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Atom Investors LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,124,140,929
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $45,997,039
- VIATRIS INC · COM · 92556V106 · shares: $11,206,246
- INTEL CORP · COM · 458140100 · shares: $10,613,974
- HEWLETT PACKARD ENTERPRISE C · COM · 42824C109 · shares: $9,711,416
- RHYTHM PHARMACEUTICALS INC · COM · 76243J105 · shares: $8,156,819
- ESAB CORPORATION · COM · 29605J106 · shares: $8,127,605
- ISHARES INC · MSCI BRAZIL ETF · 464286400 · shares: $8,099,600
- GXO LOGISTICS INCORPORATED · COMMON STOCK · 36262G101 · shares: $7,953,461
- APPLIED MATLS INC · COM · 038222105 · shares: $7,023,945
- BROADCOM INC · COM · 11135F101 · shares: $6,822,165
Reported holdings
818 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 66,972 shares | $45,997,039 |
| VIATRIS INC | COM | 92556V106 | — | 705,683 shares | $11,206,246 |
| INTEL CORP | COM | 458140100 | — | 76,015 shares | $10,613,974 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 215,283 shares | $9,711,416 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 73,465 shares | $8,156,819 |
| ESAB CORPORATION | COM | 29605J106 | — | 82,405 shares | $8,127,605 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | — | 234,771 shares | $8,099,600 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | — | 156,873 shares | $7,953,461 |
| APPLIED MATLS INC | COM | 038222105 | — | 9,715 shares | $7,023,945 |
| BROADCOM INC | COM | 11135F101 | — | 18,060 shares | $6,822,165 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 33,901 shares | $6,783,251 |
| VSE CORP | COM | 918284100 | — | 28,386 shares | $6,486,201 |
| APPLE INC | COM | 037833100 | — | 21,814 shares | $6,312,099 |
| IMMUNOME INC | COM | 45257U108 | — | 297,489 shares | $6,303,792 |
| JBT MAREL CORPORATION | COM | 477839104 | — | 42,492 shares | $6,161,340 |
| VERISIGN INC | COM | 92343E102 | — | 24,293 shares | $6,111,147 |
| EQUINIX INC | COM | 29444U700 | — | 5,714 shares | $5,956,216 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 27,764 shares | $5,907,346 |
| HOME DEPOT INC | COM | 437076102 | — | 16,683 shares | $5,883,760 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | — | 171,771 shares | $5,735,434 |
| GRACO INC | COM | 384109104 | — | 74,973 shares | $5,668,709 |
| AMETEK INC | COM | 031100100 | — | 22,891 shares | $5,538,249 |
| MICROSOFT CORP | COM | 594918104 | — | 14,579 shares | $5,438,259 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 28,908 shares | $5,406,374 |
| AMAZON COM INC | COM | 023135106 | — | 22,644 shares | $5,396,971 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 15,198 shares | $5,369,909 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 264,086 shares | $5,197,212 |
| SILGAN HLDGS INC | COM | 827048109 | — | 107,324 shares | $4,978,760 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 20,966 shares | $4,975,861 |
| SEMTECH CORP | COM | 816850101 | — | 30,064 shares | $4,865,858 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 4,068 shares | $4,695,652 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 50,174 shares | $4,552,789 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 16,908 shares | $4,489,243 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 9,535 shares | $4,131,802 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 35,657 shares | $3,944,734 |
| MCGRATH RENTCORP | COM | 580589109 | — | 32,013 shares | $3,874,533 |
| LOWES COS INC | COM | 548661107 | — | 17,565 shares | $3,872,907 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 7,408 shares | $3,804,749 |
| NATIONAL PRESTO INDS INC | COM | 637215104 | — | 30,383 shares | $3,797,571 |
| HNI CORP | COM | 404251100 | — | 93,877 shares | $3,793,570 |
| RELIANCE INC | COM | 759509102 | — | 10,023 shares | $3,744,593 |
| SUPERNUS PHARMACEUTICALS | COM | 868459108 | — | 79,936 shares | $3,717,823 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 29,028 shares | $3,667,398 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 37,228 shares | $3,628,985 |
| CORE & MAIN INC | CL A | 21874C102 | — | 74,801 shares | $3,609,148 |
