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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 10 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 TEL TE CONNECTIVITY PLC Technology 1,154 $263K 0.02% SOLD
182 PGEN PRECIGEN INC Healthcare 61,825 $258K 0.02% SOLD
183 COP CONOCOPHILLIPS Energy 2,732 $256K 0.02% SOLD
184 QS QUANTUMSCAPE CORP Consumer Cyclical 24,315 $253K 0.02% SOLD
185 SNBR SLEEP NUMBER CORP Consumer Cyclical 29,540 $250K 0.02% SOLD
186 VAC MARRIOTT VACATIONS Consumer Cyclical 4,320 $249K 0.02% SOLD
187 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 23,819 $249K 0.02% SOLD
188 CSGS CSG SYS INTL INC Technology 3,236 $248K 0.02% SOLD
189 GOOD GLADSTONE COMMERCIAL CORP Real Estate 22,597 $241K 0.02% SOLD
190 ASPI ASP ISOTOPES INC Basic Materials 44,661 $239K 0.02% SOLD
191 SMH VANECK ETF TRUST 663 $239K 0.02% SOLD
192 GAMESTOP CORP NEW 11,733 $236K 0.02% SOLD
193 LUMN LUMEN TECHNOLOGIES INC Communication Services 29,892 $232K 0.02% SOLD
194 MLM MARTIN MARIETTA MATLS INC Basic Materials 373 $232K 0.02% SOLD
195 TROX TRONOX HOLDINGS PLC Basic Materials 55,112 $230K 0.02% SOLD
196 XLE SELECT SECTOR SPDR TR 5,106 $228K 0.02% SOLD
197 AROC ARCHROCK INC Energy 8,689 $226K 0.02% SOLD
198 MRK MERCK & CO INC Healthcare 2,147 $226K 0.02% SOLD
199 GPC GENUINE PARTS CO Consumer Cyclical 1,835 $226K 0.02% SOLD
200 DY DYCOM INDS INC Industrials 657 $222K 0.02% SOLD
Page 10 of 13  ·  246 positions
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%