We are live on ! Find out more
AI

Atom Investors Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.77%
This Fund
S&P 500
This Quarter Est. Return
+4.25%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.4B
AUM Growth
+$137M
Cap. Flow
+$161M
Cap. Flow %
11.55%
Top 10 Hldgs %
9.94%
Holding
887
New
331
Increased
164
Reduced
139
Closed
246

Top Buys

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$10.6M
2
AVGO icon
Broadcom
AVGO
+$9.87M
3
RS icon
Reliance Steel & Aluminium
RS
+$9.27M
4
WEX icon
WEX
WEX
+$8.9M
5
CDE icon
Coeur Mining
CDE
+$8.89M

Top Sells

Rank Stock Value
1
SITE icon
SiteOne Landscape Supply
SITE
+$14.9M
2
CRM icon
Salesforce
CRM
+$14M
3
LBRT icon
Liberty Energy
LBRT
+$12.5M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$11.4M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$11.2M

Sector Composition

Rank Sector Weight
1 Industrials 15.79%
2 Consumer Discretionary 14.8%
3 Healthcare 14.72%
4 Technology 13.48%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDU icon
226
MDU Resources
MDU
$4.17B
$2.18M 0.16%
105,403
+92,222
+700% +$1.89M
BBWI icon
227
Bath & Body Works
BBWI
$4.06B
$2.18M 0.16%
+116,837
New +$2.53M
GH icon
228
Guardant Health
GH
$21.5B
$2.18M 0.16%
23,557
+3,174
+16% +$319K
BRK.A icon
229
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.15M 0.15%
3
– –
ABT icon
230
Abbott
ABT
$183B
$2.15M 0.15%
+20,909
New +$2.36M
JPM icon
231
JPMorgan Chase
JPM
$935B
$2.14M 0.15%
+7,287
New +$2.21M
COHU icon
232
Cohu
COHU
$2.26B
$2.13M 0.15%
69,502
-330,937
-83% -$9.72M
WSO icon
233
Watsco Inc
WSO
$12.7B
$2.13M 0.15%
+5,848
New +$2.27M
STE icon
234
Steris
STE
$22.3B
$2.12M 0.15%
9,605
-15,822
-62% -$3.87M
RPD icon
235
Rapid7
RPD
$645M
$2.1M 0.15%
381,240
+246,086
+182% +$2.26M
KBH icon
236
KB Home
KBH
$3.37B
$2.1M 0.15%
+40,587
New +$2.39M
ZBIO
237
Zenas BioPharma
ZBIO
$1.98B
$2.09M 0.15%
+107,016
New +$2.4M
MCO icon
238
Moody's
MCO
$82.8B
$2.08M 0.15%
4,771
+1,477
+45% +$699K
CPNG icon
239
Coupang
CPNG
$29.3B
$2.08M 0.15%
+110,100
New +$2.16M
AHR icon
240
American Healthcare REIT
AHR
$10.7B
$2.08M 0.15%
44,028
-27,065
-38% -$1.34M
HL icon
241
Hecla Mining
HL
$9.47B
$2.07M 0.15%
+110,918
New +$2.5M
DTE icon
242
DTE Energy
DTE
$29.5B
$2.04M 0.15%
13,983
+11,140
+392% +$1.57M
V icon
243
Visa
V
$684B
$2.04M 0.15%
+6,751
New +$2.17M
BAX icon
244
Baxter International
BAX
$13.5B
$2.04M 0.15%
121,151
-132,792
-52% -$2.57M
GPN icon
245
Global Payments
GPN
$23B
$2M 0.14%
29,754
+8,177
+38% +$603K
CRS icon
246
Carpenter Technology
CRS
$25.8B
$2M 0.14%
5,070
-3,053
-38% -$1.11M
HIG icon
247
Hartford Financial Services
HIG
$38.9B
$1.99M 0.14%
+14,689
New +$2.01M
BIRK icon
248
Birkenstock
BIRK
$7.12B
$1.98M 0.14%
55,206
+17,794
+48% +$694K
HLIO icon
249
Helios Technologies
HLIO
$2.57B
$1.98M 0.14%
+30,521
New +$2.04M
TILE icon
250
Interface
TILE
$1.99B
$1.97M 0.14%
79,099
-492
-0.6% -$14.7K
8 9
10
11 12

Similar funds

SP
Steelhead Partners Seattle, Washington $1.39B AUM 0.01% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
TCC
Trans-Canada Capital Montreal, Quebec, Canada $1.39B AUM 16.61% 1-Year Est. Return
FCP
Fidelis Capital Partners Tampa, Florida $1.4B AUM 31.16% 1-Year Est. Return
SC
Sagefield Capital Dallas, Texas $1.39B AUM 60.14% 1-Year Est. Return

Atom Investors's Q1 2026 Portfolio in Review

As of Q1 2026, Atom Investors held 887 positions worth $1.4B, up 11% from $1.26B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Atom Investors deployed $161M of net new capital in Q1 2026, opening 331 new positions and adding to 164 existing holdings. Its largest new stake was Equinix: 11,954 shares worth $11.7M.

By sector, the portfolio is most concentrated in Industrials at 16% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was SiteOne Landscape Supply, an estimated $14.9M trimmed.

  • Atom Investors's largest Q1 2026 buy was Equinix: 11,954 shares worth $11.7M.
  • Atom Investors added most to Broadcom in Q1 2026, an estimated $9.87M increase.
  • Atom Investors's biggest Q1 2026 reduction was SiteOne Landscape Supply, cutting an estimated $14.9M.
  • Atom Investors fully exited Salesforce in Q1 2026, selling an estimated $14M.
  • Atom Investors's ten largest holdings make up 9.9% of its $1.4B portfolio in Q1 2026.
  • Atom Investors opened 331 new positions and closed 246 in Q1 2026.
  • Atom Investors's portfolio value rose 11% quarter-over-quarter to $1.4B.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.