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Atom Investors LP

SEC CIK
0001738902
最新申報
2026/8/14

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/14 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
818
較 2026 年第 1 季 +177
總值
$11.2 億
較 2026 年第 1 季 −$2.72 億 (−19.5%)
申報日
2026/8/14
SEC
Atom Investors LP 在 2026 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
Vanguard S&P 500 ETF922908363ETF66,972$4,600 萬4.1%−69−0.1%減碼–
VTRSViatris IncStock705,683$1,121 萬1.0%+598,911+560.9%加碼歷史
INTCIntel CorpStock76,015$1,061 萬0.9%+55,032+262.3%加碼歷史
HPEHewlett Packard Enterprise CoCOM215,283$971.1 萬0.9%+215,283新進歷史
RYTMRhythm Pharmaceuticals, Inc.COM73,465$815.7 萬0.7%+16,465+28.9%加碼歷史
ESABESAB CorpCOM82,405$812.8 萬0.7%+58,055+238.4%加碼歷史
iShares Inc464286400MSCI BRAZIL ETF234,771$810.0 萬0.7%+234,771新進–
GXOGXO Logistics, Inc.Stock156,873$795.3 萬0.7%+47,692+43.7%加碼歷史
AMATApplied Materials IncStock9,715$702.4 萬0.6%−9,537−49.5%減碼歷史
AVGOBroadcom Inc.Stock18,060$682.2 萬0.6%−19,110−51.4%減碼歷史
NVDANVIDIA CorpStock33,901$678.3 萬0.6%−23,454−40.9%減碼歷史
VSECVse CorpCOM28,386$648.6 萬0.6%+28,386新進歷史
AAPLApple Inc.Stock21,814$631.2 萬0.6%+21,814新進歷史
IMNMImmunome Inc.COM297,489$630.4 萬0.6%−9,391−3.1%減碼歷史
JBTMJBT Marel CorpCOM42,492$616.1 萬0.5%+42,492新進歷史
VRSNVerisign IncCOM24,293$611.1 萬0.5%+18,342+308.2%加碼歷史
EQIXEquinix IncCOM5,714$595.6 萬0.5%−6,240−52.2%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT27,764$590.7 萬0.5%+27,764新進–
HDHome Depot, Inc.Stock16,683$588.4 萬0.5%+16,683新進歷史
RAREUltragenyx Pharmaceutical Inc.COM171,771$573.5 萬0.5%+78,149+83.5%加碼歷史
GGGGraco IncCOM74,973$566.9 萬0.5%+74,973新進歷史
AMEAmetek IncCOM22,891$553.8 萬0.5%+8,802+62.5%加碼歷史
MSFTMicrosoft CorpStock14,579$543.8 萬0.5%+3,412+30.6%加碼歷史
TTMITTM Technologies IncCOM28,908$540.6 萬0.5%+20,517+244.5%加碼歷史
AMZNAmazon Com IncStock22,644$539.7 萬0.5%−26,450−53.9%減碼歷史
GOOGAlphabet Inc.Stock15,198$537.0 萬0.5%−121−0.8%減碼歷史
ZETAZeta Global Holdings Corp.CL A264,086$519.7 萬0.5%+264,086新進歷史
SLGNSilgan Holdings IncCOM107,324$497.9 萬0.4%+107,324新進歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW20,966$497.6 萬0.4%+20,966新進歷史
SMTCSemtech CorpStock30,064$486.6 萬0.4%+22,608+303.2%加碼歷史
MUMicron Technology IncStock4,068$469.6 萬0.4%+4,068新進歷史
ABTAbbott LaboratoriesStock50,174$455.3 萬0.4%+29,265+140.0%加碼歷史
