跳到主要內容

Atom Investors LP

SEC CIK
0001738902
最新申報
2026/8/14

2022 年第 3 季持倉

持倉截至 2022/9/30,2022/11/8 申報。只含多頭部位,變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
274
較 2022 年第 2 季 +28
總值
$2.84 億
較 2022 年第 2 季 +$5,553 萬 (+24.3%)
申報日
2022/11/8
SEC
Atom Investors LP 在 2022 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR S&P Biotech ETF78464A870ETF155,749$1,235 萬4.3%−43,415−21.8%減碼–
iShares Tr464287556ISHARES BIOTECH94,079$1,100 萬3.9%−20,921−18.2%減碼–
MSFTMicrosoft CorpStock45,258$1,054 萬3.7%+42,525+1,556.0%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF65,500$793.3 萬2.8%−59,500−47.6%減碼–
SPDR Series Trust78464A714ST STR SP RETAIL106,738$602.4 萬2.1%+48,153+82.2%加碼–
Invesco QQQ Trust Series I46090E103ETF22,315$596.4 萬2.1%+11,889+114.0%加碼–
SPYSPDR S&P 500 ETF TrustETF15,179$542.2 萬1.9%+12,210+411.2%加碼歷史
DISWalt Disney CoStock53,217$502.0 萬1.8%+47,436+820.6%加碼歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF80,528$474.1 萬1.7%+13,003+19.3%加碼–
Glass Houses Acquisition Cor37714P103CLASS A COM455,672$447.9 萬1.6%00.0%不變–
TMUST-Mobile US, Inc.Stock32,868$441.0 萬1.6%+21,174+181.1%加碼歷史
PHParker-Hannifin CorpStock17,640$427.4 萬1.5%+3,026+20.7%加碼歷史
BACBank of America CorpStock137,959$416.6 萬1.5%+23,631+20.7%加碼歷史
JJacobs Solutions Inc.COM32,722$355.0 萬1.2%+13,231+67.9%加碼歷史
TYLTyler Technologies IncCOM9,167$318.6 萬1.1%+1,511+19.7%加碼歷史
VVisa Inc.Stock16,383$291.0 萬1.0%−2,206−11.9%減碼歷史
QCOMQualcomm IncStock25,643$289.7 萬1.0%+18,219+245.4%加碼歷史
FANGDiamondback Energy, Inc.Stock23,062$277.8 萬1.0%+5,672+32.6%加碼歷史
Healthpeak Properties, Inc.71943U104COM178,712$268.8 萬0.9%+178,712新進–
VTRVentas, Inc.REIT65,844$264.5 萬0.9%+65,844新進歷史
HONHoneywell International IncCOM14,871$248.3 萬0.9%+14,871新進歷史
WMBWilliams Companies, Inc.COM86,087$246.5 萬0.9%+16,456+23.6%加碼歷史
RLIRli CorpCOM23,971$245.4 萬0.9%+3,237+15.6%加碼歷史
FTVFortive CorpStock39,932$232.8 萬0.8%+36,139+952.8%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK81,715$229.2 萬0.8%+19,732+31.8%加碼歷史
IRIngersoll Rand Inc.COM52,606$227.6 萬0.8%+52,606新進歷史
REXRRexford Industrial Realty, Inc.COM43,153$224.4 萬0.8%+17,914+71.0%加碼歷史
DLRDigital Realty Trust, Inc.COM22,226$220.4 萬0.8%+8,050+56.8%加碼歷史
EWBCEast West Bancorp IncCOM32,579$218.7 萬0.8%+32,579新進歷史
GCMGGCM Grosvenor Inc.COM CL A257,251$203.0 萬0.7%−20,959−7.5%減碼歷史
