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 |
|---|---|---|---|---|---|---|---|---|
| BOX | BOX INC | $173.06万 | 0.15% | 65,208 | -27,783 | -29.9% | -$73.74万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $172.35万 | 0.15% | 187,743 | -426,469 | -69.4% | -$391.50万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $171.72万 | 0.15% | 46,664 | -98,678 | -67.9% | -$363.13万 | 减仓 |
| WFC | WELLS FARGO & CO | $171.43万 | 0.15% | 20,744 | -58,835 | -73.9% | -$486.21万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $170.65万 | 0.15% | 11,044 | 5,017 | 83.2% | $77.52万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $170.57万 | 0.15% | 59,743 | 49,458 | 480.9% | $141.20万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $170.46万 | 0.15% | 19,544 | 19,544 | — | $170.46万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $170.25万 | 0.15% | 12,519 | -19,766 | -61.2% | -$268.80万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $170.15万 | 0.15% | 364,351 | 228,304 | 167.8% | $106.62万 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $168.88万 | 0.15% | 213,771 | 213,771 | — | $168.88万 | 新建仓 |
| DIN | DINE BRANDS GLOBAL INC | $168.85万 | 0.15% | 47,034 | -1,458 | -3.0% | -$5.23万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $168.83万 | 0.15% | 37,434 | 18,559 | 98.3% | $83.70万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $167.65万 | 0.15% | 16,619 | -25,369 | -60.4% | -$255.92万 | 减仓 |
| THRM | GENTHERM INC | $167.47万 | 0.15% | 49,097 | 49,097 | — | $167.47万 | 新建仓 |
| FLR | FLUOR CORP | $167.33万 | 0.15% | 31,939 | 31,939 | — | $167.33万 | 新建仓 |
| MANE | VERADERMICS INC | $166.36万 | 0.15% | 13,532 | 13,532 | — | $166.36万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $166.29万 | 0.15% | 11,084 | -12,473 | -52.9% | -$187.13万 | 减仓 |
| CACI | CACI INTL INC | $166.03万 | 0.15% | 3,584 | 3,584 | — | $166.03万 | 新建仓 |
| — | EXZEO GROUP INC | $165.42万 | 0.15% | 98,058 | -62,138 | -38.8% | -$104.83万 | 减仓 |
| MP | MP MATERIALS CORP | $165.10万 | 0.15% | 29,476 | -2,196 | -6.9% | -$12.30万 | 重新持有 |
| VTS | VITESSE ENERGY INC | $163.92万 | 0.15% | 103,947 | 30,594 | 41.7% | $48.25万 | 加仓 |
| EMBC | EMBECTA CORP | $163.15万 | 0.15% | 500,470 | 455,280 | 1,007.5% | $148.42万 | 加仓 |
| PATK | PATRICK INDS INC | $162.68万 | 0.14% | 18,120 | -36,813 | -67.0% | -$330.51万 | 减仓 |
| TFC | TRUIST FINL CORP | $162.37万 | 0.14% | 32,591 | -36,440 | -52.8% | -$181.54万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $162.27万 | 0.14% | 41,735 | 41,735 | — | $162.27万 | 新建仓 |
| AIZ | ASSURANT INC | $162.03万 | 0.14% | 6,034 | 6,034 | — | $162.03万 | 新建仓 |
| TMUS | T-MOBILE US INC | $161.83万 | 0.14% | 9,648 | 1,804 | 23.0% | $30.26万 | 加仓 |
| VG | VENTURE GLOBAL INC | $161.15万 | 0.14% | 144,790 | 144,790 | — | $161.15万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $160.93万 | 0.14% | 25,936 | 15,037 | 138.0% | $93.30万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $158.11万 | 0.14% | 9,370 | 9,370 | — | $158.11万 | 新建仓 |
| CAT | CATERPILLAR INC | $157.92万 | 0.14% | 1,483 | 1,483 | — | $157.92万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $157.90万 | 0.14% | 244,049 | 88,240 | 56.6% | $57.09万 | 重新持有 |