LECOLincoln Electric Holdings IncCOM16,908$448.9 萬0.4%+766+4.7%加碼歷史
LRCXLam Research CorpStock9,535$413.2 萬0.4%+9,535新進歷史
EDConsolidated Edison IncStock35,657$394.5 萬0.4%+26,744+300.1%加碼歷史
MGRCMcGrath RentcorpCOM32,013$387.5 萬0.3%+32,013新進歷史
LOWLowes Companies IncStock17,565$387.3 萬0.3%+17,565新進歷史
MAMastercard IncStock7,408$380.5 萬0.3%+7,408新進歷史
NPKNational Presto Industries IncCOM30,383$379.8 萬0.3%+1,875+6.6%加碼歷史
HNIHni CorpStock93,877$379.4 萬0.3%+27,802+42.1%加碼歷史
RSReliance, Inc.COM10,023$374.5 萬0.3%−19,171−65.7%減碼歷史
SUPNSupernus Pharmaceuticals, Inc.COM79,936$371.8 萬0.3%+34,187+74.7%加碼歷史
GILDGilead Sciences, Inc.Stock29,028$366.7 萬0.3%+29,028新進歷史
DNTHDianthus Therapeutics, Inc.COM37,228$362.9 萬0.3%−70,525−65.5%減碼歷史
CNMCore & Main, Inc.CL A74,801$360.9 萬0.3%+67,616+941.1%加碼歷史
CELCCelcuity Inc.COM34,488$360.8 萬0.3%−41,833−54.8%減碼歷史
PEPPepsiCo IncStock26,345$356.7 萬0.3%+26,345新進歷史
SNDXSyndax Pharmaceuticals IncCOM162,524$355.3 萬0.3%+6,559+4.2%加碼歷史
NRGNRG Energy, Inc.Stock24,183$353.2 萬0.3%−22,732−48.5%減碼歷史
MBUUMalibu Boats, Inc.COM CL A127,366$349.4 萬0.3%−104,483−45.1%減碼歷史
FASTFastenal CoStock72,660$349.0 萬0.3%+72,660新進歷史
EXPEagle Materials IncCOM15,501$348.8 萬0.3%+15,501新進歷史
AXSMAxsome Therapeutics, Inc.COM14,179$347.1 萬0.3%+5,988+73.1%加碼歷史
CVBFCVB Financial CorpCOM153,349$345.8 萬0.3%−25,898−14.4%減碼歷史
BXCBlueLinx Holdings Inc.COM NEW54,846$339.4 萬0.3%−3,452−5.9%減碼歷史
FDXFedEx CorpStock10,714$335.5 萬0.3%+10,714新進歷史
SBUXStarbucks CorpStock32,753$334.7 萬0.3%+32,753新進歷史
BSYBentley Systems IncCOM CL B111,872$334.4 萬0.3%+31,189+38.7%加碼歷史
IOSPInnospec Inc.COM40,870$332.6 萬0.3%+99+0.2%加碼歷史
AMTMAmentum Holdings, Inc.COM160,876$332.5 萬0.3%+138,061+605.1%加碼歷史
MTHMeritage Homes CORPCOM39,467$330.9 萬0.3%−47,029−54.4%減碼歷史
SAROStandardAero, Inc.COM110,579$330.7 萬0.3%−49,311−30.8%減碼歷史
UTHRUnited Therapeutics CorpCOM6,052$327.9 萬0.3%−5,209−46.3%減碼歷史
CBChubb LtdStock9,602$327.2 萬0.3%+9,602新進歷史
SNASnap-on IncCOM8,084$325.3 萬0.3%−2,284−22.0%減碼歷史
JAZZJazz Pharmaceuticals plcSHS USD13,474$324.7 萬0.3%−2,670−16.5%減碼歷史
SGISomnigroup International Inc.COM41,284$323.7 萬0.3%+41,284新進歷史
AOSSmith A O CorpCOM51,399$322.4 萬0.3%+51,399新進歷史
MSIMotorola Solutions, Inc.Stock7,737$321.3 萬0.3%+7,737新進歷史
BMYBristol Myers Squibb CoStock55,638$320.6 萬0.3%−68,887−55.3%減碼歷史
