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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
BR icon
601
Broadridge
BR
$17.8B
$218K 0.02%
+1,342
New +$255K
CTVA icon
602
Corteva
CTVA
$52.6B
$216K 0.02%
2,575
-6,652
-72% -$501K
ALV icon
603
Autoliv
ALV
$9.02B
$213K 0.02%
+2,027
New +$239K
GIS icon
604
General Mills
GIS
$19.1B
$209K 0.02%
+5,621
New +$244K
MTUS icon
605
Metallus
MTUS
$838M
$209K 0.02%
+12,794
New +$235K
CCL icon
606
Carnival Corporation Ltd
CCL
$38.1B
$206K 0.01%
7,949
– –
MSIF
607
MSC Income Fund Inc
MSIF
$507M
$203K 0.01%
+16,707
New +$216K
HFWA icon
608
Heritage Financial
HFWA
$1.22B
$201K 0.01%
7,712
-5,336
-41% -$139K
HELE icon
609
Helen of Troy
HELE
$644M
$196K 0.01%
+13,606
New +$238K
MCS icon
610
Marcus Corp
MCS
$897M
$195K 0.01%
11,385
-4,625
-29% -$73.9K
FFIC
611
DELISTED
Flushing Financial
FFIC
$193K 0.01%
+12,580
New +$197K
PGNY icon
612
Progyny
PGNY
$2.44B
$191K 0.01%
11,258
-37,539
-77% -$805K
IMMR icon
613
Immersion
IMMR
$251M
$187K 0.01%
34,297
-44,568
-57% -$281K
NFE icon
614
New Fortress Energy
NFE
$92.1M
$186K 0.01%
315,151
+258,348
+455% +$302K
STWD icon
615
Starwood Property Trust
STWD
$5.92B
$176K 0.01%
+10,237
New +$184K
KLC
616
KinderCare Learning Companies
KLC
$634M
$175K 0.01%
79,685
+9,928
+14% +$37.4K
ORC
617
Orchid Island Capital
ORC
$1.3B
$174K 0.01%
+24,796
New +$187K
SMR icon
618
NuScale Power
SMR
$2.91B
$172K 0.01%
15,897
-39,550
-71% -$602K
WNC icon
619
Wabash National
WNC
$512M
$146K 0.01%
16,995
-1,813
-10% -$18K
UWMC icon
620
UWM Holdings
UWMC
$617M
$141K 0.01%
38,875
-180,438
-82% -$830K
ARRY icon
621
Array Technologies
ARRY
$803M
$111K 0.01%
+15,296
New +$142K
DNA icon
622
Ginkgo Bioworks
DNA
$528M
$110K 0.01%
17,969
+5,334
+42% +$44.4K
CWH icon
623
Camping World
CWH
$639M
$109K 0.01%
16,022
-59,917
-79% -$617K
NVAX icon
624
Novavax
NVAX
$1.2B
$98.9K 0.01%
12,151
-96,017
-89% -$870K
CGEN icon
625
Compugen
CGEN
$222M
$96.6K 0.01%
45,371
-59,025
-57% -$115K
23 24
25
26 27

Similar funds

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.