Atom Investors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$11.8M |
| 2 |
Uber
UBER
|
+$9.6M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$8M |
| 4 |
State Street SPDR S&P Biotech ETF
XBI
|
+$6.83M |
| 5 |
DigitalOcean
DOCN
|
+$5.06M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boston Beer
SAM
|
+$7.78M |
| 2 |
NVIDIA
NVDA
|
+$6.29M |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$5.1M |
| 4 |
Elevance Health
ELV
|
+$4.57M |
| 5 |
CALY
Callaway Golf Company
CALY
|
+$4.35M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 5.09% |
| 2 | Technology | 4.67% |
| 3 | Communication Services | 3.99% |
| 4 | Financials | 3.69% |
| 5 | Healthcare | 2.69% |
Similar funds
Atom Investors's Q3 2021 Portfolio in Review
As of Q3 2021, Atom Investors held 425 positions worth $1.24B, up 55% from $795M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Atom Investors deployed $446M of net new capital in Q3 2021, opening 187 new positions and adding to 42 existing holdings. Its largest new stake was Uber: 219,769 shares worth $9.85M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 5.1% of assets, down from 7.1% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.1M trimmed.
- Atom Investors's largest Q3 2021 buy was Uber: 219,769 shares worth $9.85M.
- Atom Investors added most to State Street SPDR S&P 500 ETF Trust in Q3 2021, an estimated $11.8M increase.
- Atom Investors's biggest Q3 2021 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.1M.
- Atom Investors fully exited Boston Beer in Q3 2021, selling an estimated $7.78M.
- Atom Investors's ten largest holdings make up 63% of its $1.24B portfolio in Q3 2021.
- Atom Investors opened 187 new positions and closed 124 in Q3 2021.
- Atom Investors's portfolio value rose 55% quarter-over-quarter to $1.24B.
Based on Atom Investors's 13F filing for Q3 2021, filed 15 Nov 2021.