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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
CVBF icon
126
CVB Financial
CVBF
$3.94B
$3.48M 0.25%
+179,247
New +$3.52M
PDD icon
127
Pinduoduo
PDD
$126B
$3.43M 0.25%
+33,616
New +$3.53M
DCH
128
Dauch Corp
DCH
$1.34B
$3.41M 0.24%
575,725
+399,316
+226% +$2.78M
UTI icon
129
Universal Technical Institute
UTI
$2.16B
$3.41M 0.24%
94,414
-112,613
-54% -$3.55M
SDRL icon
130
Seadrill
SDRL
$2.8B
$3.41M 0.24%
74,896
+15,199
+25% +$620K
FHN icon
131
First Horizon
FHN
$12.2B
$3.41M 0.24%
+149,700
New +$3.58M
MELI icon
132
Mercado Libre
MELI
$95.2B
$3.39M 0.24%
+1,963
New +$3.79M
COGT icon
133
Cogent Biosciences
COGT
$6.65B
$3.37M 0.24%
87,676
+69,568
+384% +$2.57M
APTV icon
134
Aptiv
APTV
$12B
$3.35M 0.24%
48,223
-38,028
-44% -$2.93M
SLB icon
135
SLB Ltd
SLB
$73.6B
$3.31M 0.24%
+64,463
New +$3.13M
STNE icon
136
StoneCo
STNE
$2.77B
$3.29M 0.24%
233,335
+27,362
+13% +$420K
AR icon
137
Antero Resources
AR
$11.1B
$3.28M 0.23%
77,194
+2,008
+3% +$73.3K
GWW icon
138
W.W. Grainger
GWW
$65.3B
$3.26M 0.23%
2,988
-2,517
-46% -$2.75M
KMT icon
139
Kennametal
KMT
$2.59B
$3.25M 0.23%
90,089
+53,821
+148% +$1.96M
SOLV icon
140
Solventum
SOLV
$14.8B
$3.25M 0.23%
49,710
+44,994
+954% +$3.34M
W icon
141
Wayfair
W
$11.2B
$3.24M 0.23%
43,134
+14,351
+50% +$1.3M
UGI icon
142
UGI
UGI
$7.74B
$3.23M 0.23%
+88,640
New +$3.34M
ATEX icon
143
Anterix
ATEX
$1.81B
$3.21M 0.23%
84,179
+1,094
+1% +$34.6K
GLUE icon
144
Monte Rosa Therapeutics
GLUE
$1.4B
$3.2M 0.23%
194,476
+57,215
+42% +$1.09M
TFC icon
145
Truist Financial
TFC
$63.3B
$3.17M 0.23%
+69,031
New +$3.41M
BXC icon
146
BlueLinx
BXC
$422M
$3.16M 0.23%
58,298
+18,104
+45% +$1.19M
SHLS icon
147
Shoals Technologies Group
SHLS
$1.47B
$3.13M 0.22%
475,071
+386,375
+436% +$3.17M
NKTR icon
148
Nektar Therapeutics
NKTR
$2.39B
$3.11M 0.22%
+43,227
New +$2.46M
DCI icon
149
Donaldson
DCI
$10.9B
$3.11M 0.22%
+36,613
New +$3.54M
BKNG icon
150
Booking.com
BKNG
$149B
$3.11M 0.22%
+18,450
New +$3.4M
4 5
6
7 8

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SP
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ELC
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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.