Atom Investors Lp Top Holdings and 13F Report (2026)

About Atom Investors Lp

Investment Activity

Atom Investors Lp has $1.12 billion in total holdings as of June 30, 2026.
Atom Investors Lp owns shares of 818 different stocks, but just 356 companies or ETFs make up 80% of its holdings.
Approximately 53.44% of the portfolio was purchased this quarter.
About 87.07% of the portfolio was sold this quarter.
This quarter, Atom Investors Lp has purchased 641 new stocks and bought additional shares in 145 stocks.
Atom Investors Lp sold shares of 252 stocks and completely divested from 241 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $45,997,039
Viatris: $11,206,246
Intel: $10,613,974
Hewlett Packard Enterprise: $9,711,416
Rhythm Pharmaceuticals: $8,156,819

Largest New Holdings this Quarter

42824C109 - Hewlett Packard Enterprise: $9,711,416 Holding
464286400 - iShares MSCI Brazil ETF: $8,099,600 Holding
918284100 - VSE: $6,486,201 Holding
037833100 - Apple: $6,312,099 Holding
477839104 - JBT MAREL CORPORATION: $6,161,340 Holding

Largest Purchases this Quarter

Hewlett Packard Enterprise: 215,283 shares (about $9.71M)
Viatris: 598,911 shares (about $9.51M)
iShares MSCI Brazil ETF: 234,771 shares (about $8.10M)
Intel: 55,032 shares (about $7.68M)
VSE: 28,386 shares (about $6.49M)

