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Atom Investors LP

SEC CIK
0001738902
最新申報
2026/8/14

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
457
較 2024 年第 1 季 −106
總值
$10.0 億
較 2024 年第 1 季 +$2.04 億 (+25.7%)
申報日
2024/8/14
SEC
Atom Investors LP 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464287630RUS 2000 VAL ETF109,387$1,666 萬1.7%+109,387新進–
BACBank of America CorpStock327,295$1,302 萬1.3%+174,112+113.7%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR73,503$1,278 萬1.3%+8,458+13.0%加碼歷史
AMTAmerican Tower CorpREIT61,220$1,190 萬1.2%+61,220新進歷史
VVisa Inc.Stock44,360$1,164 萬1.2%+15,363+53.0%加碼歷史
REGRegency Centers CorpCOM184,567$1,148 萬1.1%+45,959+33.2%加碼歷史
FTVFortive CorpStock147,744$1,095 萬1.1%+88,426+149.1%加碼歷史
PNCPNC Financial Services Group, Inc.Stock70,288$1,093 萬1.1%+60,798+640.7%加碼歷史
SBACSba Communications CorpCL A54,426$1,068 萬1.1%+27,274+100.4%加碼歷史
ABTAbbott LaboratoriesStock102,089$1,061 萬1.1%+33,773+49.4%加碼歷史
AWKAmerican Water Works Company, Inc.Stock78,839$1,018 萬1.0%+13,615+20.9%加碼歷史
JNJJohnson & JohnsonStock67,185$982.0 萬1.0%+65,353+3,567.3%加碼歷史
CFGCitizens Financial Group IncCOM269,102$969.6 萬1.0%+269,102新進歷史
State Street SPDR S&P Biotech ETF78464A870ETF100,456$931.3 萬0.9%+9,565+10.5%加碼–
IEXIdex CorpCOM45,750$920.5 萬0.9%+29,299+178.1%加碼歷史
CSXCSX CorpStock273,256$914.0 萬0.9%+176,384+182.1%加碼歷史
AMHAmerican Homes 4 RentCL A243,778$905.9 萬0.9%+161,765+197.2%加碼歷史
BNYBank of New York Mellon CorpStock147,997$886.4 萬0.9%+73,516+98.7%加碼歷史
CVSACovista Inc.COM129,370$882.4 萬0.9%+42,765+49.4%加碼歷史
SHWSherwin Williams CoCOM29,002$865.5 萬0.9%+13,074+82.1%加碼歷史
WTRGEssential Utilities, Inc.COM230,999$862.3 萬0.9%+105,922+84.7%加碼歷史
ALLAllstate CorpStock51,402$820.7 萬0.8%+28,256+122.1%加碼歷史
BPBP PLCADR226,848$818.9 萬0.8%+117,539+107.5%加碼歷史
INVHInvitation Homes Inc.COM227,525$816.6 萬0.8%+98,846+76.8%加碼歷史
VICIVici Properties Inc.COM282,089$807.9 萬0.8%+164,187+139.3%加碼歷史
CLSCelestica IncStock140,692$806.6 萬0.8%+140,692新進歷史
VRTVertiv Holdings CoCOM CL A92,559$801.3 萬0.8%+4,284+4.9%加碼歷史
AWRAmerican States Water CoCOM101,884$739.4 萬0.7%+27,489+37.0%加碼歷史
MSFTMicrosoft CorpStock16,278$727.6 萬0.7%−1,532−8.6%減碼歷史
GBXGreenbrier Companies IncStock145,115$719.0 萬0.7%+145,115新進歷史
PHParker-Hannifin CorpStock13,763$696.1 萬0.7%+7,342+114.3%加碼歷史