TILEInterface IncCOM88,515$317.2 萬0.3%+9,416+11.9%加碼歷史
MRVLMarvell Technology, Inc.COM10,628$316.6 萬0.3%+10,628新進歷史
CVSACovista Inc.COM25,391$316.5 萬0.3%+3,588+16.5%加碼歷史
DALDelta Air Lines, Inc.COM NEW33,454$313.3 萬0.3%+27,340+447.2%加碼歷史
AWIArmstrong World Industries IncCOM19,182$307.7 萬0.3%+13,806+256.8%加碼歷史
FELEFranklin Electric Co IncCOM28,478$305.3 萬0.3%−1,978−6.5%減碼歷史
BMRNBiomarin Pharmaceutical IncCOM52,916$302.8 萬0.3%+12,890+32.2%加碼歷史
AFGAmerican Financial Group IncCOM21,555$301.6 萬0.3%−2,533−10.5%減碼歷史
KODKodiak Sciences Inc.COM76,843$299.4 萬0.3%−113,930−59.7%減碼歷史
AEBIAebi Schmidt Holding AGCOM238,015$298.7 萬0.3%+12,166+5.4%加碼歷史
CWSTCasella Waste Systems IncCL A30,778$298.5 萬0.3%−21,581−41.2%減碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT67,302$295.2 萬0.3%+57,399+579.6%加碼歷史
STXSeagate Technology Holdings plcORD SHS3,050$294.3 萬0.3%+3,050新進歷史
ERASErasca, Inc.COM159,811$292.8 萬0.3%−185,776−53.8%減碼歷史
KRKroger CoStock52,123$289.4 萬0.3%+52,123新進歷史
APEIAmerican Public Education IncStock53,680$288.3 萬0.3%−14,071−20.8%減碼歷史
PGProcter & Gamble CoStock19,581$287.1 萬0.3%+19,581新進歷史
APGAPi Group CorpCOM STK67,799$287.1 萬0.3%+67,799新進歷史
IMVTImmunovant, Inc.COM74,171$285.8 萬0.3%+74,171新進歷史
HBNCHorizon Bancorp IncCOM142,466$284.6 萬0.3%−12,258−7.9%減碼歷史
ADIAnalog Devices IncStock7,163$284.5 萬0.3%+1,774+32.9%加碼歷史
HBANHuntington Bancshares IncCOM160,318$284.2 萬0.3%−318,167−66.5%減碼歷史
PHMPultegroup IncCOM20,621$282.9 萬0.3%+13,685+197.3%加碼歷史
APPAppLovin CorpCOM CL A5,491$282.9 萬0.3%+5,491新進歷史
NKTRNektar TherapeuticsCOM NEW40,519$282.9 萬0.3%−2,708−6.3%減碼歷史
FRMEFirst Merchants CorpCOM64,208$280.5 萬0.2%+4,804+8.1%加碼歷史
INBXInhibrx Biosciences, Inc.COM29,594$280.4 萬0.2%+3,089+11.7%加碼歷史
CXTCrane NXT, Co.COM54,701$279.9 萬0.2%−8,314−13.2%減碼歷史
DINOHF Sinclair CorpCOM39,746$276.8 萬0.2%+21,244+114.8%加碼歷史
ITTItt Inc.COM13,949$275.9 萬0.2%+13,949新進歷史

2026 年第 1 季之後清倉(240 檔)

2026 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 240 檔。

Atom Investors LP 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
TECHBIO-TECHNE CorpCOM319,316$1,669 萬1.2%歷史
SMGScotts Miracle-Gro CoStock173,347$1,054 萬0.8%歷史
WEXWEX Inc.COM56,949$871.5 萬0.6%歷史
HRBH&R Block IncCOM273,466$868.0 萬0.6%歷史
ALKAlaska Air Group, Inc.COM229,238$843.1 萬0.6%歷史
