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 |
|---|---|---|---|---|---|---|---|---|
| DPZ | DOMINOS PIZZA INC | $97.13万 | 0.09% | 3,281 | -8,285 | -71.6% | -$245.27万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $97.66万 | 0.09% | 91,444 | 91,444 | — | $97.66万 | 新建仓 |
| GTX | GARRETT MOTION INC | $98.08万 | 0.09% | 27,072 | 27,072 | — | $98.08万 | 新建仓 |
| CTAS | CINTAS CORP | $98.14万 | 0.09% | 5,770 | -9,335 | -61.8% | -$158.77万 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $98.43万 | 0.09% | 25,627 | 25,627 | — | $98.43万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $98.67万 | 0.09% | 58,212 | -14,526 | -20.0% | -$24.62万 | 减仓 |
| CERS | CERUS CORP | $98.70万 | 0.09% | 338,018 | -13,196 | -3.8% | -$3.85万 | 减仓 |
| SKY | CHAMPION HOMES INC | $98.99万 | 0.09% | 11,234 | -52,448 | -82.4% | -$462.17万 | 减仓 |
| JACK | JACK IN THE BOX INC | $99.19万 | 0.09% | 62,737 | -29,059 | -31.7% | -$45.94万 | 减仓 |
| DTE | DTE ENERGY CO | $99.47万 | 0.09% | 6,528 | -7,455 | -53.3% | -$113.59万 | 减仓 |
| PCG | PG&E CORP | $99.56万 | 0.09% | 59,193 | -360,721 | -85.9% | -$606.73万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $99.81万 | 0.09% | 4,845 | 4,845 | — | $99.81万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $100.17万 | 0.09% | 6,124 | 6,124 | — | $100.17万 | 新建仓 |
| RC | READY CAPITAL CORP | $101.77万 | 0.09% | 581,559 | -124,037 | -17.6% | -$21.71万 | 减仓 |
| BAC | BANK OF AMER CORP | $102.35万 | 0.09% | 17,963 | -34,679 | -65.9% | -$197.60万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $103.28万 | 0.09% | 3,283 | -2,572 | -43.9% | -$80.91万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $103.30万 | 0.09% | 6,338 | 6,338 | — | $103.30万 | 新建仓 |
| WU | WESTERN UN CO | $103.70万 | 0.09% | 134,681 | 134,681 | — | $103.70万 | 新建仓 |
| UGI | UGI CORP NEW | $104.28万 | 0.09% | 30,190 | -58,450 | -65.9% | -$201.89万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $105.99万 | 0.09% | 7,739 | 6,397 | 476.7% | $87.61万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $106.31万 | 0.09% | 61,029 | 61,029 | — | $106.31万 | 新建仓 |
| MHK | MOHAWK INDS INC | $106.69万 | 0.09% | 8,793 | -8,974 | -50.5% | -$108.88万 | 减仓 |
| ICFI | ICF INTL INC | $107.99万 | 0.10% | 14,821 | -14,944 | -50.2% | -$108.88万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $108.17万 | 0.10% | 37,862 | 37,862 | — | $108.17万 | 新建仓 |
| AFL | AFLAC INC | $108.53万 | 0.10% | 9,256 | 5,225 | 129.6% | $61.26万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $109.18万 | 0.10% | 3,607 | -345 | -8.7% | -$10.44万 | 减仓 |
| LCII | LCI INDS | $109.43万 | 0.10% | 10,335 | 288 | 2.9% | $3.05万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $109.47万 | 0.10% | 40,440 | -22,494 | -35.7% | -$60.89万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $109.48万 | 0.10% | 6,204 | -17,261 | -73.6% | -$304.59万 | 减仓 |
| MNDY | MONDAY COM LTD | $109.71万 | 0.10% | 15,155 | 15,155 | — | $109.71万 | 新建仓 |
| DCH | DAUCH CORP | $110.19万 | 0.10% | 203,297 | -372,428 | -64.7% | -$201.86万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $110.59万 | 0.10% | 12,457 | 12,457 | — | $110.59万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $110.99万 | 0.10% | 4,980 | -1,242 | -20.0% | -$27.68万 | 减仓 |
