Atom Investors Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Atom Investors Lp disclosed 765 stock positions valued at approximately $1.12B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VIATRIS INC, and INTEL CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 765
- Portfolio Value
- $1.12B
Holdings by Sector
Atom Investors Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 4.09% | 66,972 | -69 | -0.10% | $45,997,039 |
| VIATRIS INC | VTRS | Healthcare | 1.00% | 705,683 | +598,911 | +560.93% | $11,206,246 |
| INTEL CORP | INTC | Technology | 0.94% | 76,015 | +55,032 | +262.27% | $10,613,974 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.86% | 215,283 | +215,283 | +100.00% | $9,711,416 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 0.73% | 73,465 | +16,465 | +28.89% | $8,156,819 |
| ESAB CORPORATION | ESAB | Industrials | 0.72% | 82,405 | +58,055 | +238.42% | $8,127,605 |
| ISHARES INC | EWZ | Other | 0.72% | 234,771 | +234,771 | +100.00% | $8,099,600 |
| GXO LOGISTICS INCORPORATED | GXO | Industrials | 0.71% | 156,873 | +47,692 | +43.68% | $7,953,461 |
| APPLIED MATLS INC | AMAT | Technology | 0.62% | 9,715 | -9,537 | -49.54% | $7,023,945 |
| BROADCOM INC | AVGO | Technology | 0.61% | 18,060 | -19,110 | -51.41% | $6,822,165 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 33,901 | -23,454 | -40.89% | $6,783,251 |
| VSE CORP | VSEC | Industrials | 0.58% | 28,386 | +28,386 | +100.00% | $6,486,201 |
| APPLE INC | AAPL | Technology | 0.56% | 21,814 | +5,922 | +37.26% | $6,312,099 |
| IMMUNOME INC | IMNM | Healthcare | 0.56% | 297,489 | -9,391 | -3.06% | $6,303,792 |
| JBT MAREL CORPORATION | JBT | Industrials | 0.55% | 42,492 | +42,492 | +100.00% | $6,161,340 |
| VERISIGN INC | VRSN | Technology | 0.54% | 24,293 | +18,342 | +308.22% | $6,111,147 |
| EQUINIX INC | EQIX | Real Estate | 0.53% | 5,714 | -6,240 | -52.20% | $5,956,216 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.53% | 27,764 | +27,764 | +100.00% | $5,907,346 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.52% | 16,683 | +16,683 | +100.00% | $5,883,760 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 0.51% | 171,771 | +78,149 | +83.47% | $5,735,434 |
| GRACO INC | GGG | Industrials | 0.50% | 74,973 | +74,973 | +100.00% | $5,668,709 |
| AMETEK INC | AME | Industrials | 0.49% | 22,891 | +8,802 | +62.47% | $5,538,249 |
| MICROSOFT CORP | MSFT | Technology | 0.48% | 14,579 | +3,412 | +30.55% | $5,438,259 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 0.48% | 28,908 | +20,517 | +244.51% | $5,406,374 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.48% | 22,644 | -26,450 | -53.88% | $5,396,971 |
| ALPHABET INC | GOOG | Communication Services | 0.48% | 15,198 | -121 | -0.79% | $5,369,909 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 0.46% | 264,086 | +264,086 | +100.00% | $5,197,212 |
| SILGAN HLDGS INC | SLGN | Consumer Cyclical | 0.44% | 107,324 | +77,680 | +262.04% | $4,978,760 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.44% | 20,966 | +20,966 | +100.00% | $4,975,861 |
| SEMTECH CORP | SMTC | Technology | 0.43% | 30,064 | +22,608 | +303.22% | $4,865,858 |
Showing 30 of 765 holdings in the latest reporting period.