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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 | |
|---|---|---|---|---|---|---|
|
501
Masco
MAS
$14.5B
| $216K | 0.02% |
3,360
-117,296
| -97% | -$7.39M |
|
502
Clearway Energy Class C
CWEN
$4.96B
| $216K | 0.02% |
+6,748
| New | +$202K |
|
503
Kimberly-Clark
KMB
$36.6B
| $214K | 0.02% |
+1,657
| New | +$225K |
|
504
Atlanta Braves Holdings Series A
BATRA
$3.51B
| $212K | 0.02% |
+4,306
| New | +$190K |
|
505
JB Hunt Transport Services
JBHT
$25.6B
| $211K | 0.02% |
+1,469
| New | +$203K |
|
506
SentinelOne
S
$6.8B
| $206K | 0.02% |
+11,292
| New | +$207K |
|
507
Ezcorp Inc
EZPW
$1.86B
| $206K | 0.02% |
+14,853
| New | +$215K |
|
|
TGI
508
DELISTED
Triumph Group
TGI
| $206K | 0.02% |
+7,986
| New | +$204K |
|
|
MZTI
509
The Marzetti Company
MZTI
$3.05B
| $206K | 0.02% |
1,190
-1,931
| -62% | -$333K |
|
|
XHR
510
Xenia Hotels & Resorts
XHR
$1.9B
| $206K | 0.02% |
+16,354
| New | +$187K |
|
511
B&G Foods
BGS
$287M
| $205K | 0.02% |
48,379
+14,574
| +43% | +$76.1K |
|
512
Medtronic
MDT
$110B
| $204K | 0.02% |
2,338
-5,073
| -68% | -$430K |
|
513
Huntington Ingalls Industries
HII
$13B
| $202K | 0.02% |
+838
| New | +$187K |
|
514
Goldman Sachs BDC
GSBD
$984M
| $202K | 0.02% |
+17,975
| New | +$198K |
|
515
Marten Transport
MRTN
$1.21B
| $200K | 0.02% |
15,404
-36,938
| -71% | -$486K |
|
516
The RealReal
REAL
$1.5B
| $198K | 0.02% |
+41,290
| New | +$227K |
|
517
Cohu
COHU
$2.29B
| $197K | 0.02% |
+10,237
| New | +$173K |
|
518
EVgo
EVGO
$226M
| $194K | 0.02% |
53,217
+19,662
| +59% | +$67.3K |
|
519
Axogen
AXGN
$2.47B
| $187K | 0.02% |
+17,251
| New | +$226K |
|
520
Teladoc Health
TDOC
$1.2B
| $186K | 0.02% |
+21,371
| New | +$155K |
|
|
KALV
521
DELISTED
KalVista Pharmaceuticals
KALV
| $184K | 0.02% |
+16,312
| New | +$199K |
|
522
Core Scientific
CORZ
$7.17B
| $180K | 0.02% |
+10,534
| New | +$105K |
|
|
HPP
523
Hudson Pacific Properties
HPP
$791M
| $179K | 0.02% |
9,350
-540
| -5% | -$8.76K |
|
|
RC
524
Ready Capital
RC
$272M
| $175K | 0.02% |
+39,939
| New | +$177K |
|
|
SERV
525
Serve Robotics
SERV
$460M
| $170K | 0.02% |
14,874
+268
| +2% | +$2.35K |
|
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FCP
SC
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.