| CELCUITY INC | COM | 15102K100 | — | 34,488 shares | $3,608,135 |
| PEPSICO INC | COM | 713448108 | — | 26,345 shares | $3,567,113 |
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | — | 162,524 shares | $3,552,775 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 24,183 shares | $3,532,169 |
| MALIBU BOATS INC | COM CL A | 56117J100 | — | 127,366 shares | $3,493,649 |
| FASTENAL CO | COM | 311900104 | — | 72,660 shares | $3,489,860 |
| EAGLE MATLS INC | COM | 26969P108 | — | 15,501 shares | $3,487,725 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 14,179 shares | $3,470,594 |
| CVB FINL CORP | COM | 126600105 | — | 153,349 shares | $3,458,020 |
| BLUELINX HLDGS INC | COM NEW | 09624H208 | — | 54,846 shares | $3,393,870 |
| FEDEX CORP | COM | 31428X106 | — | 10,714 shares | $3,354,875 |
| STARBUCKS CORP | COM | 855244109 | — | 32,753 shares | $3,347,029 |
| BENTLEY SYS INC | COM CL B | 08265T208 | — | 111,872 shares | $3,343,854 |
| INNOSPEC INC | COM | 45768S105 | — | 40,870 shares | $3,326,409 |
| AMENTUM HOLDINGS INC | COM | 023939101 | — | 160,876 shares | $3,325,307 |
| MERITAGE HOMES CORP | COM | 59001A102 | — | 39,467 shares | $3,309,308 |
| STANDARDAERO INC | COM | 85423L103 | — | 110,579 shares | $3,307,418 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 6,052 shares | $3,279,155 |
| CHUBB LIMITED | COM | H1467J104 | — | 9,602 shares | $3,271,785 |
| SNAP ON INC | COM | 833034101 | — | 8,084 shares | $3,253,002 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 13,474 shares | $3,246,830 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 41,284 shares | $3,236,666 |
| SMITH A O CORP | COM | 831865209 | — | 51,399 shares | $3,223,745 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 7,737 shares | $3,213,099 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 55,638 shares | $3,205,862 |
| INTERFACE INC | COM | 458665304 | — | 88,515 shares | $3,172,378 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 10,628 shares | $3,165,975 |
| COVISTA INC | COM | 00737L103 | — | 25,391 shares | $3,165,242 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 33,454 shares | $3,133,302 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | — | 19,182 shares | $3,077,176 |
| FRANKLIN ELEC INC | COM | 353514102 | — | 28,478 shares | $3,052,557 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | — | 52,916 shares | $3,027,854 |
| AMERICAN FINANCIAL GROUP INC | COM | 025932104 | — | 21,555 shares | $3,016,407 |
| KODIAK SCIENCES INC | COM | 50015M109 | — | 76,843 shares | $2,993,803 |
| AEBI SCHMIDT HLDG AG | COM | H00501108 | — | 238,015 shares | $2,987,088 |
| CASELLA WASTE SYS INC | CL A | 147448104 | — | 30,778 shares | $2,984,543 |
| UNIVERSAL HEALTH RLTY INCOME | SH BEN INT | 91359E105 | — | 67,302 shares | $2,951,866 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 3,050 shares | $2,943,250 |
| ERASCA INC | COM | 29479A108 | — | 159,811 shares | $2,927,738 |
| KROGER CO | COM | 501044101 | — | 52,123 shares | $2,894,390 |
| AMERICAN PUB ED INC | COM | 02913V103 | — | 53,680 shares | $2,882,616 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 19,581 shares | $2,871,358 |
| API GROUP CORP | COM STK | 00187Y100 | — | 67,799 shares | $2,871,288 |
| IMMUNOVANT INC | COM | 45258J102 | — | 74,171 shares | $2,857,809 |
| HORIZON BANCORP IND | COM | 440407104 | — | 142,466 shares | $2,846,471 |
| ANALOG DEVICES INC | COM | 032654105 | — | 7,163 shares | $2,844,929 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 160,318 shares | $2,842,438 |
| PULTE GROUP INC | COM | 745867101 | — | 20,621 shares | $2,829,407 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 5,491 shares | $2,829,128 |
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | — | 40,519 shares | $2,828,631 |
| FIRST MERCHANTS CORP | COM | 320817109 | — | 64,208 shares | $2,805,248 |
| INHIBRX BIOSCIENCES INC | COM | 45720N103 | — | 29,594 shares | $2,804,032 |
| CRANE NXT CO | COM | 224441105 | — | 54,701 shares | $2,798,503 |
| HF SINCLAIR CORP | COM | 403949100 | — | 39,746 shares | $2,768,309 |
| ITT INC | COM | 45073V108 | — | 13,949 shares | $2,758,554 |