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 |
|---|---|---|---|---|---|---|---|---|
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $22.17万 | 0.02% | 22,854 | 22,854 | — | $22.17万 | 新建仓 |
| NDSN | NORDSON CORP | $22.26万 | 0.02% | 738 | -10,240 | -93.3% | -$308.93万 | 减仓 |
| ASTE | ASTEC INDS INC | $22.33万 | 0.02% | 3,649 | 3,649 | — | $22.33万 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INC | $22.44万 | 0.02% | 15,869 | 15,869 | — | $22.44万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $22.62万 | 0.02% | 2,261 | 2,261 | — | $22.62万 | 新建仓 |
| — | CURIOSITYSTREAM INC | $22.69万 | 0.02% | 85,297 | 85,297 | — | $22.69万 | 新建仓 |
| INVH | INVITATION HOMES INC | $22.69万 | 0.02% | 7,512 | 7,512 | — | $22.69万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.71万 | 0.02% | 1,989 | 1,989 | — | $22.71万 | 新建仓 |
| OMER | OMEROS CORP | $22.77万 | 0.02% | 23,945 | 23,945 | — | $22.77万 | 新建仓 |
| ADT | ADT INC DEL | $22.88万 | 0.02% | 35,206 | 35,206 | — | $22.88万 | 新建仓 |
| EBF | ENNIS INC | $22.90万 | 0.02% | 10,778 | -6,151 | -36.3% | -$13.07万 | 重新持有 |
| AGO | ASSURED GUARANTY LTD | $22.96万 | 0.02% | 2,864 | 2,864 | — | $22.96万 | 新建仓 |
| PBI | PITNEY BOWES INC | $23.09万 | 0.02% | 13,180 | 13,180 | — | $23.09万 | 新建仓 |
| MUX | MCEWEN INC. | $23.19万 | 0.02% | 12,791 | 12,791 | — | $23.19万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $23.32万 | 0.02% | 2,321 | -15,726 | -87.1% | -$158.00万 | 重新持有 |
| CBRE | CBRE GROUP INC | $23.33万 | 0.02% | 1,732 | 1,732 | — | $23.33万 | 新建仓 |
| MCBS | METROCITY BANKSHARES INC | $23.33万 | 0.02% | 6,501 | 6,501 | — | $23.33万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $23.38万 | 0.02% | 239 | -5,648 | -95.9% | -$552.44万 | 减仓 |
| MOS | MOSAIC CO | $23.44万 | 0.02% | 11,060 | 11,060 | — | $23.44万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $23.44万 | 0.02% | 2,513 | 2,513 | — | $23.44万 | 新建仓 |
| CTVA | CORTEVA INC | $23.57万 | 0.02% | 2,783 | 208 | 8.1% | $1.76万 | 加仓 |
| BHB | BAR HBR BANKSHARES | $23.77万 | 0.02% | 6,296 | 6,296 | — | $23.77万 | 新建仓 |
| AVA | AVISTA CORP | $24.21万 | 0.02% | 5,919 | 5,919 | — | $24.21万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $24.22万 | 0.02% | 49,535 | 49,535 | — | $24.22万 | 新建仓 |
| REG | REGENCY CTRS CORP | $24.31万 | 0.02% | 3,049 | -5,105 | -62.6% | -$40.71万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $24.37万 | 0.02% | 5,899 | 5,899 | — | $24.37万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $24.42万 | 0.02% | 31,708 | 31,708 | — | $24.42万 | 新建仓 |
| RMD | RESMED INC | $24.42万 | 0.02% | 1,253 | 1,253 | — | $24.42万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $24.49万 | 0.02% | 3,911 | 3,911 | — | $24.49万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $24.58万 | 0.02% | 107,329 | 68,454 | 176.1% | $15.68万 | 加仓 |
| SAFE | SAFEHOLD INC | $24.58万 | 0.02% | 15,657 | 15,657 | — | $24.58万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $24.87万 | 0.02% | 13,723 | 13,723 | — | $24.87万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $24.87万 | 0.02% | 28,105 | 28,105 | — | $24.87万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.02万 | 0.02% | 861 | -437 | -33.7% | -$12.70万 | 减仓 |