LBAILakeland Bancorp IncCOM126,135$201.9 萬0.7%+126,135新進歷史
SBUXStarbucks CorpStock22,174$186.8 萬0.7%+22,174新進歷史
DRIDarden Restaurants IncCOM14,496$183.1 萬0.6%+14,496新進歷史
TSLXSixth Street Specialty Lending, Inc.COM111,828$182.7 萬0.6%+111,828新進歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A77,914$181.9 萬0.6%+6,818+9.6%加碼歷史
iShares Russell 2000 ETF464287655ETF10,918$180.1 萬0.6%+10,918新進–
DKSDick's Sporting Goods, Inc.Stock17,200$180.0 萬0.6%+17,200新進歷史
MCSMarcus CorpCOM128,801$178.9 萬0.6%+128,801新進歷史
ADTNADTRAN Holdings, Inc.COM90,453$177.1 萬0.6%+90,453新進歷史
AMTAmerican Tower CorpREIT8,205$176.2 萬0.6%+8,205新進歷史
NTSTNETSTREIT Corp.COM97,871$174.3 萬0.6%+97,871新進歷史
MANHManhattan Associates IncStock12,783$170.1 萬0.6%+12,783新進歷史
PORPortland General Electric CoCOM NEW38,663$168.0 萬0.6%+5,967+18.2%加碼歷史
SBHSally Beauty Holdings, Inc.COM132,991$167.6 萬0.6%+132,991新進歷史
RGNXREGENXBIO Inc.COM62,473$165.1 萬0.6%+25,986+71.2%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK71,593$162.8 萬0.6%+71,593新進歷史
SAFESafehold Inc.COM60,960$161.3 萬0.6%+60,960新進歷史
GSGoldman Sachs Group IncStock5,320$155.9 萬0.5%+5,320新進歷史
iShares Tr464287739U.S. REAL ES ETF18,946$154.3 萬0.5%00.0%不變–
PDCEPDC Energy, Inc.COM26,261$151.8 萬0.5%−6,763−20.5%減碼歷史
TRUTransUnionCOM25,317$150.6 萬0.5%+25,317新進歷史
REGRegency Centers CorpCOM27,754$149.5 萬0.5%+27,754新進歷史
iShares Tr464287234MSCI EMG MKT ETF42,768$149.2 萬0.5%00.0%不變–
ALEAllete IncCOM NEW29,809$149.2 萬0.5%+29,809新進歷史
MEDMedifast IncCOM13,474$146.0 萬0.5%+13,474新進歷史
NFLXNetflix IncStock5,915$139.3 萬0.5%+3,022+104.5%加碼歷史
EXEExpand Energy CorpCOM14,718$138.7 萬0.5%−9,414−39.0%減碼歷史
AEEAmeren CorpCOM17,212$138.6 萬0.5%+17,212新進歷史
LNTAlliant Energy CorpStock25,326$134.2 萬0.5%−1,647−6.1%減碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM6,687$133.8 萬0.5%−228−3.3%減碼歷史
VERXVertex, Inc.Stock96,087$131.4 萬0.5%+96,087新進歷史
PIImpinj IncCOM16,358$130.9 萬0.5%−18,835−53.5%減碼歷史
ANFAbercrombie & Fitch CoCL A82,488$128.3 萬0.5%+63,902+343.8%加碼歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF17,321$127.5 萬0.4%00.0%不變–
CNXCNX Resources CorpCOM82,042$127.4 萬0.4%+82,042新進歷史
MAAMid America Apartment Communities Inc.COM8,203$127.2 萬0.4%+8,203新進歷史
PANWPalo Alto Networks IncStock7,748$126.9 萬0.4%+2,663+52.4%加碼依 3 比 1 拆股換算歷史
