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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
-15.12%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1.11B
Cap. Flow
% of AUM
109.49%
Top 10 Holdings %
Top 10 Hldgs %
14.91%
Holding
514
New
514
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$20.1M |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$18M |
| 3 |
Comcast
CMCSA
|
+$17.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$17M |
| 5 |
Microsoft
MSFT
|
+$16.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.1% |
| 2 | Financials | 14.32% |
| 3 | Industrials | 12.7% |
| 4 | Technology | 11.71% |
| 5 | Healthcare | 11.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
PTC Therapeutics
PTCT
$5.68B
| $6.81M | 0.67% |
+198,499
| New | +$7.14M |
|
27
Walt Disney
DIS
$167B
| $6.7M | 0.66% |
+61,075
| New | +$6.94M |
|
28
Microchip Technology
MCHP
$40.3B
| $6.46M | 0.64% |
+179,770
| New | +$6.35M |
|
|
HNGR
29
DELISTED
Hanger Inc.
HNGR
| $6.28M | 0.62% |
+331,131
| New | +$6.39M |
|
30
Veracyte
VCYT
$3.7B
| $6.17M | 0.61% |
+490,077
| New | +$5.8M |
|
31
Berkshire Hathaway Class A
BRK.A
$1.1T
| $6.12M | 0.6% |
+20
| New | +$6.26M |
|
|
TWTR
32
DELISTED
Twitter, Inc.
TWTR
| $6.08M | 0.6% |
+211,710
| New | +$6.64M |
|
33
Salesforce
CRM
$151B
| $5.95M | 0.59% |
+43,471
| New | +$5.98M |
|
34
Ring Energy
REI
$315M
| $5.89M | 0.58% |
+1,159,047
| New | +$8.23M |
|
|
35
Berkshire Hathaway Class B
BRK.B
$1.1T
| $5.82M | 0.57% |
+28,488
| New | +$5.95M |
|
|
SAVE
36
DELISTED
Spirit Airlines, Inc.
SAVE
| $5.79M | 0.57% |
+99,993
| New | +$5.36M |
|
37
NIO
NIO
$12.2B
| $5.72M | 0.56% |
+897,827
| New | +$6.25M |
|
38
Palo Alto Networks
PANW
$270B
| $5.7M | 0.56% |
+181,476
| New | +$5.66M |
|
39
JPMorgan Chase
JPM
$935B
| $5.65M | 0.56% |
+57,843
| New | +$6.16M |
|
40
Teck Resources
TECK
$29.6B
| $5.59M | 0.55% |
+259,436
| New | +$5.63M |
|
|
NOA
41
North American Construction
NOA
$369M
| $5.35M | 0.53% |
+601,213
| New | +$5.92M |
|
42
DaVita
DVA
$15.4B
| $5.32M | 0.52% |
+103,384
| New | +$6.62M |
|
|
BFYT
43
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $5.31M | 0.52% |
+198,634
| New | +$7.97M |
|
44
Cadiz
CDZI
$251M
| $5.24M | 0.52% |
+509,009
| New | +$5.39M |
|
45
FMC
FMC
$1.34B
| $5.12M | 0.5% |
+79,804
| New | +$5.6M |
|
|
PFPT
46
DELISTED
Proofpoint, Inc.
PFPT
| $4.93M | 0.49% |
+58,828
| New | +$5.45M |
|
47
Expedia Group
EXPE
$35.4B
| $4.55M | 0.45% |
+40,439
| New | +$4.84M |
|
48
eHealth
EHTH
$42.2M
| $4.55M | 0.45% |
+118,503
| New | +$3.99M |
|
49
United Rentals
URI
$67.2B
| $4.52M | 0.44% |
+44,046
| New | +$5.3M |
|
50
Mondelez International
MDLZ
$79.5B
| $4.48M | 0.44% |
+111,866
| New | +$4.77M |
|
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SC
Atom Investors's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Atom Investors, which disclosed 514 positions worth $1.02B. Its ten largest holdings account for 15% of the portfolio.
Its largest position is Amazon: 241,800 shares worth $18.2M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, followed by Financials and Industrials.
- Atom Investors's largest Q4 2018 buy was Amazon: 241,800 shares worth $18.2M.
- Atom Investors's ten largest holdings make up 15% of its $1.02B portfolio in Q4 2018.
- Atom Investors disclosed 514 positions in Q4 2018, its first 13F filing on record.
Based on Atom Investors's 13F filing for Q4 2018, filed 14 Feb 2019.