| VICI | VICI PPTYS INC | $111.11万 | 0.10% | 41,849 | -94,351 | -69.3% | -$250.50万 | 重新持有 |
| ALL | ALLSTATE CORP | $111.62万 | 0.10% | 4,691 | 1,509 | 47.4% | $35.91万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $111.79万 | 0.10% | 12,886 | 12,886 | — | $111.79万 | 新建仓 |
| CVCO | CAVCO INDS INC DEL | $112.74万 | 0.10% | 1,835 | -4,104 | -69.1% | -$252.14万 | 减仓 |
| CART | MAPLEBEAR INC | $112.82万 | 0.10% | 23,826 | -5,638 | -19.1% | -$26.70万 | 减仓 |
| APC | ARKO PETE CORP | $113.10万 | 0.10% | 59,999 | 18,414 | 44.3% | $34.71万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC | $113.11万 | 0.10% | 23,088 | 21 | 0.1% | $1,029 | 加仓 |
| SOLV | SOLVENTUM CORP | $113.96万 | 0.10% | 14,771 | -34,939 | -70.3% | -$269.55万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $114.29万 | 0.10% | 51,319 | 39,819 | 346.3% | $88.68万 | 加仓 |
| TWLO | TWILIO INC | $114.49万 | 0.10% | 5,549 | 5,549 | — | $114.49万 | 新建仓 |
| SAM | BOSTON BEER INC | $114.54万 | 0.10% | 6,470 | -773 | -10.7% | -$13.68万 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $114.57万 | 0.10% | 16,001 | 12,233 | 324.7% | $87.59万 | 加仓 |
| OKTA | OKTA INC | $114.89万 | 0.10% | 8,420 | 5,462 | 184.7% | $74.53万 | 加仓 |
| PHIN | PHINIA INC | $115.54万 | 0.10% | 14,027 | -18,305 | -56.6% | -$150.78万 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $115.82万 | 0.10% | 30,869 | 30,869 | — | $115.82万 | 新建仓 |
| BC | BRUNSWICK CORP | $116.06万 | 0.10% | 13,777 | -68,178 | -83.2% | -$574.33万 | 减仓 |
| CERT | CERTARA INC | $116.12万 | 0.10% | 177,281 | 36,300 | 25.7% | $23.78万 | 加仓 |
| ALAB | ASTERA LABS INC | $117.71万 | 0.10% | 2,437 | 2,437 | — | $117.71万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $117.81万 | 0.10% | 6,562 | 3,440 | 110.2% | $61.76万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $118.17万 | 0.11% | 4,944 | 696 | 16.4% | $16.64万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $118.60万 | 0.11% | 11,872 | -11,839 | -49.9% | -$118.27万 | 减仓 |
| REAL | THE REALREAL INC | $118.69万 | 0.11% | 100,669 | 100,669 | — | $118.69万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $118.76万 | 0.11% | 22,891 | 22,891 | — | $118.76万 | 新建仓 |
| EVR | EVERCORE INC | $119.57万 | 0.11% | 3,502 | 3,502 | — | $119.57万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $119.96万 | 0.11% | 11,115 | 11,115 | — | $119.96万 | 新建仓 |
| RPD | RAPID7 INC | $121.15万 | 0.11% | 149,572 | -231,668 | -60.8% | -$187.65万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $121.45万 | 0.11% | 9,595 | 9,595 | — | $121.45万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $121.50万 | 0.11% | 35,188 | 35,188 | — | $121.50万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $121.64万 | 0.11% | 9,854 | -33,076 | -77.0% | -$408.29万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $122.55万 | 0.11% | 76,787 | 76,787 | — | $122.55万 | 新建仓 |
| INTU | INTUIT | $122.57万 | 0.11% | 4,696 | 2,464 | 110.4% | $64.31万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $122.67万 | 0.11% | 3,716 | 3,716 | — | $122.67万 | 新建仓 |
| FIVE | FIVE BELOW INC | $123.08万 | 0.11% | 6,846 | 3,203 | 87.9% | $57.59万 | 加仓 |
