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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
WBS icon
376
Webster Financial
WBS
$12.5B
$899K 0.06%
+12,950
New +$887K
SN icon
377
SharkNinja
SN
$22.9B
$896K 0.06%
8,462
+2,070
+32% +$242K
WING icon
378
Wingstop
WING
$3.53B
$892K 0.06%
+5,759
New +$1.38M
TENB icon
379
Tenable Holdings
TENB
$3.6B
$892K 0.06%
52,742
+18,417
+54% +$386K
KRNY icon
380
Kearny Financial
KRNY
$604M
$891K 0.06%
117,961
+8,651
+8% +$66.6K
JACK icon
381
Jack in the Box
JACK
$312M
$888K 0.06%
91,796
+16,150
+21% +$286K
AWI icon
382
Armstrong World Industries
AWI
$7.38B
$886K 0.06%
+5,376
New +$983K
FWONK icon
383
Liberty Media Series C
FWONK
$24.6B
$873K 0.06%
+10,267
New +$897K
CNC icon
384
Centene
CNC
$30.7B
$849K 0.06%
+25,927
New +$1.06M
MTD icon
385
Mettler-Toledo International
MTD
$28.6B
$849K 0.06%
+673
New +$908K
FIVE icon
386
Five Below
FIVE
$12B
$832K 0.06%
+3,643
New +$762K
PLMR icon
387
Palomar
PLMR
$3.55B
$830K 0.06%
+6,944
New +$867K
MOH icon
388
Molina Healthcare
MOH
$10.2B
$830K 0.06%
+6,223
New +$991K
CFR icon
389
Cullen/Frost Bankers
CFR
$10.3B
$826K 0.06%
6,027
-2,317
-28% -$320K
TDOC icon
390
Teladoc Health
TDOC
$1.22B
$819K 0.06%
150,298
+129,988
+640% +$729K
TTMI icon
391
TTM Technologies
TTMI
$12B
$817K 0.06%
+8,391
New +$799K
PHM icon
392
Pultegroup
PHM
$24.1B
$816K 0.06%
+6,936
New +$888K
GVA icon
393
Granite Construction
GVA
$5.29B
$813K 0.06%
6,784
-27,186
-80% -$3.39M
PRGO icon
394
Perrigo
PRGO
$1.4B
$807K 0.06%
75,178
-42,288
-36% -$548K
CERT icon
395
Certara
CERT
$1.26B
$804K 0.06%
+140,981
New +$1.08M
EVRG icon
396
Evergy
EVRG
$19.1B
$800K 0.06%
9,760
+5,509
+130% +$435K
TASK icon
397
TaskUs
TASK
$556M
$791K 0.06%
+117,838
New +$1.25M
WMT icon
398
Walmart Inc
WMT
$885B
$786K 0.06%
6,323
-3,090
-33% -$379K
WLTH
399
Wealthfront Corp
WLTH
$1.42B
$782K 0.06%
+84,546
New +$773K
EQR icon
400
Equity Residential
EQR
$24.9B
$779K 0.06%
+13,174
New +$813K
14 15
16
17 18

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.