Atom Investors Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.40B
Q ending 2026-03-31
Prior quarter
$1.26B
Q ending 2025-12-31
Change
+10.9% QoQ · +71.8% YoY
Positions
641
reported holdings
Largest positions
Top 100 of 641 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $40.1M | 67K |
| Bio-Techne Corp | TECH | Shares | $16.7M | 319K |
| Equinix Inc | EQIX | Shares | $11.7M | 12K |
| Broadcom Inc | AVGO | Shares | $11.5M | 37K |
| Scotts Miracle-Gro Co | SMG | Shares | $10.5M | 173K |
| Amazon Com Inc | AMZN | Shares | $10.2M | 49K |
| Nvidia Corporation | NVDA | Shares | $10.0M | 57K |
| Lkq Corp | LKQ | Shares | $9.8M | 335K |
| Carlisle Cos Inc | CSL | Shares | $9.2M | 28K |
| Dianthus Therapeutics Inc | DNTH | Shares | $9.0M | 108K |
| Ameren Corp | AEE | Shares | $8.9M | 81K |
| Reliance Inc | RS | Shares | $8.9M | 29K |
| Wex Inc | WEX | Shares | $8.7M | 57K |
| Celcuity Inc | CELC | Shares | $8.7M | 76K |
| Block H & R Inc | HRB | Shares | $8.7M | 273K |
| Alliant Energy Corp | LNT | Shares | $8.5M | 118K |
| Alaska Air Group Inc | ALK | Shares | $8.4M | 229K |
| Builders Firstsource Inc | BLDR | Shares | $8.4M | 102K |
| Cactus Inc | WHD | Shares | $7.8M | 164K |
| Resideo Technologies Inc | REZI | Shares | $7.7M | 230K |
| Coeur Mng Inc | CDE | Shares | $7.7M | 409K |
| Bristol-Myers Squibb Co | BMY | Shares | $7.6M | 125K |
| Huntington Bancshares Inc | HBAN | Shares | $7.5M | 478K |
| Pg&E Corp | PCG | Shares | $7.4M | 420K |
| Chevron Corporation | CVX | Shares | $7.3M | 36K |
| Constellation Brands Inc | STZ | Shares | $7.3M | 49K |
| Performance Food Group Co | PFGC | Shares | $7.3M | 85K |
| Revvity Inc | RVTY | Shares | $7.3M | 83K |
| Kodiak Sciences Inc | KOD | Shares | $7.3M | 191K |
| Select Water Solutions Inc | WTTR | Shares | $7.1M | 464K |
| Centerpoint Energy Inc | CNP | Shares | $7.1M | 164K |
| Burlington Stores Inc | BURL | Shares | $6.9M | 21K |
| Floor & Decor Hldgs Inc | FND | Shares | $6.9M | 136K |
| Nrg Energy Inc | NRG | Shares | $6.9M | 47K |
| Praxis Precision Medicines I | PRAX | Shares | $6.8M | 21K |
| Ppl Corp | PPL | Shares | $6.8M | 177K |
| Lockheed Martin Corp | LMT | Shares | $6.7M | 11K |
| Immunome Inc | IMNM | Shares | $6.7M | 307K |
| United Therapeutics Corp Del | UTHR | Shares | $6.7M | 11K |
| Patterson-Uti Energy Inc | PTEN | Shares | $6.7M | 614K |
| Applied Matls Inc | AMAT | Shares | $6.6M | 19K |
| Brinks Co | BCO | Shares | $6.5M | 62K |
| Wolverine World Wide Inc | WWW | Shares | $6.4M | 393K |
| Nu Hldgs Ltd | Shares | $6.4M | 444K | |
| Apollo Global Mgmt Inc | APO | Shares | $6.4M | 57K |
| Wells Fargo & Co | WFC | Shares | $6.3M | 80K |
| Csx Corp | CSX | Shares | $6.3M | 154K |
