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Livermore
Livermore
ZHEN

Atom Investors LP

SEC CIK
0001738902
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
246
+61 vs. Q1 2022
Portfolio value
$228.7M
+$15.0M (+7.0%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Atom Investors LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF125,000$16.0M7.0%+7,001+5.9%Added–
State Street SPDR S&P Biotech ETF78464A870ETF199,164$14.8M6.5%+45,276+29.4%Added–
iShares Tr464287556ISHARES BIOTECH115,000$13.5M5.9%−37,592−24.6%Reduced–
Glass Houses Acquisition Cor37714P103CLASS A COM455,672$4.47M2.0%−1,449−0.3%Reduced–
State Street SPDR S&P Regional Banking ETF78464A698ETF67,525$3.92M1.7%−128,059−65.5%Reduced–
VVisa Inc.Stock18,589$3.66M1.6%−4,233−18.5%ReducedHistory
ADTNADTRAN Holdings, Inc.COM208,646$3.66M1.6%+208,646NewHistory
PHParker-Hannifin CorpStock14,614$3.60M1.6%−315−2.1%ReducedHistory
BACBank of America CorpStock114,328$3.56M1.6%+14,133+14.1%AddedHistory
SPDR Series Trust78464A714ST STR SP RETAIL58,585$3.41M1.5%+49,046+514.2%Added–
Invesco QQQ Trust Series I46090E103ETF10,426$2.92M1.3%+1,950+23.0%Added–
INVHInvitation Homes Inc.COM81,076$2.88M1.3%+81,076NewHistory
TYLTyler Technologies IncCOM7,656$2.54M1.1%+7,656NewHistory
JJacobs Solutions Inc.COM19,491$2.48M1.1%+6,185+46.5%AddedHistory
RLIRli CorpCOM20,734$2.42M1.1%+20,734NewHistory
EHCEncompass Health CorpCOM42,305$2.37M1.0%+42,305NewHistory
WMBWilliams Companies, Inc.COM69,631$2.17M0.9%+69,631NewHistory
SNOWSnowflake Inc.Stock15,573$2.17M0.9%+15,573NewHistory
DHIHorton D R IncCOM32,109$2.13M0.9%+32,109NewHistory
STELStellar Bancorp, Inc.COM79,559$2.12M0.9%+11,737+17.3%AddedHistory
STWDStarwood Property Trust, Inc.COM100,910$2.11M0.9%+100,910NewHistory
FANGDiamondback Energy, Inc.Stock17,390$2.11M0.9%+17,390NewHistory
DCHDauch CorpCOM278,246$2.10M0.9%+278,246NewHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK61,983$2.07M0.9%+43,645+238.0%AddedHistory
PIImpinj IncCOM35,193$2.06M0.9%+27,597+363.3%AddedHistory
PDCEPDC Energy, Inc.COM33,024$2.04M0.9%+33,024NewHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A71,096$1.97M0.9%+48,109+209.3%AddedHistory
EXEExpand Energy CorpCOM24,132$1.96M0.9%+3,820+18.8%AddedHistory
GCMGGCM Grosvenor Inc.COM CL A278,210$1.91M0.8%−68,666−19.8%ReducedHistory
DLRDigital Realty Trust, Inc.COM14,176$1.84M0.8%+14,176NewHistory
OKTAOkta, Inc.CL A19,871$1.80M0.8%+19,871NewHistory
ECVTEcovyst Inc.COM182,338$1.80M0.8%+69,459+61.5%AddedHistory
ITCIIntra-Cellular Therapies, Inc.COM31,425$1.79M0.8%−2,835−8.3%ReducedHistory
HLITHarmonic Inc.COM202,174$1.75M0.8%+153,239+313.1%AddedHistory
iShares Tr464287739U.S. REAL ES ETF18,946$1.74M0.8%+1,769+10.3%Added–
iShares Tr464287234MSCI EMG MKT ETF42,768$1.72M0.7%00.0%Unchanged–
LNTAlliant Energy CorpStock26,973$1.58M0.7%+26,973NewHistory
PORPortland General Electric CoCOM NEW32,696$1.58M0.7%+14,158+76.4%AddedHistory
TMUST-Mobile US, Inc.Stock11,694$1.57M0.7%+8,685+288.6%AddedHistory
