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 |
|---|---|---|---|---|---|---|---|---|
| ADNT | ADIENT PLC | $151.24万 | 0.11% | 74,835 | -23,622 | -24.0% | -$47.74万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $151.31万 | 0.11% | 91,093 | 91,093 | — | $151.31万 | 新建仓 |
| AI | C3 AI INC | $152.60万 | 0.11% | 181,240 | -193,131 | -51.6% | -$162.62万 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $153.01万 | 0.11% | 217,039 | 28,925 | 15.4% | $20.39万 | 加仓 |
| PBF | PBF ENERGY INC | $156.15万 | 0.11% | 32,790 | -17,648 | -35.0% | -$84.04万 | 减仓 |
| TFSL | TFS FINL CORP | $157.73万 | 0.11% | 112,265 | 112,265 | — | $157.73万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $160.73万 | 0.12% | 62,934 | 38,507 | 157.6% | $98.35万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $161.73万 | 0.12% | 25,529 | 7,024 | 38.0% | $44.50万 | 加仓 |
| FTNT | FORTINET INC | $162.30万 | 0.12% | 19,861 | 19,861 | — | $162.30万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $162.97万 | 0.12% | 40,398 | 36,439 | 920.4% | $146.99万 | 加仓 |
| ADC | AGREE RLTY CORP | $163.16万 | 0.12% | 21,645 | -11,185 | -34.1% | -$84.31万 | 减仓 |
| TMUS | T-MOBILE US INC | $164.75万 | 0.12% | 7,844 | 4,048 | 106.6% | $85.02万 | 加仓 |
| OVV | OVINTIV INC | $167.85万 | 0.12% | 28,276 | 28,276 | — | $167.85万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $168.04万 | 0.12% | 5,855 | -2,475 | -29.7% | -$71.03万 | 减仓 |
| GLNG | GOLAR LNG LTD | $168.64万 | 0.12% | 31,166 | -251,139 | -89.0% | -$1,358.91万 | 减仓 |
| ADI | ANALOG DEVICES INC | $171.45万 | 0.12% | 5,389 | 5,389 | — | $171.45万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $171.66万 | 0.12% | 4,119 | 2,409 | 140.9% | $100.39万 | 加仓 |
| PSX | PHILLIPS 66 | $171.69万 | 0.12% | 9,424 | 4,258 | 82.4% | $77.57万 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $173.37万 | 0.12% | 37,116 | 37,116 | — | $173.37万 | 新建仓 |
| MHK | MOHAWK INDS INC | $174.93万 | 0.13% | 17,767 | 17,767 | — | $174.93万 | 新建仓 |
| ACI | ALBERTSONS COS INC | $176.17万 | 0.13% | 103,386 | 22,731 | 28.2% | $38.73万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $177.32万 | 0.13% | 24,060 | 24,060 | — | $177.32万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $177.45万 | 0.13% | 12,940 | -7,399 | -36.4% | -$101.46万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $178.19万 | 0.13% | 26,505 | 26,505 | — | $178.19万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $178.53万 | 0.13% | 18,876 | 18,876 | — | $178.53万 | 新建仓 |
| FIVN | FIVE9 INC | $179.95万 | 0.13% | 118,622 | -16,091 | -11.9% | -$24.41万 | 减仓 |
| OSK | OSHKOSH CORP | $180.54万 | 0.13% | 12,264 | 12,264 | — | $180.54万 | 新建仓 |
| RAL | RALLIANT CORP | $181.10万 | 0.13% | 43,544 | 43,544 | — | $181.10万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $181.81万 | 0.13% | 10,996 | 6,873 | 166.7% | $113.64万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC | $182.47万 | 0.13% | 344,933 | 267,652 | 346.3% | $141.59万 | 加仓 |
| SNDK | SANDISK CORP | $182.53万 | 0.13% | 2,873 | -6,595 | -69.7% | -$419.01万 | 减仓 |