| Centessa Pharmaceuticals Plc | 260 | Shares | $6.3M | 159K |
| Jbs N.V. | Shares | $6.2M | 345K | |
| Patrick Inds Inc | PATK | Shares | $6.1M | 55K |
| S&P Global Inc | SPGI | Shares | $6.1M | 14K |
| Williams Cos Inc | WMB | Shares | $6.1M | 84K |
| Malibu Boats Inc | MBUU | Shares | $6.0M | 232K |
| Brunswick Corp | BC | Shares | $6.0M | 82K |
| Sm Energy Company | SM | Shares | $5.9M | 189K |
| Hubspot Inc | HUBS | Shares | $5.9M | 24K |
| Vishay Intertechnology Inc | VSH | Shares | $5.8M | 323K |
| Talos Energy Inc | TALO | Shares | $5.8M | 366K |
| Proassurance Corp | PRA | Shares | $5.7M | 230K |
| Gxo Logistics Incorporated | GXO | Shares | $5.7M | 109K |
| Element Solutions Inc | ESI | Shares | $5.6M | 165K |
| Ishares Tr | IWM | Shares | $5.6M | 23K |
| Mondelez Intl Inc | MDLZ | Shares | $5.6M | 97K |
| General Mtrs Co | GM | Shares | $5.6M | 75K |
| Thermon Group Hldgs Inc | 8TG | Shares | $5.6M | 111K |
| Erasca Inc | ERAS | Shares | $5.6M | 346K |
| Flutter Entmt Plc | Shares | $5.6M | 55K | |
| Arrow Electrs Inc | ARW | Shares | $5.4M | 38K |
| Meritage Homes Corp | MTH | Shares | $5.3M | 86K |
| Vistance Networks Inc | VISN | Shares | $5.3M | 293K |
| Insight Enterprises Inc | NSIT | Shares | $5.3M | 79K |
| Blackstone Inc | BX | Shares | $5.3M | 46K |
| Parker-Hannifin Corp | PH | Shares | $5.3M | 6K |
| Akamai Technologies Inc | AKAM | Shares | $5.2M | 45K |
| Honeywell Intl Inc | HONGBP | Shares | $5.2M | 23K |
| Fabrinet | Shares | $5.2M | 10K | |
| Amcor Plc | Shares | $5.0M | 127K | |
| Fox Corp | FOX | Shares | $5.0M | 93K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $5.0M | 57K |
| Entergy Corp New | ETR | Shares | $5.0M | 44K |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $5.0M | 246K |
| Pfizer Inc | PFE | Shares | $4.9M | 176K |
| Rpm Intl Inc | RPM | Shares | $4.9M | 50K |
| Advanced Energy Inds | AEIS | Shares | $4.9M | 15K |
| Kimberly-Clark Corp | KMB | Shares | $4.9M | 51K |
| Nextpower Inc | NXT | Shares | $4.8M | 40K |
| Champion Homes Inc | SKY | Shares | $4.7M | 64K |
| Applied Indl Technologies In | AIT | Shares | $4.7M | 18K |
| Resolute Hldgs Mgmt Inc | RHLD | Shares | $4.7M | 29K |
| Boise Cascade Co Del | BCC | Shares | $4.6M | 61K |
| Federal Rlty Invt Tr New | FRT | Shares | $4.6M | 43K |
| Biogen Inc | BIIB | Shares | $4.5M | 25K |
| The Cigna Group | CI | Shares | $4.5M | 17K |
| Alphabet Inc | GOOG | Shares | $4.4M | 15K |
| Netstreit Corp | NTST | Shares | $4.4M | 231K |
| Blue Owl Capital Inc | OWL | Shares | $4.3M | 475K |
| Kinder Morgan Inc Del | KMI | Shares | $4.3M | 127K |
| Casella Waste Sys Inc | CWST | Shares | $4.2M | 52K |
| Dominos Pizza Inc | DPZ | Shares | $4.1M | 12K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.