SNOWSnowflake Inc.Stock7,406$125.9 萬0.4%−8,167−52.4%減碼歷史
BRK.ABerkshire Hathaway IncCL A3$121.9 萬0.4%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF18,595$121.8 萬0.4%−2,851−13.3%減碼–
SMSM Energy CoCOM31,905$120.0 萬0.4%+31,905新進歷史
NWPXNWPX Infrastructure, Inc.COM40,889$114.9 萬0.4%−1,502−3.5%減碼歷史
XYLXylem Inc.COM12,856$112.3 萬0.4%+12,856新進歷史
RFRegions Financial CorpCOM55,229$110.8 萬0.4%+55,229新進歷史
PLAYDave & Buster's Entertainment, Inc.COM35,625$110.5 萬0.4%+35,625新進歷史
RIVNRivian Automotive, Inc.Stock33,494$110.2 萬0.4%+33,494新進歷史
MSIMotorola Solutions, Inc.Stock4,888$109.5 萬0.4%+219+4.7%加碼歷史
WRBBerkley W R CorpCOM16,861$108.9 萬0.4%+16,861新進歷史
OXMOxford Industries IncCOM12,080$108.5 萬0.4%+12,080新進歷史
CROXCrocs, Inc.COM15,604$107.1 萬0.4%+15,604新進歷史
FTDRFrontdoor, Inc.COM52,490$107.0 萬0.4%+52,490新進歷史
AFGAmerican Financial Group IncCOM8,488$104.3 萬0.4%+1,944+29.7%加碼歷史
CGEMCullinan Therapeutics, Inc.COM80,871$103.7 萬0.4%−16,009−16.5%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF15,413$102.9 萬0.4%+15,413新進–
SHAKShake Shack Inc.CL A22,679$102.0 萬0.4%+22,679新進歷史
DENNDENNY'S CorpCOM107,002$100.7 萬0.4%+107,002新進歷史
NKTXNkarta, Inc.COM76,429$100.6 萬0.4%−36,278−32.2%減碼歷史
iShares Tr464287515EXPANDED TECH4,000$100.1 萬0.4%00.0%不變–
JACKJack in the Box IncCOM13,243$98.1 萬0.3%+13,243新進歷史
ITCIIntra-Cellular Therapies, Inc.COM21,021$97.8 萬0.3%−10,404−33.1%減碼歷史
VMCVulcan Materials COCOM6,173$97.4 萬0.3%−351−5.4%減碼歷史
Global X FDS37954Y814FINTECH ETF47,961$97.3 萬0.3%+5,582+13.2%加碼–
PLDPrologis, Inc.REIT9,486$96.4 萬0.3%+6,642+233.5%加碼歷史
CRNXCrinetics Pharmaceuticals, Inc.COM48,925$96.1 萬0.3%−9,676−16.5%減碼歷史
INSMINSMED IncCOM PAR $.0144,208$95.2 萬0.3%+27,214+160.1%加碼歷史
MCDMcDonalds CorpStock4,119$95.0 萬0.3%+4,119新進歷史
TRINTrinity Capital Inc.COM75,323$94.4 萬0.3%+50,535+203.9%加碼歷史
ARK Innovation ETF00214Q104ETF25,000$94.3 萬0.3%+10,000+66.7%加碼–
VRAYViewRay, Inc.COM256,596$93.4 萬0.3%−155,502−37.7%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF7,750$92.1 萬0.3%+3,370+76.9%加碼–

2022 年第 2 季之後清倉(127 檔)

2022 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 127 檔。

Atom Investors LP 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
ADTNADTRAN Holdings, Inc.COM208,646$365.8 萬1.6%歷史
EHCEncompass Health CorpCOM42,305$237.1 萬1.0%歷史
DHIHorton D R IncCOM32,109$212.5 萬0.9%歷史
