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 |
|---|---|---|---|---|---|---|---|---|
| PD | PAGERDUTY INC | $275.28万 | 0.24% | 285,264 | -147,498 | -34.1% | -$142.34万 | 减仓 |
| TRMB | TRIMBLE INC | $274.94万 | 0.24% | 53,721 | 53,721 | — | $274.94万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $271.71万 | 0.24% | 16,736 | 6,057 | 56.7% | $98.34万 | 加仓 |
| NOW | SERVICENOW INC | $271.55万 | 0.24% | 27,352 | 23,944 | 702.6% | $237.72万 | 加仓 |
| RNG | RINGCENTRAL INC | $269.27万 | 0.24% | 69,079 | 69,079 | — | $269.27万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $268.65万 | 0.24% | 111,012 | -83,464 | -42.9% | -$201.98万 | 减仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $267.47万 | 0.24% | 346,018 | 346,018 | — | $267.47万 | 新建仓 |
| TSLA | TESLA INC | $264.98万 | 0.24% | 6,300 | 6,300 | — | $264.98万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $263.65万 | 0.23% | 10,015 | 10,015 | — | $263.65万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $263.11万 | 0.23% | 7,859 | -13,337 | -62.9% | -$446.51万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $262.77万 | 0.23% | 45,430 | -51,715 | -53.2% | -$299.12万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $261.77万 | 0.23% | 19,753 | 5,064 | 34.5% | $67.11万 | 加仓 |
| INSM | INSMED INC | $259.88万 | 0.23% | 24,374 | 8,606 | 54.6% | $91.76万 | 加仓 |
| MDB | MONGODB INC | $258.74万 | 0.23% | 7,703 | 7,703 | — | $258.74万 | 新建仓 |
| EMR | EMERSON ELEC CO | $258.27万 | 0.23% | 18,042 | 18,042 | — | $258.27万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $257.62万 | 0.23% | 35,199 | 35,199 | — | $257.62万 | 新建仓 |
| STE | STERIS PLC | $255.13万 | 0.23% | 12,116 | 2,511 | 26.1% | $52.87万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $254.37万 | 0.23% | 50,122 | 50,122 | — | $254.37万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $252.64万 | 0.22% | 65,281 | -22,395 | -25.5% | -$86.67万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $250.69万 | 0.22% | 53,191 | 40,291 | 312.3% | $189.89万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $248.69万 | 0.22% | 63,833 | 63,833 | — | $248.69万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $247.98万 | 0.22% | 24,271 | -30,274 | -55.5% | -$309.31万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $247.83万 | 0.22% | 144,339 | -17,677 | -10.9% | -$30.35万 | 减仓 |
| FIVN | FIVE9 INC | $246.97万 | 0.22% | 115,838 | -2,784 | -2.3% | -$5.94万 | 减仓 |
| ALV | AUTOLIV INC | $245.04万 | 0.22% | 21,093 | 19,066 | 940.6% | $221.49万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $243.91万 | 0.22% | 7,213 | -10,549 | -59.4% | -$356.71万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $243.79万 | 0.22% | 31,404 | -29,588 | -48.5% | -$229.69万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $242.44万 | 0.22% | 36,501 | 36,501 | — | $242.44万 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $241.56万 | 0.21% | 108,129 | 108,129 | — | $241.56万 | 新建仓 |
| SM | SM ENERGY COMPANY | $239.63万 | 0.21% | 91,811 | -97,319 | -51.5% | -$254.00万 | 减仓 |
| TXNM | TXNM ENERGY INC | $238.67万 | 0.21% | 42,034 | 42,034 | — | $238.67万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $238.23万 | 0.21% | 45,857 | 45,857 | — | $238.23万 | 新建仓 |
