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 |
|---|---|---|---|---|---|---|---|---|
| PRU | PRUDENTIAL FINL INC | $119.96万 | 0.11% | 11,115 | 11,115 | — | $119.96万 | 新建仓 |
| EVR | EVERCORE INC | $119.57万 | 0.11% | 3,502 | 3,502 | — | $119.57万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $118.76万 | 0.11% | 22,891 | 22,891 | — | $118.76万 | 新建仓 |
| REAL | THE REALREAL INC | $118.69万 | 0.11% | 100,669 | 100,669 | — | $118.69万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $118.60万 | 0.11% | 11,872 | -11,839 | -49.9% | -$118.27万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $118.17万 | 0.11% | 4,944 | 696 | 16.4% | $16.64万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $117.81万 | 0.10% | 6,562 | 3,440 | 110.2% | $61.76万 | 加仓 |
| ALAB | ASTERA LABS INC | $117.71万 | 0.10% | 2,437 | 2,437 | — | $117.71万 | 新建仓 |
| CERT | CERTARA INC | $116.12万 | 0.10% | 177,281 | 36,300 | 25.7% | $23.78万 | 加仓 |
| BC | BRUNSWICK CORP | $116.06万 | 0.10% | 13,777 | -68,178 | -83.2% | -$574.33万 | 减仓 |
| XRN | CHIRON REAL ESTATE INC | $115.82万 | 0.10% | 30,869 | 30,869 | — | $115.82万 | 新建仓 |
| PHIN | PHINIA INC | $115.54万 | 0.10% | 14,027 | -18,305 | -56.6% | -$150.78万 | 减仓 |
| OKTA | OKTA INC | $114.89万 | 0.10% | 8,420 | 5,462 | 184.7% | $74.53万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $114.57万 | 0.10% | 16,001 | 12,233 | 324.7% | $87.59万 | 加仓 |
| SAM | BOSTON BEER INC | $114.54万 | 0.10% | 6,470 | -773 | -10.7% | -$13.68万 | 重新持有 |
| TWLO | TWILIO INC | $114.49万 | 0.10% | 5,549 | 5,549 | — | $114.49万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $114.29万 | 0.10% | 51,319 | 39,819 | 346.3% | $88.68万 | 加仓 |
| SOLV | SOLVENTUM CORP | $113.96万 | 0.10% | 14,771 | -34,939 | -70.3% | -$269.55万 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $113.11万 | 0.10% | 23,088 | 21 | 0.1% | $1,029 | 加仓 |
| APC | ARKO PETE CORP | $113.10万 | 0.10% | 59,999 | 18,414 | 44.3% | $34.71万 | 加仓 |
| CART | MAPLEBEAR INC | $112.82万 | 0.10% | 23,826 | -5,638 | -19.1% | -$26.70万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $112.74万 | 0.10% | 1,835 | -4,104 | -69.1% | -$252.14万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $111.79万 | 0.10% | 12,886 | 12,886 | — | $111.79万 | 新建仓 |
| ALL | ALLSTATE CORP | $111.62万 | 0.10% | 4,691 | 1,509 | 47.4% | $35.91万 | 加仓 |
| VICI | VICI PPTYS INC | $111.11万 | 0.10% | 41,849 | -94,351 | -69.3% | -$250.50万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $110.99万 | 0.10% | 4,980 | -1,242 | -20.0% | -$27.68万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $110.59万 | 0.10% | 12,457 | 12,457 | — | $110.59万 | 新建仓 |
| DCH | DAUCH CORP | $110.19万 | 0.10% | 203,297 | -372,428 | -64.7% | -$201.86万 | 减仓 |
| MNDY | MONDAY COM LTD | $109.71万 | 0.10% | 15,155 | 15,155 | — | $109.71万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $109.48万 | 0.10% | 6,204 | -17,261 | -73.6% | -$304.59万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $109.47万 | 0.10% | 40,440 | -22,494 | -35.7% | -$60.89万 | 减仓 |
| LCII | LCI INDS | $109.43万 | 0.10% | 10,335 | 288 | 2.9% | $3.05万 | 加仓 |
| BE | BLOOM ENERGY CORP | $109.18万 | 0.10% | 3,607 | -345 | -8.7% | -$10.44万 | 减仓 |
