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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
CLX icon
151
Clorox
CLX
$10.3B
$2.23M 0.2%
+23,345
New +$2.24M
PNW icon
152
Pinnacle West Capital
PNW
$11.5B
$2.22M 0.2%
+20,759
New +$2.12M
DOLE icon
153
Dole
DOLE
$1.24B
$2.2M 0.2%
160,459
+143,460
+844% +$2.09M
LADR
154
Ladder Capital
LADR
$1.21B
$2.2M 0.2%
+221,235
New +$2.25M
IMTX icon
155
Immatics
IMTX
$1.32B
$2.19M 0.2%
216,365
-37,775
-15% -$399K
AMCR icon
156
Amcor
AMCR
$19.4B
$2.19M 0.19%
50,518
-76,285
-60% -$3.03M
HL icon
157
Hecla Mining
HL
$12.1B
$2.16M 0.19%
139,780
+28,862
+26% +$507K
RYAN icon
158
Ryan Specialty Holdings
RYAN
$4.92B
$2.13M 0.19%
+56,425
New +$1.92M
MTX icon
159
Minerals Technologies
MTX
$2.15B
$2.13M 0.19%
28,775
+25,678
+829% +$1.94M
ACVA icon
160
ACV Auctions
ACVA
$1.77B
$2.12M 0.19%
295,159
-282,179
-49% -$1.6M
MMSI icon
161
Merit Medical Systems
MMSI
$5.14B
$2.1M 0.19%
+30,284
New +$2M
VGK icon
162
Vanguard FTSE Europe ETF
VGK
$30B
$2.1M 0.19%
+23,715
New +$2.08M
BOH icon
163
Bank of Hawaii
BOH
$2.95B
$2.09M 0.19%
+25,702
New +$2.01M
GPOR icon
164
Gulfport Energy Corp
GPOR
$2.87B
$2.09M 0.19%
12,302
+10,226
+493% +$1.85M
ASND icon
165
Ascendis Pharma A/S
ASND
$16.3B
$2.07M 0.18%
+7,757
New +$1.81M
NIC icon
166
Nicolet Bankshares
NIC
$3.52B
$2.06M 0.18%
12,448
-7,455
-37% -$1.1M
TOWN icon
167
Towne Bank
TOWN
$3.43B
$2.06M 0.18%
+56,788
New +$1.98M
KLAC icon
168
KLA
KLAC
$219B
$2.05M 0.18%
+6,793
New +$1.35M
IDYA icon
169
IDEAYA Biosciences
IDYA
$3.64B
$2.05M 0.18%
54,913
+17,116
+45% +$524K
PL icon
170
Planet Labs
PL
$5.83B
$2.04M 0.18%
+61,712
New +$2.28M
EFSC icon
171
Enterprise Financial Services Corp
EFSC
$2.25B
$2.02M 0.18%
+30,731
New +$1.85M
WTS icon
172
Watts Water Technologies
WTS
$11.6B
$2.02M 0.18%
5,168
+3,346
+184% +$1.04M
XP icon
173
XP
XP
$10B
$1.99M 0.18%
122,670
+64,114
+109% +$1.14M
FWONK icon
174
Liberty Media Series C
FWONK
$23.9B
$1.99M 0.18%
20,936
+10,669
+104% +$954K
SWK icon
175
Stanley Black & Decker
SWK
$13.4B
$1.99M 0.18%
21,094
+15,133
+254% +$1.19M
5 6
7
8 9

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.