STELStellar Bancorp, Inc.COM79,559$211.5 萬0.9%歷史
DCHDauch CorpCOM278,246$209.5 萬0.9%歷史
OKTAOkta, Inc.CL A19,871$179.6 萬0.8%歷史
ECVTEcovyst Inc.COM182,338$179.6 萬0.8%歷史
ONBOld National BancorpStock106,263$157.2 萬0.7%歷史
XRXXerox Holdings CorpCOM NEW104,694$155.5 萬0.7%歷史
MCKMcKesson CorpStock4,539$148.1 萬0.6%歷史
TDYTeledyne Technologies IncCOM3,667$137.6 萬0.6%歷史
VYXNCR Voyix CorpCOM41,623$129.5 萬0.6%歷史
ALKTAlkami Technology, Inc.Stock81,377$113.0 萬0.5%歷史
CPECallon Petroleum CoCOM27,911$109.4 萬0.5%歷史
GBXGreenbrier Companies IncStock29,470$106.1 萬0.5%歷史
CORCencora, Inc.Stock7,381$104.4 萬0.5%歷史
EBCEastern Bankshares, Inc.COM55,779$103.0 萬0.5%歷史
DGDollar General CorpCOM4,145$101.7 萬0.4%歷史
GMSGMS Inc.COM21,944$97.7 萬0.4%歷史
AMWDAmerican Woodmark CorpCOM21,259$95.7 萬0.4%歷史
COUPCoupa Software IncCOM16,584$94.7 萬0.4%歷史
ARMKAramarkCOM29,461$90.2 萬0.4%歷史
SHWSherwin Williams CoCOM4,022$90.1 萬0.4%歷史
WDWalker & Dunlop, Inc.COM8,975$86.5 萬0.4%歷史
ALTRAltair Engineering Inc.COM CL A16,217$85.1 萬0.4%歷史
CNNECannae Holdings, Inc.COM42,912$83.0 萬0.4%歷史
BLDQXO Insulation, LLCStock4,776$79.8 萬0.3%歷史
VIAVViavi Solutions Inc.COM58,604$77.5 萬0.3%歷史
TENBTenable Holdings, Inc.COM15,306$69.5 萬0.3%歷史
CSXCSX CorpStock22,789$66.2 萬0.3%歷史
WGOWinnebago Industries IncCOM13,485$65.5 萬0.3%歷史
PNCPNC Financial Services Group, Inc.Stock3,873$61.1 萬0.3%歷史
AAPLApple Inc.Stock4,401$60.2 萬0.3%歷史
OTICOtonomy, Inc.COM262,245$54.5 萬0.2%歷史
ACHCAcadia Healthcare Company, Inc.COM8,009$54.2 萬0.2%歷史
VanEck Semiconductor ETF92189F676ETF2,450$49.9 萬0.2%–
NOGNorthern Oil & Gas, Inc.COM19,672$49.7 萬0.2%歷史
BXBlackstone Inc.COM5,266$48.0 萬0.2%歷史
EYENational Vision Holdings, Inc.COM17,394$47.8 萬0.2%歷史
RBCRBC Bearings INCCOM2,557$47.3 萬0.2%歷史
BCMLBayCom CorpCOM21,882$45.3 萬0.2%歷史
CVCOCavco Industries, Inc.COM2,288$44.8 萬0.2%歷史
CRGYCrescent Energy CoCL A COM34,984$43.7 萬0.2%歷史
MBUUMalibu Boats, Inc.COM CL A8,257$43.5 萬0.2%歷史
DXPEDXP Enterprises IncCOM NEW13,699$42.0 萬0.2%歷史
XELXcel Energy IncStock5,717$40.5 萬0.2%歷史
THSTreeHouse Foods, Inc.COM9,416$39.4 萬0.2%歷史
DODiamond Offshore Drilling, Inc.COM65,886$38.8 萬0.2%歷史
ENVEnvestnet, Inc.COM7,096$37.4 萬0.2%歷史
BANCBanc of California, Inc.COM20,947$36.9 萬0.2%歷史
CENXCentury Aluminum CoCOM49,417$36.4 萬0.2%歷史
CCChemours CoStock11,230$36.0 萬0.2%歷史
TDOCTeladoc Health, Inc.COM10,106$33.6 萬0.1%歷史