iShares Core S&P 500 ETF464287200ETF12,630$691.2 萬0.7%00.0%不變–
ACMAecomCOM77,605$684.0 萬0.7%+26,163+50.9%加碼歷史
SGISomnigroup International Inc.COM142,077$672.6 萬0.7%+98,922+229.2%加碼歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF136,589$670.7 萬0.7%+51,921+61.3%加碼–
IBTXIndependent Bank Group, Inc.COM144,097$655.9 萬0.7%+96,441+202.4%加碼歷史
AAPLApple Inc.Stock30,681$646.2 萬0.6%+3,983+14.9%加碼歷史
WFCWells Fargo & CompanyStock105,187$624.7 萬0.6%+68,356+185.6%加碼歷史
NVSNovartis AGADR58,416$621.9 萬0.6%−2,099−3.5%減碼歷史
GILGildan Activewear Inc.Stock160,709$609.4 萬0.6%+73,681+84.7%加碼歷史
AVBAvalonbay Communities IncCOM29,054$601.1 萬0.6%+9,620+49.5%加碼歷史
NVDANVIDIA CorpStock48,598$600.4 萬0.6%−4,132−7.8%減碼依 10 比 1 拆股換算歷史
BDXBecton Dickinson & CoStock25,322$591.8 萬0.6%+11,886+88.5%加碼歷史
HONHoneywell International IncCOM27,387$584.8 萬0.6%−23,075−45.7%減碼歷史
WALWestern Alliance BancorporationCOM92,777$582.8 萬0.6%+62,820+209.7%加碼歷史
LZLegalzoom.com, Inc.COM691,003$579.8 萬0.6%+386,204+126.7%加碼歷史
MURMurphy Oil CorpCOM139,550$575.5 萬0.6%+80,542+136.5%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS89,368$574.9 萬0.6%+82,342+1,172.0%加碼歷史
SNYSanofiSPONSORED ADR116,962$567.5 萬0.6%+109,759+1,523.8%加碼歷史
CRMSalesforce, Inc.Stock21,840$561.5 萬0.6%+1,415+6.9%加碼歷史
SPYSPDR S&P 500 ETF TrustETF10,316$561.4 萬0.6%−16,519−61.6%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock51,567$559.7 萬0.6%+38,538+295.8%加碼歷史
XOMExxonMobil Holdings CorpCOM48,177$554.6 萬0.6%+29,192+153.8%加碼歷史
Despegar Com CorpG27358103ORD SHS416,706$551.3 萬0.6%+109,469+35.6%加碼–
AMZNAmazon Com IncStock27,419$529.9 萬0.5%−1,438−5.0%減碼歷史
State Street SPDR S&P Homebuilders ETF78464A888ETF50,700$512.5 萬0.5%+7,077+16.2%加碼–
NOVNOV Inc.COM268,984$511.3 萬0.5%+24,376+10.0%加碼歷史
OLNOLIN CorpStock107,893$508.7 萬0.5%+44,256+69.5%加碼歷史
MHKMohawk Industries IncCOM44,461$505.0 萬0.5%+24,914+127.5%加碼歷史
CWHCamping World Holdings, Inc.CL A275,908$492.8 萬0.5%+157,823+133.7%加碼歷史
SQSPSquarespace, Inc.CLASS A110,034$480.1 萬0.5%+103,245+1,520.8%加碼歷史
EBCEastern Bankshares, Inc.COM341,221$477.0 萬0.5%+236,327+225.3%加碼歷史
UPSUnited Parcel Service IncStock34,694$474.8 萬0.5%+22,832+192.5%加碼歷史
AMNAmn Healthcare Services IncCOM91,405$468.3 萬0.5%+52,488+134.9%加碼歷史
COPConocoPhillipsStock40,638$464.8 萬0.5%+37,273+1,107.7%加碼歷史
NUVLNuvalent, Inc.COM59,277$449.7 萬0.4%+41,061+225.4%加碼歷史