| CPNG | COUPANG INC | $25.02万 | 0.02% | 14,407 | -95,693 | -86.9% | -$166.22万 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $25.06万 | 0.02% | 816 | 816 | — | $25.06万 | 新建仓 |
| GRPN | GROUPON INC | $25.09万 | 0.02% | 10,426 | 10,426 | — | $25.09万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $25.09万 | 0.02% | 840 | -30,161 | -97.3% | -$901.06万 | 重新持有 |
| GFL | GFL ENVIRONMENTAL INC | $25.52万 | 0.02% | 6,936 | 6,936 | — | $25.52万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $25.80万 | 0.02% | 916 | 916 | — | $25.80万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $25.83万 | 0.02% | 1,737 | -4,025 | -69.9% | -$59.85万 | 减仓 |
| BKH | BLACK HILLS CORP | $25.91万 | 0.02% | 3,483 | 3,483 | — | $25.91万 | 新建仓 |
| TJX | TJX COS INC NEW | $26.12万 | 0.02% | 1,724 | -7,137 | -80.5% | -$108.13万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $26.27万 | 0.02% | 9,316 | 9,316 | — | $26.27万 | 新建仓 |
| VC | VISTEON CORP | $26.30万 | 0.02% | 2,651 | 2,651 | — | $26.30万 | 新建仓 |
| BMRC | BANK OF MARIN BANCORP | $26.32万 | 0.02% | 9,502 | 9,502 | — | $26.32万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $26.38万 | 0.02% | 5,114 | 5,114 | — | $26.38万 | 新建仓 |
| YORW | YORK WTR CO | $26.38万 | 0.02% | 8,607 | 8,607 | — | $26.38万 | 新建仓 |
| ADAM | ADAMAS TRUST INC. | $26.51万 | 0.02% | 28,264 | 28,264 | — | $26.51万 | 新建仓 |
| BOBS | BOBS DISC FURNITURE INC | $26.53万 | 0.02% | 16,770 | 16,770 | — | $26.53万 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $26.55万 | 0.02% | 4,661 | 4,661 | — | $26.55万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $26.69万 | 0.02% | 25,254 | -27,180 | -51.8% | -$28.73万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $26.70万 | 0.02% | 14,502 | -99,472 | -87.3% | -$183.13万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $26.96万 | 0.02% | 9,201 | 9,201 | — | $26.96万 | 新建仓 |
| SXC | SUNCOKE ENERGY INC | $27.05万 | 0.02% | 33,605 | -10,134 | -23.2% | -$8.16万 | 减仓 |
| — | NATHANS FAMOUS INC | $27.06万 | 0.02% | 2,663 | 2,663 | — | $27.06万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $27.12万 | 0.02% | 5,433 | 5,433 | — | $27.12万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $27.15万 | 0.02% | 27,182 | 27,182 | — | $27.15万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $27.16万 | 0.02% | 2,797 | -2,706 | -49.2% | -$26.27万 | 减仓 |
| HROW | HARROW INC | $27.17万 | 0.02% | 6,398 | 6,398 | — | $27.17万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $27.23万 | 0.02% | 3,527 | 3,527 | — | $27.23万 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $27.27万 | 0.02% | 28,377 | 28,377 | — | $27.27万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $28.01万 | 0.02% | 2,756 | 2,756 | — | $28.01万 | 新建仓 |
| BLK | BLACKROCK INC | $28.56万 | 0.03% | 297 | 297 | — | $28.56万 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $28.56万 | 0.03% | 11,902 | 11,902 | — | $28.56万 | 新建仓 |
| TRST | TRUSTCO BK CORP N Y | $28.92万 | 0.03% | 5,266 | 5,266 | — | $28.92万 | 新建仓 |
| ADNT | ADIENT PLC | $29.01万 | 0.03% | 15,783 | -59,052 | -78.9% | -$108.54万 | 减仓 |
