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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
STZ icon
26
Constellation Brands
STZ
$22.2B
$7.31M 0.52%
48,750
+12,710
+35% +$1.96M
PFGC icon
27
Performance Food Group
PFGC
$18B
$7.3M 0.52%
85,229
+23,373
+38% +$2.14M
RVTY icon
28
Revvity
RVTY
$12.6B
$7.3M 0.52%
+83,292
New +$8.25M
KOD icon
29
Kodiak Sciences
KOD
$2.6B
$7.27M 0.52%
190,773
-16,722
-8% -$432K
WTTR icon
30
Select Water Solutions
WTTR
$2.3B
$7.1M 0.51%
464,300
+239,151
+106% +$3.13M
CNP icon
31
CenterPoint Energy
CNP
$27.7B
$7.08M 0.51%
+164,040
New +$6.77M
BURL icon
32
Burlington
BURL
$23.2B
$6.95M 0.5%
21,359
+20,331
+1,978% +$6.23M
FND icon
33
Floor & Decor
FND
$6.22B
$6.93M 0.5%
136,430
+47,492
+53% +$3.09M
NRG icon
34
NRG Energy
NRG
$28.3B
$6.86M 0.49%
+46,915
New +$7.38M
PRAX icon
35
Praxis Precision Medicines
PRAX
$8.58B
$6.83M 0.49%
21,196
+4,709
+29% +$1.46M
PPL
36
PPL Corp
PPL
$26.5B
$6.76M 0.48%
177,082
+84,175
+91% +$3.11M
LMT icon
37
Lockheed Martin
LMT
$134B
$6.71M 0.48%
+11,106
New +$6.84M
IMNM icon
38
Immunome
IMNM
$2.58B
$6.71M 0.48%
306,880
+131,113
+75% +$2.92M
UTHR icon
39
United Therapeutics
UTHR
$25.8B
$6.68M 0.48%
+11,261
New +$5.61M
PTEN icon
40
Patterson-UTI
PTEN
$3.98B
$6.65M 0.48%
+614,212
New +$5.26M
AMAT icon
41
Applied Materials
AMAT
$403B
$6.58M 0.47%
19,252
+12,315
+178% +$4.14M
BCO icon
42
Brink's
BCO
$4.88B
$6.48M 0.46%
62,498
+22,682
+57% +$2.72M
WWW icon
43
Wolverine World Wide
WWW
$1.61B
$6.41M 0.46%
392,739
+292,896
+293% +$5.16M
NU icon
44
Nu Holdings
NU
$69.2B
$6.38M 0.46%
444,183
+187,160
+73% +$3.03M
APO icon
45
Apollo Global Management
APO
$72.4B
$6.37M 0.46%
57,193
-44,660
-44% -$5.54M
WFC icon
46
Wells Fargo
WFC
$261B
$6.34M 0.45%
79,579
+71,678
+907% +$6.16M
CSX icon
47
CSX Corp
CSX
$93.4B
$6.32M 0.45%
154,032
-103,802
-40% -$4.07M
CNTA
48
DELISTED
Centessa Pharmaceuticals
CNTA
$6.3M 0.45%
158,509
+140,162
+764% +$3.59M
JBS
49
JBS N.V.
JBS
$46.1B
$6.19M 0.44%
344,630
+146,180
+74% +$2.28M
PATK icon
50
Patrick Industries
PATK
$2.74B
$6.1M 0.44%
54,933
-12,132
-18% -$1.5M
1
2
3 4 5

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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.