Largest Sales this Quarter

Carlisle Companies: 26,095 shares (about $9.47M)
Insight Enterprises: 72,516 shares (about $8.83M)
Builders FirstSource: 95,443 shares (about $8.54M)
Anterix: 80,055 shares (about $8.24M)
LKQ: 305,977 shares (about $8.06M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$45,997,039	$47,390 â–¼	-0.1%	66,972	4.1%	ETF
VTRS Viatris	$11,206,246	$9,510,707 â–²	560.9%	705,683	1.0%	Healthcare
INTC Intel	$10,613,974	$7,684,118 â–²	262.3%	76,015	0.9%	Technology
HPE Hewlett Packard Enterprise	$9,711,416	$9,711,416 â–²	New Holding	215,283	0.9%	Technology
RYTM Rhythm Pharmaceuticals	$8,156,819	$1,828,109 â–²	28.9%	73,465	0.7%	Healthcare
ESAB ESAB	$8,127,605	$5,725,965 â–²	238.4%	82,405	0.7%	Industrials
EWZ iShares MSCI Brazil ETF	$8,099,600	$8,099,600 â–²	New Holding	234,771	0.7%	ETF
GXO GXO Logistics	$7,953,461	$2,417,984 â–²	43.7%	156,873	0.7%	Industrials
AMAT Applied Materials	$7,023,945	$6,895,251 â–¼	-49.5%	9,715	0.6%	Technology
AVGO Broadcom	$6,822,165	$7,218,803 â–¼	-51.4%	18,060	0.6%	Technology
NVDA NVIDIA	$6,783,251	$4,692,911 â–¼	-40.9%	33,901	0.6%	Technology
VSEC VSE	$6,486,201	$6,486,201 â–²	New Holding	28,386	0.6%	Industrials
AAPL Apple	$6,312,099	$6,312,099 â–²	New Holding	21,814	0.6%	Technology
IMNM Immunome	$6,303,792	$198,995 â–¼	-3.1%	297,489	0.6%	Healthcare
JBT MAREL CORPORATION	$6,161,340	$6,161,340 â–²	New Holding	42,492	0.5%	COM
VRSN VeriSign	$6,111,147	$4,614,113 â–²	308.2%	24,293	0.5%	Technology
EQIX Equinix	$5,956,216	$6,504,513 â–¼	-52.2%	5,714	0.5%	Real Estate
RSP Invesco S&P 500 Equal Weight ETF	$5,907,346	$5,907,346 â–²	New Holding	27,764	0.5%	ETF
HD Home Depot	$5,883,760	$5,883,760 â–²	New Holding	16,683	0.5%	Consumer Discretionary
RARE Ultragenyx Pharmaceutical	$5,735,434	$2,609,395 â–²	83.5%	171,771	0.5%	Healthcare
GGG Graco	$5,668,709	$5,668,709 â–²	New Holding	74,973	0.5%	Industrials
AME AMETEK	$5,538,249	$2,129,556 â–²	62.5%	22,891	0.5%	Technology
MSFT Microsoft	$5,438,259	$1,272,744 â–²	30.6%	14,579	0.5%	Technology
TTMI TTM Technologies	$5,406,374	$3,837,089 â–²	244.5%	28,908	0.5%	Technology
AMZN Amazon.com	$5,396,971	$6,304,093 â–¼	-53.9%	22,644	0.5%	Consumer Discretionary
GOOG Alphabet	$5,369,909	$42,753 â–¼	-0.8%	15,198	0.5%	Communication Services
ZETA GLOBAL HOLDINGS CORP	$5,197,212	$5,197,212 â–²	New Holding	264,086	0.5%	CL A
SLGN Silgan	$4,978,760	$4,978,760 â–²	New Holding	107,324	0.4%	Materials
FERGUSON ENTERPRISES INC	$4,975,861	$4,975,861 â–²	New Holding	20,966	0.4%	COMMON STOCK NEW
SMTC Semtech	$4,865,858	$3,659,104 â–²	303.2%	30,064	0.4%	Technology
MU Micron Technology	$4,695,652	$4,695,652 â–²	New Holding	4,068	0.4%	Technology
ABT Abbott Laboratories	$4,552,789	$2,655,506 â–²	140.0%	50,174	0.4%	Healthcare
LECO Lincoln Electric	$4,489,243	$203,381 â–²	4.7%	16,908	0.4%	Industrials
LAM RESEARCH CORP	$4,131,802	$4,131,802 â–²	New Holding	9,535	0.4%	COM NEW
ED Consolidated Edison	$3,944,734	$2,958,689 â–²	300.1%	35,657	0.4%	Utilities
MGRC McGrath RentCorp	$3,874,533	$3,874,533 â–²	New Holding	32,013	0.3%	Industrials
LOW Lowe's Companies	$3,872,907	$3,872,907 â–²	New Holding	17,565	0.3%	Consumer Discretionary
MA Mastercard	$3,804,749	$3,804,749 â–²	New Holding	7,408	0.3%	Finance
NPK National Presto Industries	$3,797,571	$234,356 â–²	6.6%	30,383	0.3%	Industrials
HNI HNI	$3,793,570	$1,123,479 â–²	42.1%	93,877	0.3%	Industrials
RS Reliance	$3,744,593	$7,162,286 â–¼	-65.7%	10,023	0.3%	Industrials
SUPN Supernus Pharmaceuticals	$3,717,823	$1,590,037 â–²	74.7%	79,936	0.3%	Healthcare
GILD Gilead Sciences	$3,667,398	$3,667,398 â–²	New Holding	29,028	0.3%	Healthcare
DIANTHUS THERAPEUTICS INC	$3,628,985	$6,874,776 â–¼	-65.5%	37,228	0.3%	COM
CNM Core & Main	$3,609,148	$3,262,472 â–²	941.1%	74,801	0.3%	Industrials
CELC Celcuity	$3,608,135	$4,376,569 â–¼	-54.8%	34,488	0.3%	Healthcare
PEP PepsiCo	$3,567,113	$3,567,113 â–²	New Holding	26,345	0.3%	Consumer Staples
SNDX Syndax Pharmaceuticals	$3,552,775	$143,380 â–²	4.2%	162,524	0.3%	Healthcare
NRG NRG Energy	$3,532,169	$3,320,236 â–¼	-48.5%	24,183	0.3%	Utilities
MBUU Malibu Boats	$3,493,649	$2,865,968 â–¼	-45.1%	127,366	0.3%	Consumer Discretionary
FAST Fastenal	$3,489,860	$3,489,860 â–²	New Holding	72,660	0.3%	Industrials
