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 |
|---|---|---|---|---|---|---|---|---|
| AMN | AMN HEALTHCARE SVCS INC | $0 | 0.00% | 0 | -14,849 | -100.0% | -$27.23万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -7,176 | -100.0% | -$27.13万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -2,796 | -100.0% | -$26.09万 | 清仓 |
| — | GAMBLING COM GROUP LIMITED | $0 | 0.00% | 0 | -67,237 | -100.0% | -$26.09万 | 清仓 |
| — | LEGGETT & PLATT INC | $0 | 0.00% | 0 | -25,550 | -100.0% | -$25.24万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -3,322 | -100.0% | -$25.04万 | 清仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $0 | 0.00% | 0 | -21,653 | -100.0% | -$24.47万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -5,829 | -100.0% | -$24.12万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -20,669 | -100.0% | -$23.85万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -45,699 | -100.0% | -$23.67万 | 清仓 |
| — | NANO X IMAGING LTD | $0 | 0.00% | 0 | -104,128 | -100.0% | -$23.64万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -5,037 | -100.0% | -$23.40万 | 清仓 |
| EGBN | EAGLE BANCORPORATION INC | $0 | 0.00% | 0 | -9,296 | -100.0% | -$23.12万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -15,358 | -100.0% | -$23.01万 | 清仓 |
| IMAX | IMAX CORP | $0 | 0.00% | 0 | -5,920 | -100.0% | -$22.50万 | 清仓 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | -17,613 | -100.0% | -$22.47万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -12,681 | -100.0% | -$21.86万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -7,949 | -100.0% | -$20.57万 | 清仓 |
| HELE | HELEN OF TROY LTD | $0 | 0.00% | 0 | -13,606 | -100.0% | -$19.62万 | 清仓 |
| MCS | MARCUS CORP DEL | $0 | 0.00% | 0 | -11,385 | -100.0% | -$19.55万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -12,580 | -100.0% | -$19.32万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -11,258 | -100.0% | -$19.12万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $0 | 0.00% | 0 | -315,151 | -100.0% | -$18.59万 | 清仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $0 | 0.00% | 0 | -79,685 | -100.0% | -$17.53万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -15,897 | -100.0% | -$17.23万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -16,995 | -100.0% | -$14.65万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,296 | -100.0% | -$11.06万 | 清仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $0 | 0.00% | 0 | -17,969 | -100.0% | -$11.02万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -16,022 | -100.0% | -$10.94万 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -31,306 | -100.0% | -$6.54万 | 清仓 |
| — | LIFEMD INC | $0 | 0.00% | 0 | -16,642 | -100.0% | -$6.01万 | 清仓 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -21,920 | -100.0% | -$6.01万 | 清仓 |
| — | DOMO INC | $0 | 0.00% | 0 | -16,556 | -100.0% | -$5.07万 | 清仓 |
| GTN | GRAY MEDIA INC | $0 | 0.00% | 0 | -11,225 | -100.0% | -$4.87万 | 清仓 |
| RZLV | REZOLVE AI PLC | $0 | 0.00% | 0 | -18,756 | -100.0% | -$4.80万 | 清仓 |
| — | WEAVE COMMUNICATIONS INC | $0 | 0.00% | 0 | -10,166 | -100.0% | -$4.70万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -23,755 | -100.0% | -$4.63万 | 清仓 |
| ACH | ACCENDRA HEALTH INC | $0 | 0.00% | 0 | -15,112 | -100.0% | -$3.45万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -52,430 | -100.0% | -$3.06万 | 清仓 |
| — | MICROVISION INC DEL | $0 | 0.00% | 0 | -37,147 | -100.0% | -$2.38万 | 清仓 |
| — | TELA BIO INC | $1.16万 | 0.00% | 15,473 | 15,473 | — | $1.16万 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $2.43万 | 0.00% | 29,576 | 29,576 | — | $2.43万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $2.44万 | 0.00% | 13,107 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $3.56万 | 0.00% | 17,354 | 17,354 | — | $3.56万 | 新建仓 |
| — | ELUTIA INC | $4.33万 | 0.00% | 44,231 | 44,231 | — | $4.33万 | 新建仓 |
| PLUG | PLUG PWR INC | $4.34万 | 0.00% | 16,014 | -62,361 | -79.6% | -$16.90万 | 重新持有 |
| — | QUANTUM SI INC | $4.56万 | 0.00% | 51,554 | 29,559 | 134.4% | $2.62万 | 重新持有 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $4.88万 | 0.00% | 11,094 | 11,094 | — | $4.88万 | 新建仓 |
| EVGO | EVGO INC | $5.79万 | 0.01% | 30,333 | 30,333 | — | $5.79万 | 新建仓 |
| YEXT | YEXT INC | $7.65万 | 0.01% | 16,386 | 16,386 | — | $7.65万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $9.05万 | 0.01% | 27,104 | 27,104 | — | $9.05万 | 新建仓 |
| CLVT | CLARIVATE PLC | $9.35万 | 0.01% | 43,297 | -168,122 | -79.5% | -$36.31万 | 减仓 |