ONBOld National BancorpStock106,263$1.57M0.7%+106,263NewHistory
XRXXerox Holdings CorpCOM NEW104,694$1.55M0.7%+104,694NewHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF21,446$1.50M0.7%+21,446New–
MCKMcKesson CorpStock4,539$1.48M0.6%+4,539NewHistory
REXRRexford Industrial Realty, Inc.COM25,239$1.45M0.6%+25,239NewHistory
NKTXNkarta, Inc.COM112,707$1.39M0.6%+112,707NewHistory
TDYTeledyne Technologies IncCOM3,667$1.38M0.6%+3,667NewHistory
WELLWelltower Inc.REIT16,080$1.32M0.6%+10,098+168.8%AddedHistory
DOORMasonite International CorpCOM17,182$1.32M0.6%+17,182NewHistory
VYXNCR Voyix CorpCOM41,623$1.29M0.6%+41,623NewHistory
NWPXNWPX Infrastructure, Inc.COM42,391$1.27M0.6%+1,120+2.7%AddedHistory
ROKURoku, IncCOM CL A15,212$1.25M0.5%+12,612+485.1%AddedHistory
CGEMCullinan Therapeutics, Inc.COM96,880$1.24M0.5%+96,880NewHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF17,321$1.24M0.5%00.0%Unchanged–
BRK.ABerkshire Hathaway IncCL A3$1.23M0.5%00.0%UnchangedHistory
ALKTAlkami Technology, Inc.Stock81,377$1.13M0.5%+81,377NewHistory
SPYSPDR S&P 500 ETF TrustETF2,969$1.12M0.5%−1,355−31.3%ReducedHistory
AVYAvery Dennison CorpCOM6,833$1.11M0.5%−3,308−32.6%ReducedHistory
CPECallon Petroleum CoCOM27,911$1.09M0.5%+27,911NewHistory
CRNXCrinetics Pharmaceuticals, Inc.COM58,601$1.09M0.5%+7,065+13.7%AddedHistory
VRAYViewRay, Inc.COM412,098$1.09M0.5%+149,108+56.7%AddedHistory
iShares Tr464287515EXPANDED TECH4,000$1.08M0.5%+1,856+86.6%Added–
GBXGreenbrier Companies IncStock29,470$1.06M0.5%+6,786+29.9%AddedHistory
CORCencora, Inc.Stock7,381$1.04M0.5%+7,381NewHistory
EBCEastern Bankshares, Inc.COM55,779$1.03M0.5%+55,779NewHistory
DGDollar General CorpCOM4,145$1.02M0.4%+4,145NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM6,915$1.01M0.4%+6,915NewHistory
MSIMotorola Solutions, Inc.Stock4,669$979.0K0.4%+4,669NewHistory
GMSGMS Inc.COM21,944$977.0K0.4%+21,944NewHistory
AMWDAmerican Woodmark CorpCOM21,259$957.0K0.4%+7,534+54.9%AddedHistory
NOWServiceNow, Inc.Stock2,008$955.0K0.4%+2,008NewHistory
ROVRRover Group, Inc.COMMON STOCK253,550$953.0K0.4%+253,550NewHistory
QCOMQualcomm IncStock7,424$948.0K0.4%+5,086+217.5%AddedHistory
COUPCoupa Software IncCOM16,584$947.0K0.4%+16,584NewHistory
ALTAltimmune, Inc.COM NEW79,946$935.0K0.4%+69,837+690.8%AddedHistory
LGNDLigand Pharmaceuticals IncCOM NEW10,450$932.0K0.4%00.0%UnchangedHistory
VMCVulcan Materials COCOM6,524$927.0K0.4%+512+8.5%AddedHistory
AFGAmerican Financial Group IncCOM6,544$908.0K0.4%+1,174+21.9%AddedHistory
Global X FDS37954Y814FINTECH ETF42,379$903.0K0.4%+20,139+90.6%Added–
ARMKAramarkCOM29,461$902.0K0.4%+29,461NewHistory
SHWSherwin Williams CoCOM4,022$901.0K0.4%−3,017−42.9%ReducedHistory
RGNXREGENXBIO Inc.COM36,487$901.0K0.4%+36,487NewHistory
WDWalker & Dunlop, Inc.COM8,975$865.0K0.4%+8,975NewHistory
SSentinelOne, Inc.CL A37,016$864.0K0.4%+37,016NewHistory
ALTRAltair Engineering Inc.COM CL A16,217$851.0K0.4%+16,217NewHistory
PANWPalo Alto Networks IncStock1,695$837.0K0.4%+1,695NewHistory
CNNECannae Holdings, Inc.COM42,912$830.0K0.4%+42,912NewHistory
