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 |
|---|---|---|---|---|---|---|---|---|
| BSY | BENTLEY SYS INC | $334.39万 | 0.30% | 111,872 | 31,189 | 38.7% | $93.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $334.70万 | 0.30% | 32,753 | 32,753 | — | $334.70万 | 新建仓 |
| FDX | FEDEX CORP | $335.49万 | 0.30% | 10,714 | 10,714 | — | $335.49万 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $339.39万 | 0.30% | 54,846 | -3,452 | -5.9% | -$21.36万 | 减仓 |
| CVBF | CVB FINL CORP | $345.80万 | 0.31% | 153,349 | -25,898 | -14.4% | -$58.40万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $347.06万 | 0.31% | 14,179 | 5,988 | 73.1% | $146.57万 | 加仓 |
| EXP | EAGLE MATLS INC | $348.77万 | 0.31% | 15,501 | 15,501 | — | $348.77万 | 新建仓 |
| FAST | FASTENAL CO | $348.99万 | 0.31% | 72,660 | 72,660 | — | $348.99万 | 新建仓 |
| MBUU | MALIBU BOATS INC | $349.36万 | 0.31% | 127,366 | -104,483 | -45.1% | -$286.60万 | 减仓 |
| NRG | NRG ENERGY INC | $353.22万 | 0.31% | 24,183 | -22,732 | -48.5% | -$332.02万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $355.28万 | 0.32% | 162,524 | 6,559 | 4.2% | $14.34万 | 加仓 |
| PEP | PEPSICO INC | $356.71万 | 0.32% | 26,345 | 26,345 | — | $356.71万 | 新建仓 |
| CELC | CELCUITY INC | $360.81万 | 0.32% | 34,488 | -41,833 | -54.8% | -$437.66万 | 减仓 |
| CNM | CORE & MAIN INC | $360.91万 | 0.32% | 74,801 | 67,616 | 941.1% | $326.25万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $362.90万 | 0.32% | 37,228 | -70,525 | -65.5% | -$687.48万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $366.74万 | 0.33% | 29,028 | 29,028 | — | $366.74万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $371.78万 | 0.33% | 79,936 | 34,187 | 74.7% | $159.00万 | 加仓 |
| RS | RELIANCE INC | $374.46万 | 0.33% | 10,023 | -19,171 | -65.7% | -$716.23万 | 减仓 |
| HNI | HNI CORP | $379.36万 | 0.34% | 93,877 | 27,802 | 42.1% | $112.35万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $379.76万 | 0.34% | 30,383 | 1,875 | 6.6% | $23.44万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $380.47万 | 0.34% | 7,408 | 7,408 | — | $380.47万 | 新建仓 |
| LOW | LOWES COS INC | $387.29万 | 0.34% | 17,565 | 17,565 | — | $387.29万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $387.45万 | 0.34% | 32,013 | 32,013 | — | $387.45万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $394.47万 | 0.35% | 35,657 | 26,744 | 300.1% | $295.87万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $413.18万 | 0.37% | 9,535 | 9,535 | — | $413.18万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $448.92万 | 0.40% | 16,908 | 766 | 4.7% | $20.34万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $455.28万 | 0.41% | 50,174 | 29,265 | 140.0% | $265.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $469.57万 | 0.42% | 4,068 | -12,145 | -74.9% | -$1,401.89万 | 重新持有 |
| SMTC | SEMTECH CORP | $486.59万 | 0.43% | 30,064 | 22,608 | 303.2% | $365.91万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $497.59万 | 0.44% | 20,966 | 20,966 | — | $497.59万 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $497.88万 | 0.44% | 107,324 | 77,680 | 262.0% | $360.36万 | 重新持有 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $519.72万 | 0.46% | 264,086 | 264,086 | — | $519.72万 | 新建仓 |
| GOOG | ALPHABET INC | $536.99万 | 0.48% | 15,198 | -121 | -0.8% | -$4.28万 | 减仓 |
| AMZN | AMAZON COM INC | $539.70万 | 0.48% | 22,644 | -26,450 | -53.9% | -$630.41万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $540.64万 | 0.48% | 28,908 | 20,517 | 244.5% | $383.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $543.83万 | 0.48% | 14,579 | 3,412 | 30.6% | $127.27万 | 加仓 |
| AME | AMETEK INC | $553.82万 | 0.49% | 22,891 | 8,802 | 62.5% | $212.96万 | 加仓 |
| GGG | GRACO INC | $566.87万 | 0.50% | 74,973 | 74,973 | — | $566.87万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $573.54万 | 0.51% | 171,771 | 78,149 | 83.5% | $260.94万 | 加仓 |
| HD | HOME DEPOT INC | $588.38万 | 0.52% | 16,683 | 16,683 | — | $588.38万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $590.73万 | 0.53% | 27,764 | 27,764 | — | $590.73万 | 新建仓 |
| EQIX | EQUINIX INC | $595.62万 | 0.53% | 5,714 | -6,240 | -52.2% | -$650.45万 | 减仓 |
| VRSN | VERISIGN INC | $611.11万 | 0.54% | 24,293 | 18,342 | 308.2% | $461.41万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $616.13万 | 0.55% | 42,492 | 42,492 | — | $616.13万 | 新建仓 |
| IMNM | IMMUNOME INC | $630.38万 | 0.56% | 297,489 | -9,391 | -3.1% | -$19.90万 | 减仓 |
| AAPL | APPLE INC | $631.21万 | 0.56% | 21,814 | 5,922 | 37.3% | $171.36万 | 重新持有 |
| VSEC | VSE CORP | $648.62万 | 0.58% | 28,386 | 28,386 | — | $648.62万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $678.33万 | 0.60% | 33,901 | -23,454 | -40.9% | -$469.29万 | 减仓 |
| AVGO | BROADCOM INC | $682.22万 | 0.61% | 18,060 | -19,110 | -51.4% | -$721.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $702.39万 | 0.62% | 9,715 | -9,537 | -49.5% | -$689.53万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $795.35万 | 0.71% | 156,873 | 47,692 | 43.7% | $241.80万 | 加仓 |
| EWZ | ISHARES INC | $809.96万 | 0.72% | 234,771 | 234,771 | — | $809.96万 | 新建仓 |
| ESAB | ESAB CORPORATION | $812.76万 | 0.72% | 82,405 | 58,055 | 238.4% | $572.60万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $815.68万 | 0.73% | 73,465 | 16,465 | 28.9% | $182.81万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $971.14万 | 0.86% | 215,283 | 215,283 | — | $971.14万 | 新建仓 |
| INTC | INTEL CORP | $1,061.40万 | 0.94% | 76,015 | 55,032 | 262.3% | $768.41万 | 加仓 |
| VTRS | VIATRIS INC | $1,120.62万 | 1.00% | 705,683 | 598,911 | 560.9% | $951.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,599.70万 | 4.09% | 66,972 | -69 | -0.1% | -$4.74万 | 减仓 |