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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
FN icon
901
Fabrinet
FN
$14.1B
– –
-9,976
Closed -$5.2M
FOX icon
902
Fox Class B
FOX
$24.9B
– –
-93,390
Closed -$4.96M
FRSH icon
903
Freshworks
FRSH
$3.32B
– –
-175,974
Closed -$1.41M
FTNT icon
904
Fortinet
FTNT
$126B
– –
-19,861
Closed -$1.62M
FULC icon
905
Fulcrum Therapeutics
FULC
$289M
– –
-69,155
Closed -$530K
GRSD
906
Grandstand Ltd
GRSD
$61.2M
– –
-67,237
Closed -$261K
GBX icon
907
The Greenbrier Companies
GBX
$1.32B
– –
-7,747
Closed -$408K
GD icon
908
General Dynamics
GD
$97.4B
– –
-2,759
Closed -$947K
GDDY icon
909
GoDaddy
GDDY
$12.5B
– –
-31,837
Closed -$2.63M
GGAL icon
910
Galicia Financial Group
GGAL
$6.79B
– –
-37,116
Closed -$1.73M
GLOB icon
911
Globant
GLOB
$1.66B
– –
-63,443
Closed -$2.93M
GM icon
912
General Motors
GM
$74B
– –
-75,155
Closed -$5.6M
GPRK icon
913
GeoPark
GPRK
$732M
– –
-111,269
Closed -$1.06M
GTN icon
914
Gray Television
GTN
$490M
– –
-11,225
Closed -$48.7K
GVA icon
915
Granite Construction
GVA
$5.14B
– –
-6,784
Closed -$813K
HELE icon
916
Helen of Troy
HELE
$634M
– –
-13,606
Closed -$196K
HOLX
917
DELISTED
Hologic
HOLX
– –
-5,054
Closed -$382K
HPP
918
Hudson Pacific Properties
HPP
$620M
– –
-54,084
Closed -$320K
HRB icon
919
H&R Block
HRB
$5.56B
– –
-273,466
Closed -$8.68M
HUM icon
920
Humana
HUM
$46.2B
– –
-5,438
Closed -$943K
IEX icon
921
IDEX
IEX
$16.3B
– –
-13,539
Closed -$2.57M
IMAX icon
922
IMAX
IMAX
$2.86B
– –
-5,920
Closed -$225K
IRON icon
923
Disc Medicine
IRON
$2.63B
– –
-12,162
Closed -$778K
IT icon
924
Gartner
IT
$12.1B
– –
-3,728
Closed -$590K
IWM icon
925
iShares Russell 2000 ETF
IWM
$76.5B
– –
-22,645
Closed -$5.62M
35 36
37
38 39

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.