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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
UCTT
101
Ultra Clean Holdings
UCTT
$3.73B
$4.13M 0.3%
+66,453
New +$3.41M
SARO
102
StandardAero Inc
SARO
$9.74B
$4.13M 0.3%
+159,890
New +$4.77M
META icon
103
Meta Platforms (Facebook)
META
$1.42T
$4.1M 0.29%
+7,161
New +$4.59M
MTZ icon
104
MasTec
MTZ
$20.8B
$4.09M 0.29%
12,713
+3,899
+44% +$1.06M
SBAC icon
105
SBA Communications
SBAC
$19.2B
$4.04M 0.29%
23,465
+13,331
+132% +$2.5M
LECO icon
106
Lincoln Electric
LECO
$14.3B
$4.02M 0.29%
+16,142
New +$4.32M
OC icon
107
Owens Corning
OC
$11.2B
$4M 0.29%
36,933
+23,026
+166% +$2.74M
DNOW icon
108
DNOW Inc
DNOW
$2.58B
$3.95M 0.28%
331,714
-7,496
-2% -$101K
NPK icon
109
National Presto Industries
NPK
$870M
$3.91M 0.28%
28,508
+13,897
+95% +$1.78M
WH icon
110
Wyndham Hotels & Resorts
WH
$5.56B
$3.9M 0.28%
47,978
-15,617
-25% -$1.22M
FCX icon
111
Freeport-McMoran
FCX
$90B
$3.86M 0.28%
65,681
+53,827
+454% +$3.25M
APEI icon
112
American Public Education
APEI
$890M
$3.85M 0.28%
+67,751
New +$3.1M
AA icon
113
Alcoa
AA
$11.9B
$3.85M 0.28%
58,066
-97,187
-63% -$5.96M
MCD icon
114
McDonald's
MCD
$192B
$3.83M 0.27%
12,308
+331
+3% +$105K
CPRI icon
115
Capri Holdings
CPRI
$1.83B
$3.8M 0.27%
215,705
+160,941
+294% +$3.4M
SPY icon
116
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$3.78M 0.27%
5,810
+4,317
+289% +$2.94M
SNA icon
117
Snap-on
SNA
$21.2B
$3.77M 0.27%
+10,368
New +$3.84M
TXRH icon
118
Texas Roadhouse
TXRH
$13.5B
$3.76M 0.27%
+22,767
New +$4.09M
SNDX icon
119
Syndax Pharmaceuticals
SNDX
$1.69B
$3.64M 0.26%
155,965
+14,299
+10% +$311K
PNFP icon
120
Pinnacle Financial Partners Inc
PNFP
$15.9B
$3.62M 0.26%
+41,988
New +$3.91M
EBAY icon
121
eBay
EBAY
$50.6B
$3.61M 0.26%
39,710
+30,693
+340% +$2.76M
ONTO icon
122
Onto Innovation
ONTO
$12.9B
$3.6M 0.26%
17,552
-10,797
-38% -$2.21M
LITE icon
123
Lumentum
LITE
$55.5B
$3.52M 0.25%
5,013
+3,207
+178% +$1.76M
NDAQ icon
124
Nasdaq
NDAQ
$52.7B
$3.5M 0.25%
+41,267
New +$3.7M
ADEA icon
125
Adeia
ADEA
$2.94B
$3.48M 0.25%
+144,805
New +$2.94M
3 4
5
6 7

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.