| EZPW | EZCORP INC | $123.33万 | 0.11% | 35,676 | 35,676 | — | $123.33万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $123.71万 | 0.11% | 2,429 | -1,625 | -40.1% | -$82.76万 | 减仓 |
| BKU | BANKUNITED INC | $124.03万 | 0.11% | 25,599 | 25,599 | — | $124.03万 | 新建仓 |
| VLTO | VERALTO CORP | $124.58万 | 0.11% | 14,048 | 11,084 | 374.0% | $98.29万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $124.60万 | 0.11% | 46,736 | -62,391 | -57.2% | -$166.33万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $125.34万 | 0.11% | 82,675 | 62,416 | 308.1% | $94.62万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $126.29万 | 0.11% | 13,012 | 9,965 | 327.0% | $96.72万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $127.70万 | 0.11% | 10,373 | 4,542 | 77.9% | $55.92万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $127.91万 | 0.11% | 21,922 | 9,775 | 80.5% | $57.04万 | 加仓 |
| KBH | KB HOME | $128.65万 | 0.11% | 20,555 | -20,032 | -49.4% | -$125.38万 | 减仓 |
| SPT | SPROUT SOCIAL INC | $129.07万 | 0.11% | 170,948 | -64,194 | -27.3% | -$48.47万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $129.25万 | 0.11% | 35,519 | 20,060 | 129.8% | $73.00万 | 加仓 |
| ECL | ECOLAB INC | $129.39万 | 0.12% | 4,644 | 2,863 | 160.8% | $79.77万 | 重新持有 |
| ECHO | ECHOSTAR CORP | $129.72万 | 0.12% | 12,780 | 12,780 | — | $129.72万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $130.30万 | 0.12% | 112,619 | 95,912 | 574.1% | $110.97万 | 加仓 |
| RVTY | REVVITY INC | $131.33万 | 0.12% | 11,804 | -71,488 | -85.8% | -$795.38万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $131.64万 | 0.12% | 9,705 | 9,705 | — | $131.64万 | 新建仓 |
| WDAY | WORKDAY INC | $131.90万 | 0.12% | 10,774 | 10,774 | — | $131.90万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $131.90万 | 0.12% | 10,719 | 10,719 | — | $131.90万 | 新建仓 |
| EAT | BRINKER INTL INC | $132.72万 | 0.12% | 7,900 | 7,900 | — | $132.72万 | 新建仓 |
| MTUS | METALLUS INC | $134.39万 | 0.12% | 71,903 | 59,109 | 462.0% | $110.47万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $135.76万 | 0.12% | 38,635 | -38,559 | -50.0% | -$135.50万 | 减仓 |
| PHVS | PHARVARIS N V | $136.53万 | 0.12% | 39,482 | 30,382 | 333.9% | $105.06万 | 加仓 |
| TRIP | TRIPADVISOR INC | $136.58万 | 0.12% | 99,618 | 99,618 | — | $136.58万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $136.89万 | 0.12% | 82,414 | 82,414 | — | $136.89万 | 新建仓 |
| PFE | PFIZER INC | $137.10万 | 0.12% | 56,935 | -119,320 | -67.7% | -$287.32万 | 减仓 |
| SDRL | SEADRILL LTD | $138.75万 | 0.12% | 36,686 | -38,210 | -51.0% | -$144.51万 | 减仓 |
| CPRT | COPART INC | $139.41万 | 0.12% | 49,452 | 41,272 | 504.5% | $116.35万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $139.43万 | 0.12% | 3,506 | 950 | 37.2% | $37.78万 | 加仓 |
| DHI | D R HORTON INC | $140.79万 | 0.13% | 8,644 | 8,644 | — | $140.79万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $140.88万 | 0.13% | 130,079 | -96,725 | -42.6% | -$104.75万 | 减仓 |
| CUBE | CUBESMART | $141.10万 | 0.13% | 35,478 | 16,395 | 85.9% | $65.20万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $141.23万 | 0.13% | 18,949 | 15,547 | 457.0% | $115.87万 | 加仓 |
| VCEL | VERICEL CORP | $141.96万 | 0.13% | 31,909 | 31,909 | — | $141.96万 | 新建仓 |