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Portfolio (Quarterly) Guide ↗

Atom Investors LP

· CIK 0001738902
13F Portfolio $1.4B AUM 641 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 163 Added 137 Reduced 246 Exited
Page 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DTE DTE ENERGY CO Utilities 13,983.0 $2.0M 0.15% +11K +391.8% $146.22 -0.6%
102 GPN GLOBAL PMTS INC Industrials 29,754.0 $2.0M 0.14% +8K +37.9% $67.30 +8.9%
103 BIRKENSTOCK HOLDING PLC 55,206.0 $2.0M 0.14% +18K +47.6% $35.83
104 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 26,210.0 $1.9M 0.14% +13K +97.7% $72.69 +6.6%
105 CMPX COMPASS THERAPEUTICS INC Healthcare 344,933.0 $1.8M 0.13% +268K +346.3% $5.29 -60.9%
106 PM PHILIP MORRIS INTL INC Consumer Defensive 10,996.0 $1.8M 0.13% +7K +166.7% $165.34 +14.3%
107 ACI ALBERTSONS COS INC Consumer Defensive 103,386.0 $1.8M 0.13% +23K +28.2% $17.04 -4.9%
108 PSX PHILLIPS 66 Energy 9,424.0 $1.7M 0.12% +4K +82.4% $182.18 -2.5%
109 TT TRANE TECHNOLOGIES PLC Industrials 4,119.0 $1.7M 0.12% +2K +140.9% $416.74 +8.2%
110 TMUS T-MOBILE US INC Communication Services 7,844.0 $1.6M 0.12% +4K +106.6% $210.03 -8.8%
111 CSGP COSTAR GROUP INC Real Estate 40,398.0 $1.6M 0.12% +36K +920.4% $40.34 -15.8%
112 URBN URBAN OUTFITTERS INC Consumer Cyclical 25,529.0 $1.6M 0.12% +7K +38.0% $63.35 +15.2%
113 WMG WARNER MUSIC GROUP CORP Communication Services 62,934.0 $1.6M 0.12% +39K +157.6% $25.54 +35.9%
114 GO GROCERY OUTLET HLDG CORP Consumer Defensive 217,039.0 $1.5M 0.11% +29K +15.4% $7.05 +13.8%
115 GEF GREIF INC Consumer Cyclical 21,779.0 $1.5M 0.10% +7K +48.1% $67.07 -4.1%
116 CURB CURBLINE PPTYS CORP Real Estate 54,250.0 $1.4M 0.10% +19K +54.5% $25.79 +9.8%
117 WEN WENDYS CO Consumer Cyclical 193,270.0 $1.3M 0.10% +16K +8.8% $6.95 +12.4%
118 SPT SPROUT SOCIAL INC Technology 235,142.0 $1.3M 0.10% +58K +32.7% $5.70 +19.6%
119 VTS VITESSE ENERGY INC Energy 73,353.0 $1.3M 0.10% +9K +13.2% $18.16 -0.2%
120 KO COCA COLA CO Consumer Defensive 17,278.0 $1.3M 0.09% +3K +18.3% $76.05 +7.1%
Page 6 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 16.9%
Healthcare 15.2%
Consumer Cyclical 14.4%
Technology 14.1%
Financial Services 10.7%
Energy 6.5%
Utilities 5.6%
Basic Materials 4.9%
Consumer Defensive 4.7%
Real Estate 4.1%