| SO | SOUTHERN CO | $237.55万 | 0.21% | 24,820 | 24,820 | — | $237.55万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $235.43万 | 0.21% | 29,008 | 29,008 | — | $235.43万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $235.28万 | 0.21% | 4,702 | 2,921 | 164.0% | $146.16万 | 重新持有 |
| WTTR | SELECT WATER SOLUTIONS INC | $232.60万 | 0.21% | 116,415 | -347,885 | -74.9% | -$695.07万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $232.55万 | 0.21% | 49,436 | 49,436 | — | $232.55万 | 新建仓 |
| HCI | HCI GROUP INC | $232.24万 | 0.21% | 13,252 | 10,364 | 358.9% | $181.63万 | 加仓 |
| ABVX | ABIVAX SA | $231.59万 | 0.21% | 17,379 | 17,379 | — | $231.59万 | 新建仓 |
| ENVA | ENOVA INTL INC | $229.05万 | 0.20% | 9,515 | -12,352 | -56.5% | -$297.35万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $228.94万 | 0.20% | 33,917 | 33,917 | — | $228.94万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $227.28万 | 0.20% | 1,339 | -624 | -31.8% | -$105.92万 | 减仓 |
| TFSL | TFS FINL CORP | $225.69万 | 0.20% | 127,365 | 15,100 | 13.5% | $26.76万 | 加仓 |
| MMM | 3M CO | $225.44万 | 0.20% | 13,924 | 6,577 | 89.5% | $106.49万 | 加仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $224.69万 | 0.20% | 68,254 | 68,254 | — | $224.69万 | 新建仓 |
| PLXS | PLEXUS CORP | $224.18万 | 0.20% | 7,456 | 7,456 | — | $224.18万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $224.16万 | 0.20% | 3,634 | -1,436 | -28.3% | -$88.58万 | 减仓 |
| CNA | CNA FINL CORP | $223.99万 | 0.20% | 46,080 | 46,080 | — | $223.99万 | 新建仓 |
| ADC | AGREE RLTY CORP | $223.70万 | 0.20% | 29,535 | 7,890 | 36.5% | $59.76万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $223.13万 | 0.20% | 214,137 | 214,137 | — | $223.13万 | 新建仓 |
| CLX | CLOROX CO DEL | $222.80万 | 0.20% | 23,345 | 23,345 | — | $222.80万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $222.12万 | 0.20% | 20,759 | -23,370 | -53.0% | -$250.06万 | 重新持有 |
| DOLE | DOLE PLC | $220.15万 | 0.20% | 160,459 | 143,460 | 843.9% | $196.83万 | 加仓 |
| LADR | LADDER CAP CORP | $220.13万 | 0.20% | 221,235 | 221,235 | — | $220.13万 | 新建仓 |
| IMTX | IMMATICS N.V | $219.18万 | 0.19% | 216,365 | -37,775 | -14.9% | -$38.27万 | 减仓 |
| AMCR | AMCOR PLC | $219.00万 | 0.19% | 50,518 | -76,285 | -60.2% | -$330.70万 | 减仓 |
| HL | HECLA MINING COMPANY | $215.68万 | 0.19% | 139,780 | 28,862 | 26.0% | $44.53万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $213.06万 | 0.19% | 56,425 | 56,425 | — | $213.06万 | 新建仓 |
| MTX | MINERALS TECHNOLOGIES INC | $212.85万 | 0.19% | 28,775 | 25,678 | 829.1% | $189.94万 | 加仓 |
| — | ACV AUCTIONS INC | $212.22万 | 0.19% | 295,159 | -282,179 | -48.9% | -$202.89万 | 减仓 |
| MMSI | MERIT MED SYS INC | $209.99万 | 0.19% | 30,284 | 30,284 | — | $209.99万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $209.97万 | 0.19% | 23,715 | 23,715 | — | $209.97万 | 新建仓 |
| BOH | BANK HAWAII CORP | $209.45万 | 0.19% | 25,702 | 25,702 | — | $209.45万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $208.76万 | 0.19% | 12,302 | 10,226 | 492.6% | $173.54万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $206.89万 | 0.18% | 7,757 | 7,757 | — | $206.89万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $205.88万 | 0.18% | 12,448 | -7,455 | -37.5% | -$123.30万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $205.80万 | 0.18% | 56,788 | 56,788 | — | $205.80万 | 新建仓 |
