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 |
|---|---|---|---|---|---|---|---|---|
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -319,316 | -100.0% | -$1,668.75万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -173,347 | -100.0% | -$1,054.12万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -56,949 | -100.0% | -$871.55万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -273,466 | -100.0% | -$867.98万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -229,238 | -100.0% | -$843.14万 | 清仓 |
| WHD | CACTUS INC | $0 | 0.00% | 0 | -163,868 | -100.0% | -$776.24万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -229,613 | -100.0% | -$774.03万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -408,502 | -100.0% | -$766.76万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -48,750 | -100.0% | -$731.25万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -85,229 | -100.0% | -$730.07万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -164,040 | -100.0% | -$708.00万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -21,359 | -100.0% | -$694.98万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -154,032 | -100.0% | -$632.30万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -158,509 | -100.0% | -$629.60万 | 清仓 |
| JBS | JBS N.V. | $0 | 0.00% | 0 | -344,630 | -100.0% | -$618.96万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -14,342 | -100.0% | -$610.02万 | 清仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | 0.00% | 0 | -323,090 | -100.0% | -$581.56万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -230,051 | -100.0% | -$568.69万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -22,645 | -100.0% | -$561.60万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -75,155 | -100.0% | -$559.90万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -111,077 | -100.0% | -$559.83万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -37,627 | -100.0% | -$539.61万 | 清仓 |
| VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | -293,321 | -100.0% | -$533.84万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -45,877 | -100.0% | -$527.54万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -45,496 | -100.0% | -$522.52万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -9,976 | -100.0% | -$520.27万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -93,390 | -100.0% | -$495.90万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -44,085 | -100.0% | -$495.34万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -245,993 | -100.0% | -$495.18万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -49,677 | -100.0% | -$493.79万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -50,699 | -100.0% | -$489.09万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -24,749 | -100.0% | -$453.72万 | 清仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $0 | 0.00% | 0 | -66,453 | -100.0% | -$413.20万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -7,161 | -100.0% | -$409.70万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -331,714 | -100.0% | -$395.07万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -47,978 | -100.0% | -$389.73万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -58,066 | -100.0% | -$385.15万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -12,308 | -100.0% | -$382.52万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -5,810 | -100.0% | -$377.85万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -22,767 | -100.0% | -$375.97万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -5,013 | -100.0% | -$352.29万 | 清仓 |
| ADEA | ADEIA INC | $0 | 0.00% | 0 | -144,805 | -100.0% | -$347.97万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -33,616 | -100.0% | -$343.49万 | 清仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $0 | 0.00% | 0 | -94,414 | -100.0% | -$340.83万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -48,223 | -100.0% | -$334.86万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -64,463 | -100.0% | -$331.28万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -233,335 | -100.0% | -$329.47万 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -36,613 | -100.0% | -$310.73万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -9,224 | -100.0% | -$303.09万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -89,038 | -100.0% | -$302.28万 | 清仓 |
| AUGO | AURA MINERALS INC | $0 | 0.00% | 0 | -36,402 | -100.0% | -$297.04万 | 清仓 |
| CUZ | COUSINS PPTYS INC | $0 | 0.00% | 0 | -130,249 | -100.0% | -$293.97万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -63,443 | -100.0% | -$292.54万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -20,089 | -100.0% | -$267.40万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -35,652 | -100.0% | -$264.75万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -31,837 | -100.0% | -$263.20万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -3,002 | -100.0% | -$262.04万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -13,539 | -100.0% | -$256.63万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -83,252 | -100.0% | -$255.67万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -9,083 | -100.0% | -$249.95万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -25,623 | -100.0% | -$247.11万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -12,288 | -100.0% | -$238.56万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -70,747 | -100.0% | -$229.29万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -18,710 | -100.0% | -$221.30万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -105,403 | -100.0% | -$218.40万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -116,837 | -100.0% | -$218.13万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -5,848 | -100.0% | -$212.74万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -4,771 | -100.0% | -$208.13万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -121,151 | -100.0% | -$203.53万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -55,206 | -100.0% | -$197.80万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -26,210 | -100.0% | -$190.52万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -2,873 | -100.0% | -$182.53万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -344,933 | -100.0% | -$182.47万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -10,996 | -100.0% | -$181.81万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -43,544 | -100.0% | -$181.10万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -12,264 | -100.0% | -$180.54万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -12,940 | -100.0% | -$177.45万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -103,386 | -100.0% | -$176.17万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -37,116 | -100.0% | -$173.37万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -4,119 | -100.0% | -$171.66万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -28,276 | -100.0% | -$167.85万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -19,861 | -100.0% | -$162.30万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -64,479 | -100.0% | -$146.30万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -16,726 | -100.0% | -$142.56万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -175,974 | -100.0% | -$141.31万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -5,280 | -100.0% | -$140.19万 | 清仓 |
| WLY | WILEY JOHN & SONS INC | $0 | 0.00% | 0 | -35,852 | -100.0% | -$136.60万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -20,350 | -100.0% | -$134.13万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -8,150 | -100.0% | -$134.12万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -17,278 | -100.0% | -$131.40万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1,209 | -100.0% | -$129.07万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -8,119 | -100.0% | -$127.75万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -20,106 | -100.0% | -$126.27万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -6,366 | -100.0% | -$126.20万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -7,226 | -100.0% | -$125.80万 | 清仓 |
| MLKN | MILLERKNOLL INC | $0 | 0.00% | 0 | -86,651 | -100.0% | -$125.30万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -6,369 | -100.0% | -$122.86万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -5,201 | -100.0% | -$115.50万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -191,244 | -100.0% | -$114.36万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -6,837 | -100.0% | -$113.54万 | 清仓 |