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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
VZ icon
301
Verizon
VZ
$195B
$1.4M 0.1%
+27,891
New +$1.29M
CURB
302
Curbline Properties
CURB
$3.52B
$1.4M 0.1%
54,250
+19,130
+54% +$490K
SDGR icon
303
Schrodinger
SDGR
$1.13B
$1.4M 0.1%
+123,001
New +$1.7M
BXMT icon
304
Blackstone Mortgage Trust
BXMT
$2.45B
$1.39M 0.1%
+72,738
New +$1.4M
AXSM icon
305
Axsome Therapeutics
AXSM
$11.2B
$1.38M 0.1%
+8,191
New +$1.41M
ST icon
306
Sensata Technologies
ST
$6.74B
$1.37M 0.1%
+38,886
New +$1.38M
WLY icon
307
John Wiley & Sons Class A
WLY
$2.65B
$1.37M 0.1%
35,852
-49,848
-58% -$1.62M
ARCO icon
308
Arcos Dorados Holdings
ARCO
$1.72B
$1.34M 0.1%
+162,848
New +$1.32M
WEN icon
309
Wendy's
WEN
$1.4B
$1.34M 0.1%
193,270
+15,705
+9% +$121K
CYTK icon
310
Cytokinetics
CYTK
$10.5B
$1.34M 0.1%
+20,350
New +$1.29M
MS icon
311
Morgan Stanley
MS
$331B
$1.34M 0.1%
+8,150
New +$1.41M
SPT icon
312
Sprout Social
SPT
$516M
$1.34M 0.1%
235,142
+57,902
+33% +$446K
VTS icon
313
Vitesse Energy
VTS
$651M
$1.33M 0.1%
73,353
+8,532
+13% +$172K
KO icon
314
Coca-Cola
KO
$377B
$1.31M 0.09%
17,278
+2,670
+18% +$202K
SCSC icon
315
Scansource
SCSC
$1.15B
$1.3M 0.09%
+35,797
New +$1.37M
FICO icon
316
Fair Isaac
FICO
$24.3B
$1.29M 0.09%
1,209
-1,592
-57% -$2.18M
CINF icon
317
Cincinnati Financial
CINF
$27.3B
$1.28M 0.09%
+8,119
New +$1.32M
DIN icon
318
Dine Brands
DIN
$456M
$1.27M 0.09%
48,492
+38,079
+366% +$1.24M
DXCM icon
319
DexCom
DXCM
$31.5B
$1.26M 0.09%
+20,106
New +$1.4M
PGR icon
320
Progressive
PGR
$123B
$1.26M 0.09%
6,366
+4,723
+287% +$975K
IDYA icon
321
IDEAYA Biosciences
IDYA
$3.42B
$1.26M 0.09%
+37,797
New +$1.27M
DAVE icon
322
Dave Inc
DAVE
$4.74B
$1.26M 0.09%
+7,226
New +$1.4M
MLKN icon
323
MillerKnoll
MLKN
$1.53B
$1.25M 0.09%
+86,651
New +$1.7M
LCII icon
324
LCI Industries
LCII
$2.49B
$1.24M 0.09%
+10,047
New +$1.37M
COR icon
325
Cencora
COR
$60.6B
$1.24M 0.09%
3,933
-18,009
-82% -$6.29M
11 12
13
14 15

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.