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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $140.01万 | 0.10% | 27,891 | 27,891 | — | $140.01万 | 新建仓 |
| CURB | CURBLINE PPTYS CORP | $139.91万 | 0.10% | 54,250 | 19,130 | 54.5% | $49.34万 | 加仓 |
| SDGR | SCHRODINGER INC | $139.73万 | 0.10% | 123,001 | 123,001 | — | $139.73万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $139.29万 | 0.10% | 72,738 | 72,738 | — | $139.29万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $138.44万 | 0.10% | 8,191 | 8,191 | — | $138.44万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $136.96万 | 0.10% | 38,886 | 15,647 | 67.3% | $55.11万 | 重新持有 |
| WLY | WILEY JOHN & SONS INC | $136.60万 | 0.10% | 35,852 | -49,848 | -58.2% | -$189.92万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $134.35万 | 0.10% | 162,848 | 162,848 | — | $134.35万 | 新建仓 |
| WEN | WENDYS CO | $134.32万 | 0.10% | 193,270 | 15,705 | 8.8% | $10.91万 | 加仓 |
| CYTK | CYTOKINETICS INC | $134.13万 | 0.10% | 20,350 | 20,350 | — | $134.13万 | 新建仓 |
| MS | MORGAN STANLEY | $134.12万 | 0.10% | 8,150 | 8,150 | — | $134.12万 | 新建仓 |
| SPT | SPROUT SOCIAL INC | $134.03万 | 0.10% | 235,142 | 57,902 | 32.7% | $33.00万 | 加仓 |
| VTS | VITESSE ENERGY INC | $133.21万 | 0.10% | 73,353 | 8,532 | 13.2% | $15.49万 | 加仓 |
| KO | COCA COLA CO | $131.40万 | 0.09% | 17,278 | 2,670 | 18.3% | $20.31万 | 加仓 |
| SCSC | SCANSOURCE INC | $129.94万 | 0.09% | 35,797 | 35,797 | — | $129.94万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $129.07万 | 0.09% | 1,209 | -1,592 | -56.8% | -$169.95万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $127.75万 | 0.09% | 8,119 | -9,575 | -54.1% | -$150.66万 | 重新持有 |
| DIN | DINE BRANDS GLOBAL INC | $127.24万 | 0.09% | 48,492 | 38,079 | 365.7% | $99.92万 | 加仓 |
| DXCM | DEXCOM INC | $126.27万 | 0.09% | 20,106 | 20,106 | — | $126.27万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $126.20万 | 0.09% | 6,366 | 4,723 | 287.5% | $93.63万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $125.94万 | 0.09% | 37,797 | 37,797 | — | $125.94万 | 新建仓 |
| DAVE | DAVE INC | $125.80万 | 0.09% | 7,226 | 7,226 | — | $125.80万 | 新建仓 |
| MLKN | MILLERKNOLL INC | $125.30万 | 0.09% | 86,651 | 86,651 | — | $125.30万 | 新建仓 |
| LCII | LCI INDS | $123.56万 | 0.09% | 10,047 | 7,348 | 272.2% | $90.37万 | 重新持有 |
| COR | CENCORA INC | $123.55万 | 0.09% | 3,933 | -18,009 | -82.1% | -$565.73万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $123.29万 | 0.09% | 21,630 | 21,630 | — | $123.29万 | 新建仓 |
| RTX | RTX CORPORATION | $122.86万 | 0.09% | 6,369 | 3,566 | 127.2% | $68.79万 | 重新持有 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $121.80万 | 0.09% | 107,122 | 107,122 | — | $121.80万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $120.54万 | 0.09% | 4,248 | 4,248 | — | $120.54万 | 新建仓 |
| LINE | LINEAGE INC | $119.64万 | 0.09% | 36,519 | 18,045 | 97.7% | $59.12万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $117.83万 | 0.08% | 2,556 | 2,556 | — | $117.83万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $117.31万 | 0.08% | 248,535 | -44,778 | -15.3% | -$21.14万 | 减仓 |