| GLNG | GOLAR LNG LTD | $29.13万 | 0.03% | 5,844 | -25,322 | -81.2% | -$126.20万 | 减仓 |
| EQT | EQT CORP | $29.58万 | 0.03% | 5,564 | -53,612 | -90.6% | -$285.06万 | 重新持有 |
| IBOC | INTERNATIONAL BANCSHARES COR | $29.71万 | 0.03% | 3,912 | 3,912 | — | $29.71万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $30.02万 | 0.03% | 3,330 | -18,642 | -84.8% | -$168.08万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $30.29万 | 0.03% | 2,669 | 2,669 | — | $30.29万 | 新建仓 |
| SCSC | SCANSOURCE INC | $30.34万 | 0.03% | 5,824 | -29,973 | -83.7% | -$156.13万 | 减仓 |
| VRNS | VARONIS SYS INC | $30.43万 | 0.03% | 7,252 | 7,252 | — | $30.43万 | 新建仓 |
| HUBS | HUBSPOT INC | $30.44万 | 0.03% | 1,668 | -22,417 | -93.1% | -$409.13万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $30.73万 | 0.03% | 4,283 | -1,079 | -20.1% | -$7.74万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $31.23万 | 0.03% | 9,232 | 9,232 | — | $31.23万 | 新建仓 |
| NBHC | NATIONAL BK HLDGS CORP | $31.42万 | 0.03% | 7,071 | 7,071 | — | $31.42万 | 新建仓 |
| GLW | CORNING INC | $31.47万 | 0.03% | 1,232 | -4,451 | -78.3% | -$113.69万 | 减仓 |
| BLKB | BLACKBAUD INC | $31.52万 | 0.03% | 10,643 | -3,918 | -26.9% | -$11.61万 | 减仓 |
| PPL | PPL CORP | $31.55万 | 0.03% | 8,679 | -168,403 | -95.1% | -$612.15万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $31.71万 | 0.03% | 10,987 | 10,987 | — | $31.71万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $31.81万 | 0.03% | 4,427 | 4,427 | — | $31.81万 | 新建仓 |
| CG | CARLYLE GROUP INC | $31.88万 | 0.03% | 7,571 | 7,571 | — | $31.88万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $32.43万 | 0.03% | 4,469 | -25,285 | -85.0% | -$183.47万 | 减仓 |
| DC | DAKOTA GOLD CORP | $32.52万 | 0.03% | 76,336 | 27,166 | 55.2% | $11.57万 | 加仓 |
| CABO | CABLE ONE INC | $32.52万 | 0.03% | 6,124 | -4,282 | -41.1% | -$22.74万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $32.84万 | 0.03% | 6,877 | -158,431 | -95.8% | -$756.51万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $32.93万 | 0.03% | 16,879 | 16,879 | — | $32.93万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $32.93万 | 0.03% | 2,933 | 2,933 | — | $32.93万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $33.45万 | 0.03% | 981 | -1,937 | -66.4% | -$66.06万 | 重新持有 |
| MTZ | MASTEC INC | $33.53万 | 0.03% | 806 | -11,907 | -93.7% | -$495.40万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $33.55万 | 0.03% | 4,490 | 4,490 | — | $33.55万 | 新建仓 |
| RBLX | ROBLOX CORP | $33.77万 | 0.03% | 6,210 | 6,210 | — | $33.77万 | 新建仓 |
| SONY | SONY GROUP CORP | $33.84万 | 0.03% | 16,869 | 16,869 | — | $33.84万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $34.17万 | 0.03% | 4,736 | -9,338 | -66.3% | -$67.38万 | 减仓 |
| COHU | COHU INC | $34.18万 | 0.03% | 4,624 | -64,878 | -93.3% | -$479.51万 | 减仓 |
| CTRE | CARETRUST REIT INC | $34.22万 | 0.03% | 8,481 | -8,360 | -49.6% | -$33.73万 | 减仓 |
| HEI/A | HEICO CORP NEW | $34.56万 | 0.03% | 1,340 | 1,340 | — | $34.56万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $34.82万 | 0.03% | 34,891 | -182,148 | -83.9% | -$181.78万 | 减仓 |