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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
BB icon
651
BlackBerry
BB
$4.48B
$357K 0.03%
28,199
– –
GCMG icon
652
GCM Grosvenor
GCMG
$775M
$356K 0.03%
+28,915
New +$316K
SNN icon
653
Smith & Nephew
SNN
$11.6B
$355K 0.03%
12,339
– –
BBAI icon
654
BigBear.ai
BBAI
$1.31B
$355K 0.03%
96,620
+5,186
+6% +$20.7K
PTLO icon
655
Portillo's
PTLO
$270M
$354K 0.03%
+74,732
New +$362K
AVB
656
DELISTED
AvalonBay Communities
AVB
$353K 0.03%
+1,871
New +$338K
PB icon
657
Prosperity Bancshares
PB
$8.45B
$351K 0.03%
+4,808
New +$334K
PRK icon
658
Park National Corp
PRK
$3.32B
$350K 0.03%
+1,911
New +$330K
GO icon
659
Grocery Outlet
GO
$1.14B
$348K 0.03%
34,891
-182,148
-84% -$1.5M
HEI.A icon
660
HEICO Corp Class A
HEI.A
$31.1B
$346K 0.03%
+1,340
New +$306K
CTRE icon
661
CareTrust REIT
CTRE
$8.97B
$342K 0.03%
8,481
-8,360
-50% -$328K
COHU icon
662
Cohu
COHU
$2.42B
$342K 0.03%
4,624
-64,878
-93% -$3.24M
UBER icon
663
Uber
UBER
$145B
$342K 0.03%
4,736
-9,338
-66% -$685K
SONY icon
664
Sony
SONY
$139B
$338K 0.03%
+16,869
New +$356K
RBLX icon
665
Roblox
RBLX
$33.9B
$338K 0.03%
+6,210
New +$309K
HWC icon
666
Hancock Whitney
HWC
$5.98B
$335K 0.03%
+4,490
New +$307K
MTZ icon
667
MasTec
MTZ
$18.1B
$335K 0.03%
806
-11,907
-94% -$4.55M
PANW icon
668
Palo Alto Networks
PANW
$307B
$335K 0.03%
+981
New +$225K
ICHR icon
669
Ichor Holdings
ICHR
$1.93B
$329K 0.03%
+2,933
New +$212K
SBRA icon
670
Sabra Healthcare REIT
SBRA
$5.13B
$329K 0.03%
+16,879
New +$335K
ESI icon
671
Element Solutions
ESI
$7.82B
$328K 0.03%
6,877
-158,431
-96% -$6.57M
CABO icon
672
Cable One
CABO
$107M
$325K 0.03%
6,124
-4,282
-41% -$288K
DC icon
673
Dakota Gold
DC
$762M
$325K 0.03%
76,336
+27,166
+55% +$147K
GPN icon
674
Global Payments
GPN
$22.9B
$324K 0.03%
4,469
-25,285
-85% -$1.74M
CG icon
675
Carlyle Group
CG
$14.3B
$319K 0.03%
+7,571
New +$356K
25 26
27
28 29

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.