| BOOT | BOOT BARN HLDGS INC | $157.47万 | 0.14% | 9,586 | 2,486 | 35.0% | $40.84万 | 加仓 |
| — | WEBSTER FINL CORP | $157.01万 | 0.14% | 20,546 | 7,596 | 58.7% | $58.05万 | 加仓 |
| EWJ | ISHARES INC | $155.81万 | 0.14% | 16,705 | 16,705 | — | $155.81万 | 新建仓 |
| CRM | SALESFORCE INC | $153.67万 | 0.14% | 9,809 | -43,061 | -81.4% | -$674.59万 | 重新持有 |
| AI | C3 AI INC | $153.41万 | 0.14% | 168,770 | -12,470 | -6.9% | -$11.34万 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $152.60万 | 0.14% | 228,780 | -19,755 | -7.9% | -$13.18万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $150.62万 | 0.13% | 3,624 | 925 | 34.3% | $38.45万 | 加仓 |
| CENX | CENTURY ALUM CO | $149.91万 | 0.13% | 32,581 | -50,793 | -60.9% | -$233.70万 | 重新持有 |
| BNL | BROADSTONE NET LEASE INC | $149.58万 | 0.13% | 72,367 | -94,714 | -56.7% | -$195.77万 | 减仓 |
| ALLE | ALLEGION PLC | $149.34万 | 0.13% | 10,630 | 10,630 | — | $149.34万 | 新建仓 |
| NXT | NEXTPOWER INC | $149.29万 | 0.13% | 12,531 | -26,970 | -68.3% | -$321.32万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $148.09万 | 0.13% | 91,135 | -72,506 | -44.3% | -$117.82万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $147.71万 | 0.13% | 15,521 | 15,521 | — | $147.71万 | 新建仓 |
| CXM | SPRINKLR INC | $147.63万 | 0.13% | 286,097 | 184,490 | 181.6% | $95.20万 | 加仓 |
| OMCL | OMNICELL COM | $147.02万 | 0.13% | 35,410 | 35,410 | — | $147.02万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $146.14万 | 0.13% | 12,286 | -16,165 | -56.8% | -$192.28万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $146.01万 | 0.13% | 12,843 | 12,843 | — | $146.01万 | 新建仓 |
| KMT | KENNAMETAL INC | $145.56万 | 0.13% | 41,530 | -48,559 | -53.9% | -$170.20万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $145.54万 | 0.13% | 1,734 | 1,734 | — | $145.54万 | 新建仓 |
| BCO | BRINKS CO | $145.09万 | 0.13% | 15,355 | -47,143 | -75.4% | -$445.45万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $144.82万 | 0.13% | 28,401 | 12,147 | 74.7% | $61.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $144.74万 | 0.13% | 20,117 | 5,589 | 38.5% | $40.21万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $144.03万 | 0.13% | 6,515 | 6,515 | — | $144.03万 | 新建仓 |
| GIS | GENERAL MILLS INC | $143.37万 | 0.13% | 41,199 | 35,578 | 632.9% | $123.81万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $143.16万 | 0.13% | 86,604 | -306,135 | -77.9% | -$506.04万 | 减仓 |
| MHO | M/I HOMES INC | $142.57万 | 0.13% | 8,867 | 8,867 | — | $142.57万 | 新建仓 |
| VCEL | VERICEL CORP | $141.96万 | 0.13% | 31,909 | 31,909 | — | $141.96万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $141.23万 | 0.13% | 18,949 | 15,547 | 457.0% | $115.87万 | 加仓 |
| CUBE | CUBESMART | $141.10万 | 0.13% | 35,478 | 16,395 | 85.9% | $65.20万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $140.88万 | 0.13% | 130,079 | -96,725 | -42.6% | -$104.75万 | 减仓 |
| DHI | D R HORTON INC | $140.79万 | 0.13% | 8,644 | 8,644 | — | $140.79万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $139.43万 | 0.12% | 3,506 | 950 | 37.2% | $37.78万 | 加仓 |
| CPRT | COPART INC | $139.41万 | 0.12% | 49,452 | 41,272 | 504.5% | $116.35万 | 加仓 |
| SDRL | SEADRILL LTD | $138.75万 | 0.12% | 36,686 | -38,210 | -51.0% | -$144.51万 | 减仓 |