EXP Eagle Materials	$3,487,725	$3,487,725 â–²	New Holding	15,501	0.3%	Materials
AXSM Axsome Therapeutics	$3,470,594	$1,465,683 â–²	73.1%	14,179	0.3%	Healthcare
CVBF CVB Financial	$3,458,020	$584,000 â–¼	-14.4%	153,349	0.3%	Finance
BXC BlueLinx	$3,393,870	$213,610 â–¼	-5.9%	54,846	0.3%	Industrials
FDX FedEx	$3,354,875	$3,354,875 â–²	New Holding	10,714	0.3%	Industrials
SBUX Starbucks	$3,347,029	$3,347,029 â–²	New Holding	32,753	0.3%	Consumer Discretionary
BSY Bentley Systems	$3,343,854	$932,239 â–²	38.7%	111,872	0.3%	Technology
IOSP Innospec	$3,326,409	$8,058 â–²	0.2%	40,870	0.3%	Materials
AMENTUM HOLDINGS INC	$3,325,307	$2,853,721 â–²	605.1%	160,876	0.3%	COM
MTH Meritage Homes	$3,309,308	$3,943,382 â–¼	-54.4%	39,467	0.3%	Consumer Discretionary
STANDARDAERO INC	$3,307,418	$1,474,892 â–¼	-30.8%	110,579	0.3%	COM
UTHR United Therapeutics	$3,279,155	$2,822,392 â–¼	-46.3%	6,052	0.3%	Healthcare
CB Chubb	$3,271,785	$3,271,785 â–²	New Holding	9,602	0.3%	Finance
SNA Snap-On	$3,253,002	$919,082 â–¼	-22.0%	8,084	0.3%	Industrials
JAZZ Jazz Pharmaceuticals	$3,246,830	$643,390 â–¼	-16.5%	13,474	0.3%	Healthcare
SOMNIGROUP INTERNATIONAL INC	$3,236,666	$3,236,666 â–²	New Holding	41,284	0.3%	COM
AOS A. O. Smith	$3,223,745	$3,223,745 â–²	New Holding	51,399	0.3%	Industrials
MSI Motorola Solutions	$3,213,099	$3,213,099 â–²	New Holding	7,737	0.3%	Technology
BMY Bristol Myers Squibb	$3,205,862	$3,969,269 â–¼	-55.3%	55,638	0.3%	Healthcare
TILE Interface	$3,172,378	$337,469 â–²	11.9%	88,515	0.3%	Industrials
MRVL Marvell Technology	$3,165,975	$3,165,975 â–²	New Holding	10,628	0.3%	Technology
ATGE Adtalem Global Education	$3,165,242	$447,280 â–²	16.5%	25,391	0.3%	Consumer Discretionary
DAL Delta Air Lines	$3,133,302	$2,560,665 â–²	447.2%	33,454	0.3%	Industrials
AWI Armstrong World Industries	$3,077,176	$2,214,758 â–²	256.8%	19,182	0.3%	Industrials
FELE Franklin Electric	$3,052,557	$212,022 â–¼	-6.5%	28,478	0.3%	Industrials
BMRN BioMarin Pharmaceutical	$3,027,854	$737,566 â–²	32.2%	52,916	0.3%	Healthcare
AFG American Financial Group	$3,016,407	$354,468 â–¼	-10.5%	21,555	0.3%	Finance
KOD Kodiak Sciences	$2,993,803	$4,438,712 â–¼	-59.7%	76,843	0.3%	Healthcare
AEBI SCHMIDT HLDG AG	$2,987,088	$152,683 â–²	5.4%	238,015	0.3%	COM
CWST Casella Waste Systems	$2,984,543	$2,092,710 â–¼	-41.2%	30,778	0.3%	Industrials
UHT Universal Health Realty Income Trust	$2,951,866	$2,517,520 â–²	579.6%	67,302	0.3%	Real Estate
STX Seagate Technology	$2,943,250	$2,943,250 â–²	New Holding	3,050	0.3%	Technology
ERAS Erasca	$2,927,738	$3,403,417 â–¼	-53.8%	159,811	0.3%	Healthcare
KR Kroger	$2,894,390	$2,894,390 â–²	New Holding	52,123	0.3%	Consumer Staples
APEI American Public Education	$2,882,616	$755,613 â–¼	-20.8%	53,680	0.3%	Consumer Discretionary
PG Procter & Gamble	$2,871,358	$2,871,358 â–²	New Holding	19,581	0.3%	Consumer Staples
APG APi Group	$2,871,288	$2,871,288 â–²	New Holding	67,799	0.3%	Industrials
IMVT Immunovant	$2,857,809	$2,857,809 â–²	New Holding	74,171	0.3%	Healthcare
HBNC Horizon Bancorp (IN)	$2,846,471	$244,915 â–¼	-7.9%	142,466	0.3%	Finance
ADI Analog Devices	$2,844,929	$704,580 â–²	32.9%	7,163	0.3%	Technology
HBAN Huntington Bancshares	$2,842,438	$5,641,101 â–¼	-66.5%	160,318	0.3%	Finance
PHM PulteGroup	$2,829,407	$1,877,719 â–²	197.3%	20,621	0.3%	Consumer Discretionary
APPLOVIN CORP	$2,829,128	$2,829,128 â–²	New Holding	5,491	0.3%	COM CL A
NEKTAR THERAPEUTICS	$2,828,631	$189,045 â–¼	-6.3%	40,519	0.3%	COM NEW
FRME First Merchants	$2,805,248	$209,887 â–²	8.1%	64,208	0.2%	Finance
INHIBRX BIOSCIENCES INC	$2,804,032	$292,683 â–²	11.7%	29,594	0.2%	COM
CXT Crane NXT	$2,798,503	$425,344 â–¼	-13.2%	54,701	0.2%	Technology
DINO HF Sinclair	$2,768,309	$1,479,645 â–²	114.8%	39,746	0.2%	Energy
ITT ITT	$2,758,554	$2,758,554 â–²	New Holding	13,949	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Atom Investors Lp Top Holdings and 13F Report (2026)

About Atom Investors Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Atom Investors Lp Top Holdings and 13F Report (2026)

About Atom Investors Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtom Investors Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools