ATOM INVESTORS LP

PrivateCIK: 1738902
Location

AUSTIN, TX

641
Positions
$1.40B
Total AUM (reported)
40.81M
Total Shares

Allocation by class

TOTAL AUM$1.40B641 positions
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 34.9%4–105.0%11–258.7%Rest81.3%TOP 109.9%0%100%
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

SOLE
S&P 500 ETF SHS
Shares67.04K
TypeSH
Market value$40.06M
2.87%
Sole
67.04K
Shared
0.00
None
0.00

BIO-TECHNE CORP

SOLE
COM
Shares319.32K
TypeSH
Market value$16.69M
1.19%
Sole
319.32K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares11.95K
TypeSH
Market value$11.72M
0.84%
Sole
11.95K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares37.17K
TypeSH
Market value$11.50M
0.82%
Sole
37.17K
Shared
0.00
None
0.00

SCOTTS MIRACLE-GRO CO

SOLE
CL A
Shares173.35K
TypeSH
Market value$10.54M
0.75%
Sole
173.35K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares49.09K
TypeSH
Market value$10.22M
0.73%
Sole
49.09K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares57.35K
TypeSH
Market value$10.00M
0.72%
Sole
57.35K
Shared
0.00
None
0.00

LKQ CORP

SOLE
COM
Shares335.10K
TypeSH
Market value$9.84M
0.70%
Sole
335.10K
Shared
0.00
None
0.00

CARLISLE COS INC

SOLE
COM
Shares27.69K
TypeSH
Market value$9.24M
0.66%
Sole
27.69K
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares107.75K
TypeSH
Market value$9.04M
0.65%
Sole
107.75K
Shared
0.00
None
0.00

AMEREN CORP

SOLE
COM
Shares80.85K
TypeSH
Market value$8.89M
0.64%
Sole
80.85K
Shared
0.00
None
0.00

RELIANCE INC

SOLE
COM
Shares29.19K
TypeSH
Market value$8.87M
0.64%
Sole
29.19K
Shared
0.00
None
0.00

WEX INC

SOLE
COM
Shares56.95K
TypeSH
Market value$8.72M
0.62%
Sole
56.95K
Shared
0.00
None
0.00

CELCUITY INC

SOLE
COM
Shares76.32K
TypeSH
Market value$8.71M
0.62%
Sole
76.32K
Shared
0.00
None
0.00

BLOCK H & R INC

SOLE
COM
Shares273.47K
TypeSH
Market value$8.68M
0.62%
Sole
273.47K
Shared
0.00
None
0.00

ALLIANT ENERGY CORP

SOLE
COM
Shares118.39K
TypeSH
Market value$8.50M
0.61%
Sole
118.39K
Shared
0.00
None
0.00

ALASKA AIR GROUP INC

SOLE
COM
Shares229.24K
TypeSH
Market value$8.43M
0.60%
Sole
229.24K
Shared
0.00
None
0.00

BUILDERS FIRSTSOURCE INC

SOLE
COM
Shares102.06K
TypeSH
Market value$8.40M
0.60%
Sole
102.06K
Shared
0.00
None
0.00

CACTUS INC

SOLE
CL A
Shares163.87K
TypeSH
Market value$7.76M
0.56%
Sole
163.87K
Shared
0.00
None
0.00

RESIDEO TECHNOLOGIES INC

SOLE
COM
Shares229.61K
TypeSH
Market value$7.74M
0.55%
Sole
229.61K
Shared
0.00
None
0.00

COEUR MNG INC

SOLE
COM NEW
Shares408.50K
TypeSH
Market value$7.67M
0.55%
Sole
408.50K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares124.53K
TypeSH
Market value$7.55M
0.54%
Sole
124.53K
Shared
0.00
None
0.00

HUNTINGTON BANCSHARES INC

SOLE
COM
Shares478.49K
TypeSH
Market value$7.49M
0.54%
Sole
478.49K
Shared
0.00
None
0.00

PG&E CORP

SOLE
COM
Shares419.91K
TypeSH
Market value$7.38M
0.53%
Sole
419.91K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares35.52K
TypeSH
Market value$7.35M
0.53%
Sole
35.52K
Shared
0.00
None
0.00
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