We are live on ! Find out more
AI

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
C icon
676
Citigroup
C
$222B
– –
-2,372
Closed -$277K
CBL
677
CBL Properties
CBL
$1.82B
– –
-9,676
Closed -$358K
CBRL icon
678
Cracker Barrel
CBRL
$1.26B
– –
-19,572
Closed -$497K
CDXS icon
679
Codexis
CDXS
$151M
– –
-184,655
Closed -$301K
CENX icon
680
Century Aluminum
CENX
$4.43B
– –
-83,374
Closed -$3.27M
CHEF icon
681
Chefs' Warehouse
CHEF
$4.71B
– –
-3,528
Closed -$220K
CLFD icon
682
Clearfield
CLFD
$411M
– –
-22,509
Closed -$656K
CLH icon
683
Clean Harbors
CLH
$16.5B
– –
-31,001
Closed -$7.27M
CMCSA icon
684
Comcast
CMCSA
$85B
– –
-9,668
Closed -$289K
GPGI
685
GPGI Inc
GPGI
$3.83B
– –
-334,666
Closed -$6.45M
COLL icon
686
Collegium Pharmaceutical
COLL
$1.15B
– –
-6,124
Closed -$284K
COP icon
687
ConocoPhillips
COP
$147B
– –
-2,732
Closed -$256K
COUR icon
688
Coursera
COUR
$1.52B
– –
-18,445
Closed -$136K
CPT icon
689
Camden Property Trust
CPT
$11B
– –
-18,996
Closed -$2.09M
CRM icon
690
Salesforce
CRM
$151B
– –
-52,870
Closed -$14M
CSGS
691
DELISTED
CSG Systems International
CSGS
– –
-3,236
Closed -$248K
CSWC icon
692
Capital Southwest
CSWC
$1.47B
– –
-65,809
Closed -$1.46M
CVGW
693
DELISTED
Calavo Growers
CVGW
– –
-127,863
Closed -$2.78M
CVLT icon
694
Commault Systems
CVLT
$4.88B
– –
-18,741
Closed -$2.35M
CVNA icon
695
Carvana
CVNA
$68.6B
– –
-4,120
Closed -$348K
CYBR
696
DELISTED
CyberArk
CYBR
– –
-5,243
Closed -$2.34M
CZR icon
697
Caesars Entertainment
CZR
$6.06B
– –
-22,530
Closed -$527K
DBRG icon
698
DigitalBridge
DBRG
$2.93B
– –
-317,345
Closed -$4.87M
DDD icon
699
3D Systems Corp
DDD
$431M
– –
-52,078
Closed -$92.2K
DGX icon
700
Quest Diagnostics
DGX
$25.7B
– –
-24,043
Closed -$4.17M
26 27
28
29 30

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.