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 |
|---|---|---|---|---|---|---|---|---|
| PRK | PARK NATL CORP | $34.97万 | 0.03% | 1,911 | 1,911 | — | $34.97万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $35.11万 | 0.03% | 4,808 | -1,373 | -22.2% | -$10.03万 | 重新持有 |
| — | AVALONBAY CMNTYS INC | $35.30万 | 0.03% | 1,871 | 1,871 | — | $35.30万 | 新建仓 |
| PTLO | PORTILLOS INC | $35.42万 | 0.03% | 74,732 | 49,411 | 195.1% | $23.42万 | 重新持有 |
| BBAI | BIGBEAR AI HLDGS INC | $35.46万 | 0.03% | 96,620 | 5,186 | 5.7% | $1.90万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $35.55万 | 0.03% | 12,339 | 0 | 0.0% | — | 不变 |
| GCMG | GCM GROSVENOR INC | $35.57万 | 0.03% | 28,915 | -63,251 | -68.6% | -$77.80万 | 重新持有 |
| BB | BLACKBERRY LTD | $35.67万 | 0.03% | 28,199 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $35.74万 | 0.03% | 79,416 | 79,416 | — | $35.74万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $35.82万 | 0.03% | 9,350 | 9,350 | — | $35.82万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $35.88万 | 0.03% | 8,779 | 8,779 | — | $35.88万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $35.94万 | 0.03% | 13,486 | 13,486 | — | $35.94万 | 新建仓 |
| NVAX | NOVAVAX INC | $35.96万 | 0.03% | 38,175 | 26,024 | 214.2% | $24.51万 | 加仓 |
| V | VISA INC | $35.99万 | 0.03% | 1,049 | -5,702 | -84.5% | -$195.63万 | 减仓 |
| — | PICS NV | $36.31万 | 0.03% | 34,158 | -24,070 | -41.3% | -$25.59万 | 减仓 |
| GWW | WW GRAINGER INC | $36.46万 | 0.03% | 268 | -2,720 | -91.0% | -$370.03万 | 减仓 |
| SN | SHARKNINJA INC | $36.54万 | 0.03% | 2,400 | -6,062 | -71.6% | -$92.31万 | 减仓 |
| HSY | HERSHEY CO | $36.58万 | 0.03% | 2,085 | 2,085 | — | $36.58万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $36.80万 | 0.03% | 39,357 | -67,765 | -63.3% | -$63.36万 | 减仓 |
| — | TALKSPACE INC | $36.83万 | 0.03% | 70,820 | 70,820 | — | $36.83万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $37.01万 | 0.03% | 3,128 | -54,065 | -94.5% | -$639.64万 | 减仓 |
| RPC | RIDGEPOST CAP INC | $37.17万 | 0.03% | 47,224 | 47,224 | — | $37.17万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $37.32万 | 0.03% | 15,429 | 15,429 | — | $37.32万 | 新建仓 |
| OLN | OLIN CORP | $37.54万 | 0.03% | 18,939 | 18,939 | — | $37.54万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $37.69万 | 0.03% | 1,473 | 1,473 | — | $37.69万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $37.79万 | 0.03% | 838 | -61 | -6.8% | -$2.75万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $37.90万 | 0.03% | 60,156 | 5,044 | 9.2% | $3.18万 | 重新持有 |
| PFBC | PREFERRED BK LOS ANGELES CA | $38.22万 | 0.03% | 3,597 | 3,597 | — | $38.22万 | 新建仓 |
| — | TOPBUILD COR | $38.29万 | 0.03% | 1,080 | -8,910 | -89.2% | -$315.89万 | 重新持有 |
| POWL | POWELL INDS INC | $38.34万 | 0.03% | 1,339 | 1,339 | — | $38.34万 | 新建仓 |
| ORCL | ORACLE CORP | $38.38万 | 0.03% | 2,619 | 2,619 | — | $38.38万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $38.41万 | 0.03% | 5,015 | 5,015 | — | $38.41万 | 新建仓 |
| DAN | DANA INC | $38.61万 | 0.03% | 14,188 | -60,075 | -80.9% | -$163.46万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $38.62万 | 0.03% | 8,266 | -7,807 | -48.6% | -$36.47万 | 减仓 |
