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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
+6.11%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$316M
(+39%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
23.73%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$60.7M |
| 2 |
State Street SPDR S&P Retail ETF
XRT
|
+$11.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.5M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$10.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$9.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IDEX
IEX
|
+$11.6M |
| 2 |
W.W. Grainger
GWW
|
+$11.4M |
| 3 |
RPM International
RPM
|
+$9.37M |
| 4 |
Regions Financial
RF
|
+$7.44M |
| 5 |
Masco
MAS
|
+$7.39M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.38% |
| 2 | Technology | 10.49% |
| 3 | Healthcare | 9.62% |
| 4 | Financials | 9.12% |
| 5 | Industrials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Healthcare Realty
HR
$7.28B
| $511K | 0.05% |
+32,212
| New | +$490K |
|
352
Advanced Micro Devices
AMD
$776B
| $511K | 0.05% |
3,600
-463
| -11% | -$50.4K |
|
353
Cracker Barrel
CBRL
$1.26B
| $509K | 0.05% |
+8,332
| New | +$420K |
|
|
DX
354
Dynex Capital
DX
$3.15B
| $509K | 0.05% |
+41,643
| New | +$505K |
|
355
Invitation Homes
INVH
$17.7B
| $501K | 0.04% |
+15,282
| New | +$513K |
|
356
Citigroup
C
$222B
| $501K | 0.04% |
+5,883
| New | +$425K |
|
357
Match Group
MTCH
$9.19B
| $491K | 0.04% |
+15,884
| New | +$475K |
|
358
WesBanco
WSBC
$3.97B
| $485K | 0.04% |
+15,348
| New | +$464K |
|
359
Warner Music
WMG
$13.5B
| $484K | 0.04% |
+17,754
| New | +$495K |
|
360
Cooper Companies
COO
$14.1B
| $481K | 0.04% |
+6,764
| New | +$518K |
|
361
Ecolab
ECL
$78.1B
| $477K | 0.04% |
1,772
-101
| -5% | -$25.7K |
|
362
Freshpet
FRPT
$2.93B
| $473K | 0.04% |
+6,960
| New | +$544K |
|
363
United Rentals
URI
$67.2B
| $471K | 0.04% |
+625
| New | +$418K |
|
364
Host Hotels & Resorts
HST
$17.2B
| $468K | 0.04% |
+30,464
| New | +$451K |
|
365
McDonald's
MCD
$192B
| $468K | 0.04% |
1,601
-1,229
| -43% | -$379K |
|
366
InvenTrust Properties
IVT
$2.76B
| $462K | 0.04% |
+16,862
| New | +$469K |
|
367
FormFactor
FORM
$8.28B
| $456K | 0.04% |
+13,244
| New | +$402K |
|
368
Legend Biotech
LEGN
$3.59B
| $451K | 0.04% |
+12,696
| New | +$411K |
|
369
Mastercard
MA
$502B
| $442K | 0.04% |
786
-612
| -44% | -$338K |
|
|
OPLN
370
Openlane
OPLN
$4.21B
| $437K | 0.04% |
+17,863
| New | +$377K |
|
371
Capital Southwest
CSWC
$1.47B
| $435K | 0.04% |
+19,751
| New | +$407K |
|
372
Vertex Pharmaceuticals
VRTX
$121B
| $432K | 0.04% |
+970
| New | +$447K |
|
373
Vitesse Energy
VTS
$651M
| $431K | 0.04% |
19,506
-362
| -2% | -$7.93K |
|
|
EWCZ
374
DELISTED
European Wax Center
EWCZ
| $429K | 0.04% |
76,119
-128,581
| -63% | -$584K |
|
375
Grindr
GRND
$3.08B
| $428K | 0.04% |
+18,854
| New | +$414K |
|
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TCC
FCP
SC
Atom Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Atom Investors held 808 positions worth $1.13B, up 39% from $813M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Atom Investors deployed $268M of net new capital in Q2 2025, opening 320 new positions and adding to 136 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was IDEX, an estimated $11.6M trimmed.
- Atom Investors's largest Q2 2025 buy was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
- Atom Investors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $60.7M increase.
- Atom Investors's biggest Q2 2025 reduction was IDEX, cutting an estimated $11.6M.
- Atom Investors fully exited W.W. Grainger in Q2 2025, selling an estimated $11.4M.
- Atom Investors's ten largest holdings make up 21% of its $1.13B portfolio in Q2 2025.
- Atom Investors opened 320 new positions and closed 221 in Q2 2025.
- Atom Investors's portfolio value rose 39% quarter-over-quarter to $1.13B.
Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.