BLDQXO Insulation, LLCStock4,776$798.0K0.3%+4,776NewHistory
CTICCti Biopharma CorpCOM132,490$791.0K0.3%−55,298−29.4%ReducedHistory
SUSuncor Energy IncStock22,335$783.0K0.3%−9,505−29.9%ReducedHistory
VIAVViavi Solutions Inc.COM58,604$775.0K0.3%+58,604NewHistory
ENFNEnfusion, Inc.CL A74,522$761.0K0.3%+74,522NewHistory
COGTCogent Biosciences, Inc.COM79,761$719.0K0.3%−35,667−30.9%ReducedHistory
MSFTMicrosoft CorpStock2,733$702.0K0.3%−414−13.2%ReducedHistory
TENBTenable Holdings, Inc.COM15,306$695.0K0.3%+15,306NewHistory
CSXCSX CorpStock22,789$662.0K0.3%−29,573−56.5%ReducedHistory
MCRBSeres Therapeutics, Inc.COM191,958$658.0K0.3%+151,972+380.1%AddedHistory
WGOWinnebago Industries IncCOM13,485$655.0K0.3%+13,485NewHistory
LZLegalzoom.com, Inc.COM56,774$624.0K0.3%+264+0.5%AddedHistory
CNPCenterpoint Energy IncCOM21,060$623.0K0.3%+21,060NewHistory
PNCPNC Financial Services Group, Inc.Stock3,873$611.0K0.3%+3,873NewHistory

Sold out since Q1 2022 (93)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Atom Investors LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
SUMOSumo Logic, Inc.COM349,096$4.07M1.9%History
iShares Tr46428743220 YR TR BD ETF22,319$2.95M1.4%–
EIGEmployers Holdings, Inc.COM70,262$2.88M1.3%History
iShares Tr4642874407-10 YR TRSY BD26,424$2.84M1.3%–
GOOGLAlphabet Inc.Stock822$2.29M1.1%History
MAMastercard IncStock5,846$2.09M1.0%History
BKNGBooking Holdings Inc.Stock884$2.08M1.0%History
AMEAmetek IncCOM11,971$1.59M0.7%History
XYZBlock, Inc.CL A11,066$1.50M0.7%History
DISHDISH Network CORPCL A46,229$1.46M0.7%History
TTWOTake Two Interactive Software IncCOM9,352$1.44M0.7%History
HMNHorace Mann Educators CorpCOM34,219$1.43M0.7%History
AYXAlteryx, Inc.COM CL A18,291$1.31M0.6%History
RYANRyan Specialty Holdings, Inc.CL A29,349$1.14M0.5%History
NARIInari Medical, Inc.Stock12,264$1.11M0.5%History
KIDSOrthopediatrics CorpCOM20,276$1.09M0.5%History
DECKDeckers Outdoor CorpCOM3,983$1.09M0.5%History
PJTPJT Partners Inc.COM CL A16,853$1.06M0.5%History
FORRForrester Research, Inc.COM18,720$1.06M0.5%History
BALLBALL CorpCOM11,184$1.01M0.5%History
EBEventbrite, Inc.COM CL A66,700$985.0K0.5%History
RDNRadian Group IncCOM44,154$981.0K0.5%History
HUBBHubbell IncCOM4,931$906.0K0.4%History
AMZNAmazon Com IncStock258$841.0K0.4%History
AEOAmerican Eagle Outfitters IncCOM49,260$828.0K0.4%History
WBAWalgreens Boots Alliance, Inc.COM18,152$813.0K0.4%History
GRPNGroupon, Inc.COM NEW41,995$808.0K0.4%History
SRRASierra Oncology, Inc.COM NEW25,008$802.0K0.4%History
FSKFS KKR Capital CorpCOM34,980$798.0K0.4%History
EXCExelon CorpStock16,565$789.0K0.4%History
COINCoinbase Global, Inc.COM CL A4,149$788.0K0.4%History
ABRArbor Realty Trust IncCOM41,255$704.0K0.3%History
CRMSalesforce, Inc.Stock3,183$676.0K0.3%History
LBRTLiberty Energy Inc.COM CL A43,257$641.0K0.3%History
ZZillow Group, Inc.CL C CAP STK12,911$636.0K0.3%History
EVBGEverbridge, Inc.COM14,343$626.0K0.3%History
UUnity Software Inc.COM6,280$623.0K0.3%History
RRGBRed Robin Gourmet Burgers IncCOM36,861$621.0K0.3%History
