Atom Investors LP
AUSTIN TX · SEC CIK 0001738902
$11.24亿2026Q2 申报市值
818持仓数
11.0%前十大占比 · 第一大 4.1%
362 / 240新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HPE 新建仓+$971.14万
VTRS 加仓+$951.07万
EWZ 新建仓+$809.96万
INTC 加仓+$768.41万
VSEC 新建仓+$648.62万
2026Q2 卖出最多 按季末市值估算
TECH 清仓-$1,668.75万
ATRO 重新持有-$1,469.07万
MU 重新持有-$1,401.89万
SMG 清仓-$1,054.12万
CSL 减仓-$946.60万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RYAN | RYAN SPECIALTY HOLDINGS INC | $213.06万 | 0.19% | 56,425 | 56,425 | — | $213.06万 | 新建仓 |
| HL | HECLA MINING COMPANY | $215.68万 | 0.19% | 139,780 | 28,862 | 26.0% | $44.53万 | 加仓 |
| AMCR | AMCOR PLC | $219.00万 | 0.19% | 50,518 | -76,285 | -60.2% | -$330.70万 | 减仓 |
| IMTX | IMMATICS N.V | $219.18万 | 0.19% | 216,365 | -37,775 | -14.9% | -$38.27万 | 减仓 |
| LADR | LADDER CAP CORP | $220.13万 | 0.20% | 221,235 | 221,235 | — | $220.13万 | 新建仓 |
| DOLE | DOLE PLC | $220.15万 | 0.20% | 160,459 | 143,460 | 843.9% | $196.83万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $222.12万 | 0.20% | 20,759 | -23,370 | -53.0% | -$250.06万 | 重新持有 |
| CLX | CLOROX CO DEL | $222.80万 | 0.20% | 23,345 | 23,345 | — | $222.80万 | 新建仓 |
| AHCO | ADAPTHEALTH CORP | $223.13万 | 0.20% | 214,137 | 214,137 | — | $223.13万 | 新建仓 |
| ADC | AGREE RLTY CORP | $223.70万 | 0.20% | 29,535 | 7,890 | 36.5% | $59.76万 | 加仓 |
| CNA | CNA FINL CORP | $223.99万 | 0.20% | 46,080 | 46,080 | — | $223.99万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $224.16万 | 0.20% | 3,634 | -1,436 | -28.3% | -$88.58万 | 减仓 |
| PLXS | PLEXUS CORP | $224.18万 | 0.20% | 7,456 | 7,456 | — | $224.18万 | 新建仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $224.69万 | 0.20% | 68,254 | 68,254 | — | $224.69万 | 新建仓 |
| MMM | 3M CO | $225.44万 | 0.20% | 13,924 | 6,577 | 89.5% | $106.49万 | 加仓 |
| TFSL | TFS FINL CORP | $225.69万 | 0.20% | 127,365 | 15,100 | 13.5% | $26.76万 | 加仓 |
| MELI | MERCADOLIBRE INC | $227.28万 | 0.20% | 1,339 | -624 | -31.8% | -$105.92万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $228.94万 | 0.20% | 33,917 | 33,917 | — | $228.94万 | 新建仓 |
| ENVA | ENOVA INTL INC | $229.05万 | 0.20% | 9,515 | -12,352 | -56.5% | -$297.35万 | 减仓 |
| ABVX | ABIVAX SA | $231.59万 | 0.21% | 17,379 | 17,379 | — | $231.59万 | 新建仓 |
| HCI | HCI GROUP INC | $232.24万 | 0.21% | 13,252 | 10,364 | 358.9% | $181.63万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $232.55万 | 0.21% | 49,436 | 49,436 | — | $232.55万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $232.60万 | 0.21% | 116,415 | -347,885 | -74.9% | -$695.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $235.28万 | 0.21% | 4,702 | 2,921 | 164.0% | $146.16万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $235.43万 | 0.21% | 29,008 | 29,008 | — | $235.43万 | 新建仓 |
| SO | SOUTHERN CO | $237.55万 | 0.21% | 24,820 | 24,820 | — | $237.55万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $238.23万 | 0.21% | 45,857 | 45,857 | — | $238.23万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $238.67万 | 0.21% | 42,034 | 42,034 | — | $238.67万 | 新建仓 |
| SM | SM ENERGY COMPANY | $239.63万 | 0.21% | 91,811 | -97,319 | -51.5% | -$254.00万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $241.56万 | 0.21% | 108,129 | 108,129 | — | $241.56万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $242.44万 | 0.22% | 36,501 | 36,501 | — | $242.44万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $243.79万 | 0.22% | 31,404 | -29,588 | -48.5% | -$229.69万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $243.91万 | 0.22% | 7,213 | -10,549 | -59.4% | -$356.71万 | 减仓 |