| RYZ | RYERSON HLDG CORP | $115.68万 | 0.08% | 51,458 | 51,458 | — | $115.68万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $115.50万 | 0.08% | 5,201 | 5,201 | — | $115.50万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $115.43万 | 0.08% | 18,502 | -9,774 | -34.6% | -$60.98万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $114.36万 | 0.08% | 191,244 | 191,244 | — | $114.36万 | 新建仓 |
| RC | READY CAPITAL CORP | $114.31万 | 0.08% | 705,596 | 587,389 | 496.9% | $95.16万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $113.54万 | 0.08% | 6,837 | 4,539 | 197.5% | $75.38万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $112.48万 | 0.08% | 6,220 | 6,220 | — | $112.48万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $112.14万 | 0.08% | 6,147 | 2,386 | 63.4% | $43.53万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $112.07万 | 0.08% | 57,297 | 57,297 | — | $112.07万 | 新建仓 |
| XP | XP INC | $111.49万 | 0.08% | 58,556 | 23,327 | 66.2% | $44.41万 | 重新持有 |
| TNGX | TANGO THERAPEUTICS INC | $110.38万 | 0.08% | 52,764 | 52,764 | — | $110.38万 | 新建仓 |
| CART | MAPLEBEAR INC | $110.37万 | 0.08% | 29,464 | -18,028 | -38.0% | -$67.53万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $109.47万 | 0.08% | 15,108 | 15,108 | — | $109.47万 | 新建仓 |
| EG | EVEREST GROUP LTD | $107.80万 | 0.08% | 3,298 | 3,298 | — | $107.80万 | 新建仓 |
| VITL | VITAL FARMS INC | $107.72万 | 0.08% | 76,288 | 76,288 | — | $107.72万 | 新建仓 |
| MNRO | MONRO INC | $107.20万 | 0.08% | 66,835 | -155,751 | -70.0% | -$249.82万 | 减仓 |
| MMM | 3M CO | $106.70万 | 0.08% | 7,347 | 3,420 | 87.1% | $49.67万 | 加仓 |
| VSAT | VIASAT INC | $106.42万 | 0.08% | 23,236 | -94,762 | -80.3% | -$434.01万 | 减仓 |
| GPRK | GEOPARK LTD | $105.71万 | 0.08% | 111,269 | 111,269 | — | $105.71万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $104.89万 | 0.08% | 3,583 | 3,583 | — | $104.89万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $103.92万 | 0.07% | 7,100 | 2,778 | 64.3% | $40.66万 | 加仓 |
| ELF | E L F BEAUTY INC | $103.73万 | 0.07% | 17,114 | 17,114 | — | $103.73万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $103.12万 | 0.07% | 5,762 | -9,899 | -63.2% | -$177.16万 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $102.44万 | 0.07% | 23,067 | 23,067 | — | $102.44万 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO | $101.29万 | 0.07% | 70,584 | 70,584 | — | $101.29万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $101.23万 | 0.07% | 14,074 | 14,074 | — | $101.23万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $100.88万 | 0.07% | 8,913 | -536 | -5.7% | -$6.07万 | 重新持有 |
| INTU | INTUIT | $96.51万 | 0.07% | 2,232 | 2,232 | — | $96.51万 | 新建仓 |
| H | HYATT HOTELS CORP | $95.74万 | 0.07% | 6,658 | 6,658 | — | $95.74万 | 新建仓 |
| SNAP | SNAP INC | $95.55万 | 0.07% | 207,720 | -18,322 | -8.1% | -$8.43万 | 减仓 |
| CABO | CABLE ONE INC | $94.91万 | 0.07% | 10,406 | 10,406 | — | $94.91万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $94.69万 | 0.07% | 2,759 | 251 | 10.0% | $8.61万 | 加仓 |
| HUM | HUMANA INC | $94.29万 | 0.07% | 5,438 | -2,565 | -32.1% | -$44.47万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $93.80万 | 0.07% | 43,689 | -10,339 | -19.1% | -$22.20万 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $93.53万 | 0.07% | 22,380 | 7,912 | 54.7% | $33.06万 | 加仓 |