| AGNT | AGNT INC | $38.62万 | 0.03% | 71,388 | 71,388 | — | $38.62万 | 新建仓 |
| L | LOEWS CORP | $38.73万 | 0.03% | 3,421 | 3,421 | — | $38.73万 | 新建仓 |
| SHOE | SHOE STA GROUP INC | $38.95万 | 0.03% | 26,262 | 7,875 | 42.8% | $11.68万 | 加仓 |
| CVNA | CARVANA CO | $39.42万 | 0.04% | 5,989 | 5,165 | 626.8% | $34.00万 | 重新持有 |
| LKFN | LAKELAND FINL CORP | $40.00万 | 0.04% | 6,481 | 6,481 | — | $40.00万 | 新建仓 |
| PTC | PTC INC | $40.00万 | 0.04% | 3,521 | 3,521 | — | $40.00万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $40.06万 | 0.04% | 3,890 | 3,890 | — | $40.06万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $40.07万 | 0.04% | 5,146 | 5,146 | — | $40.07万 | 新建仓 |
| LOVE | LOVESAC CO | $40.33万 | 0.04% | 24,162 | 3,894 | 19.2% | $6.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $40.48万 | 0.04% | 2,271 | -16,179 | -87.7% | -$288.37万 | 减仓 |
| INGR | INGREDION INC | $40.55万 | 0.04% | 4,281 | 4,281 | — | $40.55万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $41.35万 | 0.04% | 5,637 | 5,637 | — | $41.35万 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $41.45万 | 0.04% | 16,625 | 16,625 | — | $41.45万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $41.97万 | 0.04% | 4,603 | -20,067 | -81.3% | -$182.99万 | 减仓 |
| FLGT | FULGENT GENETICS INC | $42.13万 | 0.04% | 20,529 | 20,529 | — | $42.13万 | 新建仓 |
| ATEX | ANTERIX INC | $42.45万 | 0.04% | 4,124 | -80,055 | -95.1% | -$824.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $42.54万 | 0.04% | 835 | -10,271 | -92.5% | -$523.27万 | 减仓 |
| EFX | EQUIFAX INC | $42.63万 | 0.04% | 2,686 | 2,686 | — | $42.63万 | 新建仓 |
| TASK | TASKUS INC | $42.69万 | 0.04% | 91,224 | -26,614 | -22.6% | -$12.46万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $42.91万 | 0.04% | 4,767 | 4,767 | — | $42.91万 | 新建仓 |
| LTBR | LIGHTBRIDGE CORP | $43.05万 | 0.04% | 48,975 | 48,975 | — | $43.05万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $43.05万 | 0.04% | 10,598 | -11,032 | -51.0% | -$44.81万 | 减仓 |
| LEN | LENNAR CORP | $43.09万 | 0.04% | 4,762 | 4,762 | — | $43.09万 | 新建仓 |
| DEO | DIAGEO PLC | $43.30万 | 0.04% | 5,387 | 5,387 | — | $43.30万 | 新建仓 |
| CHWY | CHEWY INC | $43.56万 | 0.04% | 22,169 | 9,218 | 71.2% | $18.11万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $43.62万 | 0.04% | 5,827 | 5,827 | — | $43.62万 | 新建仓 |
| H | HYATT HOTELS CORP | $43.63万 | 0.04% | 2,251 | -4,407 | -66.2% | -$85.43万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $43.76万 | 0.04% | 4,364 | -38,200 | -89.7% | -$383.07万 | 减仓 |
| ROST | ROSS STORES INC | $44.27万 | 0.04% | 2,080 | 561 | 36.9% | $11.94万 | 重新持有 |
| OPLN | OPENLANE INC | $44.28万 | 0.04% | 10,738 | 10,738 | — | $44.28万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $44.40万 | 0.04% | 10,696 | 10,696 | — | $44.40万 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $44.42万 | 0.04% | 30,742 | 30,742 | — | $44.42万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $44.47万 | 0.04% | 5,015 | 5,015 | — | $44.47万 | 新建仓 |
