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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 | |
|---|---|---|---|---|---|---|
476
Ross Stores
ROST
$81B
| $240K | 0.02% |
1,882
-5
| -0.3% | -$694 |
|
477
Digital Realty Trust
DLR
$71B
| $239K | 0.02% |
+1,373
| New | +$225K |
|
478
Urban Outfitters
URBN
$6.58B
| $238K | 0.02% |
3,276
-15,130
| -82% | -$908K |
|
479
Howard Hughes
HHH
$3.86B
| $237K | 0.02% |
+3,515
| New | +$240K |
|
480
Innovative Industrial Properties
IIPR
$1.7B
| $235K | 0.02% |
4,262
+550
| +15% | +$30.1K |
|
481
Shutterstock
SSTK
$218M
| $235K | 0.02% |
+12,406
| New | +$218K |
|
482
Arvinas
ARVN
$514M
| $235K | 0.02% |
+31,877
| New | +$235K |
|
483
TE Connectivity
TEL
$58.5B
| $232K | 0.02% |
+1,374
| New | +$209K |
|
484
Bloomin' Brands
BLMN
$780M
| $232K | 0.02% |
26,912
-22,664
| -46% | -$182K |
|
485
DTE Energy
DTE
$29.4B
| $229K | 0.02% |
1,728
| – | – |
|
486
Structure Therapeutics
GPCR
$3.4B
| $229K | 0.02% |
+11,027
| New | +$242K |
|
|
CBL
487
CBL Properties
CBL
$1.81B
| $228K | 0.02% |
8,997
-1,607
| -15% | -$39.6K |
|
488
GeneDx Holdings
WGS
$1.99B
| $228K | 0.02% |
+2,474
| New | +$194K |
|
489
Green Dot
GDOT
$755M
| $226K | 0.02% |
20,997
-7,867
| -27% | -$71.1K |
|
490
Valmont Industries
VMI
$9.38B
| $226K | 0.02% |
+693
| New | +$213K |
|
|
BBBY
491
Bed Bath & Beyond
BBBY
$495M
| $226K | 0.02% |
+36,103
| New | +$175K |
|
492
Cardiff Oncology
CRDF
$71.1M
| $224K | 0.02% |
+71,051
| New | +$217K |
|
493
Carnival Corporation Ltd
CCL
$39B
| $224K | 0.02% |
+7,949
| New | +$170K |
|
494
Darden Restaurants
DRI
$23.6B
| $222K | 0.02% |
+1,019
| New | +$211K |
|
495
Iridium Communications
IRDM
$5.11B
| $221K | 0.02% |
+7,314
| New | +$190K |
|
496
Cricut
CRCT
$999M
| $220K | 0.02% |
32,565
+10,416
| +47% | +$59.5K |
|
497
Azenta
AZTA
$1.35B
| $219K | 0.02% |
+7,120
| New | +$200K |
|
498
AngioDynamics
ANGO
$619M
| $219K | 0.02% |
+22,027
| New | +$216K |
|
|
SNV
499
DELISTED
Synovus
SNV
| $217K | 0.02% |
+4,197
| New | +$193K |
|
500
Consolidated Water Co
CWCO
$469M
| $217K | 0.02% |
7,218
-56,947
| -89% | -$1.47M |
|
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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.