WHDCactus, Inc.CL A163,868$776.2 萬0.6%歷史
REZIResideo Technologies, Inc.Stock229,613$774.0 萬0.6%歷史
CDECoeur Mining, Inc.COM NEW408,502$766.8 萬0.5%歷史
STZConstellation Brands, Inc.Stock48,750$731.3 萬0.5%歷史
PFGCPerformance Food Group CoCOM85,229$730.1 萬0.5%歷史
CNPCenterpoint Energy IncCOM164,040$708.0 萬0.5%歷史
BURLBurlington Stores, Inc.COM21,359$695.0 萬0.5%歷史
CSXCSX CorpStock154,032$632.3 萬0.5%歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS158,509$629.6 萬0.5%歷史
JBSJBS N.V.ADR344,630$619.0 萬0.4%歷史
SPGIS&P Global Inc.Stock14,342$610.0 萬0.4%歷史
VSHVishay Intertechnology IncCOM323,090$581.6 萬0.4%歷史
PRAProassurance CorpCOM230,051$568.7 萬0.4%歷史
iShares Russell 2000 ETF464287655ETF22,645$561.6 萬0.4%–
GMGeneral Motors CoCOM75,155$559.9 萬0.4%歷史
THRThermon Group Holdings, Inc.COM111,077$559.8 萬0.4%歷史
ARWArrow Electronics, Inc.COM37,627$539.6 萬0.4%歷史
VISNVistance Networks, Inc.COM293,321$533.8 萬0.4%歷史
BXBlackstone Inc.COM45,877$527.5 萬0.4%歷史
AKAMAkamai Technologies IncCOM45,496$522.5 萬0.4%歷史
HONHoneywell International IncCOM23,025$520.4 萬0.4%歷史
FNFabrinetSHS9,976$520.3 萬0.4%歷史
FOXFox CorpCL B COM93,390$495.9 萬0.4%歷史
ETREntergy CorpCOM44,085$495.3 萬0.4%歷史
KALVKalVista Pharmaceuticals, Inc.COM245,993$495.2 萬0.4%歷史
RPMRPM International IncCOM49,677$493.8 萬0.4%歷史
KMBKimberly Clark CorpStock50,699$489.1 萬0.4%歷史
BIIBBiogen Inc.COM24,749$453.7 萬0.3%歷史
UCTTUltra Clean Holdings, Inc.COM66,453$413.2 萬0.3%歷史
METAMeta Platforms, Inc.Stock7,161$409.7 萬0.3%歷史
DNOWDNOW Inc.COM331,714$395.1 萬0.3%歷史
WHWyndham Hotels & Resorts, Inc.COM47,978$389.7 萬0.3%歷史
AAAlcoa CorpStock58,066$385.2 萬0.3%歷史
MCDMcDonalds CorpStock12,308$382.5 萬0.3%歷史
SPYSPDR S&P 500 ETF TrustETF5,810$377.8 萬0.3%歷史
TXRHTexas Roadhouse, Inc.COM22,767$376.0 萬0.3%歷史
LITELumentum Holdings Inc.COM5,013$352.3 萬0.3%歷史
ADEAAdeia Inc.COM144,805$348.0 萬0.2%歷史
PDDPDD Holdings Inc.SPONSORED ADS33,616$343.5 萬0.2%歷史
UTIUniversal Technical Institute IncCOM94,414$340.8 萬0.2%歷史
APTVAptiv PLCStock48,223$334.9 萬0.2%歷史
SLBSLB LimitedStock64,463$331.3 萬0.2%歷史
STNEStoneCo Ltd.COM233,335$329.5 萬0.2%歷史
DCIDonaldson Co IncStock36,613$310.7 萬0.2%歷史
SYKStryker CorpStock9,224$303.1 萬0.2%歷史
FIGRFigure Technology Solutions, Inc.Stock89,038$302.3 萬0.2%歷史
AUGOAura Minerals Inc.SHS36,402$297.0 萬0.2%歷史
CUZCousins Properties IncCOM NEW130,249$294.0 萬0.2%歷史
