Atika Capital Management LLC Top Holdings and 13F Report (2026) About Atika Capital Management LLCInvestment ActivityAtika Capital Management LLC has $1.52 billion in total holdings as of June 30, 2026.Atika Capital Management LLC owns shares of 75 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 48.71% of the portfolio was purchased this quarter.About 14.79% of the portfolio was sold this quarter.This quarter, Atika Capital Management LLC has purchased 56 new stocks and bought additional shares in 15 stocks.Atika Capital Management LLC sold shares of 13 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vertiv $223,023,601Invesco QQQ $122,242,400SPDR S&P Biotech ETF $89,015,625Seagate Technology $77,069,725Amazon.com $63,398,439 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $122,242,400 Holding36828A101 - GE VERNOVA INC $58,743,000 Holding007903107 - Advanced Micro Devices $55,476,904 Holding595112103 - Micron Technology $34,623,300 Holding464287515 - iShares Expanded Tech-Software Sector ETF $24,643,200 Holding Largest Purchases this Quarter Invesco QQQ 1,660 shares (about $122.24M)GE VERNOVA INC 500 shares (about $58.74M)Advanced Micro Devices 95,500 shares (about $55.48M)Intel 263,000 shares (about $36.72M)Micron Technology 300 shares (about $34.62M) Largest Sales this Quarter VanEck Semiconductor ETF 210 shares (about $13.77M)ORUKA THERAPEUTICS INC 129,900 shares (about $12.36M)MasTec 22,136 shares (about $9.21M)TTM Technologies 43,000 shares (about $8.04M)Western Digital 11,240 shares (about $7.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtika Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRTVertiv$223,023,6010.0%666,10014.7%IndustrialsQQQInvesco QQQ$122,242,400$122,242,400 ▲New Holding1,6608.0%ETFXBISPDR S&P Biotech ETF$89,015,625$22,155,000 ▲33.1%5,6255.9%ETFSTXSeagate Technology$77,069,725$25,442,225 ▲49.3%79,8655.1%TechnologyAMZNAmazon.com$63,398,439$3,456,600 ▲5.8%46,2204.2%Consumer DiscretionaryGE VERNOVA INC$58,743,000$58,743,000 ▲New Holding5003.9%COMAMDAdvanced Micro Devices$55,476,904$55,476,904 ▲New Holding95,5003.6%TechnologyLLYEli Lilly and Company$49,296,5730.0%41,1003.2%HealthcareECHOSTAR CORP$40,833,451$18,261,562 ▲80.9%332,1092.7%CL AINTCIntel$36,862,320$36,722,690 ▲26,300.0%264,0002.4%TechnologyMUMicron Technology$34,623,300$34,623,300 ▲New Holding3002.3%TechnologySMHVanEck Semiconductor ETF$33,450,390$13,773,690 ▼-29.2%5102.2%ETFGHGuardant Health$27,155,430$13,502,700 ▲98.9%181,0001.8%HealthcareIGViShares Expanded Tech-Software Sector ETF$24,643,200$24,643,200 ▲New Holding2,7201.6%ETFCIENCiena$23,923,629$2,510,195 ▲11.7%48,7681.6%TechnologyISRGIntuitive Surgical$22,753,6590.0%57,2161.5%HealthcareBTIBritish American Tobacco$20,380,800$20,380,800 ▲New Holding3,3001.3%Consumer StaplesISHARES BITCOIN TRUST ETF$19,974,000$19,974,000 ▲New Holding6,0001.3%SHS BEN INTTEVATeva Pharmaceutical Industries$18,295,200$1,493,486 ▼-7.5%441,0001.2%HealthcareVPGVishay Precision Group$17,689,380$17,689,380 ▲New Holding118,0001.2%TechnologyMRVLMarvell Technology$17,277,620$17,277,620 ▲New Holding58,0001.1%TechnologyROCKET LAB CORP$17,178,851$8,436,950 ▲96.5%169,0001.1%COMWDCWestern Digital$16,911,389$7,179,213 ▼-29.8%26,4771.1%TechnologyRVMDRevolution Medicines$16,480,639$16,480,639 ▲New Holding88,0001.1%HealthcareASCENDIS PHARMA A/S$16,269,920$16,269,920 ▲New Holding61,0001.1%ORD SHSDIANTHUS THERAPEUTICS INC$16,084,201$3,528,776 ▲28.1%165,0001.1%COMROUNDHILL ETF TRUST$15,508,500$15,508,500 ▲New Holding2,1001.0%MEMORY ETFAXSMAxsome Therapeutics$15,420,511$15,420,511 ▲New Holding63,0001.0%HealthcareMTZMasTec$14,770,130$9,209,904 ▼-38.4%35,5001.0%IndustrialsSNSharkNinja$13,399,761$13,399,761 ▲New Holding88,0000.9%Consumer DiscretionaryNFLXNetflix$12,852,000$117,810 ▼-0.9%180,0000.8%Communication ServicesSTUBHUB HLDGS INC$12,226,500$12,226,500 ▲New Holding59,0000.8%CL ACWCurtiss-Wright$12,124,160$2,273,280 ▲23.1%16,0000.8%IndustrialsKYMRKymera