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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
SNAP icon
1001
Snap
SNAP
$9.67B
– –
-207,720
Closed -$956K
SPGI icon
1002
S&P Global
SPGI
$120B
– –
-14,342
Closed -$6.1M
SPY icon
1003
State Street SPDR S&P 500 ETF Trust
SPY
$795B
– –
-5,810
Closed -$3.78M
STAA icon
1004
STAAR Surgical
STAA
$1.12B
– –
-28,304
Closed -$529K
STNE icon
1005
StoneCo
STNE
$2.24B
– –
-233,335
Closed -$3.29M
STZ icon
1006
Constellation Brands
STZ
$21B
– –
-48,750
Closed -$7.31M
SYK icon
1007
Stryker
SYK
$109B
– –
-9,224
Closed -$3.03M
T icon
1008
AT&T
T
$177B
– –
-14,268
Closed -$414K
TECH icon
1009
Bio-Techne
TECH
$11.3B
– –
-319,316
Closed -$16.7M
TENB icon
1010
Tenable Holdings
TENB
$4.01B
– –
-52,742
Closed -$892K
THR
1011
DELISTED
Thermon Group Holdings
THR
– –
-111,077
Closed -$5.6M
THRY icon
1012
Thryv Holdings
THRY
$87.5M
– –
-21,920
Closed -$60.1K
TNGX icon
1013
Tango Therapeutics
TNGX
$3.94B
– –
-52,764
Closed -$1.1M
TT icon
1014
Trane Technologies
TT
$92.8B
– –
-4,119
Closed -$1.72M
TTD icon
1015
Trade Desk
TTD
$6.81B
– –
-64,479
Closed -$1.46M
TTWO icon
1016
Take-Two Interactive
TTWO
$39.6B
– –
-1,651
Closed -$326K
TXN icon
1017
Texas Instruments
TXN
$238B
– –
-12,288
Closed -$2.39M
TXRH icon
1018
Texas Roadhouse
TXRH
$11.2B
– –
-22,767
Closed -$3.76M
UCTT
1019
Ultra Clean Holdings
UCTT
$3.01B
– –
-66,453
Closed -$4.13M
UPST icon
1020
Upstart Holdings
UPST
$2.42B
– –
-14,546
Closed -$373K
UTI icon
1021
Universal Technical Institute
UTI
$1.15B
– –
-94,414
Closed -$3.41M
VITL icon
1022
Vital Farms
VITL
$431M
– –
-76,288
Closed -$1.08M
VNET
1023
VNET Group
VNET
$1.72B
– –
-51,810
Closed -$435K
VNO icon
1024
Vornado Realty Trust
VNO
$6.5B
– –
-16,762
Closed -$436K
VSAT icon
1025
Viasat
VSAT
$9.77B
– –
-23,236
Closed -$1.06M
39 40
41
42 43

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.