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 |
|---|---|---|---|---|---|---|---|---|
| DLX | DELUXE CORP MEDIUM TERM NTS | $71.02万 | 0.06% | 29,739 | 29,739 | — | $71.02万 | 新建仓 |
| VCYT | VERACYTE INC | $71.09万 | 0.06% | 12,104 | 5,254 | 76.7% | $30.86万 | 加仓 |
| COO | COOPER COS INC | $71.28万 | 0.06% | 9,940 | 9,940 | — | $71.28万 | 新建仓 |
| TALO | TALOS ENERGY INC | $71.54万 | 0.06% | 55,417 | -310,771 | -84.9% | -$401.21万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $71.92万 | 0.06% | 11,236 | 11,236 | — | $71.92万 | 新建仓 |
| GABC | GERMAN AMERN BANCORP INC | $72.26万 | 0.06% | 15,225 | -7,155 | -32.0% | -$33.96万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $72.29万 | 0.06% | 13,748 | 10,051 | 271.9% | $52.85万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $72.47万 | 0.06% | 15,813 | 15,813 | — | $72.47万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $72.77万 | 0.06% | 68,261 | 68,261 | — | $72.77万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $72.86万 | 0.06% | 14,340 | -18,597 | -56.5% | -$94.49万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $72.86万 | 0.06% | 37,713 | 37,713 | — | $72.86万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $73.43万 | 0.07% | 10,697 | 10,697 | — | $73.43万 | 新建仓 |
| IMKTA | INGLES MKTS INC | $73.52万 | 0.07% | 8,300 | 8,300 | — | $73.52万 | 新建仓 |
| CI | THE CIGNA GROUP | $73.69万 | 0.07% | 2,673 | -14,335 | -84.3% | -$395.19万 | 减仓 |
| ROL | ROLLINS INC | $73.78万 | 0.07% | 17,677 | 17,677 | — | $73.78万 | 新建仓 |
| KRNY | KEARNY FINL CORP MD | $74.00万 | 0.07% | 78,225 | -39,736 | -33.7% | -$37.59万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $74.01万 | 0.07% | 5,625 | -10,983 | -66.1% | -$144.51万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $74.15万 | 0.07% | 2,837 | 2,837 | — | $74.15万 | 新建仓 |
| CNO | CNO FINL GROUP INC | $74.56万 | 0.07% | 14,625 | 14,625 | — | $74.56万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $74.79万 | 0.07% | 22,493 | 22,493 | — | $74.79万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | -2 | -66.7% | -$149.77万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $75.06万 | 0.07% | 8,966 | 8,966 | — | $75.06万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $75.30万 | 0.07% | 8,579 | 8,579 | — | $75.30万 | 新建仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $75.62万 | 0.07% | 51,797 | 51,797 | — | $75.62万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $75.88万 | 0.07% | 4,578 | -30,940 | -87.1% | -$512.86万 | 减仓 |
| AZO | AUTOZONE INC | $76.06万 | 0.07% | 238 | 238 | — | $76.06万 | 新建仓 |
| PAYX | PAYCHEX INC | $76.29万 | 0.07% | 7,759 | 7,759 | — | $76.29万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $76.59万 | 0.07% | 46,758 | 36,521 | 356.8% | $59.82万 | 加仓 |
| LKQ | LKQ CORP | $76.67万 | 0.07% | 29,119 | -305,977 | -91.3% | -$805.64万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $77.14万 | 0.07% | 6,333 | -72,516 | -92.0% | -$883.24万 | 减仓 |
| FISV | FISERV INC | $77.55万 | 0.07% | 15,811 | -43,012 | -73.1% | -$210.97万 | 重新持有 |
