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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
ZM icon
176
Zoom
ZM
$28.2B
$2.77M 0.2%
+34,469
New +$2.89M
NOC icon
177
Northrop Grumman
NOC
$77.1B
$2.77M 0.2%
+4,054
New +$2.8M
EXE
178
Expand Energy Corp
EXE
$21.8B
$2.71M 0.19%
+24,670
New +$2.63M
PRDO icon
179
Perdoceo Education
PRDO
$1.99B
$2.7M 0.19%
72,593
+28,481
+65% +$942K
PD icon
180
PagerDuty
PD
$816M
$2.69M 0.19%
432,762
+358,503
+483% +$3.1M
RKT icon
181
Rocket Companies
RKT
$36.5B
$2.68M 0.19%
188,310
+84,355
+81% +$1.53M
SITE icon
182
SiteOne Landscape Supply
SITE
$4.12B
$2.67M 0.19%
20,089
-105,700
-84% -$14.9M
RH icon
183
RH
RH
$3.13B
$2.67M 0.19%
+19,067
New +$3.47M
BBIO icon
184
BridgeBio Pharma
BBIO
$15.7B
$2.65M 0.19%
+35,652
New +$2.58M
GDDY icon
185
GoDaddy
GDDY
$11B
$2.63M 0.19%
+31,837
New +$3.02M
MSM icon
186
MSC Industrial Direct
MSM
$6.89B
$2.63M 0.19%
28,451
-16,879
-37% -$1.51M
GEV icon
187
GE Vernova
GEV
$264B
$2.62M 0.19%
3,002
-1,126
-27% -$878K
URGN icon
188
UroGen Pharma
URGN
$1.86B
$2.61M 0.19%
145,342
-89,081
-38% -$1.79M
GRAB icon
189
Grab
GRAB
$14.3B
$2.6M 0.19%
709,450
+695,355
+4,933% +$2.95M
INSM icon
190
Insmed
INSM
$21.4B
$2.58M 0.18%
+15,768
New +$2.42M
IEX icon
191
IDEX
IEX
$17B
$2.57M 0.18%
13,539
+7,716
+133% +$1.52M
BAC icon
192
Bank of America
BAC
$435B
$2.57M 0.18%
52,642
+35,268
+203% +$1.82M
HBNC icon
193
Horizon Bancorp
HBNC
$1.04B
$2.56M 0.18%
154,724
+138,967
+882% +$2.38M
CXT icon
194
Crane NXT
CXT
$2.99B
$2.56M 0.18%
63,015
+57,290
+1,001% +$2.78M
MTCH icon
195
Match Group
MTCH
$9.19B
$2.56M 0.18%
83,252
+53,678
+182% +$1.67M
CTAS icon
196
Cintas
CTAS
$81.9B
$2.55M 0.18%
+15,105
New +$2.9M
WSBC icon
197
WesBanco
WSBC
$3.97B
$2.52M 0.18%
72,952
-1,489
-2% -$52K
MWH
198
SOLV Energy Inc
MWH
$5.99B
$2.52M 0.18%
+83,780
New +$2.49M
CVSA
199
Covista Inc
CVSA
$4.25B
$2.51M 0.18%
+21,803
New +$2.33M
IMTX icon
200
Immatics
IMTX
$1.18B
$2.5M 0.18%
+254,140
New +$2.49M
6 7
8
9 10

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.