| PFE | PFIZER INC | $137.10万 | 0.12% | 56,935 | -119,320 | -67.7% | -$287.32万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $136.89万 | 0.12% | 82,414 | 82,414 | — | $136.89万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $136.58万 | 0.12% | 99,618 | 99,618 | — | $136.58万 | 新建仓 |
| PHVS | PHARVARIS N V | $136.53万 | 0.12% | 39,482 | 30,382 | 333.9% | $105.06万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $135.76万 | 0.12% | 38,635 | -38,559 | -50.0% | -$135.50万 | 减仓 |
| MTUS | METALLUS INC | $134.39万 | 0.12% | 71,903 | 59,109 | 462.0% | $110.47万 | 加仓 |
| EAT | BRINKER INTL INC | $132.72万 | 0.12% | 7,900 | 7,900 | — | $132.72万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $131.90万 | 0.12% | 10,719 | 10,719 | — | $131.90万 | 新建仓 |
| WDAY | WORKDAY INC | $131.90万 | 0.12% | 10,774 | 10,774 | — | $131.90万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $131.64万 | 0.12% | 9,705 | 9,705 | — | $131.64万 | 新建仓 |
| RVTY | REVVITY INC | $131.33万 | 0.12% | 11,804 | -71,488 | -85.8% | -$795.38万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $130.30万 | 0.12% | 112,619 | 95,912 | 574.1% | $110.97万 | 加仓 |
| ECHO | ECHOSTAR CORP | $129.72万 | 0.12% | 12,780 | 12,780 | — | $129.72万 | 新建仓 |
| ECL | ECOLAB INC | $129.39万 | 0.12% | 4,644 | 2,863 | 160.8% | $79.77万 | 重新持有 |
| CDP | COPT DEFENSE PROPERTIES | $129.25万 | 0.11% | 35,519 | 20,060 | 129.8% | $73.00万 | 加仓 |
| SPT | SPROUT SOCIAL INC | $129.07万 | 0.11% | 170,948 | -64,194 | -27.3% | -$48.47万 | 减仓 |
| KBH | KB HOME | $128.65万 | 0.11% | 20,555 | -20,032 | -49.4% | -$125.38万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $127.91万 | 0.11% | 21,922 | 9,775 | 80.5% | $57.04万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $127.70万 | 0.11% | 10,373 | 4,542 | 77.9% | $55.92万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $126.29万 | 0.11% | 13,012 | 9,965 | 327.0% | $96.72万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $125.34万 | 0.11% | 82,675 | 62,416 | 308.1% | $94.62万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $124.60万 | 0.11% | 46,736 | -62,391 | -57.2% | -$166.33万 | 减仓 |
| VLTO | VERALTO CORP | $124.58万 | 0.11% | 14,048 | 11,084 | 374.0% | $98.29万 | 加仓 |
| BKU | BANKUNITED INC | $124.03万 | 0.11% | 25,599 | 25,599 | — | $124.03万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $123.71万 | 0.11% | 2,429 | -1,625 | -40.1% | -$82.76万 | 减仓 |
| EZPW | EZCORP INC | $123.33万 | 0.11% | 35,676 | 35,676 | — | $123.33万 | 新建仓 |
| FIVE | FIVE BELOW INC | $123.08万 | 0.11% | 6,846 | 3,203 | 87.9% | $57.59万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $122.67万 | 0.11% | 3,716 | 3,716 | — | $122.67万 | 新建仓 |
| INTU | INTUIT | $122.57万 | 0.11% | 4,696 | 2,464 | 110.4% | $64.31万 | 加仓 |
| PWP | PERELLA WEINBERG PARTNERS | $122.55万 | 0.11% | 76,787 | 76,787 | — | $122.55万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $121.64万 | 0.11% | 9,854 | -33,076 | -77.0% | -$408.29万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $121.50万 | 0.11% | 35,188 | 35,188 | — | $121.50万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $121.45万 | 0.11% | 9,595 | 9,595 | — | $121.45万 | 新建仓 |
| RPD | RAPID7 INC | $121.15万 | 0.11% | 149,572 | -231,668 | -60.8% | -$187.65万 | 减仓 |