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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $262.04万 | 0.19% | 3,002 | -1,126 | -27.3% | -$98.29万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $262.52万 | 0.19% | 28,451 | -16,879 | -37.2% | -$155.74万 | 减仓 |
| GDDY | GODADDY INC | $263.20万 | 0.19% | 31,837 | 31,837 | — | $263.20万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $264.75万 | 0.19% | 35,652 | 35,652 | — | $264.75万 | 新建仓 |
| RH | RH | $266.59万 | 0.19% | 19,067 | 19,067 | — | $266.59万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $267.40万 | 0.19% | 20,089 | -105,700 | -84.0% | -$1,406.97万 | 减仓 |
| RKT | ROCKET COS INC | $268.34万 | 0.19% | 188,310 | 84,355 | 81.1% | $120.21万 | 加仓 |
| PD | PAGERDUTY INC | $268.75万 | 0.19% | 432,762 | 358,503 | 482.8% | $222.63万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $270.12万 | 0.19% | 72,593 | 28,481 | 64.6% | $105.98万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $270.83万 | 0.19% | 24,670 | 24,670 | — | $270.83万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $276.58万 | 0.20% | 4,054 | 4,054 | — | $276.58万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $277.10万 | 0.20% | 34,469 | 34,469 | — | $277.10万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $278.57万 | 0.20% | 52,789 | 52,789 | — | $278.57万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $280.12万 | 0.20% | 21,972 | -23,647 | -51.8% | -$301.48万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $280.71万 | 0.20% | 30,456 | 30,456 | — | $280.71万 | 新建仓 |
| BSY | BENTLEY SYS INC | $283.36万 | 0.20% | 80,683 | 69,795 | 641.0% | $245.12万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $287.36万 | 0.21% | 226,804 | -63,158 | -21.8% | -$80.02万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $287.62万 | 0.21% | 5,939 | 5,939 | — | $287.62万 | 新建仓 |
| NDSN | NORDSON CORP | $292.08万 | 0.21% | 10,978 | 10,978 | — | $292.08万 | 新建仓 |
| GLOB | GLOBANT S A | $292.54万 | 0.21% | 63,443 | -66,091 | -51.0% | -$304.75万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $293.97万 | 0.21% | 130,249 | 130,249 | — | $293.97万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $294.97万 | 0.21% | 42,564 | 42,564 | — | $294.97万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $295.80万 | 0.21% | 19,903 | 19,903 | — | $295.80万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $295.84万 | 0.21% | 43,346 | 43,346 | — | $295.84万 | 新建仓 |
| ENVA | ENOVA INTL INC | $297.02万 | 0.21% | 21,867 | 21,867 | — | $297.02万 | 新建仓 |
| AUGO | AURA MINERALS INC | $297.04万 | 0.21% | 36,402 | 36,402 | — | $297.04万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $297.25万 | 0.21% | 32,285 | -7,664 | -19.2% | -$70.56万 | 减仓 |
| NTNX | NUTANIX INC | $297.47万 | 0.21% | 78,260 | 62,071 | 383.4% | $235.93万 | 加仓 |
| IOSP | INNOSPEC INC | $297.71万 | 0.21% | 40,771 | 17,941 | 78.6% | $131.01万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $297.79万 | 0.21% | 162,016 | 55,002 | 51.4% | $101.09万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $299.66万 | 0.21% | 109,127 | 89,871 | 466.7% | $246.79万 | 加仓 |
| AME | AMETEK INC | $302.01万 | 0.22% | 14,089 | 14,089 | — | $302.01万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $302.28万 | 0.22% | 89,038 | -938 | -1.0% | -$3.18万 | 减仓 |
