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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
+6.11%
1 Year Est. Return
+23.77%
3 Year Est. Return
+63.44%
5 Year Est. Return
+52.26%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$316M
(+39%)
Cap. Flow
+$268M
Cap. Flow
% of AUM
23.73%
Top 10 Holdings %
Top 10 Hldgs %
21.28%
Holding
808
New
320
Increased
136
Reduced
119
Closed
221
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$60.7M |
| 2 |
State Street SPDR S&P Retail ETF
XRT
|
+$11.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.5M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$10.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$9.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IDEX
IEX
|
+$11.6M |
| 2 |
W.W. Grainger
GWW
|
+$11.4M |
| 3 |
RPM International
RPM
|
+$9.37M |
| 4 |
Regions Financial
RF
|
+$7.44M |
| 5 |
Masco
MAS
|
+$7.39M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 11.38% |
| 2 | Technology | 10.49% |
| 3 | Healthcare | 9.62% |
| 4 | Financials | 9.12% |
| 5 | Industrials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Goosehead Insurance
GSHD
$2.2B
| $1.84M | 0.16% |
17,466
+5,977
| +52% | +$633K |
|
177
Advanced Drainage Systems
WMS
$10.6B
| $1.84M | 0.16% |
+16,003
| New | +$1.79M |
|
|
INR
178
Infinity Natural Resources
INR
$247M
| $1.78M | 0.16% |
97,074
+15,467
| +19% | +$263K |
|
179
Papa John's
PZZA
$984M
| $1.77M | 0.16% |
36,256
+26,972
| +291% | +$1.1M |
|
180
Granite Construction
GVA
$5.29B
| $1.72M | 0.15% |
+18,447
| New | +$1.55M |
|
181
Alaska Air
ALK
$5.29B
| $1.71M | 0.15% |
+34,630
| New | +$1.68M |
|
|
AGS
182
DELISTED
PlayAGS
AGS
| $1.7M | 0.15% |
+136,054
| New | +$1.66M |
|
183
Acadia Healthcare
ACHC
$2.76B
| $1.67M | 0.15% |
73,395
-98,457
| -57% | -$2.33M |
|
184
ARK Genomic Revolution ETF
ARKG
$1.55B
| $1.66M | 0.15% |
68,322
-12,742
| -16% | -$279K |
|
185
McCormick & Company Non-Voting
MKC
$13.7B
| $1.66M | 0.15% |
21,830
+9,394
| +76% | +$704K |
|
186
Monro
MNRO
$383M
| $1.65M | 0.15% |
110,668
-13,829
| -11% | -$199K |
|
187
AB InBev
BUD
$170B
| $1.65M | 0.15% |
+23,960
| New | +$1.61M |
|
188
Dollar General
DG
$28B
| $1.61M | 0.14% |
+14,116
| New | +$1.4M |
|
189
American Healthcare REIT
AHR
$10.7B
| $1.59M | 0.14% |
+43,248
| New | +$1.44M |
|
190
Electronic Arts
EA
$53B
| $1.57M | 0.14% |
+9,829
| New | +$1.45M |
|
191
Douglas Dynamics
PLOW
$1.02B
| $1.56M | 0.14% |
52,894
-42,296
| -44% | -$1.11M |
|
192
Ambarella
AMBA
$3.77B
| $1.55M | 0.14% |
+23,533
| New | +$1.25M |
|
193
Ecovyst
ECVT
$1.32B
| $1.55M | 0.14% |
188,817
-722
| -0.4% | -$5.07K |
|
194
ARK Innovation ETF
ARKK
$5.66B
| $1.55M | 0.14% |
+22,106
| New | +$1.22M |
|
195
Sony
SONY
$137B
| $1.54M | 0.14% |
+59,321
| New | +$1.48M |
|
|
JNPR
196
DELISTED
Juniper Networks
JNPR
| $1.53M | 0.14% |
38,359
-63,122
| -62% | -$2.26M |
|
197
HUB Group
HUBG
$2.85B
| $1.53M | 0.14% |
+45,778
| New | +$1.54M |
|
|
CURB
198
Curbline Properties
CURB
$3.52B
| $1.53M | 0.14% |
66,895
+11,104
| +20% | +$255K |
|
199
Trip.com Group
TCOM
$29.6B
| $1.52M | 0.13% |
+25,851
| New | +$1.55M |
|
|
VRNA
200
DELISTED
Verona Pharma
VRNA
| $1.52M | 0.13% |
16,023
-15,204
| -49% | -$1.13M |
|
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Atom Investors's Q2 2025 Portfolio in Review
As of Q2 2025, Atom Investors held 808 positions worth $1.13B, up 39% from $813M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Atom Investors deployed $268M of net new capital in Q2 2025, opening 320 new positions and adding to 136 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was IDEX, an estimated $11.6M trimmed.
- Atom Investors's largest Q2 2025 buy was Invesco S&P 500 Equal Weight ETF: 60,792 shares worth $11M.
- Atom Investors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $60.7M increase.
- Atom Investors's biggest Q2 2025 reduction was IDEX, cutting an estimated $11.6M.
- Atom Investors fully exited W.W. Grainger in Q2 2025, selling an estimated $11.4M.
- Atom Investors's ten largest holdings make up 21% of its $1.13B portfolio in Q2 2025.
- Atom Investors opened 320 new positions and closed 221 in Q2 2025.
- Atom Investors's portfolio value rose 39% quarter-over-quarter to $1.13B.
Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.