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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 | |
|---|---|---|---|---|---|---|
651
Walt Disney
DIS
$167B
| – | – |
-70,607
| Closed | -$6.97M |
|
652
Delek US
DK
$4.16B
| – | – |
-23,109
| Closed | -$348K |
|
653
Domo
DOMO
$174M
| – | – |
-21,370
| Closed | -$166K |
|
654
Devon Energy
DVN
$52.1B
| – | – |
-65,906
| Closed | -$2.46M |
|
655
Editas Medicine
EDIT
$396M
| – | – |
-10,275
| Closed | -$11.9K |
|
656
iShares MSCI Emerging Markets ETF
EEM
$28.8B
| – | – |
-15,788
| Closed | -$690K |
|
657
Elanco Animal Health
ELAN
$13.2B
| – | – |
-12,586
| Closed | -$132K |
|
658
e.l.f. Beauty
ELF
$4.89B
| – | – |
-8,727
| Closed | -$548K |
|
659
Emerson Electric
EMR
$83.9B
| – | – |
-26,892
| Closed | -$2.95M |
|
660
Eos Energy Enterprises
EOSE
$1.22B
| – | – |
-22,504
| Closed | -$85.1K |
|
661
Essential Properties Realty Trust
EPRT
$6.77B
| – | – |
-24,916
| Closed | -$813K |
|
662
Equinix
EQIX
$101B
| – | – |
-2,306
| Closed | -$1.88M |
|
663
EQT Corp
EQT
$33.3B
| – | – |
-6,763
| Closed | -$361K |
|
664
Evergy
EVRG
$19.1B
| – | – |
-5,436
| Closed | -$375K |
|
665
iShares MSCI Mexico ETF
EWW
$1.92B
| – | – |
-8,253
| Closed | -$421K |
|
|
AGNT
666
AGNT Inc
AGNT
$666M
| – | – |
-15,277
| Closed | -$149K |
|
667
First American
FAF
$7.66B
| – | – |
-8,609
| Closed | -$565K |
|
668
FedEx
FDX
$72.7B
| – | – |
-1,424
| Closed | -$347K |
|
|
FFWM
669
DELISTED
First Foundation Inc
FFWM
| – | – |
-21,078
| Closed | -$109K |
|
670
Five Below
FIVE
$12B
| – | – |
-8,103
| Closed | -$607K |
|
671
Fabrinet
FN
$15.6B
| – | – |
-11,622
| Closed | -$2.3M |
|
672
Freshworks
FRSH
$3.14B
| – | – |
-19,723
| Closed | -$278K |
|
|
GB
673
DELISTED
Global Blue Group Holding
GB
| – | – |
-46,749
| Closed | -$344K |
|
674
GCM Grosvenor
GCMG
$754M
| – | – |
-39,122
| Closed | -$518K |
|
675
Genius Sports
GENI
$1.85B
| – | – |
-16,124
| Closed | -$161K |
|
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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.