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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -266,557 | -100.0% | -$1,137.93万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -143,951 | -100.0% | -$1,118.21万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -118,443 | -100.0% | -$1,115.26万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -71,941 | -100.0% | -$1,113.65万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -40,011 | -100.0% | -$1,021.32万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -252,322 | -100.0% | -$1,018.12万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -30,401 | -100.0% | -$985.08万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -71,796 | -100.0% | -$815.67万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -76,487 | -100.0% | -$811.83万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPGI | COMPOSECURE INC | $0 | 0.00% | 0 | -334,666 | -100.0% | -$645.24万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -19,048 | -100.0% | -$621.96万 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -50,191 | -100.0% | -$618.30万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -150,108 | -100.0% | -$589.92万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -32,943 | -100.0% | -$573.87万 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -104,762 | -100.0% | -$504.64万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -57,914 | -100.0% | -$487.93万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -317,345 | -100.0% | -$486.81万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -42,322 | -100.0% | -$481.50万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -19,861 | -100.0% | -$454.66万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -26,451 | -100.0% | -$439.91万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -24,043 | -100.0% | -$417.22万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRACTYL HEALTH INC | $0 | 0.00% | 0 | -1,883,018 | -100.0% | -$414.26万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADTN | ADTRAN HOLDINGS INC | $0 | 0.00% | 0 | -439,946 | -100.0% | -$382.31万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -55,855 | -100.0% | -$355.91万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -17,250 | -100.0% | -$342.79万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -52,660 | -100.0% | -$335.50万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -15,478 | -100.0% | -$330.05万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGS | KODIAK GAS SVCS INC | $0 | 0.00% | 0 | -83,514 | -100.0% | -$312.34万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -92,362 | -100.0% | -$298.42万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -127,863 | -100.0% | -$278.10万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -39,104 | -100.0% | -$264.15万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -46,444 | -100.0% | -$257.49万 | 清仓 |
| GIII | G III APPAREL GROUP LTD | $0 | 0.00% | 0 | -88,237 | -100.0% | -$255.53万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -66,083 | -100.0% | -$255.28万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -18,741 | -100.0% | -$234.94万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -5,243 | -100.0% | -$233.87万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -11,008 | -100.0% | -$227.02万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PLYMOUTH INDL REIT INC | $0 | 0.00% | 0 | -101,266 | -100.0% | -$221.57万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -18,996 | -100.0% | -$209.11万 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS | $0 | 0.00% | 0 | -105,549 | -100.0% | -$207.72万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -154,782 | -100.0% | -$207.41万 | 清仓 |
| SGRY | SURGERY PARTNERS INC | $0 | 0.00% | 0 | -134,053 | -100.0% | -$207.11万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VECO | VEECO INSTRS INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WT | WISDOMTREE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -90,937 | -100.0% | -$186.33万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -5,541 | -100.0% | -$184.14万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -65,706 | -100.0% | -$183.85万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -66,324 | -100.0% | -$179.74万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -153,768 | -100.0% | -$175.91万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -40,324 | -100.0% | -$170.57万 | 清仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -139,422 | -100.0% | -$168.42万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -21,221 | -100.0% | -$165.46万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -155,113 | -100.0% | -$163.95万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AAON | AAON INC | $0 | 0.00% | 0 | -20,715 | -100.0% | -$157.95万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -46,632 | -100.0% | -$152.25万 | 清仓 |
| ZION | ZIONS BANCORPORATION N A | $0 | 0.00% | 0 | -25,186 | -100.0% | -$147.44万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -12,189 | -100.0% | -$146.68万 | 清仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $0 | 0.00% | 0 | -65,809 | -100.0% | -$145.77万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -74,830 | -100.0% | -$145.25万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -149,116 | -100.0% | -$145.09万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -53,585 | -100.0% | -$143.23万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -25,190 | -100.0% | -$136.40万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -33,921 | -100.0% | -$131.07万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -28,435 | -100.0% | -$125.60万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -4,969 | -100.0% | -$124.66万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HTO | H2O AMERICA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -14,033 | -100.0% | -$114.58万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRUP | TRUPANION INC | $0 | 0.00% | 0 | -29,617 | -100.0% | -$110.68万 | 清仓 |
| BULL | WEBULL CORP | $0 | 0.00% | 0 | -139,917 | -100.0% | -$108.72万 | 清仓 |