GLOBGlobant S.A.COM63,443$292.5 萬0.2%歷史
SITESiteOne Landscape Supply, Inc.COM20,089$267.4 萬0.2%歷史
BBIOBridgeBio Pharma, Inc.COM35,652$264.8 萬0.2%歷史
GDDYGoDaddy Inc.CL A31,837$263.2 萬0.2%歷史
GEVGE Vernova Inc.Stock3,002$262.0 萬0.2%歷史
IEXIdex CorpCOM13,539$256.6 萬0.2%歷史
MTCHMatch Group, Inc.COM83,252$255.7 萬0.2%歷史
RCLRoyal Caribbean Cruises LtdCOM9,083$249.9 萬0.2%歷史
SJMJ M SMUCKER CoStock25,623$247.1 萬0.2%歷史
TXNTexas Instruments IncStock12,288$238.6 萬0.2%歷史
PZZAPapa Johns International IncStock70,747$229.3 萬0.2%歷史
NVTnVent Electric plcSHS18,710$221.3 萬0.2%歷史
MDUMdu Resources Group IncStock105,403$218.4 萬0.2%歷史
BBWIBath & Body Works, Inc.COM116,837$218.1 萬0.2%歷史
WSOWatsco IncCOM5,848$212.7 萬0.2%歷史
MCOMoodys CorpStock4,771$208.1 萬0.1%歷史
BAXBaxter International IncStock121,151$203.5 萬0.1%歷史
BIRKBirkenstock Holding plcCOM SHS55,206$197.8 萬0.1%歷史
ADMArcher-Daniels-Midland CoStock26,210$190.5 萬0.1%歷史
SNDKSandisk CorpCOM2,873$182.5 萬0.1%歷史
CMPXCompass Therapeutics, Inc.COM344,933$182.5 萬0.1%歷史
PMPhilip Morris International Inc.Stock10,996$181.8 萬0.1%歷史
RALRalliant CorpStock43,544$181.1 萬0.1%歷史
OSKOshkosh CorpCOM12,264$180.5 萬0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM12,940$177.4 萬0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK103,386$176.2 萬0.1%歷史
GGALGrupo Financiero Galicia SASPONSORED ADR37,116$173.4 萬0.1%歷史
TTTrane Technologies plcSHS4,119$171.7 萬0.1%歷史
OVVOvintiv Inc.COM28,276$167.8 萬0.1%歷史
FTNTFortinet, Inc.Stock19,861$162.3 萬0.1%歷史
TTDTrade Desk, Inc.Stock64,479$146.3 萬0.1%歷史
CLColgate Palmolive CoStock16,726$142.6 萬0.1%歷史
FRSHFreshworks Inc.Stock175,974$141.3 萬0.1%歷史
OSISOsi Systems IncCOM5,280$140.2 萬0.1%歷史
WLYJohn Wiley & Sons, Inc.CL A35,852$136.6 萬0.1%歷史
CYTKCytokinetics IncCOM NEW20,350$134.1 萬0.1%歷史
MSMorgan StanleyStock8,150$134.1 萬0.1%歷史
KOCoca Cola CoStock17,278$131.4 萬0.1%歷史
FICOFair Isaac CorpCOM1,209$129.1 萬0.1%歷史
CINFCincinnati Financial CorpCOM8,119$127.8 萬0.1%歷史
DXCMDexcom IncCOM20,106$126.3 萬0.1%歷史
PGRProgressive CorpStock6,366$126.2 萬0.1%歷史
DAVEDave Inc.CLASS A COM NEW7,226$125.8 萬0.1%歷史
MLKNMillerknoll, Inc.COM86,651$125.3 萬0.1%歷史
RTXRTX CorpStock6,369$122.9 萬0.1%歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM5,201$115.5 萬0.1%歷史
GTMZoomInfo Technologies Inc.Stock191,244$114.4 萬0.1%歷史