ATOM INVESTORS LP

PrivateCIK: 1738902
Location

AUSTIN, TX

818
Positions
$1.12B
Total AUM (reported)
30.92M
Total Shares

Allocation by class

TOTAL AUM$1.12B818 positions
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 36.0%4–105.0%11–257.9%Rest81.1%TOP 1011.0%0%100%
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

SOLE
S&P 500 ETF SHS
Shares66.97K
TypeSH
Market value$46.00M
4.09%
Sole
66.97K
Shared
0.00
None
0.00

VIATRIS INC

SOLE
COM
Shares705.68K
TypeSH
Market value$11.21M
1.00%
Sole
705.68K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares76.02K
TypeSH
Market value$10.61M
0.94%
Sole
76.02K
Shared
0.00
None
0.00

HEWLETT PACKARD ENTERPRISE C

SOLE
COM
Shares215.28K
TypeSH
Market value$9.71M
0.86%
Sole
215.28K
Shared
0.00
None
0.00

RHYTHM PHARMACEUTICALS INC

SOLE
COM
Shares73.47K
TypeSH
Market value$8.16M
0.73%
Sole
73.47K
Shared
0.00
None
0.00

ESAB CORPORATION

SOLE
COM
Shares82.41K
TypeSH
Market value$8.13M
0.72%
Sole
82.41K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares234.77K
TypeSH
Market value$8.10M
0.72%
Sole
234.77K
Shared
0.00
None
0.00

GXO LOGISTICS INCORPORATED

SOLE
COMMON STOCK
Shares156.87K
TypeSH
Market value$7.95M
0.71%
Sole
156.87K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares9.71K
TypeSH
Market value$7.02M
0.62%
Sole
9.71K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares18.06K
TypeSH
Market value$6.82M
0.61%
Sole
18.06K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares33.90K
TypeSH
Market value$6.78M
0.60%
Sole
33.90K
Shared
0.00
None
0.00

VSE CORP

SOLE
COM
Shares28.39K
TypeSH
Market value$6.49M
0.58%
Sole
28.39K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares21.81K
TypeSH
Market value$6.31M
0.56%
Sole
21.81K
Shared
0.00
None
0.00

IMMUNOME INC

SOLE
COM
Shares297.49K
TypeSH
Market value$6.30M
0.56%
Sole
297.49K
Shared
0.00
None
0.00

JBT MAREL CORPORATION

SOLE
COM
Shares42.49K
TypeSH
Market value$6.16M
0.55%
Sole
42.49K
Shared
0.00
None
0.00

VERISIGN INC

SOLE
COM
Shares24.29K
TypeSH
Market value$6.11M
0.54%
Sole
24.29K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares5.71K
TypeSH
Market value$5.96M
0.53%
Sole
5.71K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares27.76K
TypeSH
Market value$5.91M
0.53%
Sole
27.76K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares16.68K
TypeSH
Market value$5.88M
0.52%
Sole
16.68K
Shared
0.00
None
0.00

ULTRAGENYX PHARMACEUTICAL IN

SOLE
COM
Shares171.77K
TypeSH
Market value$5.74M
0.51%
Sole
171.77K
Shared
0.00
None
0.00

GRACO INC

SOLE
COM
Shares74.97K
TypeSH
Market value$5.67M
0.50%
Sole
74.97K
Shared
0.00
None
0.00

AMETEK INC

SOLE
COM
Shares22.89K
TypeSH
Market value$5.54M
0.49%
Sole
22.89K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares14.58K
TypeSH
Market value$5.44M
0.48%
Sole
14.58K
Shared
0.00
None
0.00

TTM TECHNOLOGIES INC

SOLE
COM
Shares28.91K
TypeSH
Market value$5.41M
0.48%
Sole
28.91K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares22.64K
TypeSH
Market value$5.40M
0.48%
Sole
22.64K
Shared
0.00
None
0.00
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