EdgeMarket › What Atom Investors Lp reported owning
What Atom Investors Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
641Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 40.1M | 2.9% | 67.0K | 703.71 | +20.0% |
| TECH BIO-TECHNE Corp | 16.7M | 1.2% | 319.3K | 72.32 | +33.1% |
| EQIX EQUINIX INC | 11.7M | 0.8% | 12.0K | 1,065.39 | +37.2% |
| AVGO Broadcom Inc. | 11.5M | 0.8% | 37.2K | 368.45 | +26.5% |
| SMG SCOTTS MIRACLE-GRO CO | 10.5M | 0.8% | 173.3K | 61.01 | -0.0% |
| AMZN AMAZON COM INC | 10.2M | 0.7% | 49.1K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 10.0M | 0.7% | 57.4K | 214.72 | +22.4% |
| LKQ LKQ CORP | 9.8M | 0.7% | 335.1K | 25.77 | -15.8% |
| CSL CARLISLE COMPANIES INC | 9.2M | 0.7% | 27.7K | 367.68 | -4.2% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 9.0M | 0.6% | 107.8K | 111.10 | +374.4% |
| AEE AMEREN CORP | 8.9M | 0.6% | 80.8K | 106.13 | +4.1% |
| RS RELIANCE, INC. | 8.9M | 0.6% | 29.2K | 387.89 | +35.6% |
| WEX WEX Inc. | 8.7M | 0.6% | 56.9K | 199.93 | +18.3% |
| CELC Celcuity Inc. | 8.7M | 0.6% | 76.3K | 93.53 | +91.8% |
| HRB H&R BLOCK INC | 8.7M | 0.6% | 273.5K | 53.68 | +4.4% |
| LNT ALLIANT ENERGY CORP | 8.5M | 0.6% | 118.4K | 67.86 | +2.3% |
| ALK ALASKA AIR GROUP, INC. | 8.4M | 0.6% | 229.2K | 40.41 | -27.7% |
| BLDR Builders FirstSource, Inc. | 8.4M | 0.6% | 102.1K | 70.21 | -47.1% |
| WHD Cactus, Inc. | 7.8M | 0.6% | 163.9K | 69.43 | +78.1% |
| REZI RESIDEO TECHNOLOGIES, INC. | 7.7M | 0.6% | 229.6K | 20.27 | -36.8% |
| CDE Coeur Mining, Inc. | 7.7M | 0.5% | 408.5K | 20.97 | +83.1% |
| BMY BRISTOL MYERS SQUIBB CO | 7.6M | 0.5% | 124.5K | 67.01 | +38.9% |
| HBAN HUNTINGTON BANCSHARES INC /MD/ | 7.5M | 0.5% | 478.5K | 17.03 | +1.4% |
| PCG PG&E Corp | 7.4M | 0.5% | 419.9K | 17.60 | +14.6% |
| CVX CHEVRON CORP | 7.3M | 0.5% | 35.5K | 205.27 | +34.0% |
| STZ CONSTELLATION BRANDS, INC. | 7.3M | 0.5% | 48.8K | 135.66 | -18.4% |
| PFGC Performance Food Group Co | 7.3M | 0.5% | 85.2K | 104.98 | +3.8% |
| RVTY REVVITY, INC. | 7.3M | 0.5% | 83.3K | 124.75 | +36.0% |
| KOD Kodiak Sciences Inc. | 7.3M | 0.5% | 190.8K | 38.33 | +303.5% |
| WTTR Select Water Solutions, Inc. | 7.1M | 0.5% | 464.3K | 19.72 | +148.4% |
| CNP CENTERPOINT ENERGY INC | 7.1M | 0.5% | 164.0K | 38.77 | +0.7% |
| BURL Burlington Stores, Inc. | 6.9M | 0.5% | 21.4K | 326.50 | +17.7% |
| FND Floor & Decor Holdings, Inc. | 6.9M | 0.5% | 136.4K | 54.26 | -33.8% |
| NRG NRG ENERGY, INC. | 6.9M | 0.5% | 46.9K | 113.11 | -23.7% |
| PRAX Praxis Precision Medicines, Inc. | 6.8M | 0.5% | 21.2K | 375.94 | +730.8% |
| PPL PPL Corp | 6.8M | 0.5% | 177.1K | 34.38 | -7.3% |
| LMT LOCKHEED MARTIN CORP | 6.7M | 0.5% | 11.1K | 563.57 | +26.4% |
| IMNM Immunome Inc. | 6.7M | 0.5% | 306.9K | 28.52 | +198.0% |
| UTHR UNITED THERAPEUTICS Corp | 6.7M | 0.5% | 11.3K | 513.12 | +67.4% |
| PTEN PATTERSON UTI ENERGY INC | 6.7M | 0.5% | 614.2K | 12.34 | +133.3% |
| AMAT APPLIED MATERIALS INC /DE | 6.6M | 0.5% | 19.3K | 492.32 | +205.9% |
| BCO BRINKS CO | 6.5M | 0.5% | 62.5K | 111.43 | +1.5% |
| WWW WOLVERINE WORLD WIDE INC /DE/ | 6.4M | 0.5% | 392.7K | 20.96 | -26.8% |
| NU Nu Holdings Ltd. | 6.4M | 0.5% | 444.2K | 14.58 | +7.0% |
| APO Apollo Global Management, Inc. | 6.4M | 0.5% | 57.2K | 132.69 | -2.0% |
| WFC WELLS FARGO & COMPANY/MN | 6.3M | 0.5% | 79.6K | 83.84 | +7.3% |
| CSX CSX CORP | 6.3M | 0.5% | 154.0K | 51.59 | +43.3% |
| unmapped CUSIP 152309100 | 6.3M | 0.5% | 158.5K | — | — |
| JBS JBS N.V. | 6.2M | 0.4% | 344.6K | 13.82 | -8.3% |
| PATK PATRICK INDUSTRIES INC | 6.1M | 0.4% | 54.9K | 83.41 | -25.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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