| LIN | LINDE PLC | $93.10万 | 0.07% | 1,878 | 1,878 | — | $93.10万 | 新建仓 |
| INTC | INTEL CORP | $92.60万 | 0.07% | 20,983 | 20,983 | — | $92.60万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $92.27万 | 0.07% | 16,254 | 16,254 | — | $92.27万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $91.71万 | 0.07% | 5,831 | 1,774 | 43.7% | $27.90万 | 加仓 |
| OTTR | OTTER TAIL CORP | $91.39万 | 0.07% | 10,412 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $90.25万 | 0.06% | 4,427 | 3,351 | 311.4% | $68.32万 | 加仓 |
| PLD | PROLOGIS INC. | $90.03万 | 0.06% | 6,811 | 6,811 | — | $90.03万 | 新建仓 |
| TBN | TAMBORAN RES CORP | $90.01万 | 0.06% | 18,005 | 18,005 | — | $90.01万 | 新建仓 |
| — | WEBSTER FINL CORP | $89.90万 | 0.06% | 12,950 | 12,950 | — | $89.90万 | 新建仓 |
| SN | SHARKNINJA INC | $89.61万 | 0.06% | 8,462 | 2,070 | 32.4% | $21.92万 | 加仓 |
| WING | WINGSTOP INC | $89.25万 | 0.06% | 5,759 | 5,759 | — | $89.25万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $89.21万 | 0.06% | 52,742 | 18,417 | 53.7% | $31.15万 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $89.06万 | 0.06% | 117,961 | 8,651 | 7.9% | $6.53万 | 加仓 |
| JACK | JACK IN THE BOX INC | $88.77万 | 0.06% | 91,796 | 16,150 | 21.3% | $15.62万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $88.60万 | 0.06% | 5,376 | 5,376 | — | $88.60万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $87.29万 | 0.06% | 10,267 | 10,267 | — | $87.29万 | 新建仓 |
| CNC | CENTENE CORP DEL | $84.89万 | 0.06% | 25,927 | 25,927 | — | $84.89万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $84.88万 | 0.06% | 673 | 673 | — | $84.88万 | 新建仓 |
| FIVE | FIVE BELOW INC | $83.24万 | 0.06% | 3,643 | 3,643 | — | $83.24万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $82.98万 | 0.06% | 6,944 | 6,944 | — | $82.98万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $82.95万 | 0.06% | 6,223 | -21,848 | -77.8% | -$291.23万 | 重新持有 |
| CFR | CULLEN FROST BANKERS INC | $82.62万 | 0.06% | 6,027 | -2,317 | -27.8% | -$31.76万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $81.91万 | 0.06% | 150,298 | 129,988 | 640.0% | $70.84万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $81.75万 | 0.06% | 8,391 | 8,391 | — | $81.75万 | 新建仓 |
| PHM | PULTE GROUP INC | $81.57万 | 0.06% | 6,936 | 6,936 | — | $81.57万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $81.33万 | 0.06% | 6,784 | -27,186 | -80.0% | -$325.91万 | 减仓 |
| PRGO | PERRIGO CO PLC | $80.74万 | 0.06% | 75,178 | -42,288 | -36.0% | -$45.42万 | 减仓 |
| CERT | CERTARA INC | $80.36万 | 0.06% | 140,981 | 19,501 | 16.1% | $11.12万 | 重新持有 |
| EVRG | EVERGY INC | $79.95万 | 0.06% | 9,760 | 5,509 | 129.6% | $45.13万 | 加仓 |
| TASK | TASKUS INC | $79.07万 | 0.06% | 117,838 | 117,838 | — | $79.07万 | 新建仓 |
| WMT | WALMART INC | $78.58万 | 0.06% | 6,323 | -3,090 | -32.8% | -$38.40万 | 减仓 |
| WLTH | WEALTHFRONT CORP | $78.21万 | 0.06% | 84,546 | 84,546 | — | $78.21万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $77.92万 | 0.06% | 13,174 | 13,174 | — | $77.92万 | 新建仓 |