| SYY | SYSCO CORP | $77.61万 | 0.07% | 9,286 | -38,807 | -80.7% | -$324.35万 | 重新持有 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $78.44万 | 0.07% | 56,596 | 56,596 | — | $78.44万 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $78.74万 | 0.07% | 148,855 | 148,855 | — | $78.74万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $78.98万 | 0.07% | 30,495 | -53,868 | -63.9% | -$139.52万 | 减仓 |
| KHC | KRAFT HEINZ CO | $79.17万 | 0.07% | 33,518 | -24,032 | -41.8% | -$56.76万 | 重新持有 |
| RDN | RADIAN GROUP INC | $79.20万 | 0.07% | 21,025 | -2,438 | -10.4% | -$9.18万 | 重新持有 |
| EBAY | EBAY INC. | $79.67万 | 0.07% | 7,129 | -32,581 | -82.0% | -$364.09万 | 减仓 |
| STRA | STRATEGIC ED INC | $79.75万 | 0.07% | 10,408 | 10,408 | — | $79.75万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $79.76万 | 0.07% | 76,764 | 1,586 | 2.1% | $1.65万 | 加仓 |
| MNRO | MONRO INC | $80.50万 | 0.07% | 47,047 | -19,788 | -29.6% | -$33.86万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $80.61万 | 0.07% | 23,869 | 1,974 | 9.0% | $6.67万 | 加仓 |
| CHYM | CHIME FINL INC | $80.78万 | 0.07% | 39,444 | 39,444 | — | $80.78万 | 新建仓 |
| BWA | BORGWARNER INC | $80.82万 | 0.07% | 12,171 | 6,039 | 98.5% | $40.10万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $81.18万 | 0.07% | 41,566 | 41,566 | — | $81.18万 | 新建仓 |
| BRC | BRADY CORP | $81.29万 | 0.07% | 8,877 | 8,877 | — | $81.29万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $81.31万 | 0.07% | 39,994 | 13,947 | 53.5% | $28.35万 | 加仓 |
| O | REALTY INCOME CORP | $81.32万 | 0.07% | 13,125 | 1,506 | 13.0% | $9.33万 | 加仓 |
| MCHB | MECHANICS BANCORP | $81.54万 | 0.07% | 51,283 | 51,283 | — | $81.54万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $81.60万 | 0.07% | 12,012 | -1,162 | -8.8% | -$7.89万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $81.96万 | 0.07% | 10,536 | -32,810 | -75.7% | -$255.23万 | 减仓 |
| UNP | UNION PAC CORP | $82.01万 | 0.07% | 3,015 | 1,819 | 152.1% | $49.48万 | 加仓 |
| ATI | ATI INC | $82.49万 | 0.07% | 4,185 | -5,577 | -57.1% | -$109.92万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $82.79万 | 0.07% | 9,917 | 9,917 | — | $82.79万 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $82.79万 | 0.07% | 56,053 | 19,281 | 52.4% | $28.48万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $83.00万 | 0.07% | 32,094 | 32,094 | — | $83.00万 | 新建仓 |
| W | WAYFAIR INC | $83.67万 | 0.07% | 9,053 | -34,081 | -79.0% | -$314.98万 | 减仓 |
| ORI | OLD REP INTL CORP | $84.39万 | 0.08% | 20,623 | 20,623 | — | $84.39万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $84.93万 | 0.08% | 97,068 | -377,993 | -79.6% | -$330.74万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $86.62万 | 0.08% | 25,034 | 25,034 | — | $86.62万 | 新建仓 |
| WMT | WALMART INC | $86.66万 | 0.08% | 7,651 | 1,328 | 21.0% | $15.04万 | 加仓 |
| WLTH | WEALTHFRONT CORP | $86.93万 | 0.08% | 97,238 | 12,692 | 15.0% | $11.35万 | 加仓 |
| MBWM | MERCANTILE BK CORP | $86.96万 | 0.08% | 15,145 | 15,145 | — | $86.96万 | 新建仓 |
| DOX | AMDOCS LTD | $87.60万 | 0.08% | 17,332 | 17,332 | — | $87.60万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $87.67万 | 0.08% | 16,811 | -27,217 | -61.8% | -$141.94万 | 减仓 |
| HON | HONEYWELL INTL INC | $87.68万 | 0.08% | 3,916 | -19,109 | -83.0% | -$427.85万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $88.13万 | 0.08% | 29,145 | 29,145 | — | $88.13万 | 新建仓 |