| SLDP | SOLID POWER INC | $9.46万 | 0.01% | 36,529 | 16,174 | 79.5% | $4.19万 | 重新持有 |
| NABL | N-ABLE INC | $9.62万 | 0.01% | 26,223 | 26,223 | — | $9.62万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $10.61万 | 0.01% | 33,455 | 33,455 | — | $10.61万 | 新建仓 |
| CGNT | COGNYTE SOFTWARE LTD | $11.37万 | 0.01% | 12,946 | 12,946 | — | $11.37万 | 新建仓 |
| IMMR | IMMERSION CORP | $11.95万 | 0.01% | 17,653 | -16,644 | -48.5% | -$11.27万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $12.51万 | 0.01% | 27,067 | 6,748 | 33.2% | $3.12万 | 加仓 |
| CAL | CALERES INC | $12.54万 | 0.01% | 10,134 | 10,134 | — | $12.54万 | 新建仓 |
| HNST | HONEST CO INC | $12.59万 | 0.01% | 34,389 | -180,675 | -84.0% | -$66.13万 | 减仓 |
| ORC | ORCHID IS CAP INC | $13.72万 | 0.01% | 19,691 | -5,105 | -20.6% | -$3.56万 | 减仓 |
| NUS | NU SKIN ENTERPRISES INC | $14.01万 | 0.01% | 26,530 | -13,000 | -32.9% | -$6.86万 | 减仓 |
| ACIC | AMERICAN COASTAL INS CORP | $14.44万 | 0.01% | 13,011 | 13,011 | — | $14.44万 | 新建仓 |
| METC | RAMACO RES INC | $14.67万 | 0.01% | 11,089 | 11,089 | — | $14.67万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $15.15万 | 0.01% | 15,985 | 15,985 | — | $15.15万 | 新建仓 |
| SERV | SERVE ROBOTICS INC | $15.21万 | 0.01% | 23,116 | 23,116 | — | $15.21万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $15.34万 | 0.01% | 19,419 | -10,773 | -35.7% | -$8.51万 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $15.37万 | 0.01% | 24,870 | 24,870 | — | $15.37万 | 新建仓 |
| RKT | ROCKET COS INC | $15.85万 | 0.01% | 10,063 | -178,247 | -94.7% | -$280.74万 | 减仓 |
| BLND | BLEND LABS INC | $15.85万 | 0.01% | 92,709 | 92,709 | — | $15.85万 | 新建仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $16.69万 | 0.01% | 29,384 | 17,277 | 142.7% | $9.81万 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $16.78万 | 0.01% | 28,838 | 28,838 | — | $16.78万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $16.95万 | 0.02% | 12,781 | 12,781 | — | $16.95万 | 新建仓 |
| — | NORTHFIELD BANCORP INC DEL | $17.35万 | 0.02% | 11,776 | 11,776 | — | $17.35万 | 新建仓 |
| — | IBIO INC | $17.77万 | 0.02% | 101,557 | 101,557 | — | $17.77万 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $17.82万 | 0.02% | 56,936 | -506,706 | -89.9% | -$158.60万 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $18.08万 | 0.02% | 31,826 | 31,826 | — | $18.08万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $18.38万 | 0.02% | 29,987 | 29,987 | — | $18.38万 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC | $18.45万 | 0.02% | 13,690 | 13,690 | — | $18.45万 | 新建仓 |
| CMRC | COMMERCE.COM INC | $18.49万 | 0.02% | 62,462 | 51,498 | 469.7% | $15.24万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $18.75万 | 0.02% | 10,862 | 10,862 | — | $18.75万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.05万 | 0.02% | 561 | 561 | — | $20.05万 | 新建仓 |
| CPF | CENTRAL PAC FINL CORP | $20.18万 | 0.02% | 5,282 | 5,282 | — | $20.18万 | 新建仓 |
| AES | AES CORP | $20.37万 | 0.02% | 13,895 | 13,895 | — | $20.37万 | 新建仓 |
| — | CHART INDS INC | $20.48万 | 0.02% | 980 | -22,039 | -95.7% | -$460.48万 | 重新持有 |
| OKE | ONEOK INC NEW | $20.50万 | 0.02% | 2,358 | 2,358 | — | $20.50万 | 新建仓 |
| UDR | UDR INC | $20.70万 | 0.02% | 5,186 | -15,232 | -74.6% | -$60.81万 | 减仓 |
| OPRA | OPERA LTD | $20.76万 | 0.02% | 10,468 | 10,468 | — | $20.76万 | 新建仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $20.83万 | 0.02% | 25,843 | -137,005 | -84.1% | -$110.43万 | 减仓 |
| — | SIGA TECHNOLOGIES INC | $20.92万 | 0.02% | 57,464 | 57,464 | — | $20.92万 | 新建仓 |
| LINE | LINEAGE INC | $20.92万 | 0.02% | 4,838 | -31,681 | -86.8% | -$137.02万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $20.94万 | 0.02% | 30,613 | -57,984 | -65.4% | -$39.66万 | 减仓 |
| UIS | UNISYS CORP | $20.95万 | 0.02% | 57,242 | -54,022 | -48.6% | -$19.77万 | 减仓 |
| RLI | RLI CORP | $21.02万 | 0.02% | 3,559 | 3,559 | — | $21.02万 | 新建仓 |
| EFC | ELLINGTON FINANCIAL INC | $21.08万 | 0.02% | 15,490 | 15,490 | — | $21.08万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $21.21万 | 0.02% | 12,711 | 12,711 | — | $21.21万 | 新建仓 |
| AVO | MISSION PRODUCE INC | $21.24万 | 0.02% | 18,016 | 18,016 | — | $21.24万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $21.34万 | 0.02% | 652 | -6,635 | -91.1% | -$217.18万 | 减仓 |
| BGS | B & G FOODS INC | $21.80万 | 0.02% | 54,775 | -46,758 | -46.1% | -$18.61万 | 减仓 |
| GEVO | GEVO INC | $22.00万 | 0.02% | 146,690 | 146,690 | — | $22.00万 | 新建仓 |