| GE | GE AEROSPACE | $183.80万 | 0.13% | 6,477 | 6,477 | — | $183.80万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $184.41万 | 0.13% | 10,679 | 10,679 | — | $184.41万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $186.44万 | 0.13% | 84,363 | 22,795 | 37.0% | $50.38万 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $190.52万 | 0.14% | 26,210 | 12,951 | 97.7% | $94.14万 | 加仓 |
| ICFI | ICF INTL INC | $194.34万 | 0.14% | 29,765 | 29,765 | — | $194.34万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $196.14万 | 0.14% | 93,622 | 93,622 | — | $196.14万 | 新建仓 |
| TILE | INTERFACE INC | $197.11万 | 0.14% | 79,099 | -492 | -0.6% | -$1.23万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $197.50万 | 0.14% | 30,521 | 30,521 | — | $197.50万 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $197.80万 | 0.14% | 55,206 | 17,794 | 47.6% | $63.76万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $198.64万 | 0.14% | 14,689 | 14,689 | — | $198.64万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $199.83万 | 0.14% | 5,070 | -3,053 | -37.6% | -$120.33万 | 减仓 |
| GPN | GLOBAL PMTS INC | $200.24万 | 0.14% | 29,754 | 8,177 | 37.9% | $55.03万 | 加仓 |
| BAX | BAXTER INTL INC | $203.53万 | 0.15% | 121,151 | -132,792 | -52.3% | -$223.09万 | 减仓 |
| V | VISA INC | $204.04万 | 0.15% | 6,751 | 6,751 | — | $204.04万 | 新建仓 |
| DTE | DTE ENERGY CO | $204.46万 | 0.15% | 13,983 | 11,140 | 391.8% | $162.89万 | 加仓 |
| HL | HECLA MINING COMPANY | $206.64万 | 0.15% | 110,918 | 110,918 | — | $206.64万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $207.64万 | 0.15% | 44,028 | -27,065 | -38.1% | -$127.64万 | 减仓 |
| CPNG | COUPANG INC | $207.87万 | 0.15% | 110,100 | 110,100 | — | $207.87万 | 新建仓 |
| MCO | MOODYS CORP | $208.13万 | 0.15% | 4,771 | 1,477 | 44.8% | $64.43万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $209.22万 | 0.15% | 107,016 | 107,016 | — | $209.22万 | 新建仓 |
| KBH | KB HOME | $210.04万 | 0.15% | 40,587 | 40,587 | — | $210.04万 | 新建仓 |
| RPD | RAPID7 INC | $210.06万 | 0.15% | 381,240 | 246,086 | 182.1% | $135.59万 | 加仓 |
| STE | STERIS PLC | $212.40万 | 0.15% | 9,605 | -15,822 | -62.2% | -$349.87万 | 减仓 |
| WSO | WATSCO INC | $212.74万 | 0.15% | 5,848 | 5,848 | — | $212.74万 | 新建仓 |
| COHU | COHU INC | $212.82万 | 0.15% | 69,502 | -330,937 | -82.6% | -$1,013.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $214.35万 | 0.15% | 7,287 | 7,287 | — | $214.35万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $214.67万 | 0.15% | 20,909 | 18,814 | 898.0% | $193.16万 | 重新持有 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.15% | 3 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $217.60万 | 0.16% | 23,557 | 3,174 | 15.6% | $29.32万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $218.13万 | 0.16% | 116,837 | 116,837 | — | $218.13万 | 新建仓 |
| MDU | MDU RES GROUP INC | $218.40万 | 0.16% | 105,403 | 92,222 | 699.7% | $191.08万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $219.05万 | 0.16% | 59,801 | 13,083 | 28.0% | $47.92万 | 加仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $219.30万 | 0.16% | 225,849 | 48,108 | 27.1% | $46.71万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $219.37万 | 0.16% | 23,711 | -22,488 | -48.7% | -$208.06万 | 减仓 |
| BOX | BOX INC | $219.83万 | 0.16% | 92,991 | 49,075 | 111.7% | $116.01万 | 加仓 |