| SYK | STRYKER CORPORATION | $303.09万 | 0.22% | 9,224 | 9,224 | — | $303.09万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $305.20万 | 0.22% | 16,144 | 16,144 | — | $305.20万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $305.26万 | 0.22% | 167,081 | 167,081 | — | $305.26万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $307.63万 | 0.22% | 24,088 | 22,589 | 1,506.9% | $288.48万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $310.72万 | 0.22% | 738 | 738 | — | $310.72万 | 新建仓 |
| DCI | DONALDSON INC | $310.73万 | 0.22% | 36,613 | 36,613 | — | $310.73万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $311.02万 | 0.22% | 43,227 | 43,227 | — | $311.02万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $312.60万 | 0.22% | 475,071 | 386,375 | 435.6% | $254.23万 | 加仓 |
| BXC | BLUELINX HLDGS INC | $315.86万 | 0.23% | 58,298 | 18,104 | 45.0% | $98.09万 | 加仓 |
| TFC | TRUIST FINL CORP | $317.34万 | 0.23% | 69,031 | 69,031 | — | $317.34万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $319.91万 | 0.23% | 194,476 | 57,215 | 41.7% | $94.12万 | 加仓 |
| ATEX | ANTERIX INC | $321.48万 | 0.23% | 84,179 | 1,094 | 1.3% | $4.18万 | 加仓 |
| UGI | UGI CORP NEW | $322.83万 | 0.23% | 88,640 | 88,640 | — | $322.83万 | 新建仓 |
| W | WAYFAIR INC | $324.41万 | 0.23% | 43,134 | 14,351 | 49.9% | $107.93万 | 加仓 |
| SOLV | SOLVENTUM CORP | $324.61万 | 0.23% | 49,710 | 44,994 | 954.1% | $293.81万 | 加仓 |
| KMT | KENNAMETAL INC | $325.49万 | 0.23% | 90,089 | 53,821 | 148.4% | $194.46万 | 加仓 |
| GWW | WW GRAINGER INC | $325.93万 | 0.23% | 2,988 | -2,517 | -45.7% | -$274.56万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $327.61万 | 0.23% | 77,194 | 2,008 | 2.7% | $8.52万 | 加仓 |
| STNE | STONECO LTD | $329.47万 | 0.24% | 233,335 | 27,362 | 13.3% | $38.64万 | 加仓 |
| SLB | SLB LIMITED | $331.28万 | 0.24% | 64,463 | 64,463 | — | $331.28万 | 新建仓 |
| APTV | APTIV PLC | $334.86万 | 0.24% | 48,223 | -38,028 | -44.1% | -$264.07万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $337.46万 | 0.24% | 87,676 | 69,568 | 384.2% | $267.77万 | 加仓 |
| MELI | MERCADOLIBRE INC | $339.41万 | 0.24% | 1,963 | 1,963 | — | $339.41万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $340.72万 | 0.24% | 149,700 | 149,700 | — | $340.72万 | 新建仓 |
| SDRL | SEADRILL LTD | $340.78万 | 0.24% | 74,896 | 15,199 | 25.5% | $69.16万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $340.83万 | 0.24% | 94,414 | -112,613 | -54.4% | -$406.53万 | 减仓 |
| DCH | DAUCH CORP | $341.40万 | 0.24% | 575,725 | 399,316 | 226.4% | $236.79万 | 加仓 |
| PDD | PDD HOLDINGS INC | $343.49万 | 0.25% | 33,616 | 33,616 | — | $343.49万 | 新建仓 |
| CVBF | CVB FINL CORP | $347.56万 | 0.25% | 179,247 | 179,247 | — | $347.56万 | 新建仓 |
| ADEA | ADEIA INC | $347.97万 | 0.25% | 144,805 | 144,805 | — | $347.97万 | 新建仓 |
| NDAQ | NASDAQ INC | $350.32万 | 0.25% | 41,267 | 36,770 | 817.7% | $312.14万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $352.29万 | 0.25% | 5,013 | 3,207 | 177.6% | $225.38万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $359.94万 | 0.26% | 17,552 | -10,797 | -38.1% | -$221.41万 | 减仓 |
