Filed: 2/17/2026ACC: 0001214659-26-001839
📋 What this filing means
ATOM INVESTORS LP filed this quarterly 13F‑HR report disclosing 556 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
556
Positions
$1.26B
Total AUM (reported)
38.25M
Total Shares
Allocation by class
COM$860.20M68.3%
CL A$72.18M5.7%
COM CL A$55.67M4.4%
S&P 500 ETF SHS$42.04M3.3%
SHS$40.47M3.2%
COM NEW$25.12M2.0%
COMMON STOCK$18.50M1.5%
Portfolio Concentration
Top 3$78.39M6.2%
4–10$85.62M6.8%
11–25$141.25M11.2%
Rest$954.09M75.8%
Top 3 weight
6.2%
Top 10 weight
13.0%
Voting Authority Distribution
Total shares with voting rights: 38.25M
Sole
Full voting authority
38.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole556
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings556
Rows:
VANGUARD INDEX FDS
SOLEShares67.04K
TypeSH
Market value$42.04M
3.34%
Sole
67.04K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares351.67K
TypeSH
Market value$20.68M
1.64%
Sole
351.67K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY
SOLEShares125.79K
TypeSH
Market value$15.67M
1.24%
Sole
125.79K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares101.85K
TypeSH
Market value$14.74M
1.17%
Sole
101.85K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares52.87K
TypeSH
Market value$14.01M
1.11%
Sole
52.87K
Shared
0.00
None
0.00
CASELLA WASTE SYS INC
SOLEShares122.67K
TypeSH
Market value$12.01M
0.95%
Sole
122.67K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares266.56K
TypeSH
Market value$11.38M
0.90%
Sole
266.56K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares143.95K
TypeSH
Market value$11.18M
0.89%
Sole
143.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares118.44K
TypeSH
Market value$11.15M
0.89%
Sole
118.44K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares71.94K
TypeSH
Market value$11.14M
0.88%
Sole
71.94K
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares282.31K
TypeSH
Market value$10.50M
0.83%
Sole
282.31K
Shared
0.00
None
0.00
ASTRONICS CORP
SOLEShares188.49K
TypeSH
Market value$10.22M
0.81%
Sole
188.49K
Shared
0.00
None
0.00
F5 INC
SOLEShares40.01K
TypeSH
Market value$10.21M
0.81%
Sole
40.01K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares252.32K
TypeSH
Market value$10.18M
0.81%
Sole
252.32K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares30.40K
TypeSH
Market value$9.85M
0.78%
Sole
30.40K
Shared
0.00
None
0.00
RESOLUTE HLDGS MGMT INC
SOLEShares47.25K
TypeSH
Market value$9.75M
0.77%
Sole
47.25K
Shared
0.00
None
0.00
LIBERTY ENERGY INC
SOLEShares513.74K
TypeSH
Market value$9.48M
0.75%
Sole
513.74K
Shared
0.00
None
0.00
PHINIA INC
SOLEShares149.14K
TypeSH
Market value$9.35M
0.74%
Sole
149.14K
Shared
0.00
None
0.00
CSX CORP
SOLEShares257.83K
TypeSH
Market value$9.35M
0.74%
Sole
257.83K
Shared
0.00
None
0.00
COHU INC
SOLEShares400.44K
TypeSH
Market value$9.32M
0.74%
Sole
400.44K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares117.70K
TypeSH
Market value$8.74M
0.69%
Sole
117.70K
Shared
0.00
None
0.00
ADVANCED ENERGY INDS
SOLEShares41.37K
TypeSH
Market value$8.66M
0.69%
Sole
41.37K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares10.51K
TypeSH
Market value$8.62M
0.68%
Sole
10.51K
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares85.58K
TypeSH
Market value$8.54M
0.68%
Sole
85.58K
Shared
0.00
None
0.00
GLOBANT S A
SOLEShares129.53K
TypeSH
Market value$8.47M
0.67%
Sole
129.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 67.04K | SH | $42.04M 3.34% | 67.04K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 351.67K | SH | $20.68M 1.64% | 351.67K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLYSOLE | COM | 125.79K | SH | $15.67M 1.24% | 125.79K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 101.85K | SH | $14.74M 1.17% | 101.85K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 52.87K | SH | $14.01M 1.11% | 52.87K | 0.00 | 0.00 |
CASELLA WASTE SYS INCSOLE | CL A | 122.67K | SH | $12.01M 0.95% | 122.67K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 266.56K | SH | $11.38M 0.90% | 266.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 143.95K | SH | $11.18M 0.89% | 143.95K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 118.44K | SH | $11.15M 0.89% | 118.44K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 71.94K | SH | $11.14M 0.88% | 71.94K | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 282.31K | SH | $10.50M 0.83% | 282.31K | 0.00 | 0.00 |
ASTRONICS CORPSOLE | COM | 188.49K | SH | $10.22M 0.81% | 188.49K | 0.00 | 0.00 |
F5 INCSOLE | COM | 40.01K | SH | $10.21M 0.81% | 40.01K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 252.32K | SH | $10.18M 0.81% | 252.32K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 30.40K | SH | $9.85M 0.78% | 30.40K | 0.00 | 0.00 |
RESOLUTE HLDGS MGMT INCSOLE | COM | 47.25K | SH | $9.75M 0.77% | 47.25K | 0.00 | 0.00 |
LIBERTY ENERGY INCSOLE | COM CL A | 513.74K | SH | $9.48M 0.75% | 513.74K | 0.00 | 0.00 |
PHINIA INCSOLE | COMMON STOCK | 149.14K | SH | $9.35M 0.74% | 149.14K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 257.83K | SH | $9.35M 0.74% | 257.83K | 0.00 | 0.00 |
COHU INCSOLE | COM | 400.44K | SH | $9.32M 0.74% | 400.44K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 117.70K | SH | $8.74M 0.69% | 117.70K | 0.00 | 0.00 |
ADVANCED ENERGY INDSSOLE | COM | 41.37K | SH | $8.66M 0.69% | 41.37K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 10.51K | SH | $8.62M 0.68% | 10.51K | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 85.58K | SH | $8.54M 0.68% | 85.58K | 0.00 | 0.00 |
GLOBANT S ASOLE | COM | 129.53K | SH | $8.47M 0.67% | 129.53K | 0.00 | 0.00 |
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