| FSK | FS KKR CAP CORP | $88.46万 | 0.08% | 84,249 | -56,108 | -40.0% | -$58.91万 | 减仓 |
| WRB | BERKLEY W R CORP | $89.16万 | 0.08% | 12,641 | 12,641 | — | $89.16万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $89.80万 | 0.08% | 25,591 | 25,591 | — | $89.80万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $90.57万 | 0.08% | 11,948 | -54,911 | -82.1% | -$416.23万 | 重新持有 |
| PSTL | POSTAL REALTY TRUST INC | $90.87万 | 0.08% | 36,878 | 36,878 | — | $90.87万 | 新建仓 |
| IBCP | INDEPENDENT BK CORP MICH | $91.03万 | 0.08% | 25,236 | 25,236 | — | $91.03万 | 新建仓 |
| MPC | MARATHON PETE CORP | $91.17万 | 0.08% | 3,566 | 1,821 | 104.4% | $46.56万 | 重新持有 |
| YUM | YUM BRANDS INC | $91.50万 | 0.08% | 5,724 | -11,308 | -66.4% | -$180.77万 | 重新持有 |
| LBTYA | LIBERTY GLOBAL LTD | $91.59万 | 0.08% | 80,553 | -30,905 | -27.7% | -$35.14万 | 重新持有 |
| GRAB | GRAB HOLDINGS LIMITED | $92.19万 | 0.08% | 244,541 | -464,909 | -65.5% | -$175.27万 | 减仓 |
| NU | NU HLDGS LTD | $92.26万 | 0.08% | 69,054 | -375,129 | -84.5% | -$501.17万 | 减仓 |
| CME | CME GROUP INC | $92.40万 | 0.08% | 4,184 | 4,184 | — | $92.40万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $92.71万 | 0.08% | 3,357 | 3,357 | — | $92.71万 | 新建仓 |
| CODI | COMPASS DIVERSIFIED | $92.87万 | 0.08% | 87,118 | -8,382 | -8.8% | -$8.94万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $93.15万 | 0.08% | 4,643 | -1,504 | -24.5% | -$30.17万 | 减仓 |
| OTTR | OTTER TAIL CORP | $93.31万 | 0.08% | 10,370 | -42 | -0.4% | -$3,779 | 减仓 |
| GPRE | GREEN PLAINS INC | $93.70万 | 0.08% | 60,923 | 60,923 | — | $93.70万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $93.79万 | 0.08% | 29,308 | -43,285 | -59.6% | -$138.51万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $93.88万 | 0.08% | 3,202 | -5,845 | -64.6% | -$171.36万 | 重新持有 |
| WSBC | WESBANCO INC | $94.06万 | 0.08% | 24,099 | -48,853 | -67.0% | -$190.67万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $94.28万 | 0.08% | 37,149 | -69,867 | -65.3% | -$177.32万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $94.35万 | 0.08% | 2,493 | -15,059 | -85.8% | -$569.91万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $94.42万 | 0.08% | 11,585 | -7,291 | -38.6% | -$59.42万 | 减仓 |
| WEN | WENDYS CO | $94.44万 | 0.08% | 113,922 | -79,348 | -41.1% | -$65.78万 | 减仓 |
| KLAR | KLARNA GROUP PLC | $94.58万 | 0.08% | 46,730 | 46,730 | — | $94.58万 | 新建仓 |
| AMSF | AMERISAFE INC | $95.71万 | 0.09% | 28,292 | 28,292 | — | $95.71万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $95.72万 | 0.09% | 43,097 | 19,019 | 79.0% | $42.24万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $96.28万 | 0.09% | 2,097 | -938 | -30.9% | -$43.07万 | 重新持有 |
| WT | WISDOMTREE INC | $96.32万 | 0.09% | 56,857 | -97,062 | -63.1% | -$164.42万 | 重新持有 |
| LUNR | INTUITIVE MACHINES INC | $96.39万 | 0.09% | 45,062 | 45,062 | — | $96.39万 | 新建仓 |
| URI | UNITED RENTALS INC | $96.75万 | 0.09% | 854 | 854 | — | $96.75万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $96.76万 | 0.09% | 2,595 | -12,597 | -82.9% | -$469.70万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $96.82万 | 0.09% | 42,748 | 16,820 | 64.9% | $38.10万 | 加仓 |