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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
TMUS icon
276
T-Mobile US
TMUS
$185B
$1.65M 0.12%
7,844
+4,048
+107% +$831K
ADC icon
277
Agree Realty
ADC
$9.34B
$1.63M 0.12%
21,645
-11,185
-34% -$848K
CSGP icon
278
CoStar Group
CSGP
$11.7B
$1.63M 0.12%
40,398
+36,439
+920% +$1.9M
FTNT icon
279
Fortinet
FTNT
$119B
$1.62M 0.12%
+19,861
New +$1.6M
URBN icon
280
Urban Outfitters
URBN
$6.35B
$1.62M 0.12%
25,529
+7,024
+38% +$482K
WMG icon
281
Warner Music
WMG
$13.5B
$1.61M 0.12%
62,934
+38,507
+158% +$1.09M
TFSL icon
282
TFS Financial
TFSL
$5.16B
$1.58M 0.11%
+112,265
New +$1.59M
PBF icon
283
PBF Energy
PBF
$8.57B
$1.56M 0.11%
32,790
-17,648
-35% -$661K
GO icon
284
Grocery Outlet
GO
$909M
$1.53M 0.11%
217,039
+28,925
+15% +$251K
AI icon
285
C3.ai
AI
$1.43B
$1.53M 0.11%
181,240
-193,131
-52% -$2.07M
SSTK icon
286
Shutterstock
SSTK
$198M
$1.51M 0.11%
+91,093
New +$1.6M
ADNT icon
287
Adient
ADNT
$1.65B
$1.51M 0.11%
74,835
-23,622
-24% -$525K
DK icon
288
Delek US
DK
$4.16B
$1.48M 0.11%
32,937
-34,587
-51% -$1.24M
VRSN icon
289
VeriSign
VRSN
$26.2B
$1.48M 0.11%
+5,951
New +$1.42M
TTD icon
290
Trade Desk
TTD
$8.48B
$1.46M 0.1%
+64,479
New +$1.86M
GEF icon
291
Greif
GEF
$4.92B
$1.46M 0.1%
21,779
+7,075
+48% +$501K
VTRS icon
292
Viatris
VTRS
$20.4B
$1.44M 0.1%
+106,772
New +$1.49M
WM icon
293
Waste Management
WM
$90.6B
$1.43M 0.1%
6,222
-25,753
-81% -$5.92M
FSK icon
294
FS KKR Capital
FSK
$2.96B
$1.43M 0.1%
+140,357
New +$1.76M
CL icon
295
Colgate-Palmolive
CL
$73.1B
$1.43M 0.1%
+16,726
New +$1.49M
DRVN icon
296
Driven Brands
DRVN
$2.35B
$1.42M 0.1%
112,927
-855
-0.8% -$12K
ATI icon
297
ATI
ATI
$25.6B
$1.42M 0.1%
+9,762
New +$1.36M
TJX icon
298
TJX Companies
TJX
$174B
$1.42M 0.1%
8,861
-4,287
-33% -$668K
FRSH icon
299
Freshworks
FRSH
$3.14B
$1.41M 0.1%
+175,974
New +$1.62M
OSIS icon
300
OSI Systems
OSIS
$3.65B
$1.4M 0.1%
+5,280
New +$1.46M
10 11
12
13 14

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.