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 |
|---|---|---|---|---|---|---|---|---|
| MHO | M/I HOMES INC | $142.57万 | 0.13% | 8,867 | 8,867 | — | $142.57万 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $143.16万 | 0.13% | 86,604 | -306,135 | -77.9% | -$506.04万 | 减仓 |
| GIS | GENERAL MILLS INC | $143.37万 | 0.13% | 41,199 | 35,578 | 632.9% | $123.81万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $144.03万 | 0.13% | 6,515 | 6,515 | — | $144.03万 | 新建仓 |
| MO | ALTRIA GROUP INC | $144.74万 | 0.13% | 20,117 | 5,589 | 38.5% | $40.21万 | 重新持有 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $144.82万 | 0.13% | 28,401 | 12,147 | 74.7% | $61.94万 | 加仓 |
| BCO | BRINKS CO | $145.09万 | 0.13% | 15,355 | -47,143 | -75.4% | -$445.45万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $145.54万 | 0.13% | 1,734 | 1,734 | — | $145.54万 | 新建仓 |
| KMT | KENNAMETAL INC | $145.56万 | 0.13% | 41,530 | -48,559 | -53.9% | -$170.20万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $146.01万 | 0.13% | 12,843 | 12,843 | — | $146.01万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $146.14万 | 0.13% | 12,286 | -16,165 | -56.8% | -$192.28万 | 减仓 |
| OMCL | OMNICELL COM | $147.02万 | 0.13% | 35,410 | 35,410 | — | $147.02万 | 新建仓 |
| CXM | SPRINKLR INC | $147.63万 | 0.13% | 286,097 | 184,490 | 181.6% | $95.20万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $147.71万 | 0.13% | 15,521 | 15,521 | — | $147.71万 | 新建仓 |
| KRNT | KORNIT DIGITAL LTD | $148.09万 | 0.13% | 91,135 | -72,506 | -44.3% | -$117.82万 | 减仓 |
| NXT | NEXTPOWER INC | $149.29万 | 0.13% | 12,531 | -26,970 | -68.3% | -$321.32万 | 减仓 |
| ALLE | ALLEGION PLC | $149.34万 | 0.13% | 10,630 | 10,630 | — | $149.34万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $149.58万 | 0.13% | 72,367 | -94,714 | -56.7% | -$195.77万 | 减仓 |
| CENX | CENTURY ALUM CO | $149.91万 | 0.13% | 32,581 | -50,793 | -60.9% | -$233.70万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $150.62万 | 0.13% | 3,624 | 925 | 34.3% | $38.45万 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $152.60万 | 0.14% | 228,780 | -19,755 | -7.9% | -$13.18万 | 减仓 |
| AI | C3 AI INC | $153.41万 | 0.14% | 168,770 | -12,470 | -6.9% | -$11.34万 | 减仓 |
| CRM | SALESFORCE INC | $153.67万 | 0.14% | 9,809 | -43,061 | -81.4% | -$674.59万 | 重新持有 |
| EWJ | ISHARES INC | $155.81万 | 0.14% | 16,705 | 16,705 | — | $155.81万 | 新建仓 |
| — | WEBSTER FINL CORP | $157.01万 | 0.14% | 20,546 | 7,596 | 58.7% | $58.05万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $157.47万 | 0.14% | 9,586 | 2,486 | 35.0% | $40.84万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $157.90万 | 0.14% | 244,049 | 88,240 | 56.6% | $57.09万 | 重新持有 |
| CAT | CATERPILLAR INC | $157.92万 | 0.14% | 1,483 | 1,483 | — | $157.92万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $158.11万 | 0.14% | 9,370 | 9,370 | — | $158.11万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $160.93万 | 0.14% | 25,936 | 15,037 | 138.0% | $93.30万 | 加仓 |
| VG | VENTURE GLOBAL INC | $161.15万 | 0.14% | 144,790 | 144,790 | — | $161.15万 | 新建仓 |
| TMUS | T-MOBILE US INC | $161.83万 | 0.14% | 9,648 | 1,804 | 23.0% | $30.26万 | 加仓 |
| AIZ | ASSURANT INC | $162.03万 | 0.14% | 6,034 | 6,034 | — | $162.03万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $162.27万 | 0.14% | 41,735 | 41,735 | — | $162.27万 | 新建仓 |
