Atom Investors LP

Atom Investors LP reported 818 holdings worth US$1.12B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Atom Investors LP reported 818 holdings worth US$1.12B as of Jun 30, 2026. Largest: Viatris Inc., Intel Corporation and Hewlett Packard Enterprise Company. Filed Aug 14, 2026 (Form 13F).

Holdings
818
Value as reported
US$1.12B

The filing in full

CompanySharesValue as reported% of portfolio
Viatris Inc.706KUS$11.2M1.00%
Intel Corporation76,015US$10.6M0.94%
Hewlett Packard Enterprise Company215KUS$9.71M0.86%
Rhythm Pharmaceuticals, Inc.73,465US$8.16M0.73%
Esab Corporation82,405US$8.13M0.72%
Gxo Logistics, Inc.157KUS$7.95M0.71%
Applied Materials, Inc.9,715US$7.02M0.62%
Broadcom Inc.18,060US$6.82M0.61%
Nvidia Corporation33,901US$6.78M0.60%
Vse Corporation28,386US$6.49M0.58%
Apple Inc21,814US$6.31M0.56%
Immunome, Inc.297KUS$6.3M0.56%
Jbt Marel Corporation42,492US$6.16M0.55%
Verisign, Inc.24,293US$6.11M0.54%
Equinix, Inc.5,714US$5.96M0.53%
Home Depot, Inc. (the)16,683US$5.88M0.52%
Ultragenyx Pharmaceutical Inc.172KUS$5.74M0.51%
Graco Inc.74,973US$5.67M0.50%
Alphabet Inc (google) Class C15,587US$5.57M0.50%
Ametek, Inc.22,891US$5.54M0.49%
Microsoft Corp.14,579US$5.44M0.48%
Ttm Technologies, Inc.28,908US$5.41M0.48%
Amazon.com, Inc.22,644US$5.4M0.48%
Zeta Global Holdings Corp.264KUS$5.2M0.46%
Silgan Holdings Inc.107KUS$4.98M0.44%
Ferguson Enterprises Inc.20,966US$4.98M0.44%
Semtech Corporation30,064US$4.87M0.43%
Micron Technology, Inc.4,068US$4.7M0.42%
Abbott Laboratories50,174US$4.55M0.41%
Lincoln Electric Holdings, Inc.16,908US$4.49M0.40%
Lam Research Corporation9,535US$4.13M0.37%
Consolidated Edison, Inc.35,657US$3.94M0.35%
Mcgrath Rentcorp32,013US$3.87M0.34%
Lowe's Companies, Inc.17,565US$3.87M0.34%
Mastercard Incorporated7,408US$3.8M0.34%
National Presto Industries, Inc.30,383US$3.8M0.34%
Hni Corporation93,877US$3.79M0.34%
Reliance, Inc.10,023US$3.74M0.33%
Supernus Pharmaceuticals, Inc.79,936US$3.72M0.33%
Gilead Sciences, Inc.29,028US$3.67M0.33%
Dianthus Therapeutics, Inc.37,228US$3.63M0.32%
Core & Main, Inc.74,801US$3.61M0.32%
Celcuity Inc.34,488US$3.61M0.32%
Pepsico, Inc.26,345US$3.57M0.32%
Syndax Pharmaceuticals, Inc.163KUS$3.55M0.32%
Nrg Energy, Inc.24,183US$3.53M0.31%
Malibu Boats, Inc.127KUS$3.49M0.31%
Fastenal Company72,660US$3.49M0.31%
Eagle Materials Inc15,501US$3.49M0.31%
Axsome Therapeutics, Inc.14,179US$3.47M0.31%
Cvb Financial Corporation153KUS$3.46M0.31%
Bluelinx Holdings Inc.54,846US$3.39M0.30%
Fedex Corporation10,714US$3.35M0.30%
Starbucks Corporation32,753US$3.35M0.30%
Bentley Systems, Incorporated112KUS$3.34M0.30%
Innospec Inc.40,870US$3.33M0.30%
Amentum Holdings, Inc.161KUS$3.33M0.30%
Meritage Homes Corporation39,467US$3.31M0.29%
Standardaero, Inc.111KUS$3.31M0.29%
United Therapeutics Corporation6,052US$3.28M0.29%
Snap-on Incorporated8,084US$3.25M0.29%
Somnigroup International Inc.41,284US$3.24M0.29%
A.o. Smith Corporation51,399US$3.22M0.29%
Motorola Solutions, Inc.7,737US$3.21M0.29%
Bristol-myers Squibb Company55,638US$3.21M0.29%
Interface, Inc.88,515US$3.17M0.28%
Marvell Technology, Inc.10,628US$3.17M0.28%
Covista Inc.25,391US$3.17M0.28%
Delta Air Lines, Inc.33,454US$3.13M0.28%
Berkshire Hathaway Inc.6,199US$3.1M0.28%
Armstrong World Industries Inc19,182US$3.08M0.27%
Franklin Electric Co., Inc.28,478US$3.05M0.27%
Biomarin Pharmaceutical Inc.52,916US$3.03M0.27%
American Financial Group, Inc.21,555US$3.02M0.27%
Kodiak Sciences Inc76,843US$2.99M0.27%
Casella Waste Systems, Inc.30,778US$2.98M0.27%
Universal Health Realty Income Trust67,302US$2.95M0.26%
Erasca, Inc.160KUS$2.93M0.26%
Kroger Company (the)52,123US$2.89M0.26%
American Public Education, Inc.53,680US$2.88M0.26%
Procter & Gamble Company (the)19,581US$2.87M0.26%
Api Group Corporation67,799US$2.87M0.26%
Immunovant, Inc.74,171US$2.86M0.25%
Horizon Bancorp, Inc.142KUS$2.85M0.25%
Analog Devices, Inc.7,163US$2.84M0.25%
Huntington Bancshares Incorporated160KUS$2.84M0.25%
Pultegroup, Inc.20,621US$2.83M0.25%
Applovin Corporation5,491US$2.83M0.25%
Nektar Therapeutics40,519US$2.83M0.25%
First Merchants Corporation64,208US$2.81M0.25%
Inhibrx Biosciences, Inc.29,594US$2.8M0.25%
Crane Nxt, Co.54,701US$2.8M0.25%
Hf Sinclair Corporation39,746US$2.77M0.25%
Itt Inc.13,949US$2.76M0.25%
Pagerduty, Inc.285KUS$2.75M0.24%
Trimble Inc.53,721US$2.75M0.24%
Avery Dennison Corporation16,736US$2.72M0.24%
Servicenow, Inc.27,352US$2.72M0.24%
Ringcentral, Inc.69,079US$2.69M0.24%
Monte Rosa Therapeutics, Inc.111KUS$2.69M0.24%

Every holding of Atom Investors LP

Source

View original at SEC

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