Atom Investors LP
AUSTIN TX · SEC CIK 0001738902
$13.97亿2026Q1 申报市值
641持仓数
9.9%前十大占比 · 第一大 2.9%
277 / 191新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EQIX 新建仓+$1,171.78万
AVGO 加仓+$928.31万
RS 新建仓+$887.26万
WEX 新建仓+$871.55万
CDE 新建仓+$766.76万
2026Q1 卖出最多 按季末市值估算
IWM 重新持有-$9,471.42万
LBRT 减仓-$1,413.80万
SITE 减仓-$1,406.97万
GLNG 减仓-$1,358.91万
XLU 清仓-$1,137.93万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -6,536 | -100.0% | -$105.89万 | 清仓 |
| GCMG | GCM GROSVENOR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -5,461 | -100.0% | -$98.96万 | 清仓 |
| IESC | IES HLDGS INC | $0 | 0.00% | 0 | -2,472 | -100.0% | -$96.17万 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -23,761 | -100.0% | -$93.74万 | 清仓 |
| NX | QUANEX BLDG PRODS CORP | $0 | 0.00% | 0 | -60,923 | -100.0% | -$93.70万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -51,194 | -100.0% | -$92.97万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -2,134 | -100.0% | -$90.07万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GAP | GAP INC | $0 | 0.00% | 0 | -34,595 | -100.0% | -$88.56万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -17,437 | -100.0% | -$84.67万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -4,129 | -100.0% | -$84.59万 | 清仓 |
| RDN | RADIAN GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -17,550 | -100.0% | -$81.26万 | 清仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $0 | 0.00% | 0 | -22,330 | -100.0% | -$81.04万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -5,302 | -100.0% | -$80.56万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -10,989 | -100.0% | -$80.30万 | 清仓 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -6,225 | -100.0% | -$74.54万 | 清仓 |
| EPC | EDGEWELL PERS CARE CO | $0 | 0.00% | 0 | -43,713 | -100.0% | -$74.53万 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -5,737 | -100.0% | -$72.61万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -117,404 | -100.0% | -$72.32万 | 清仓 |
| TDUP | THREDUP INC | $0 | 0.00% | 0 | -112,065 | -100.0% | -$71.61万 | 清仓 |
| LXEO | LEXEO THERAPEUTICS INC | $0 | 0.00% | 0 | -68,491 | -100.0% | -$68.01万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -248,607 | -100.0% | -$67.37万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -55,212 | -100.0% | -$65.70万 | 清仓 |
| CLFD | CLEARFIELD INC | $0 | 0.00% | 0 | -22,509 | -100.0% | -$65.61万 | 清仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $0 | 0.00% | 0 | -106,400 | -100.0% | -$65.22万 | 清仓 |
| SANM | SANMINA CORPORATION | $0 | 0.00% | 0 | -4,344 | -100.0% | -$65.19万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,482 | -100.0% | -$64.23万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -205,639 | -100.0% | -$63.75万 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC | $0 | 0.00% | 0 | -13,369 | -100.0% | -$60.91万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -39,593 | -100.0% | -$58.40万 | 清仓 |
| — | FRONTIER COMMUNICATIONS | $0 | 0.00% | 0 | -15,227 | -100.0% | -$57.97万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BEYOND MEAT INC | $0 | 0.00% | 0 | -655,779 | -100.0% | -$53.77万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CZR | CAESARS ENTERTAINMENT INC | $0 | 0.00% | 0 | -22,530 | -100.0% | -$52.70万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -135,109 | -100.0% | -$50.26万 | 清仓 |
| CBRL | CRACKER BARREL OLD CTRY | $0 | 0.00% | 0 | -19,572 | -100.0% | -$49.71万 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $0 | 0.00% | 0 | -95,645 | -100.0% | -$49.16万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,391 | -100.0% | -$45.98万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INVA | INNOVIVA INC | $0 | 0.00% | 0 | -21,457 | -100.0% | -$42.89万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -7,974 | -100.0% | -$42.60万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -7,870 | -100.0% | -$41.99万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -13,470 | -100.0% | -$41.92万 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -74,771 | -100.0% | -$40.83万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MICROVAST HOLDINGS INC | $0 | 0.00% | 0 | -140,298 | -100.0% | -$39.28万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,759 | -100.0% | -$38.70万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS | $0 | 0.00% | 0 | -94,287 | -100.0% | -$38.56万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -27,942 | -100.0% | -$38.56万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -19,173 | -100.0% | -$38.34万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,940 | -100.0% | -$38.01万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -2,005 | -100.0% | -$37.21万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -8,472 | -100.0% | -$36.93万 | 清仓 |
| CBL | CBL & ASSOC PPTYS INC | $0 | 0.00% | 0 | -9,676 | -100.0% | -$35.80万 | 清仓 |
| MAGN | MAGNERA CORP | $0 | 0.00% | 0 | -22,994 | -100.0% | -$34.81万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,046 | -100.0% | -$31.74万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -792 | -100.0% | -$31.15万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,173 | -100.0% | -$30.64万 | 清仓 |
| EBF | ENNIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDXS | CODEXIS INC | $0 | 0.00% | 0 | -184,655 | -100.0% | -$30.10万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -4,589 | -100.0% | -$29.29万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,668 | -100.0% | -$28.90万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -3,877 | -100.0% | -$28.88万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COLL | COLLEGIUM PHARMACEUTICAL | $0 | 0.00% | 0 | -6,124 | -100.0% | -$28.35万 | 清仓 |
| VERX | VERTEX INC | $0 | 0.00% | 0 | -14,067 | -100.0% | -$28.09万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,279 | -100.0% | -$27.73万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -2,372 | -100.0% | -$27.68万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SEPN | SEPTERNA INC | $0 | 0.00% | 0 | -9,791 | -100.0% | -$27.30万 | 清仓 |
| ANGO | ANGIODYNAMICS INC | $0 | 0.00% | 0 | -21,156 | -100.0% | -$27.16万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,183 | -100.0% | -$26.62万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -780 | -100.0% | -$26.53万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,154 | -100.0% | -$26.25万 | 清仓 |
| PGEN | PRECIGEN INC | $0 | 0.00% | 0 | -61,825 | -100.0% | -$25.84万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,732 | -100.0% | -$25.57万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -24,315 | -100.0% | -$25.34万 | 清仓 |
| — | SLEEP NUMBER CORP | $0 | 0.00% | 0 | -29,540 | -100.0% | -$24.99万 | 清仓 |
| VAC | MARRIOTT VACATIONS | $0 | 0.00% | 0 | -4,320 | -100.0% | -$24.92万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -23,819 | -100.0% | -$24.87万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -3,236 | -100.0% | -$24.82万 | 清仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $0 | 0.00% | 0 | -22,597 | -100.0% | -$24.11万 | 清仓 |
| ASPI | ASP ISOTOPES INC | $0 | 0.00% | 0 | -44,661 | -100.0% | -$23.89万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -663 | -100.0% | -$23.88万 | 清仓 |
| GME | GAMESTOP CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -29,892 | -100.0% | -$23.23万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -373 | -100.0% | -$23.23万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,106 | -100.0% | -$22.83万 | 清仓 |
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | -8,689 | -100.0% | -$22.61万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,147 | -100.0% | -$22.60万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -1,835 | -100.0% | -$22.56万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -657 | -100.0% | -$22.20万 | 清仓 |