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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | -57,297 | -100.0% | -$112.07万 | 清仓 |
| TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -52,764 | -100.0% | -$110.38万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -15,108 | -100.0% | -$109.47万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -76,288 | -100.0% | -$107.72万 | 清仓 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -23,236 | -100.0% | -$106.42万 | 清仓 |
| GPRK | GEOPARK LTD | $0 | 0.00% | 0 | -111,269 | -100.0% | -$105.71万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -3,583 | -100.0% | -$104.89万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -17,114 | -100.0% | -$103.73万 | 清仓 |
| SMPL | SIMPLY GOOD FOODS CO | $0 | 0.00% | 0 | -70,584 | -100.0% | -$101.29万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -207,720 | -100.0% | -$95.55万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -2,759 | -100.0% | -$94.69万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -5,438 | -100.0% | -$94.29万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -4,427 | -100.0% | -$90.25万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -6,811 | -100.0% | -$90.03万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -5,759 | -100.0% | -$89.25万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -52,742 | -100.0% | -$89.21万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -25,927 | -100.0% | -$84.89万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -673 | -100.0% | -$84.88万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -6,223 | -100.0% | -$82.95万 | 清仓 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | -6,784 | -100.0% | -$81.33万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -9,760 | -100.0% | -$79.95万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -9,522 | -100.0% | -$77.87万 | 清仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -12,162 | -100.0% | -$77.76万 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -113,666 | -100.0% | -$71.95万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -7,395 | -100.0% | -$69.97万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -29,813 | -100.0% | -$69.46万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -32,927 | -100.0% | -$69.38万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,216 | -100.0% | -$65.34万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -27,678 | -100.0% | -$64.74万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -3,449 | -100.0% | -$63.71万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -77,755 | -100.0% | -$63.45万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -5,805 | -100.0% | -$62.04万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -5,624 | -100.0% | -$61.59万 | 清仓 |
| BLBD | BLUE BIRD CORP | $0 | 0.00% | 0 | -10,552 | -100.0% | -$59.92万 | 清仓 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | -22,117 | -100.0% | -$59.80万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -3,728 | -100.0% | -$59.03万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -12,726 | -100.0% | -$58.31万 | 清仓 |
| CRSR | CORSAIR GAMING INC | $0 | 0.00% | 0 | -103,486 | -100.0% | -$57.43万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -11,199 | -100.0% | -$56.73万 | 清仓 |
| EE | EXCELERATE ENERGY INC | $0 | 0.00% | 0 | -16,931 | -100.0% | -$56.58万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -27,286 | -100.0% | -$56.26万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -6,848 | -100.0% | -$55.68万 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $0 | 0.00% | 0 | -564,166 | -100.0% | -$55.29万 | 清仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $0 | 0.00% | 0 | -26,934 | -100.0% | -$54.30万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -9,148 | -100.0% | -$54.22万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -10,699 | -100.0% | -$53.97万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -69,155 | -100.0% | -$53.04万 | 清仓 |
| STAA | STAAR SURGICAL CO | $0 | 0.00% | 0 | -28,304 | -100.0% | -$52.93万 | 清仓 |
| OEC | ORION S.A. | $0 | 0.00% | 0 | -80,433 | -100.0% | -$52.28万 | 清仓 |
| OUT | OUTFRONT MEDIA INC | $0 | 0.00% | 0 | -19,664 | -100.0% | -$52.11万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -1,373 | -100.0% | -$51.86万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -1,887 | -100.0% | -$50.12万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -25,988 | -100.0% | -$48.60万 | 清仓 |
| JAN | JANUS LIVING INC | $0 | 0.00% | 0 | -20,209 | -100.0% | -$47.63万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -6,638 | -100.0% | -$47.03万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -19,578 | -100.0% | -$46.36万 | 清仓 |
| YSS | YORK SPACE SYSTEMS INC | $0 | 0.00% | 0 | -20,881 | -100.0% | -$46.29万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -11,070 | -100.0% | -$46.11万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -12,377 | -100.0% | -$45.77万 | 清仓 |
| BLMN | BLOOMIN BRANDS INC | $0 | 0.00% | 0 | -83,480 | -100.0% | -$45.08万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$44.66万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,719 | -100.0% | -$44.63万 | 清仓 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -16,762 | -100.0% | -$43.56万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -51,810 | -100.0% | -$43.47万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,159 | -100.0% | -$42.81万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -1,174 | -100.0% | -$42.02万 | 清仓 |
| ANGI | ANGI INC | $0 | 0.00% | 0 | -60,957 | -100.0% | -$41.76万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -3,607 | -100.0% | -$41.66万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -14,268 | -100.0% | -$41.36万 | 清仓 |
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | -7,747 | -100.0% | -$40.79万 | 清仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $0 | 0.00% | 0 | -15,807 | -100.0% | -$39.53万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -3,541 | -100.0% | -$38.63万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -3,240 | -100.0% | -$38.47万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -15,140 | -100.0% | -$38.46万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -5,054 | -100.0% | -$38.20万 | 清仓 |
| ASB | ASSOCIATED BANC-CORP | $0 | 0.00% | 0 | -14,616 | -100.0% | -$37.80万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -14,546 | -100.0% | -$37.31万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -19,427 | -100.0% | -$36.79万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -2,246 | -100.0% | -$36.48万 | 清仓 |
| — | AMERICAS CAR-MART INC | $0 | 0.00% | 0 | -28,132 | -100.0% | -$35.81万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -843 | -100.0% | -$35.80万 | 清仓 |
| NNE | NANO NUCLEAR ENERGY INC | $0 | 0.00% | 0 | -16,560 | -100.0% | -$33.91万 | 清仓 |