Filed: 5/15/2026ACC: 0001214659-26-006309
📋 What this filing means
ATOM INVESTORS LP filed this quarterly 13F‑HR report disclosing 641 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
641
Positions
$1.40B
Total AUM (reported)
40.81M
Total Shares
Allocation by class
COM$996.04M71.3%
CL A$91.48M6.6%
COM NEW$53.40M3.8%
S&P 500 ETF SHS$40.06M2.9%
COM CL A$38.68M2.8%
SHS$29.61M2.1%
COM SHS$15.04M1.1%
Portfolio Concentration
Top 3$68.47M4.9%
4–10$70.39M5.0%
11–25$122.13M8.7%
Rest$1.14B81.3%
Top 3 weight
4.9%
Top 10 weight
9.9%
Voting Authority Distribution
Total shares with voting rights: 40.81M
Sole
Full voting authority
40.81M
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)
Sole641
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings641
Rows:
VANGUARD INDEX FDS
SOLEShares67.04K
TypeSH
Market value$40.06M
2.87%
Sole
67.04K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares319.32K
TypeSH
Market value$16.69M
1.19%
Sole
319.32K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares11.95K
TypeSH
Market value$11.72M
0.84%
Sole
11.95K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares37.17K
TypeSH
Market value$11.50M
0.82%
Sole
37.17K
Shared
0.00
None
0.00
SCOTTS MIRACLE-GRO CO
SOLEShares173.35K
TypeSH
Market value$10.54M
0.75%
Sole
173.35K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares49.09K
TypeSH
Market value$10.22M
0.73%
Sole
49.09K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares57.35K
TypeSH
Market value$10.00M
0.72%
Sole
57.35K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares335.10K
TypeSH
Market value$9.84M
0.70%
Sole
335.10K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares27.69K
TypeSH
Market value$9.24M
0.66%
Sole
27.69K
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares107.75K
TypeSH
Market value$9.04M
0.65%
Sole
107.75K
Shared
0.00
None
0.00
AMEREN CORP
SOLEShares80.85K
TypeSH
Market value$8.89M
0.64%
Sole
80.85K
Shared
0.00
None
0.00
RELIANCE INC
SOLEShares29.19K
TypeSH
Market value$8.87M
0.64%
Sole
29.19K
Shared
0.00
None
0.00
WEX INC
SOLEShares56.95K
TypeSH
Market value$8.72M
0.62%
Sole
56.95K
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares76.32K
TypeSH
Market value$8.71M
0.62%
Sole
76.32K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares273.47K
TypeSH
Market value$8.68M
0.62%
Sole
273.47K
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares118.39K
TypeSH
Market value$8.50M
0.61%
Sole
118.39K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares229.24K
TypeSH
Market value$8.43M
0.60%
Sole
229.24K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares102.06K
TypeSH
Market value$8.40M
0.60%
Sole
102.06K
Shared
0.00
None
0.00
CACTUS INC
SOLEShares163.87K
TypeSH
Market value$7.76M
0.56%
Sole
163.87K
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares229.61K
TypeSH
Market value$7.74M
0.55%
Sole
229.61K
Shared
0.00
None
0.00
COEUR MNG INC
SOLEShares408.50K
TypeSH
Market value$7.67M
0.55%
Sole
408.50K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares124.53K
TypeSH
Market value$7.55M
0.54%
Sole
124.53K
Shared
0.00
None
0.00
HUNTINGTON BANCSHARES INC
SOLEShares478.49K
TypeSH
Market value$7.49M
0.54%
Sole
478.49K
Shared
0.00
None
0.00
PG&E CORP
SOLEShares419.91K
TypeSH
Market value$7.38M
0.53%
Sole
419.91K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares35.52K
TypeSH
Market value$7.35M
0.53%
Sole
35.52K
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 | $40.06M 2.87% | 67.04K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 319.32K | SH | $16.69M 1.19% | 319.32K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 11.95K | SH | $11.72M 0.84% | 11.95K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 37.17K | SH | $11.50M 0.82% | 37.17K | 0.00 | 0.00 |
SCOTTS MIRACLE-GRO COSOLE | CL A | 173.35K | SH | $10.54M 0.75% | 173.35K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 49.09K | SH | $10.22M 0.73% | 49.09K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 57.35K | SH | $10.00M 0.72% | 57.35K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 335.10K | SH | $9.84M 0.70% | 335.10K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 27.69K | SH | $9.24M 0.66% | 27.69K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 107.75K | SH | $9.04M 0.65% | 107.75K | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 80.85K | SH | $8.89M 0.64% | 80.85K | 0.00 | 0.00 |
RELIANCE INCSOLE | COM | 29.19K | SH | $8.87M 0.64% | 29.19K | 0.00 | 0.00 |
WEX INCSOLE | COM | 56.95K | SH | $8.72M 0.62% | 56.95K | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 76.32K | SH | $8.71M 0.62% | 76.32K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 273.47K | SH | $8.68M 0.62% | 273.47K | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 118.39K | SH | $8.50M 0.61% | 118.39K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 229.24K | SH | $8.43M 0.60% | 229.24K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 102.06K | SH | $8.40M 0.60% | 102.06K | 0.00 | 0.00 |
CACTUS INCSOLE | CL A | 163.87K | SH | $7.76M 0.56% | 163.87K | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 229.61K | SH | $7.74M 0.55% | 229.61K | 0.00 | 0.00 |
COEUR MNG INCSOLE | COM NEW | 408.50K | SH | $7.67M 0.55% | 408.50K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 124.53K | SH | $7.55M 0.54% | 124.53K | 0.00 | 0.00 |
HUNTINGTON BANCSHARES INCSOLE | COM | 478.49K | SH | $7.49M 0.54% | 478.49K | 0.00 | 0.00 |
PG&E CORPSOLE | COM | 419.91K | SH | $7.38M 0.53% | 419.91K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 35.52K | SH | $7.35M 0.53% | 35.52K | 0.00 | 0.00 |
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