| AFL | AFLAC INC | $108.53万 | 0.10% | 9,256 | 5,225 | 129.6% | $61.26万 | 重新持有 |
| CCL | CARNIVAL CORP LTD | $108.17万 | 0.10% | 37,862 | 37,862 | — | $108.17万 | 新建仓 |
| ICFI | ICF INTL INC | $107.99万 | 0.10% | 14,821 | -14,944 | -50.2% | -$108.88万 | 减仓 |
| MHK | MOHAWK INDS INC | $106.69万 | 0.09% | 8,793 | -8,974 | -50.5% | -$108.88万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $106.31万 | 0.09% | 61,029 | 61,029 | — | $106.31万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $105.99万 | 0.09% | 7,739 | 6,397 | 476.7% | $87.61万 | 加仓 |
| UGI | UGI CORP NEW | $104.28万 | 0.09% | 30,190 | -58,450 | -65.9% | -$201.89万 | 减仓 |
| WU | WESTERN UN CO | $103.70万 | 0.09% | 134,681 | 134,681 | — | $103.70万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $103.30万 | 0.09% | 6,338 | 6,338 | — | $103.30万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $103.28万 | 0.09% | 3,283 | -2,572 | -43.9% | -$80.91万 | 减仓 |
| BAC | BANK OF AMER CORP | $102.35万 | 0.09% | 17,963 | -34,679 | -65.9% | -$197.60万 | 减仓 |
| RC | READY CAPITAL CORP | $101.77万 | 0.09% | 581,559 | -124,037 | -17.6% | -$21.71万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $100.17万 | 0.09% | 6,124 | 6,124 | — | $100.17万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $99.81万 | 0.09% | 4,845 | 4,845 | — | $99.81万 | 新建仓 |
| PCG | PG&E CORP | $99.56万 | 0.09% | 59,193 | -360,721 | -85.9% | -$606.73万 | 减仓 |
| DTE | DTE ENERGY CO | $99.47万 | 0.09% | 6,528 | -7,455 | -53.3% | -$113.59万 | 减仓 |
| JACK | JACK IN THE BOX INC | $99.19万 | 0.09% | 62,737 | -29,059 | -31.7% | -$45.94万 | 减仓 |
| SKY | CHAMPION HOMES INC | $98.99万 | 0.09% | 11,234 | -52,448 | -82.4% | -$462.17万 | 减仓 |
| CERS | CERUS CORP | $98.70万 | 0.09% | 338,018 | -13,196 | -3.8% | -$3.85万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $98.67万 | 0.09% | 58,212 | -14,526 | -20.0% | -$24.62万 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $98.43万 | 0.09% | 25,627 | 25,627 | — | $98.43万 | 新建仓 |
| CTAS | CINTAS CORP | $98.14万 | 0.09% | 5,770 | -9,335 | -61.8% | -$158.77万 | 减仓 |
| GTX | GARRETT MOTION INC | $98.08万 | 0.09% | 27,072 | 27,072 | — | $98.08万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $97.66万 | 0.09% | 91,444 | 91,444 | — | $97.66万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $97.13万 | 0.09% | 3,281 | -8,285 | -71.6% | -$245.27万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $96.82万 | 0.09% | 42,748 | 16,820 | 64.9% | $38.10万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $96.76万 | 0.09% | 2,595 | -12,597 | -82.9% | -$469.70万 | 减仓 |
| URI | UNITED RENTALS INC | $96.75万 | 0.09% | 854 | 854 | — | $96.75万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $96.39万 | 0.09% | 45,062 | 45,062 | — | $96.39万 | 新建仓 |
| WT | WISDOMTREE INC | $96.32万 | 0.09% | 56,857 | -97,062 | -63.1% | -$164.42万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $96.28万 | 0.09% | 2,097 | -938 | -30.9% | -$43.07万 | 重新持有 |
| DYN | DYNE THERAPEUTICS INC | $95.72万 | 0.09% | 43,097 | 19,019 | 79.0% | $42.24万 | 加仓 |
| AMSF | AMERISAFE INC | $95.71万 | 0.09% | 28,292 | 28,292 | — | $95.71万 | 新建仓 |
| KLAR | KLARNA GROUP PLC | $94.58万 | 0.08% | 46,730 | 46,730 | — | $94.58万 | 新建仓 |
