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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
VECO icon
851
Veeco
VECO
$3.05B
– –
-66,859
Closed -$1.91M
VERX icon
852
Vertex
VERX
$2.09B
– –
-14,067
Closed -$281K
VICI icon
853
VICI Properties
VICI
$29B
– –
-136,200
Closed -$3.83M
VNOM icon
854
Viper Energy
VNOM
$8.71B
– –
-66,083
Closed -$2.55M
VOYA icon
855
Voya Financial
VOYA
$9.01B
– –
-3,877
Closed -$289K
VRDN icon
856
Viridian Therapeutics
VRDN
$2.09B
– –
-13,470
Closed -$419K
VRT icon
857
Vertiv
VRT
$93B
– –
-6,536
Closed -$1.06M
WELL icon
858
Welltower
WELL
$169B
– –
-2,005
Closed -$372K
WT icon
859
WisdomTree
WT
$2.96B
– –
-153,919
Closed -$1.88M
WULF icon
860
TeraWulf
WULF
$8.75B
– –
-98,639
Closed -$1.13M
XBI icon
861
State Street SPDR S&P Biotech ETF
XBI
$9.95B
– –
-2,183
Closed -$266K
XHB icon
862
State Street SPDR S&P Homebuilders ETF
XHB
$1.6B
– –
-3,759
Closed -$387K
XLE icon
863
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
– –
-5,106
Closed -$228K
XLF icon
864
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
– –
-6,940
Closed -$380K
XLI icon
865
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
– –
-2,046
Closed -$317K
XLP icon
866
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
– –
-143,951
Closed -$11.2M
XLRE icon
867
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
– –
-252,322
Closed -$10.2M
XLU icon
868
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
– –
-266,557
Closed -$11.4M
XLV icon
869
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
– –
-71,941
Closed -$11.1M
XOM icon
870
ExxonMobil
XOM
$644B
– –
-12,189
Closed -$1.47M
XRT icon
871
State Street SPDR S&P Retail ETF
XRT
$449M
– –
-5,391
Closed -$460K
YUM icon
872
Yum! Brands
YUM
$42.2B
– –
-17,032
Closed -$2.58M
ZION icon
873
Zions Bancorporation
ZION
$10.2B
– –
-25,186
Closed -$1.47M
ZTS icon
874
Zoetis
ZTS
$32.4B
– –
-20,026
Closed -$2.52M
GUTS icon
875
Fractyl Health
GUTS
$109M
– –
-1,883,018
Closed -$4.14M
32 33 34
35
36

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.