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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 27 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 JAMES HARDIE INDS PLC 19,427.0 $368K 0.03% -214K -91.7% $18.94
522 HTGC HERCULES CAPITAL INC Financial Services 24,882.0 $368K 0.03% NEW $14.77 +3.9%
523 WCN WASTE CONNECTIONS INC Industrials 2,246.0 $365K 0.03% NEW $162.44 -4.1%
524 CRMT AMERICAS CAR-MART INC Consumer Cyclical 28,132.0 $358K 0.03% -942.0 -3.2% $12.73 -6.7%
525 AXON AXON ENTERPRISE INC Industrials 843.0 $358K 0.03% -2K -73.2% $424.69 -9.1%
526 CCCC C4 THERAPEUTICS INC Healthcare 136,047.0 $358K 0.03% +31K +29.6% $2.63 +35.4%
527 NOW SERVICENOW INC Technology 3,408.0 $356K 0.03% -12K -78.3% $104.55 -2.3%
528 CNM CORE & MAIN INC Industrials 7,185.0 $355K 0.03% NEW $49.40 -4.3%
529 CHWY CHEWY INC Consumer Cyclical 12,951.0 $350K 0.03% NEW $27.00 -23.2%
530 NNE NANO NUCLEAR ENERGY INC Industrials 16,560.0 $339K 0.02% NEW $20.48 +30.5%
531 BWA BORGWARNER INC Consumer Cyclical 6,132.0 $333K 0.02% NEW $54.26 +21.3%
532 RSG REPUBLIC SVCS INC Industrials 1,517.0 $332K 0.02% NEW $219.02 -4.6%
533 CELH CELSIUS HLDGS INC Consumer Defensive 9,347.0 $332K 0.02% NEW $35.48 -15.1%
534 PCVX VAXCYTE INC Healthcare 5,653.0 $328K 0.02% NEW $58.11 -18.6%
535 DEI DOUGLAS EMMETT INC Real Estate 34,627.0 $326K 0.02% NEW $9.42 +21.7%
536 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,651.0 $326K 0.02% NEW $197.50 +15.2%
537 NEXT NEXTDECADE CORP Energy 42,310.0 $324K 0.02% +26K +158.8% $7.66 +10.4%
538 BBAI BIGBEAR AI HLDGS INC Technology 91,434.0 $322K 0.02% +18K +24.2% $3.52 +18.7%
539 PLAY DAVE & BUSTERS ENTMT INC Communication Services 29,571.0 $320K 0.02% NEW $10.83 +8.5%
540 HUDSON PACIFIC PROPERTIES IN 54,084.0 $320K 0.02% -28K -34.3% $5.91
Page 27 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%