NI | Nisource Inc | +0.3% | NEW | New buy |
| 47 | APTV | Aptiv PLC | +0.3% | NEW | New buy |
| 48 | PH | Parker Hannifin CORP | +0.3% | +7.59% | Add |
| 49 | BURL | Burlington Stores Inc | +0.3% | NEW | New buy |
| 50 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
According to official SEC Form 13F filings, Atom Investors LP reported a total U.S. public equity portfolio value of $1.1B across 456 disclosed positions in Q3 2024.
During Q3 2024, Atom Investors LP's top holdings by market value included IWN (2.1%)、MSFT (1.6%)、AXTA (1.4%). The largest single position, IWN, represented 2.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWN, MSFT, AXTA) accounted for 6.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
COF
市值: $10.6M
Top Position Liquidated / Trimmed
REG
前期市值: $11.5M
In Q3 2024, Atom Investors LP made 200 total portfolio adjustments, initiating 55 new buys, adding to 40 positions, trimming 48 holdings, and fully liquidating 57 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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