| WEN | WENDYS CO | $94.44万 | 0.08% | 113,922 | -79,348 | -41.1% | -$65.78万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $94.42万 | 0.08% | 11,585 | -7,291 | -38.6% | -$59.42万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $94.35万 | 0.08% | 2,493 | -15,059 | -85.8% | -$569.91万 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC | $94.28万 | 0.08% | 37,149 | -69,867 | -65.3% | -$177.32万 | 减仓 |
| WSBC | WESBANCO INC | $94.06万 | 0.08% | 24,099 | -48,853 | -67.0% | -$190.67万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $93.88万 | 0.08% | 3,202 | -5,845 | -64.6% | -$171.36万 | 重新持有 |
| PRDO | PERDOCEO ED CORP | $93.79万 | 0.08% | 29,308 | -43,285 | -59.6% | -$138.51万 | 减仓 |
| GPRE | GREEN PLAINS INC | $93.70万 | 0.08% | 60,923 | 60,923 | — | $93.70万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $93.31万 | 0.08% | 10,370 | -42 | -0.4% | -$3,779 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $93.15万 | 0.08% | 4,643 | -1,504 | -24.5% | -$30.17万 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $92.87万 | 0.08% | 87,118 | -8,382 | -8.8% | -$8.94万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $92.71万 | 0.08% | 3,357 | 3,357 | — | $92.71万 | 新建仓 |
| CME | CME GROUP INC | $92.40万 | 0.08% | 4,184 | 4,184 | — | $92.40万 | 新建仓 |
| NU | NU HLDGS LTD | $92.26万 | 0.08% | 69,054 | -375,129 | -84.5% | -$501.17万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $92.19万 | 0.08% | 244,541 | -464,909 | -65.5% | -$175.27万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $91.59万 | 0.08% | 80,553 | -30,905 | -27.7% | -$35.14万 | 重新持有 |
| YUM | YUM BRANDS INC | $91.50万 | 0.08% | 5,724 | -11,308 | -66.4% | -$180.77万 | 重新持有 |
| MPC | MARATHON PETE CORP | $91.17万 | 0.08% | 3,566 | 1,821 | 104.4% | $46.56万 | 重新持有 |
| IBCP | INDEPENDENT BK CORP MICH | $91.03万 | 0.08% | 25,236 | 25,236 | — | $91.03万 | 新建仓 |
| PSTL | POSTAL REALTY TRUST INC | $90.87万 | 0.08% | 36,878 | 36,878 | — | $90.87万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $90.57万 | 0.08% | 11,948 | -54,911 | -82.1% | -$416.23万 | 重新持有 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $89.80万 | 0.08% | 25,591 | 25,591 | — | $89.80万 | 新建仓 |
| WRB | BERKLEY W R CORP | $89.16万 | 0.08% | 12,641 | 12,641 | — | $89.16万 | 新建仓 |
| FSK | FS KKR CAP CORP | $88.46万 | 0.08% | 84,249 | -56,108 | -40.0% | -$58.91万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $88.13万 | 0.08% | 29,145 | 29,145 | — | $88.13万 | 新建仓 |
| HON | HONEYWELL INTL INC | $87.68万 | 0.08% | 3,916 | -19,109 | -83.0% | -$427.85万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $87.67万 | 0.08% | 16,811 | -27,217 | -61.8% | -$141.94万 | 减仓 |
| DOX | AMDOCS LTD | $87.60万 | 0.08% | 17,332 | 17,332 | — | $87.60万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $86.96万 | 0.08% | 15,145 | 15,145 | — | $86.96万 | 新建仓 |
| WLTH | WEALTHFRONT CORP | $86.93万 | 0.08% | 97,238 | 12,692 | 15.0% | $11.35万 | 加仓 |
| WMT | WALMART INC | $86.66万 | 0.08% | 7,651 | 1,328 | 21.0% | $15.04万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $86.62万 | 0.08% | 25,034 | 25,034 | — | $86.62万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $84.93万 | 0.08% | 97,068 | -377,993 | -79.6% | -$330.74万 | 减仓 |