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Atom Investors Portfolio holdings

AUM $1.12B
1-Year Est. Return 38.14%
This Fund
S&P 500
This Quarter Est. Return
+18.43%
1 Year Est. Return
+38.14%
3 Year Est. Return
+83.37%
5 Year Est. Return
+69.22%
10 Year Est. Return
–
AUM
$1.12B
AUM Growth
-$272M
Cap. Flow
-$373M
Cap. Flow %
-33.15%
Top 10 Hldgs %
11.01%
Holding
1,057
New
416
Increased
145
Reduced
254
Closed
239

Top Buys

Rank Stock Value
1
VTRS icon
Viatris
VTRS
+$9.28M
2
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$8.77M
3
HPE icon
Hewlett Packard
HPE
+$7.77M
4
AAPL icon
Apple
AAPL
+$6.24M
5
GGG icon
Graco
GGG
+$5.92M

Top Sells

Rank Stock Value
1
TECH icon
Bio-Techne
TECH
+$16.7M
2
SMG icon
ScottsMiracle-Gro
SMG
+$10.5M
3
CSL icon
Carlisle Companies
CSL
+$9.14M
4
WEX icon
WEX
WEX
+$8.72M
5
HRB icon
H&R Block
HRB
+$8.68M

Sector Composition

Rank Sector Weight
1 Industrials 17.05%
2 Technology 16.83%
3 Healthcare 15.72%
4 Financials 13.03%
5 Consumer Discretionary 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRSP
551
BrightSpire Capital
BRSP
$543M
$523K 0.05%
+95,903
New +$550K
EPRT icon
552
Essential Properties Realty Trust
EPRT
$5.79B
$521K 0.05%
+17,462
New +$542K
WOR icon
553
Worthington Enterprises
WOR
$2.88B
$521K 0.05%
+9,692
New +$540K
TRGP icon
554
Targa Resources
TRGP
$61.1B
$521K 0.05%
+1,943
New +$499K
MIAX
555
Miami International Holdings
MIAX
$3.77B
$518K 0.05%
+13,944
New +$624K
APPN icon
556
Appian
APPN
$2.69B
$517K 0.05%
22,591
-3,043
-12% -$67.7K
XEL icon
557
Xcel Energy
XEL
$45.4B
$514K 0.05%
6,397
+36
+0.6% +$2.87K
GME icon
558
GameStop
GME
$11.1B
$513K 0.05%
+23,251
New +$533K
NNN icon
559
NNN REIT
NNN
$7.99B
$513K 0.05%
+11,019
New +$492K
NTNX icon
560
Nutanix
NTNX
$18.6B
$512K 0.05%
10,050
-68,210
-87% -$3.08M
CHH icon
561
Choice Hotels
CHH
$4.42B
$512K 0.05%
4,643
-18,271
-80% -$2.02M
SIMO icon
562
Silicon Motion
SIMO
$8.18B
$511K 0.05%
+1,533
New +$355K
LZB icon
563
La-Z-Boy
LZB
$1.21B
$507K 0.05%
+12,630
New +$457K
PMT
564
PennyMac Mortgage Investment
PMT
$774M
$499K 0.04%
+44,277
New +$488K
TDOC icon
565
Teladoc Health
TDOC
$1.17B
$497K 0.04%
58,642
-91,656
-61% -$610K
ONDS icon
566
Ondas Inc
ONDS
$4.19B
$492K 0.04%
+59,695
New +$589K
NEOG icon
567
Neogen
NEOG
$2.74B
$492K 0.04%
54,682
+20,353
+59% +$187K
SHLS icon
568
Shoals Technologies Group
SHLS
$1.15B
$490K 0.04%
49,541
-425,530
-90% -$3.86M
IIIV icon
569
i3 Verticals
IIIV
$265M
$489K 0.04%
+22,910
New +$477K
EVH icon
570
Evolent Health
EVH
$423M
$489K 0.04%
90,138
-212,268
-70% -$814K
CAKE icon
571
Cheesecake Factory
CAKE
$4.83B
$488K 0.04%
+6,138
New +$398K
NESR
572
National Energy Services Reunited Corp
NESR
$3.18B
$488K 0.04%
16,303
-27,386
-63% -$678K
TBCH
573
Turtle Beach Corp
TBCH
$225M
$485K 0.04%
38,944
+1,611
+4% +$19.1K
DRVN icon
574
Driven Brands
DRVN
$1.99B
$484K 0.04%
34,708
-78,219
-69% -$1.03M
GLPI icon
575
Gaming and Leisure Properties
GLPI
$11.7B
$474K 0.04%
10,650
+369
+4% +$17.3K
21 22
23
24 25

Similar funds

KIA
Knollwood Investment Advisory Hunt Valley, Maryland $1.12B AUM 41.02% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
HWCM
Hudson Way Capital Management Dallas, Texas $1.12B AUM 10.35% 1-Year Est. Return
WFA
Wedbush Fund Advisers Pasadena, California $1.13B AUM
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Atom Investors's Q2 2026 Portfolio in Review

As of Q2 2026, Atom Investors held 1,057 positions worth $1.12B, down 20% from $1.4B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Atom Investors withdrew a net $373M in Q2 2026, closing 239 positions and reducing 254 holdings. Its most notable exit was Bio-Techne, an estimated $16.7M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Atom Investors opened a new position in iShares MSCI Brazil ETF worth $8.1M.

  • Atom Investors's largest Q2 2026 buy was iShares MSCI Brazil ETF: 234,771 shares worth $8.1M.
  • Atom Investors added most to Viatris in Q2 2026, an estimated $9.28M increase.
  • Atom Investors's biggest Q2 2026 reduction was Carlisle Companies, cutting an estimated $9.14M.
  • Atom Investors fully exited Bio-Techne in Q2 2026, selling an estimated $16.7M.
  • Atom Investors's ten largest holdings make up 11% of its $1.12B portfolio in Q2 2026.
  • Atom Investors opened 416 new positions and closed 239 in Q2 2026.
  • Atom Investors's portfolio value fell 20% quarter-over-quarter to $1.12B.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.