LINLinde PLCStock10,241$449.4 萬0.4%−1,992−16.3%減碼歷史
SIXSix Flags Entertainment CorpCOM134,496$445.7 萬0.4%+134,496新進歷史
AMBAAmbarella IncSHS82,163$443.3 萬0.4%+82,163新進歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF48,080$438.2 萬0.4%+14,737+44.2%加碼–
BLDRBuilders FirstSource, Inc.Stock31,543$436.6 萬0.4%+31,543新進歷史
AXTAAxalta Coating Systems Ltd.COM127,474$435.6 萬0.4%+8,212+6.9%加碼歷史
TWTradeweb Markets Inc.Stock40,863$433.1 萬0.4%+3,081+8.2%加碼歷史
MCOMoodys CorpStock10,177$428.4 萬0.4%+5,550+119.9%加碼歷史
SOLVSolventum CorpStock80,176$424.0 萬0.4%+80,176新進歷史
EXLSExlService Holdings, Inc.COM131,682$413.0 萬0.4%+131,682新進歷史
TMUST-Mobile US, Inc.Stock23,366$411.7 萬0.4%−14,591−38.4%減碼歷史
SPDR Series Trust78464A714ST STR SP RETAIL54,670$409.9 萬0.4%+39,084+250.8%加碼–
CALXCalix, IncCOM114,667$406.3 萬0.4%+85,428+292.2%加碼歷史
iShares Inc464286608MSCI EURZONE ETF81,139$396.2 萬0.4%−20,271−20.0%減碼–
LOWLowes Companies IncStock17,884$394.3 萬0.4%+17,884新進歷史
ACHCAcadia Healthcare Company, Inc.COM56,994$384.9 萬0.4%+56,994新進歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF57,533$384.1 萬0.4%−18,468−24.3%減碼–
ENOVEnovis CORPCOM84,226$380.7 萬0.4%+74,286+747.3%加碼歷史
CMCSAComcast CorpStock92,922$363.9 萬0.4%+92,922新進歷史
OVVOvintiv Inc.COM77,291$362.3 萬0.4%+65,712+567.5%加碼歷史
DELLDell Technologies Inc.Stock26,237$361.8 萬0.4%+22,804+664.3%加碼歷史
JPMJPMorgan Chase & CoStock17,813$360.3 萬0.4%+3,262+22.4%加碼歷史
Invesco QQQ Trust Series I46090E103ETF7,480$358.4 萬0.4%+3,087+70.3%加碼–
BCBrunswick CorpCOM49,207$358.1 萬0.4%+24,289+97.5%加碼歷史
TAT&T Inc.Stock182,251$348.3 萬0.3%+182,251新進歷史
ALGMAllegro Microsystems, Inc.COM122,986$347.3 萬0.3%+14,948+13.8%加碼歷史
RHRHCOM13,883$339.4 萬0.3%+10,799+350.2%加碼歷史
NFENew Fortress Energy Inc.COM CL A153,967$338.4 萬0.3%+153,967新進歷史
SXTSensient Technologies CorpCOM45,533$337.8 萬0.3%+7,553+19.9%加碼歷史
SNXTD Synnex CorpCOM29,127$336.1 萬0.3%+16,650+133.4%加碼歷史
ZUOZuora IncCOM CL A338,088$335.7 萬0.3%+50,190+17.4%加碼歷史
VZVerizon Communications IncStock80,844$333.4 萬0.3%+80,844新進歷史
PHINPhinia Inc.COMMON STOCK83,097$327.1 萬0.3%+16,169+24.2%加碼歷史
KNXKnight-Swift Transportation Holdings Inc.CL A65,000$324.5 萬0.3%+26,827+70.3%加碼歷史

2024 年第 1 季之後清倉(259 檔)

2024 年第 1 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 259 檔。

Atom Investors LP 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