| ALV | AUTOLIV INC | $245.04万 | 0.22% | 21,093 | 19,066 | 940.6% | $221.49万 | 加仓 |
| FIVN | FIVE9 INC | $246.97万 | 0.22% | 115,838 | -2,784 | -2.3% | -$5.94万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $247.83万 | 0.22% | 144,339 | -17,677 | -10.9% | -$30.35万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $247.98万 | 0.22% | 24,271 | -30,274 | -55.5% | -$309.31万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $248.69万 | 0.22% | 63,833 | 63,833 | — | $248.69万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $250.69万 | 0.22% | 53,191 | 40,291 | 312.3% | $189.89万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $252.64万 | 0.22% | 65,281 | -22,395 | -25.5% | -$86.67万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $254.37万 | 0.23% | 50,122 | 50,122 | — | $254.37万 | 新建仓 |
| STE | STERIS PLC | $255.13万 | 0.23% | 12,116 | 2,511 | 26.1% | $52.87万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $257.62万 | 0.23% | 35,199 | 35,199 | — | $257.62万 | 新建仓 |
| EMR | EMERSON ELEC CO | $258.27万 | 0.23% | 18,042 | 18,042 | — | $258.27万 | 新建仓 |
| MDB | MONGODB INC | $258.74万 | 0.23% | 7,703 | 7,703 | — | $258.74万 | 新建仓 |
| INSM | INSMED INC | $259.88万 | 0.23% | 24,374 | 8,606 | 54.6% | $91.76万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $261.77万 | 0.23% | 19,753 | 5,064 | 34.5% | $67.11万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $262.77万 | 0.23% | 45,430 | -51,715 | -53.2% | -$299.12万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $263.11万 | 0.23% | 7,859 | -13,337 | -62.9% | -$446.51万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $263.65万 | 0.23% | 10,015 | 10,015 | — | $263.65万 | 新建仓 |
| TSLA | TESLA INC | $264.98万 | 0.24% | 6,300 | 6,300 | — | $264.98万 | 新建仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $267.47万 | 0.24% | 346,018 | 346,018 | — | $267.47万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $268.65万 | 0.24% | 111,012 | -83,464 | -42.9% | -$201.98万 | 减仓 |
| RNG | RINGCENTRAL INC | $269.27万 | 0.24% | 69,079 | 69,079 | — | $269.27万 | 新建仓 |
| NOW | SERVICENOW INC | $271.55万 | 0.24% | 27,352 | 23,944 | 702.6% | $237.72万 | 加仓 |
| AVY | AVERY DENNISON CORP | $271.71万 | 0.24% | 16,736 | 6,057 | 56.7% | $98.34万 | 加仓 |
| TRMB | TRIMBLE INC | $274.94万 | 0.24% | 53,721 | 53,721 | — | $274.94万 | 新建仓 |
| PD | PAGERDUTY INC | $275.28万 | 0.24% | 285,264 | -147,498 | -34.1% | -$142.34万 | 减仓 |
| ITT | ITT INC | $275.86万 | 0.25% | 13,949 | 13,949 | — | $275.86万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $276.83万 | 0.25% | 39,746 | 21,244 | 114.8% | $147.96万 | 加仓 |
| CXT | CRANE NXT CO | $279.85万 | 0.25% | 54,701 | -8,314 | -13.2% | -$42.53万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $280.40万 | 0.25% | 29,594 | 3,089 | 11.7% | $29.27万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $280.52万 | 0.25% | 64,208 | 4,804 | 8.1% | $20.99万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $282.86万 | 0.25% | 40,519 | -2,708 | -6.3% | -$18.90万 | 减仓 |
| APP | APPLOVIN CORP | $282.91万 | 0.25% | 5,491 | 5,491 | — | $282.91万 | 新建仓 |
