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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 25 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CDP COPT DEFENSE PROPERTIES Real Estate 15,459.0 $473K 0.03% NEW $30.60 +5.0%
482 AMCX AMC NETWORKS INC Communication Services 69,380.0 $471K 0.03% NEW $6.79 +36.1%
483 WAL WESTERN ALLIANCE BANCORP Financial Services 6,638.0 $470K 0.03% -29K -81.4% $70.85 +10.9%
484 ULTA ULTA BEAUTY INC Consumer Cyclical 899.0 $470K 0.03% NEW $522.71 -1.5%
485 SILA SILA REALTY TRUST INC Real Estate 19,578.0 $464K 0.03% -122.0 -0.6% $23.68 +27.6%
486 YSS YORK SPACE SYSTEMS INC Technology 20,881.0 $463K 0.03% NEW $22.17 +28.3%
487 DOW DOW HLDGS INC Basic Materials 11,070.0 $461K 0.03% NEW $41.65 -13.5%
488 FCF FIRST COMWLTH FINL CORP PA Financial Services 26,047.0 $458K 0.03% NEW $17.58 +5.8%
489 DT DYNATRACE INC Technology 12,377.0 $458K 0.03% -56K -81.8% $36.98 +11.4%
490 GLPI GAMING & LEISURE P Real Estate 10,281.0 $456K 0.03% NEW $44.37 +7.7%
491 BLMN BLOOMIN BRANDS INC Consumer Cyclical 83,480.0 $451K 0.03% NEW $5.40 +44.8%
492 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 254,959.0 $449K 0.03% +203K +393.4% $1.76 +101.7%
493 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,298.0 $448K 0.03% NEW $345.15 -9.6%
494 PNC PNC FINL SVCS GROUP INC Financial Services 2,146.0 $447K 0.03% -388.0 -15.3% $208.09 +5.4%
495 HCI HCI GROUP INC Financial Services 2,888.0 $447K 0.03% NEW $154.61 +2.1%
496 DELL DELL TECHNOLOGIES INC Technology 2,719.0 $446K 0.03% NEW $164.13 +79.9%
497 GPOR GULFPORT ENERGY CORP Energy 2,076.0 $439K 0.03% NEW $211.57 -15.8%
498 DYN DYNE THERAPEUTICS INC Healthcare 24,078.0 $437K 0.03% NEW $18.13 -4.2%
499 VNO VORNADO RLTY TR Real Estate 16,762.0 $436K 0.03% NEW $25.99 +23.0%
500 VNET VNET GROUP INC Technology 51,810.0 $435K 0.03% NEW $8.39 +13.7%
Page 25 of 33  ·  641 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%