NEENextera Energy IncStock4,276$33.1 萬0.1%歷史
DVAXDynavax Technologies CorpCOM NEW26,326$33.1 萬0.1%歷史
ANETArista Networks, Inc.COM3,472$32.5 萬0.1%歷史
TGTTarget CorpStock2,289$32.3 萬0.1%歷史
WRBYWarby Parker Inc.CL A COM27,541$31.0 萬0.1%歷史
WSMWilliams Sonoma IncCOM2,794$31.0 萬0.1%歷史
EWCZEuropean Wax Center, Inc.CLASS A COM17,520$30.9 萬0.1%歷史
PLBYPlayboy, Inc.COM47,394$30.3 萬0.1%歷史
DHRDanaher CorpStock1,186$30.1 萬0.1%歷史
COPConocoPhillipsStock3,320$29.8 萬0.1%歷史
PUMPProPetro Holding Corp.COM29,826$29.8 萬0.1%歷史
ULCCFrontier Group Holdings, Inc.COM30,917$29.0 萬0.1%歷史
BALYBally's CorpCOM13,183$26.1 萬0.1%歷史
MORFMorphic Holding, Inc.COM11,925$25.9 萬0.1%歷史
ZMZoom Communications, Inc.Stock2,350$25.4 萬0.1%歷史
AMDAdvanced Micro Devices IncStock3,186$24.4 萬0.1%歷史
TVRDTvardi Therapeutics, Inc.COM26,682$24.4 萬0.1%歷史
CCSIConsensus Cloud Solutions, Inc.COM5,444$23.8 萬0.1%歷史
SRGSeritage Growth PropertiesCL A44,442$23.2 萬0.1%歷史
ITOSiTeos Therapeutics, Inc.COM11,200$23.1 萬0.1%歷史
OVVOvintiv Inc.COM5,153$22.8 萬0.1%歷史
ORCLOracle CorpStock3,254$22.7 萬0.1%歷史
LPGDorian LPG Ltd.SHS USD14,915$22.7 萬0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF1,669$22.7 萬0.1%–
AVIRAtea Pharmaceuticals, Inc.COM30,911$21.9 萬0.1%歷史
CTRNCiti Trends IncCOM9,142$21.6 萬0.1%歷史
TSEOQTrinseo PLCCOM5,447$20.9 萬0.1%歷史
CCCCC4 Therapeutics, Inc.COM STK27,512$20.7 萬0.1%歷史
FORForestar Group Inc.COM15,060$20.6 萬0.1%歷史
SWBISmith & Wesson Brands, Inc.COM15,507$20.4 萬0.1%歷史
HVTHaverty Furniture Companies IncCOM8,736$20.3 萬0.1%歷史
TFINTriumph Financial, Inc.COM3,205$20.1 萬0.1%歷史
SPRYARS Pharmaceuticals, Inc.COM46,681$19.8 萬0.1%歷史
EBIXEbix IncCOM NEW11,182$18.9 萬0.1%歷史
XPROExpro LtdCOM15,753$18.1 萬0.1%歷史
UAUnder Armour, Inc.CL C23,528$17.8 萬0.1%歷史
ACETAdicet Bio, Inc.COM11,772$17.2 萬0.1%歷史
WWWW International, Inc.COM24,714$15.8 萬0.1%歷史
SWIMLatham Group, Inc.COM22,089$15.3 萬0.1%歷史
ONTFON24 Inc.COM15,899$15.1 萬0.1%歷史
HPPHudson Pacific Properties, Inc.COM10,024$14.9 萬0.1%歷史
BNEDBarnes & Noble Education, Inc.COM50,193$14.7 萬0.1%歷史
SFIXStitch Fix, Inc.Stock29,475$14.6 萬0.1%歷史
BWBabcock & Wilcox Enterprises, Inc.COM24,148$14.6 萬0.1%歷史
OSGOctave Specialty Group IncCOM NEW12,656$14.4 萬0.1%歷史
LAURLaureate Education, Inc.COMMON STOCK12,234$14.2 萬0.1%歷史
TUPTupperware Brands CorpCOM21,250$13.5 萬0.1%歷史