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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
SPGI icon
51
S&P Global
SPGI
$121B
$6.1M 0.44%
14,342
+12,342
+617% +$5.73M
WMB icon
52
Williams Companies
WMB
$87.5B
$6.09M 0.44%
83,733
+42,121
+101% +$2.92M
MBUU icon
53
Malibu Boats
MBUU
$541M
$6.01M 0.43%
231,849
+45,798
+25% +$1.37M
BC icon
54
Brunswick
BC
$5.13B
$5.96M 0.43%
81,955
-35,748
-30% -$2.88M
SM icon
55
SM Energy
SM
$7.8B
$5.9M 0.42%
+189,130
New +$4.31M
HUBS icon
56
HubSpot
HUBS
$12.2B
$5.88M 0.42%
24,085
+18,983
+372% +$5.32M
VSH icon
57
Vishay Intertechnology
VSH
$5.25B
$5.82M 0.42%
+323,090
New +$5.87M
TALO icon
58
Talos Energy
TALO
$2.53B
$5.77M 0.41%
366,188
+2,189
+0.6% +$28.1K
PRA
59
DELISTED
ProAssurance
PRA
$5.69M 0.41%
+230,051
New +$5.61M
GXO icon
60
GXO Logistics
GXO
$5.77B
$5.66M 0.41%
109,181
+96,647
+771% +$5.54M
ESI icon
61
Element Solutions
ESI
$8.95B
$5.64M 0.4%
165,308
-30,943
-16% -$970K
IWM icon
62
iShares Russell 2000 ETF
IWM
$79.8B
$5.62M 0.4%
+22,645
New +$5.84M
MDLZ icon
63
Mondelez International
MDLZ
$79.5B
$5.6M 0.4%
97,145
+85,604
+742% +$4.96M
GM icon
64
General Motors
GM
$80.4B
$5.6M 0.4%
75,155
+71,995
+2,278% +$5.72M
THR
65
DELISTED
Thermon Group Holdings
THR
$5.6M 0.4%
111,077
-23,772
-18% -$1.11M
ERAS icon
66
Erasca
ERAS
$6.3B
$5.59M 0.4%
+345,587
New +$4.08M
FLUT icon
67
Flutter Entertainment
FLUT
$18.1B
$5.56M 0.4%
54,545
+26,050
+91% +$3.75M
ARW icon
68
Arrow Electronics
ARW
$11.1B
$5.4M 0.39%
+37,627
New +$5.16M
MTH icon
69
Meritage Homes
MTH
$4.58B
$5.35M 0.38%
86,496
-8,577
-9% -$606K
VISN
70
Vistance Networks Inc
VISN
$2.65B
$5.34M 0.38%
+293,321
New +$5.35M
NSIT icon
71
Insight Enterprises
NSIT
$3.89B
$5.28M 0.38%
+78,849
New +$6.44M
BX icon
72
Blackstone
BX
$102B
$5.28M 0.38%
+45,877
New +$5.97M
PH icon
73
Parker-Hannifin
PH
$123B
$5.27M 0.38%
5,887
+4,406
+298% +$4.17M
AKAM icon
74
Akamai
AKAM
$16.7B
$5.23M 0.37%
+45,496
New +$4.56M
HON icon
75
Honeywell
HON
$77B
$5.2M 0.37%
23,025
+19,608
+574% +$4.48M
1 2
3
4 5

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.