| KLAC | KLA CORP | $204.95万 | 0.18% | 6,793 | 6,793 | — | $204.95万 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $204.66万 | 0.18% | 54,913 | 17,116 | 45.3% | $63.79万 | 加仓 |
| PL | PLANET LABS PBC | $204.45万 | 0.18% | 61,712 | 61,712 | — | $204.45万 | 新建仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $202.46万 | 0.18% | 30,731 | 30,731 | — | $202.46万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $202.30万 | 0.18% | 5,168 | 3,346 | 183.6% | $130.98万 | 加仓 |
| XP | XP INC | $199.46万 | 0.18% | 122,670 | 64,114 | 109.5% | $104.25万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $199.19万 | 0.18% | 20,936 | 10,669 | 103.9% | $101.50万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $198.54万 | 0.18% | 21,094 | 15,133 | 253.9% | $142.43万 | 加仓 |
| NTST | NETSTREIT CORP | $198.07万 | 0.18% | 93,740 | -137,703 | -59.5% | -$290.97万 | 减仓 |
| RYZ | RYERSON HLDG CORP | $197.95万 | 0.18% | 80,434 | 28,976 | 56.3% | $71.31万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $197.25万 | 0.18% | 26,855 | 26,855 | — | $197.25万 | 新建仓 |
| SYBT | STOCK YDS BANCORP INC | $195.44万 | 0.17% | 25,558 | 21,393 | 513.6% | $163.59万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $195.07万 | 0.17% | 25,569 | -92,824 | -78.4% | -$708.15万 | 减仓 |
| AEE | AMEREN CORP | $194.45万 | 0.17% | 17,202 | -63,648 | -78.7% | -$719.48万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $192.33万 | 0.17% | 7,111 | 7,111 | — | $192.33万 | 新建仓 |
| GEF | GREIF INC | $189.96万 | 0.17% | 25,502 | 3,723 | 17.1% | $27.73万 | 加仓 |
| FLEX | FLEX LTD | $187.79万 | 0.17% | 11,587 | 11,587 | — | $187.79万 | 新建仓 |
| WMB | WILLIAMS COS INC | $185.13万 | 0.16% | 24,903 | -58,830 | -70.3% | -$437.34万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $185.05万 | 0.16% | 21,356 | 21,356 | — | $185.05万 | 新建仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $184.93万 | 0.16% | 113,456 | 113,456 | — | $184.93万 | 新建仓 |
| ZTS | ZOETIS INC | $183.20万 | 0.16% | 25,494 | 5,468 | 27.3% | $39.29万 | 重新持有 |
| HTO | H2O AMERICA | $182.53万 | 0.16% | 30,036 | 6,611 | 28.2% | $40.18万 | 重新持有 |
| URBN | URBAN OUTFITTERS INC | $182.34万 | 0.16% | 25,733 | 204 | 0.8% | $1.45万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $182.27万 | 0.16% | 12,611 | -16,370 | -56.5% | -$236.60万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $182.00万 | 0.16% | 32,517 | -27,284 | -45.6% | -$152.71万 | 减仓 |
| APH | AMPHENOL CORP | $180.60万 | 0.16% | 10,243 | 4,274 | 71.6% | $75.36万 | 加仓 |
| QCOM | QUALCOMM INC | $180.26万 | 0.16% | 9,755 | 9,755 | — | $180.26万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $179.51万 | 0.16% | 28,544 | -37,137 | -56.5% | -$233.55万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $179.31万 | 0.16% | 20,091 | -10,430 | -34.2% | -$93.09万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $176.68万 | 0.16% | 19,186 | -18,984 | -49.7% | -$174.82万 | 重新持有 |
| PSX | PHILLIPS 66 | $175.81万 | 0.16% | 10,400 | 976 | 10.4% | $16.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $173.95万 | 0.15% | 41,083 | 13,192 | 47.3% | $55.85万 | 加仓 |
| GMRS | GMR SOLUTIONS INC | $173.28万 | 0.15% | 112,082 | 112,082 | — | $173.28万 | 新建仓 |