| RH | RH | $45.04万 | 0.04% | 2,734 | -16,333 | -85.7% | -$269.05万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $45.07万 | 0.04% | 7,428 | 7,428 | — | $45.07万 | 新建仓 |
| OKLO | OKLO INC | $45.09万 | 0.04% | 8,616 | 8,616 | — | $45.09万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $45.28万 | 0.04% | 24,383 | -191,322 | -88.7% | -$355.28万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $45.32万 | 0.04% | 14,373 | 14,373 | — | $45.32万 | 新建仓 |
| — | SPOK HLDGS INC | $45.35万 | 0.04% | 44,289 | 44,289 | — | $45.35万 | 新建仓 |
| — | CHICAGO ATLANTIC REAL ESTATE | $45.36万 | 0.04% | 42,314 | 42,314 | — | $45.36万 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $45.41万 | 0.04% | 219,382 | 219,382 | — | $45.41万 | 新建仓 |
| RDDT | REDDIT INC | $45.51万 | 0.04% | 2,622 | 2,622 | — | $45.51万 | 新建仓 |
| HFWA | HERITAGE FINL CORP WASH | $45.58万 | 0.04% | 15,389 | 7,677 | 99.5% | $22.74万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $45.78万 | 0.04% | 18,647 | 18,647 | — | $45.78万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $45.86万 | 0.04% | 27,779 | -108,636 | -79.6% | -$179.36万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $46.20万 | 0.04% | 1,185 | 1,185 | — | $46.20万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $46.40万 | 0.04% | 8,283 | 8,283 | — | $46.40万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $46.53万 | 0.04% | 32,885 | -15,175 | -31.6% | -$21.47万 | 减仓 |
| SKT | TANGER INC | $46.70万 | 0.04% | 11,831 | -10,277 | -46.5% | -$40.56万 | 减仓 |
| GLPI | GAMING & LEISURE P | $47.42万 | 0.04% | 10,650 | 369 | 3.6% | $1.64万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $48.38万 | 0.04% | 34,708 | -78,219 | -69.3% | -$109.04万 | 减仓 |
| TBCH | TURTLE BEACH CORP | $48.49万 | 0.04% | 38,944 | 1,611 | 4.3% | $2.01万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $48.79万 | 0.04% | 16,303 | -27,386 | -62.7% | -$81.97万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $48.82万 | 0.04% | 6,138 | 6,138 | — | $48.82万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $48.85万 | 0.04% | 90,138 | -212,268 | -70.2% | -$115.05万 | 减仓 |
| IIIV | I3 VERTICALS INC | $48.94万 | 0.04% | 22,910 | 22,910 | — | $48.94万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $49.05万 | 0.04% | 49,541 | -425,530 | -89.6% | -$421.27万 | 减仓 |
| NEOG | NEOGEN CORP | $49.16万 | 0.04% | 54,682 | 20,353 | 59.3% | $18.30万 | 加仓 |
| ONDS | ONDAS INC | $49.19万 | 0.04% | 59,695 | 59,695 | — | $49.19万 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $49.73万 | 0.04% | 58,642 | -91,656 | -61.0% | -$77.72万 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $49.94万 | 0.04% | 44,277 | 44,277 | — | $49.94万 | 新建仓 |
| LZB | LA Z BOY INC | $50.67万 | 0.05% | 12,630 | 12,630 | — | $50.67万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $51.10万 | 0.05% | 1,533 | 1,533 | — | $51.10万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $51.20万 | 0.05% | 4,643 | -18,271 | -79.7% | -$201.47万 | 减仓 |
| NTNX | NUTANIX INC | $51.21万 | 0.05% | 10,050 | -68,210 | -87.2% | -$347.60万 | 减仓 |
| NNN | NNN REIT INC | $51.27万 | 0.05% | 11,019 | 11,019 | — | $51.27万 | 新建仓 |