We are live on ! Find out more
AI

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
AFG icon
151
American Financial Group
AFG
$11.8B
$3.08M 0.22%
+24,088
New +$3.13M
BNL icon
152
Broadstone Net Lease
BNL
$4.11B
$3.05M 0.22%
+167,081
New +$3.15M
JAZZ icon
153
Jazz Pharmaceuticals
JAZZ
$15.9B
$3.05M 0.22%
+16,144
New +$2.82M
SYK icon
154
Stryker
SYK
$125B
$3.03M 0.22%
+9,224
New +$3.31M
FIGR
155
Figure Technology Solutions
FIGR
$5.51B
$3.02M 0.22%
89,038
-938
-1% -$40.4K
AME icon
156
Ametek
AME
$55.4B
$3.02M 0.22%
+14,089
New +$3.13M
WBD icon
157
Warner Bros
WBD
$65.9B
$3M 0.21%
109,127
+89,871
+467% +$2.52M
TSLX icon
158
Sixth Street Specialty
TSLX
$1.63B
$2.98M 0.21%
162,016
+55,002
+51% +$1.09M
IOSP icon
159
Innospec
IOSP
$2.12B
$2.98M 0.21%
40,771
+17,941
+79% +$1.4M
NTNX icon
160
Nutanix
NTNX
$16B
$2.97M 0.21%
78,260
+62,071
+383% +$2.62M
UAL icon
161
United Airlines
UAL
$39.4B
$2.97M 0.21%
32,285
-7,664
-19% -$803K
AUGO
162
Aura Minerals Inc
AUGO
$4.56B
$2.97M 0.21%
+36,402
New +$2.55M
ENVA icon
163
Enova International
ENVA
$6.33B
$2.97M 0.21%
+21,867
New +$3.26M
TEAM icon
164
Atlassian
TEAM
$25.6B
$2.96M 0.21%
+43,346
New +$4.27M
NIC icon
165
Nicolet Bankshares
NIC
$3.6B
$2.96M 0.21%
+19,903
New +$2.89M
HOOD icon
166
Robinhood
HOOD
$77.8B
$2.95M 0.21%
+42,564
New +$3.74M
CUZ icon
167
Cousins Properties
CUZ
$5.19B
$2.94M 0.21%
+130,249
New +$3.16M
GLOB icon
168
Globant
GLOB
$1.58B
$2.93M 0.21%
63,443
-66,091
-51% -$3.65M
NDSN icon
169
Nordson
NDSN
$16.6B
$2.92M 0.21%
+10,978
New +$3.02M
CVCO icon
170
Cavco Industries
CVCO
$4.22B
$2.88M 0.21%
+5,939
New +$3.37M
ORIC icon
171
Oric Pharmaceuticals
ORIC
$1.15B
$2.87M 0.21%
226,804
-63,158
-22% -$717K
BSY icon
172
Bentley Systems
BSY
$10.8B
$2.83M 0.2%
80,683
+69,795
+641% +$2.56M
FELE icon
173
Franklin Electric
FELE
$4.63B
$2.81M 0.2%
+30,456
New +$2.99M
HURN icon
174
Huron Consulting
HURN
$2.41B
$2.8M 0.2%
21,972
-23,647
-52% -$3.56M
POR icon
175
Portland General Electric
POR
$5.71B
$2.79M 0.2%
+52,789
New +$2.71M
5 6
7
8 9

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.