| EBAY | EBAY INC. | $361.44万 | 0.26% | 39,710 | 30,693 | 340.4% | $279.37万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $361.68万 | 0.26% | 41,988 | 41,988 | — | $361.68万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $364.33万 | 0.26% | 155,965 | 14,299 | 10.1% | $33.40万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $375.97万 | 0.27% | 22,767 | 22,767 | — | $375.97万 | 新建仓 |
| SNA | SNAP ON INC | $376.59万 | 0.27% | 10,368 | 10,368 | — | $376.59万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $377.85万 | 0.27% | 5,810 | 4,317 | 289.1% | $280.75万 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $380.07万 | 0.27% | 215,705 | 160,941 | 293.9% | $283.58万 | 加仓 |
| MCD | MCDONALDS CORP | $382.52万 | 0.27% | 12,308 | 331 | 2.8% | $10.29万 | 加仓 |
| AA | ALCOA CORP | $385.15万 | 0.28% | 58,066 | -97,187 | -62.6% | -$644.64万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $385.37万 | 0.28% | 67,751 | 67,751 | — | $385.37万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $386.07万 | 0.28% | 65,681 | 53,827 | 454.1% | $316.40万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $389.73万 | 0.28% | 47,978 | -15,617 | -24.6% | -$126.86万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $390.73万 | 0.28% | 28,508 | 13,897 | 95.1% | $190.47万 | 加仓 |
| DNOW | DNOW INC | $395.07万 | 0.28% | 331,714 | -7,496 | -2.2% | -$8.93万 | 减仓 |
| OC | OWENS CORNING NEW | $399.69万 | 0.29% | 36,933 | 23,026 | 165.6% | $249.19万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $402.06万 | 0.29% | 16,142 | 16,142 | — | $402.06万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $403.86万 | 0.29% | 23,465 | 13,331 | 131.5% | $229.44万 | 加仓 |
| MTZ | MASTEC INC | $409.03万 | 0.29% | 12,713 | 3,899 | 44.2% | $125.45万 | 加仓 |
| META | META PLATFORMS INC | $409.70万 | 0.29% | 7,161 | -4,270 | -37.4% | -$244.30万 | 重新持有 |
| SARO | STANDARDAERO INC | $413.00万 | 0.30% | 159,890 | 151,283 | 1,757.7% | $390.76万 | 重新持有 |
| UCTT | ULTRA CLEAN HLDGS INC | $413.20万 | 0.30% | 66,453 | 66,453 | — | $413.20万 | 新建仓 |
| MSFT | MICROSOFT CORP | $413.37万 | 0.30% | 11,167 | 1,420 | 14.6% | $52.56万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $414.98万 | 0.30% | 11,566 | 2,036 | 21.4% | $73.05万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $415.42万 | 0.30% | 52,359 | -70,316 | -57.3% | -$557.89万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $425.41万 | 0.30% | 126,875 | 126,875 | — | $425.41万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $433.73万 | 0.31% | 475,061 | 27,789 | 6.2% | $25.37万 | 加仓 |
| NTST | NETSTREIT CORP | $435.81万 | 0.31% | 231,443 | 128,862 | 125.6% | $242.65万 | 加仓 |
| GOOG | ALPHABET INC | $439.44万 | 0.31% | 15,319 | 136 | 0.9% | $3.90万 | 加仓 |
| CI | THE CIGNA GROUP | $453.69万 | 0.32% | 17,008 | 1,565 | 10.1% | $41.75万 | 加仓 |
| BIIB | BIOGEN INC | $453.72万 | 0.32% | 24,749 | 3,029 | 13.9% | $55.53万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $455.96万 | 0.33% | 42,930 | 42,930 | — | $455.96万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $462.62万 | 0.33% | 60,992 | 56,976 | 1,418.7% | $432.16万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $470.36万 | 0.34% | 28,981 | -18,269 | -38.7% | -$296.51万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $471.26万 | 0.34% | 17,762 | 17,762 | — | $471.26万 | 新建仓 |