PSAPublic StorageCOM22,906$664.4 萬0.8%歷史
HOGHarley-Davidson, Inc.COM133,441$583.7 萬0.7%歷史
KOCoca Cola CoStock92,525$566.1 萬0.7%歷史
YUMYum Brands IncStock36,456$505.5 萬0.6%歷史
GSKGSK plcADR116,706$500.3 萬0.6%歷史
AZNAstraZeneca PLCSPONSORED ADR69,276$469.3 萬0.6%歷史
AYIAcuity Inc. (DE)Stock16,613$446.4 萬0.6%歷史
SMTCSemtech CorpStock126,786$348.5 萬0.4%歷史
IBKRInteractive Brokers Group, Inc.Stock28,902$322.9 萬0.4%歷史
STTState Street CorpCOM36,340$281.0 萬0.4%歷史
FULFuller H B CoStock31,952$254.8 萬0.3%歷史
DTDynatrace, Inc.Stock50,388$234.0 萬0.3%歷史
CRBGCorebridge Financial, Inc.COM78,244$224.8 萬0.3%歷史
APHAmphenol CorpCL A19,435$224.2 萬0.3%歷史
PRAXPraxis Precision Medicines, Inc.COM NEW34,867$212.8 萬0.3%歷史
UALUnited Airlines Holdings, Inc.COM43,919$210.3 萬0.3%歷史
METMetlife IncStock25,230$187.0 萬0.2%歷史
SSentinelOne, Inc.CL A77,891$181.6 萬0.2%歷史
HLITHarmonic Inc.COM129,983$174.7 萬0.2%歷史
CPTCamden Property TrustREIT16,525$162.6 萬0.2%歷史
LRNStride, Inc.COM24,739$156.0 萬0.2%歷史
XELXcel Energy IncStock27,384$147.2 萬0.2%歷史
FCXFreeport-McMoran IncStock30,680$144.3 萬0.2%歷史
STKLSunOpta Inc.COM209,256$143.8 萬0.2%歷史
ATKRAtkore Inc.COM7,494$142.7 萬0.2%歷史
RTXRTX CorpStock14,421$140.6 萬0.2%歷史
HUBGHub Group, Inc.CL A32,142$138.9 萬0.2%歷史
EVRGEvergy, Inc.Stock24,859$132.7 萬0.2%歷史
AAAlcoa CorpStock37,989$128.4 萬0.2%歷史
DVNDevon Energy CorpStock25,425$127.6 萬0.2%歷史
WSCWillScot Holdings CorpCOM CL A27,286$126.9 萬0.2%歷史
HTLFHeartland Financial USA IncCOM35,314$124.1 萬0.2%歷史
ARMKAramarkCOM36,980$120.3 萬0.2%歷史
MCRIMonarch Casino & Resort IncCOM15,706$117.8 萬0.1%歷史
VCYTVeracyte, Inc.COM51,287$113.7 萬0.1%歷史
PXDPioneer Natural Resources CoCOM4,235$111.2 萬0.1%歷史
PORPortland General Electric CoCOM NEW26,445$111.1 萬0.1%歷史
HZOMarinemax IncCOM32,577$108.4 萬0.1%歷史
ETSYEtsy IncCOM15,627$107.4 萬0.1%歷史
MBLYMobileye Global Inc.Stock33,048$106.2 萬0.1%歷史
FLNCFluence Energy, Inc.COM CL A56,794$98.5 萬0.1%歷史
CPRICapri Holdings LtdSHS21,512$97.4 萬0.1%歷史
VACMarriott Vacations Worldwide CorpCOM9,042$97.4 萬0.1%歷史
TFSLTFS Financial CORPCOM77,256$97.0 萬0.1%歷史
LIILennox International IncCOM1,951$95.4 萬0.1%歷史
CMSCMS Energy CorpCOM15,086$91.0 萬0.1%歷史
ZETAZeta Global Holdings Corp.CL A82,441$90.1 萬0.1%歷史
ALPNAlpine Immune Sciences, Inc.COM22,721$90.1 萬0.1%歷史
PRGPROG Holdings, Inc.Stock25,514$87.9 萬0.1%歷史
MROMarathon Oil CorpCOM30,883$87.5 萬0.1%歷史
