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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
RCL icon
201
Royal Caribbean
RCL
$85.1B
$2.5M 0.18%
+9,083
New +$2.7M
DAN icon
202
Dana Inc
DAN
$2.9B
$2.5M 0.18%
74,263
-267,243
-78% -$8.35M
SJM icon
203
J.M. Smucker
SJM
$12.7B
$2.47M 0.18%
+25,623
New +$2.68M
ACVA icon
204
ACV Auctions
ACVA
$1.31B
$2.45M 0.18%
577,338
+95,856
+20% +$628K
PR
205
Permian Resources
PR
$17.8B
$2.43M 0.17%
113,974
-6,774
-6% -$117K
KRNT icon
206
Kornit Digital
KRNT
$705M
$2.4M 0.17%
163,641
-99
-0.1% -$1.45K
SNPS icon
207
Synopsys
SNPS
$74.4B
$2.4M 0.17%
+6,042
New +$2.73M
TXN icon
208
Texas Instruments
TXN
$252B
$2.39M 0.17%
+12,288
New +$2.49M
CHH icon
209
Choice Hotels
CHH
$5.07B
$2.37M 0.17%
22,914
-18,902
-45% -$1.97M
SUPN icon
210
Supernus Pharmaceuticals
SUPN
$2.59B
$2.36M 0.17%
45,749
+41,233
+913% +$2.1M
ESAB icon
211
ESAB
ESAB
$5.38B
$2.35M 0.17%
24,350
-5,112
-17% -$592K
XZO
212
Exzeo Group
XZO
$1.41B
$2.35M 0.17%
160,196
-147
-0.1% -$2.61K
SU icon
213
Suncor Energy
SU
$79.4B
$2.33M 0.17%
35,240
-44,725
-56% -$2.47M
FRME icon
214
First Merchants
FRME
$2.68B
$2.3M 0.16%
59,404
+21,546
+57% +$841K
PZZA icon
215
Papa John's
PZZA
$984M
$2.29M 0.16%
+70,747
New +$2.46M
BMRN icon
216
BioMarin Pharmaceuticals
BMRN
$11.6B
$2.26M 0.16%
+40,026
New +$2.33M
AWK icon
217
American Water Works
AWK
$26.7B
$2.26M 0.16%
16,608
+11,696
+238% +$1.55M
SEM
218
DELISTED
Select Medical
SEM
$2.22M 0.16%
136,415
-117,277
-46% -$1.84M
NVT icon
219
nVent Electric
NVT
$24.9B
$2.21M 0.16%
+18,710
New +$2.12M
PHIN icon
220
Phinia Inc
PHIN
$2.7B
$2.21M 0.16%
32,332
-116,806
-78% -$8.16M
HNI icon
221
HNI Corp
HNI
$3.24B
$2.21M 0.16%
+66,075
New +$2.93M
BOX icon
222
Box
BOX
$4.37B
$2.2M 0.16%
92,991
+49,075
+112% +$1.23M
SSB icon
223
SouthState Bank Corp
SSB
$10.2B
$2.19M 0.16%
23,711
-22,488
-49% -$2.21M
AEBI
224
Aebi Schmidt Holding AG
AEBI
$999M
$2.19M 0.16%
225,849
+48,108
+27% +$660K
PRSU
225
Pursuit Attractions and Hospitality Inc
PRSU
$1.39B
$2.19M 0.16%
59,801
+13,083
+28% +$467K
7 8
9
10 11

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.