Therapeutics$11,925,681$11,925,681 ▲New Holding104,0000.8%HealthcareALKSAlkermes$11,295,643$11,295,643 ▲New Holding57,1710.7%HealthcareSITMSiTime$11,183,400$145,384 ▲1.3%15,0000.7%TechnologyTWSTTwist Bioscience$11,111,040$11,111,040 ▲New Holding108,0000.7%HealthcareREALRealReal$11,082,601$5,764,662 ▲108.4%940,0000.7%Consumer DiscretionaryCOGTCogent Biosciences$10,526,400$820,440 ▼-7.2%272,0000.7%HealthcareBWXTBWX Technologies$10,511,101$5,557,258 ▼-34.6%54,0000.7%IndustrialsBBB FOODS INC$10,417,500$6,449,766 ▲162.6%250,0000.7%CL A COMAXGNAxoGen$10,207,991$10,207,991 ▲New Holding221,0000.7%HealthcareNOKNokia$9,960,000$9,960,000 ▲New Holding750,0000.7%TechnologyORUKA THERAPEUTICS INC$9,517,000$12,362,583 ▼-56.5%100,0000.6%COMTTMITTM Technologies$9,351,000$8,041,860 ▼-46.2%50,0000.6%TechnologyCRLCharles River Laboratories International$8,618,020$8,618,020 ▲New Holding38,0000.6%HealthcareACMRACM Research$7,994,069$7,994,069 ▲New Holding63,0000.5%TechnologyROIVRoivant Sciences$7,679,630$7,679,630 ▲New Holding217,0000.5%HealthcareMELIMercadoLibre$7,655,2290.0%4,5100.5%Consumer DiscretionaryAPPFAppFolio$7,616,6260.0%47,5000.5%TechnologyPTGXProtagonist Therapeutics$7,612,2170.0%62,1000.5%HealthcareREDDIT INC$7,463,940$7,463,940 ▲New Holding43,0000.5%CL ASMTCSemtech$7,445,100$7,445,100 ▲New Holding46,0000.5%TechnologyFIVEFive Below$7,191,600$93,491 ▲1.3%40,0000.5%Consumer DiscretionaryFERGUSON ENTERPRISES INC$6,953,7690.0%29,3000.5%COMMON STOCK NEWENPHEnphase Energy$5,908,800$5,908,800 ▲New Holding1,2000.4%TechnologyDEFINIUM THERAPEUTICS INC$5,738,880$5,738,880 ▲New Holding122,0000.4%COM SHSIMNMImmunome$5,570,8510.0%262,9000.4%HealthcareHUT 8 CORP$5,137,302$554,136 ▼-9.7%44,5000.3%COMWRBYWarby Parker$4,551,000$455,100 ▲11.1%150,0000.3%Consumer DiscretionaryJATT II ACQUISITION CORP$4,544,000$4,544,000 ▲New Holding400,0000.3%ORD SHSPRAXIS PRECISION MEDICINES I$4,318,791$4,318,791 ▲New Holding12,9000.3%COM NEWLASRnLight$3,829,100$765,820 ▼-16.7%55,0000.3%TechnologyABIVAX SA$3,598,020$239,868 ▼-6.3%27,0000.2%SPONSORED ADSCOREWEAVE INC$3,483,900$3,483,900 ▲New Holding3500.2%COM CL ACRWDCrowdStrike$2,899,932$2,899,932 ▲New Holding3,8000.2%TechnologyTARSTarsus Pharmaceuticals$2,517,600$2,517,600 ▲New Holding40,0000.2%HealthcareKRYSKrystal Biotech$2,230,020$1,718,974 ▼-43.5%6,0000.1%HealthcareVCELVericel$1,512,660$1,512,660 ▲New Holding34,0000.1%HealthcareVERADERMICS INC$1,475,280$1,475,280 ▲New Holding12,0000.1%COMMON STOCKKINIKSA PHARMACEUTICALS INTL$1,470,849$1,470,849 ▲New Holding23,0000.1%ORD SHS CL ACLFCleveland-Cliffs$1,408,500$1,408,500 ▲New Holding1,5000.1%MaterialsSGSweetgreen$1,057,201$1,057,201 ▲New Holding120,0000.1%Consumer DiscretionaryKEEL INFRASTRUCTURE CORP$861,000$861,000 ▲New Holding1,5000.1%COM SHSSANDISK CORP$688,940$688,940 ▲New Holding3030.0%COMIWMiShares Russell 2000 ETF$0$24,800,000 ▼-100.0%00.0%ETFGDXVanEck Gold Miners ETF$0$21,107,100 ▼-100.0%00.0%ETFTERNTerns Pharmaceuticals$0$19,611,840 ▼-100.0%00.0%HealthcareNETCloudflare$0$13,412,100 ▼-100.0%00.0%TechnologyGOOGAlphabet$0$12,406,695 ▼-100.0%00.0%Communication ServicesUTHRUnited Therapeutics$0$7,323,304 ▼-100.0%00.0%HealthcareKARMAN HLDGS INC$0$7,244,526 ▼-100.0%00.0%COMMON STOCKCLHClean Harbors$0$6,266,484 ▼-100.0%00.0%IndustrialsTALEN ENERGY CORP$0$5,902,563 ▼-100.0%00.0%COMMETAMeta Platforms$0$5,721,300 ▼-100.0%00.0%Communication ServicesDBV TECHNOLOGIES S A$0$5,667,456 ▼-100.0%00.0%SPONSORED ADSHEIHeico$0$5,282,464 ▼-100.0%00.0%IndustrialsQXO INC$0$5,131,794 ▼-100.0%00.0%COM NEWGEGE Aerospace$0$4,401,273 ▼-100.0%00.0%IndustrialsASNDAscendis Pharma A/S$0$4,374,461 ▼-100.0%00.0%HealthcareXENEXenon Pharmaceuticals$0$3,483,185 ▼-100.0%00.0%HealthcareMAZE THERAPEUTICS INC$0$3,328,276 ▼-100.0%00.0%COMACHCAcadia Healthcare$0$2,867,613 ▼-100.0%00.0%HealthcareBBIOBridgeBio Pharma$0$2,613,952 ▼-100.0%00.0%HealthcareHEI.AHeico$0$2,232,277 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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