TGLSTecnoglass Holdings Inc.ORD SHS16,628$86.5 萬0.1%歷史
PLRXPliant Therapeutics, Inc.COM58,064$86.5 萬0.1%歷史
ILMNIllumina, Inc.COM5,883$80.8 萬0.1%歷史
PMPhilip Morris International Inc.Stock8,387$76.8 萬0.1%歷史
ROKURoku, IncCOM CL A11,729$76.4 萬0.1%歷史
BHPBHP Group LtdADR13,237$76.4 萬0.1%歷史
MAMastercard IncStock1,554$74.8 萬0.1%歷史
PYPLPayPal Holdings, Inc.Stock11,133$74.6 萬0.1%歷史
DVADavita Inc.COM5,287$73.0 萬0.1%歷史
MIDDMIDDLEBY CorpCOM4,454$71.6 萬0.1%歷史
PRGSProgress Software CorpCOM13,339$71.1 萬0.1%歷史
ADSKAutodesk, Inc.COM2,729$71.1 萬0.1%歷史
RVTYRevvity, Inc.COM6,735$70.7 萬0.1%歷史
KLACKLA CorpCOM NEW963$67.3 萬0.1%歷史
NINisource Inc.COM24,158$66.8 萬0.1%歷史
USBUS Bancorp DECOM NEW14,876$66.5 萬0.1%歷史
BKRBaker Hughes CoCL A19,696$66.0 萬0.1%歷史
CATXPerspective Therapeutics, Inc.COM551,279$65.6 萬0.1%歷史
DALDelta Air Lines, Inc.COM NEW13,625$65.2 萬0.1%歷史
REXRRexford Industrial Realty, Inc.COM12,937$65.1 萬0.1%歷史
FLSFlowserve CorpCOM14,000$64.0 萬0.1%歷史
WCCWesco International IncCOM3,716$63.6 萬0.1%歷史
SHELShell plcADR9,435$63.3 萬0.1%歷史
TOLToll Brothers, Inc.COM4,870$63.0 萬0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK29,375$63.0 萬0.1%歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM6,569$62.8 萬0.1%歷史
CTRECareTrust REIT, Inc.COM25,766$62.8 萬0.1%歷史
AMEAmetek IncCOM3,419$62.5 萬0.1%歷史
STSensata Technologies Holding plcSHS17,008$62.5 萬0.1%歷史
NMIHNMI Holdings, Inc.COM19,233$62.2 萬0.1%歷史
CNMCore & Main, Inc.CL A10,795$61.8 萬0.1%歷史
SSNCSS&C Technologies Holdings IncCOM9,596$61.8 萬0.1%歷史
PODDInsulet CorpStock3,573$61.2 萬0.1%歷史
MHOM/I Homes, Inc.COM4,488$61.2 萬0.1%歷史
OBDCBlue Owl Capital CorpCOM39,760$61.2 萬0.1%歷史
GMGeneral Motors CoCOM13,483$61.1 萬0.1%歷史
ACETAdicet Bio, Inc.COM259,307$60.9 萬0.1%歷史
RGAReinsurance Group of America IncCOM NEW3,158$60.9 萬0.1%歷史
EQTEQT CorpStock16,361$60.7 萬0.1%歷史
NDAQNasdaq, Inc.COM9,144$57.7 萬0.1%歷史
CMICummins IncStock1,900$56.0 萬0.1%歷史
SMARSmartsheet IncCOM CL A14,472$55.7 萬0.1%歷史
AMLXAmylyx Pharmaceuticals, Inc.COM189,796$53.9 萬0.1%歷史
NVSTEnvista Holdings CorpCOM25,122$53.7 萬0.1%歷史
iShares Semiconductor ETF464287523ETF2,354$53.2 萬0.1%–
DDOGDatadog, Inc.CL A COM4,053$50.1 萬0.1%歷史
AVYAvery Dennison CorpCOM2,202$49.2 萬0.1%歷史
AAONAaon, Inc.COM PAR $0.0045,511$48.6 萬0.1%歷史
IVZInvesco Ltd.Stock29,213$48.5 萬0.1%歷史
SMGScotts Miracle-Gro CoStock6,396$47.7 萬0.1%歷史