| PHM | PULTE GROUP INC | $282.94万 | 0.25% | 20,621 | 13,685 | 197.3% | $187.77万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $284.24万 | 0.25% | 160,318 | -318,167 | -66.5% | -$564.11万 | 减仓 |
| ADI | ANALOG DEVICES INC | $284.49万 | 0.25% | 7,163 | 1,774 | 32.9% | $70.46万 | 加仓 |
| HBNC | HORIZON BANCORP IND | $284.65万 | 0.25% | 142,466 | -12,258 | -7.9% | -$24.49万 | 减仓 |
| IMVT | IMMUNOVANT INC | $285.78万 | 0.25% | 74,171 | 74,171 | — | $285.78万 | 新建仓 |
| APG | API GROUP CORP | $287.13万 | 0.26% | 67,799 | 67,799 | — | $287.13万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $287.14万 | 0.26% | 19,581 | 7,296 | 59.4% | $106.99万 | 重新持有 |
| APEI | AMERICAN PUB ED INC | $288.26万 | 0.26% | 53,680 | -14,071 | -20.8% | -$75.56万 | 减仓 |
| KR | KROGER CO | $289.44万 | 0.26% | 52,123 | 42,956 | 468.6% | $238.53万 | 重新持有 |
| ERAS | ERASCA INC | $292.77万 | 0.26% | 159,811 | -185,776 | -53.8% | -$340.34万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $294.32万 | 0.26% | 3,050 | 3,050 | — | $294.32万 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $295.19万 | 0.26% | 67,302 | 57,399 | 579.6% | $251.75万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $298.45万 | 0.27% | 30,778 | -21,581 | -41.2% | -$209.27万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $298.71万 | 0.27% | 238,015 | 12,166 | 5.4% | $15.27万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $299.38万 | 0.27% | 76,843 | -113,930 | -59.7% | -$443.87万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $301.64万 | 0.27% | 21,555 | -2,533 | -10.5% | -$35.45万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $302.79万 | 0.27% | 52,916 | 12,890 | 32.2% | $73.76万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $305.26万 | 0.27% | 28,478 | -1,978 | -6.5% | -$21.20万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $307.72万 | 0.27% | 19,182 | 13,806 | 256.8% | $221.48万 | 加仓 |
| DAL | DELTA AIR LINES INC | $313.33万 | 0.28% | 33,454 | 27,340 | 447.2% | $256.07万 | 加仓 |
| CVSA | COVISTA INC | $316.52万 | 0.28% | 25,391 | 3,588 | 16.5% | $44.73万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $316.60万 | 0.28% | 10,628 | 10,628 | — | $316.60万 | 新建仓 |
| TILE | INTERFACE INC | $317.24万 | 0.28% | 88,515 | 9,416 | 11.9% | $33.75万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $320.59万 | 0.29% | 55,638 | -68,887 | -55.3% | -$396.93万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $321.31万 | 0.29% | 7,737 | -941 | -10.8% | -$39.08万 | 重新持有 |
| AOS | SMITH A O CORP | $322.37万 | 0.29% | 51,399 | 51,399 | — | $322.37万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $323.67万 | 0.29% | 41,284 | 41,284 | — | $323.67万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $324.68万 | 0.29% | 13,474 | -2,670 | -16.5% | -$64.34万 | 减仓 |
| SNA | SNAP ON INC | $325.30万 | 0.29% | 8,084 | -2,284 | -22.0% | -$91.91万 | 减仓 |
| CB | CHUBB LIMITED | $327.18万 | 0.29% | 9,602 | 9,602 | — | $327.18万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $327.92万 | 0.29% | 6,052 | -5,209 | -46.3% | -$282.24万 | 减仓 |
| SARO | STANDARDAERO INC | $330.74万 | 0.29% | 110,579 | -49,311 | -30.8% | -$147.49万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $330.93万 | 0.29% | 39,467 | -47,029 | -54.4% | -$394.34万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $332.53万 | 0.30% | 160,876 | 138,061 | 605.1% | $285.37万 | 加仓 |
| IOSP | INNOSPEC INC | $332.64万 | 0.30% | 40,870 | 99 | 0.2% | $8,058 | 加仓 |