ESTEEarthstone Energy IncCL A48,158$608.0K0.3%History
TBCHTurtle Beach CorpCOM NEW27,708$590.0K0.3%History
CYPHCypherpunk Technologies Inc.COM330,421$578.0K0.3%History
VRTXVertex Pharmaceuticals IncStock2,201$574.0K0.3%History
ABNBAirbnb, Inc.Stock3,172$545.0K0.3%History
MPWRMonolithic Power Systems, Inc.COM1,037$504.0K0.2%History
PEGPublic Service Enterprise Group IncCOM7,000$490.0K0.2%History
AMLXAmylyx Pharmaceuticals, Inc.COM36,691$471.0K0.2%History
MATWMatthews International CorpCL A14,458$468.0K0.2%History
TREXTrex Co IncCOM7,004$458.0K0.2%History
WTWisdomTree, Inc.COM73,612$432.0K0.2%History
GPROGoPro, Inc.CL A48,804$416.0K0.2%History
KNBEKnowBe4, Inc.CL A17,419$401.0K0.2%History
CCLCarnival Corp Ltd.UNIT 99/99/999919,225$389.0K0.2%History
EGLEEagle Bulk Shipping Inc.COM5,560$379.0K0.2%History
GRWGGrowGeneration Corp.COM38,604$356.0K0.2%History
EVLVEvolv Technologies Holdings, Inc.COM CL A133,431$354.0K0.2%History
SRRKScholar Rock Holding CorpCOM25,839$333.0K0.2%History
NKENIKE, Inc.Stock2,401$323.0K0.2%History
Starz Entertainment Corp535919401CL A VTG19,616$319.0K0.1%–
TROWPrice T Rowe Group IncStock2,087$316.0K0.1%History
SITMSITIME CorpCOM1,275$316.0K0.1%History
PRVBProvention Bio, Inc.COM42,680$312.0K0.1%History
NXTCNextCure, Inc.COM63,866$310.0K0.1%History
CERECerevel Therapeutics Holdings, Inc.COM8,835$309.0K0.1%History
LHDXLucira Health, Inc.COM85,921$307.0K0.1%History
ATIAti IncStock11,190$300.0K0.1%History
LVLULulu's Fashion Lounge Holdings, Inc.COM43,993$298.0K0.1%History
EVHEvolent Health, Inc.CL A9,158$296.0K0.1%History
NXDRNextdoor Holdings, Inc.COM CL A48,298$289.0K0.1%History
HONHoneywell International IncCOM1,430$278.0K0.1%History
NEMNEWMONT CorpStock3,328$264.0K0.1%History
DOMOHuckleberry.ai, Inc.Stock5,178$262.0K0.1%History
ABGAsbury Automotive Group IncCOM1,620$260.0K0.1%History
APAmpco Pittsburgh CorpCOM41,022$259.0K0.1%History
AMTAmerican Tower CorpREIT973$244.0K0.1%History
CTVACorteva, Inc.Stock4,208$242.0K0.1%History
PRVAPrivia Health Group, Inc.COM8,871$237.0K0.1%History
iShares Inc464286400MSCI BRAZIL ETF6,226$235.0K0.1%–
WOWWideOpenWest, Inc.COM13,276$232.0K0.1%History
TSLATesla, Inc.Stock210$226.0K0.1%History
IMNMImmunome Inc.COM39,770$226.0K0.1%History
NENoble Corp plcEquities6,431$225.0K0.1%History
SPDR Series Trust78468R556SP O&G EXPL PRO1,612$217.0K0.1%–
BRLTBrilliant Earth Group, Inc.CL A COM20,653$213.0K0.1%History
DDD3D Systems CorpCOM NEW12,431$207.0K0.1%History
GNOGGolden Nugget Online Gaming, Inc.COM CL A23,204$165.0K0.1%History
SDCSmileDirectClub, Inc.CL A COM63,676$165.0K0.1%History
EWTXEdgewise Therapeutics, Inc.COM15,781$153.0K0.1%History
HNSTHonest Company, Inc.COM24,642$128.0K0.1%History
Bio Green Med Solution, Inc.23254L603COM31,385$96.0K<0.1%–
BNTCBenitec Biopharma Inc.COM37,335$87.0K<0.1%History
BINIBollinger Innovations, Inc.COMMON STOCK24,241$72.0K<0.1%History
CALACalithera Biosciences, Inc.COM67,811$27.0K<0.1%History
Camber Energy Inc13200M508COM25,881$22.0K<0.1%–