Filed: 8/14/2026ACC: 0001214659-26-010164
📋 What this filing means
ATOM INVESTORS LP filed this quarterly 13F‑HR report disclosing 818 equity positions with a total reported market value of $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
818
Positions
$1.12B
Total AUM (reported)
30.92M
Total Shares
Allocation by class
COM$755.84M67.2%
CL A$74.90M6.7%
COM NEW$46.68M4.2%
S&P 500 ETF SHS$46.00M4.1%
COM CL A$31.74M2.8%
COMMON STOCK$22.92M2.0%
SHS$17.65M1.6%
Portfolio Concentration
Top 3$67.82M6.0%
4–10$55.90M5.0%
11–25$89.09M7.9%
Rest$911.34M81.1%
Top 3 weight
6.0%
Top 10 weight
11.0%
Voting Authority Distribution
Total shares with voting rights: 30.92M
Sole
Full voting authority
30.92M
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)
Sole818
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings818
Rows:
VANGUARD INDEX FDS
SOLEShares66.97K
TypeSH
Market value$46.00M
4.09%
Sole
66.97K
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares705.68K
TypeSH
Market value$11.21M
1.00%
Sole
705.68K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares76.02K
TypeSH
Market value$10.61M
0.94%
Sole
76.02K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares215.28K
TypeSH
Market value$9.71M
0.86%
Sole
215.28K
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares73.47K
TypeSH
Market value$8.16M
0.73%
Sole
73.47K
Shared
0.00
None
0.00
ESAB CORPORATION
SOLEShares82.41K
TypeSH
Market value$8.13M
0.72%
Sole
82.41K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares234.77K
TypeSH
Market value$8.10M
0.72%
Sole
234.77K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares156.87K
TypeSH
Market value$7.95M
0.71%
Sole
156.87K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares9.71K
TypeSH
Market value$7.02M
0.62%
Sole
9.71K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares18.06K
TypeSH
Market value$6.82M
0.61%
Sole
18.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares33.90K
TypeSH
Market value$6.78M
0.60%
Sole
33.90K
Shared
0.00
None
0.00
VSE CORP
SOLEShares28.39K
TypeSH
Market value$6.49M
0.58%
Sole
28.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares21.81K
TypeSH
Market value$6.31M
0.56%
Sole
21.81K
Shared
0.00
None
0.00
IMMUNOME INC
SOLEShares297.49K
TypeSH
Market value$6.30M
0.56%
Sole
297.49K
Shared
0.00
None
0.00
JBT MAREL CORPORATION
SOLEShares42.49K
TypeSH
Market value$6.16M
0.55%
Sole
42.49K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares24.29K
TypeSH
Market value$6.11M
0.54%
Sole
24.29K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares5.71K
TypeSH
Market value$5.96M
0.53%
Sole
5.71K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares27.76K
TypeSH
Market value$5.91M
0.53%
Sole
27.76K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares16.68K
TypeSH
Market value$5.88M
0.52%
Sole
16.68K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares171.77K
TypeSH
Market value$5.74M
0.51%
Sole
171.77K
Shared
0.00
None
0.00
GRACO INC
SOLEShares74.97K
TypeSH
Market value$5.67M
0.50%
Sole
74.97K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares22.89K
TypeSH
Market value$5.54M
0.49%
Sole
22.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.58K
TypeSH
Market value$5.44M
0.48%
Sole
14.58K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares28.91K
TypeSH
Market value$5.41M
0.48%
Sole
28.91K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.64K
TypeSH
Market value$5.40M
0.48%
Sole
22.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 66.97K | SH | $46.00M 4.09% | 66.97K | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 705.68K | SH | $11.21M 1.00% | 705.68K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 76.02K | SH | $10.61M 0.94% | 76.02K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 215.28K | SH | $9.71M 0.86% | 215.28K | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 73.47K | SH | $8.16M 0.73% | 73.47K | 0.00 | 0.00 |
ESAB CORPORATIONSOLE | COM | 82.41K | SH | $8.13M 0.72% | 82.41K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI BRAZIL ETF | 234.77K | SH | $8.10M 0.72% | 234.77K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 156.87K | SH | $7.95M 0.71% | 156.87K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 9.71K | SH | $7.02M 0.62% | 9.71K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.06K | SH | $6.82M 0.61% | 18.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 33.90K | SH | $6.78M 0.60% | 33.90K | 0.00 | 0.00 |
VSE CORPSOLE | COM | 28.39K | SH | $6.49M 0.58% | 28.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.81K | SH | $6.31M 0.56% | 21.81K | 0.00 | 0.00 |
IMMUNOME INCSOLE | COM | 297.49K | SH | $6.30M 0.56% | 297.49K | 0.00 | 0.00 |
JBT MAREL CORPORATIONSOLE | COM | 42.49K | SH | $6.16M 0.55% | 42.49K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 24.29K | SH | $6.11M 0.54% | 24.29K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 5.71K | SH | $5.96M 0.53% | 5.71K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 27.76K | SH | $5.91M 0.53% | 27.76K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 16.68K | SH | $5.88M 0.52% | 16.68K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 171.77K | SH | $5.74M 0.51% | 171.77K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 74.97K | SH | $5.67M 0.50% | 74.97K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 22.89K | SH | $5.54M 0.49% | 22.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.58K | SH | $5.44M 0.48% | 14.58K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 28.91K | SH | $5.41M 0.48% | 28.91K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.64K | SH | $5.40M 0.48% | 22.64K | 0.00 | 0.00 |
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