| HNI | HNI CORP | $220.62万 | 0.16% | 66,075 | 66,075 | — | $220.62万 | 新建仓 |
| PHIN | PHINIA INC | $221.28万 | 0.16% | 32,332 | -116,806 | -78.3% | -$799.42万 | 减仓 |
| NVT | NVENT ELEC PLC | $221.30万 | 0.16% | 18,710 | 11,118 | 146.4% | $131.50万 | 重新持有 |
| — | SELECT MED HLDGS CORP | $222.22万 | 0.16% | 136,415 | -117,277 | -46.2% | -$191.04万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $226.02万 | 0.16% | 16,608 | 11,696 | 238.1% | $159.17万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $226.11万 | 0.16% | 40,026 | 34,148 | 580.9% | $192.90万 | 重新持有 |
| PZZA | PAPA JOHNS INTL INC | $229.29万 | 0.16% | 70,747 | 27,347 | 63.0% | $88.63万 | 重新持有 |
| FRME | FIRST MERCHANTS CORP | $230.07万 | 0.16% | 59,404 | 21,546 | 56.9% | $83.45万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $232.97万 | 0.17% | 35,240 | -44,725 | -55.9% | -$295.68万 | 减仓 |
| — | EXZEO GROUP INC | $235.01万 | 0.17% | 160,196 | -147 | -0.1% | -$2,156 | 减仓 |
| ESAB | ESAB CORPORATION | $235.37万 | 0.17% | 24,350 | -5,112 | -17.4% | -$49.41万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $236.48万 | 0.17% | 45,749 | 41,233 | 913.0% | $213.13万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $237.16万 | 0.17% | 22,914 | -18,902 | -45.2% | -$195.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $238.56万 | 0.17% | 12,288 | 12,288 | — | $238.56万 | 新建仓 |
| SNPS | SYNOPSYS INC | $239.55万 | 0.17% | 6,042 | 6,042 | — | $239.55万 | 新建仓 |
| KRNT | KORNIT DIGITAL LTD | $239.90万 | 0.17% | 163,641 | -99 | -0.1% | -$1,451 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $242.99万 | 0.17% | 113,974 | -6,774 | -5.6% | -$14.44万 | 减仓 |
| — | ACV AUCTIONS INC | $244.79万 | 0.18% | 577,338 | 95,856 | 19.9% | $40.64万 | 加仓 |
| SJM | SMUCKER J M CO | $247.11万 | 0.18% | 25,623 | 25,623 | — | $247.11万 | 新建仓 |
| DAN | DANA INC | $249.90万 | 0.18% | 74,263 | -267,243 | -78.3% | -$899.27万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $249.95万 | 0.18% | 9,083 | 9,083 | — | $249.95万 | 新建仓 |
| IMTX | IMMATICS N.V | $250.07万 | 0.18% | 254,140 | 254,140 | — | $250.07万 | 新建仓 |
| CVSA | COVISTA INC | $251.28万 | 0.18% | 21,803 | 18,620 | 585.0% | $214.60万 | 重新持有 |
| MWH | SOLV ENERGY INC | $251.59万 | 0.18% | 83,780 | 83,780 | — | $251.59万 | 新建仓 |
| WSBC | WESBANCO INC | $251.61万 | 0.18% | 72,952 | -1,489 | -2.0% | -$5.14万 | 减仓 |
| CTAS | CINTAS CORP | $255.49万 | 0.18% | 15,105 | 15,105 | — | $255.49万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $255.67万 | 0.18% | 83,252 | 53,678 | 181.5% | $164.85万 | 加仓 |
| CXT | CRANE NXT CO | $255.78万 | 0.18% | 63,015 | 57,290 | 1,000.7% | $232.54万 | 加仓 |
| HBNC | HORIZON BANCORP IND | $256.38万 | 0.18% | 154,724 | 138,967 | 881.9% | $230.27万 | 加仓 |
| BAC | BANK AMERICA CORP | $256.63万 | 0.18% | 52,642 | 35,268 | 203.0% | $171.93万 | 加仓 |
| IEX | IDEX CORP | $256.63万 | 0.18% | 13,539 | 7,716 | 132.5% | $146.26万 | 加仓 |
| INSM | INSMED INC | $257.84万 | 0.18% | 15,768 | 15,768 | — | $257.84万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $259.66万 | 0.19% | 709,450 | 695,355 | 4,933.3% | $254.50万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $261.32万 | 0.19% | 145,342 | -89,081 | -38.0% | -$160.17万 | 减仓 |