| TFC | TRUIST FINL CORP | $162.37万 | 0.14% | 32,591 | -36,440 | -52.8% | -$181.54万 | 减仓 |
| PATK | PATRICK INDS INC | $162.68万 | 0.14% | 18,120 | -36,813 | -67.0% | -$330.51万 | 减仓 |
| EMBC | EMBECTA CORP | $163.15万 | 0.15% | 500,470 | 455,280 | 1,007.5% | $148.42万 | 加仓 |
| VTS | VITESSE ENERGY INC | $163.92万 | 0.15% | 103,947 | 30,594 | 41.7% | $48.25万 | 加仓 |
| MP | MP MATERIALS CORP | $165.10万 | 0.15% | 29,476 | -2,196 | -6.9% | -$12.30万 | 重新持有 |
| — | EXZEO GROUP INC | $165.42万 | 0.15% | 98,058 | -62,138 | -38.8% | -$104.83万 | 减仓 |
| CACI | CACI INTL INC | $166.03万 | 0.15% | 3,584 | 3,584 | — | $166.03万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $166.29万 | 0.15% | 11,084 | -12,473 | -52.9% | -$187.13万 | 减仓 |
| MANE | VERADERMICS INC | $166.36万 | 0.15% | 13,532 | 13,532 | — | $166.36万 | 新建仓 |
| FLR | FLUOR CORP | $167.33万 | 0.15% | 31,939 | 31,939 | — | $167.33万 | 新建仓 |
| THRM | GENTHERM INC | $167.47万 | 0.15% | 49,097 | 49,097 | — | $167.47万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $167.65万 | 0.15% | 16,619 | -25,369 | -60.4% | -$255.92万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $168.83万 | 0.15% | 37,434 | 18,559 | 98.3% | $83.70万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $168.85万 | 0.15% | 47,034 | -1,458 | -3.0% | -$5.23万 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $168.88万 | 0.15% | 213,771 | 213,771 | — | $168.88万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC | $170.15万 | 0.15% | 364,351 | 228,304 | 167.8% | $106.62万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $170.25万 | 0.15% | 12,519 | -19,766 | -61.2% | -$268.80万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $170.46万 | 0.15% | 19,544 | 19,544 | — | $170.46万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $170.57万 | 0.15% | 59,743 | 49,458 | 480.9% | $141.20万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $170.65万 | 0.15% | 11,044 | 5,017 | 83.2% | $77.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $171.43万 | 0.15% | 20,744 | -58,835 | -73.9% | -$486.21万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $171.72万 | 0.15% | 46,664 | -98,678 | -67.9% | -$363.13万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $172.35万 | 0.15% | 187,743 | -426,469 | -69.4% | -$391.50万 | 减仓 |
| BOX | BOX INC | $173.06万 | 0.15% | 65,208 | -27,783 | -29.9% | -$73.74万 | 减仓 |
| GMRS | GMR SOLUTIONS INC | $173.28万 | 0.15% | 112,082 | 112,082 | — | $173.28万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $173.95万 | 0.15% | 41,083 | 13,192 | 47.3% | $55.85万 | 加仓 |
| PSX | PHILLIPS 66 | $175.81万 | 0.16% | 10,400 | 976 | 10.4% | $16.50万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $176.68万 | 0.16% | 19,186 | -18,984 | -49.7% | -$174.82万 | 重新持有 |
| HLIO | HELIOS TECHNOLOGIES INC | $179.31万 | 0.16% | 20,091 | -10,430 | -34.2% | -$93.09万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $179.51万 | 0.16% | 28,544 | -37,137 | -56.5% | -$233.55万 | 减仓 |
| QCOM | QUALCOMM INC | $180.26万 | 0.16% | 9,755 | 9,755 | — | $180.26万 | 新建仓 |
| APH | AMPHENOL CORP | $180.60万 | 0.16% | 10,243 | 4,274 | 71.6% | $75.36万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $182.00万 | 0.16% | 32,517 | -27,284 | -45.6% | -$152.71万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $182.27万 | 0.16% | 12,611 | -16,370 | -56.5% | -$236.60万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $182.34万 | 0.16% | 25,733 | 204 | 0.8% | $1.45万 | 加仓 |
| HTO | H2O AMERICA | $182.53万 | 0.16% | 30,036 | 6,611 | 28.2% | $40.18万 | 重新持有 |
| ZTS | ZOETIS INC | $183.20万 | 0.16% | 25,494 | 5,468 | 27.3% | $39.29万 | 重新持有 |
| OCTV | OCTAVE INTELLIGENCE PLC | $184.93万 | 0.16% | 113,456 | 113,456 | — | $184.93万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $185.05万 | 0.16% | 21,356 | 21,356 | — | $185.05万 | 新建仓 |
| WMB | WILLIAMS COS INC | $185.13万 | 0.16% | 24,903 | -58,830 | -70.3% | -$437.34万 | 减仓 |
| FLEX | FLEX LTD | $187.79万 | 0.17% | 11,587 | 11,587 | — | $187.79万 | 新建仓 |
| GEF | GREIF INC | $189.96万 | 0.17% | 25,502 | 3,723 | 17.1% | $27.73万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $192.33万 | 0.17% | 7,111 | 7,111 | — | $192.33万 | 新建仓 |
| AEE | AMEREN CORP | $194.45万 | 0.17% | 17,202 | -63,648 | -78.7% | -$719.48万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $195.07万 | 0.17% | 25,569 | -92,824 | -78.4% | -$708.15万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $195.44万 | 0.17% | 25,558 | 21,393 | 513.6% | $163.59万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $197.25万 | 0.18% | 26,855 | 26,855 | — | $197.25万 | 新建仓 |
| RYZ | RYERSON HLDG CORP | $197.95万 | 0.18% | 80,434 | 28,976 | 56.3% | $71.31万 | 加仓 |
| NTST | NETSTREIT CORP | $198.07万 | 0.18% | 93,740 | -137,703 | -59.5% | -$290.97万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $198.54万 | 0.18% | 21,094 | 15,133 | 253.9% | $142.43万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $199.19万 | 0.18% | 20,936 | 10,669 | 103.9% | $101.50万 | 加仓 |
| XP | XP INC | $199.46万 | 0.18% | 122,670 | 64,114 | 109.5% | $104.25万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $202.30万 | 0.18% | 5,168 | 3,346 | 183.6% | $130.98万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $202.46万 | 0.18% | 30,731 | 30,731 | — | $202.46万 | 新建仓 |
| PL | PLANET LABS PBC | $204.45万 | 0.18% | 61,712 | 61,712 | — | $204.45万 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $204.66万 | 0.18% | 54,913 | 17,116 | 45.3% | $63.79万 | 加仓 |
| KLAC | KLA CORP | $204.95万 | 0.18% | 6,793 | 6,793 | — | $204.95万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $205.80万 | 0.18% | 56,788 | 56,788 | — | $205.80万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $205.88万 | 0.18% | 12,448 | -7,455 | -37.5% | -$123.30万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $206.89万 | 0.18% | 7,757 | 7,757 | — | $206.89万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $208.76万 | 0.19% | 12,302 | 10,226 | 492.6% | $173.54万 | 加仓 |
| BOH | BANK HAWAII CORP | $209.45万 | 0.19% | 25,702 | 25,702 | — | $209.45万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $209.97万 | 0.19% | 23,715 | 23,715 | — | $209.97万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $209.99万 | 0.19% | 30,284 | 30,284 | — | $209.99万 | 新建仓 |
| — | ACV AUCTIONS INC | $212.22万 | 0.19% | 295,159 | -282,179 | -48.9% | -$202.89万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $212.85万 | 0.19% | 28,775 | 25,678 | 829.1% | $189.94万 | 加仓 |