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 |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS INC | $77.87万 | 0.06% | 9,522 | 4,949 | 108.2% | $40.47万 | 加仓 |
| IRON | DISC MEDICINE INC | $77.76万 | 0.06% | 12,162 | 12,162 | — | $77.76万 | 新建仓 |
| GLW | CORNING INC | $77.27万 | 0.06% | 5,683 | 5,683 | — | $77.27万 | 新建仓 |
| AS | AMER SPORTS INC | $77.07万 | 0.06% | 23,412 | 14,911 | 175.4% | $49.09万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $75.43万 | 0.05% | 7,667 | 7,667 | — | $75.43万 | 新建仓 |
| APH | AMPHENOL CORP | $75.42万 | 0.05% | 5,969 | -484 | -7.5% | -$6.12万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $75.25万 | 0.05% | 18,875 | 18,875 | — | $75.25万 | 新建仓 |
| SKT | TANGER INC | $75.12万 | 0.05% | 22,108 | 22,108 | — | $75.12万 | 新建仓 |
| CODI | COMPASS DIVERSIFIED | $75.06万 | 0.05% | 95,500 | -4,478 | -4.5% | -$3.52万 | 减仓 |
| APC | ARKO PETE CORP | $74.40万 | 0.05% | 41,585 | 41,585 | — | $74.40万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $73.64万 | 0.05% | 10,899 | 10,899 | — | $73.64万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $73.03万 | 0.05% | 2,699 | -9,829 | -78.5% | -$265.96万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $72.82万 | 0.05% | 12,900 | 4,169 | 47.7% | $23.53万 | 重新持有 |
| XRX | XEROX HOLDINGS CORP | $72.71万 | 0.05% | 563,642 | -3,618 | -0.6% | -$4,667 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $71.95万 | 0.05% | 113,666 | 35,352 | 45.1% | $22.38万 | 加仓 |
| O | REALTY INCOME CORP | $71.08万 | 0.05% | 11,619 | 11,619 | — | $71.08万 | 新建仓 |
| ROKU | ROKU INC | $69.97万 | 0.05% | 7,395 | 7,395 | — | $69.97万 | 新建仓 |
| CUBE | CUBESMART | $69.94万 | 0.05% | 19,083 | 777 | 4.2% | $2.85万 | 重新持有 |
| DOCS | DOXIMITY INC | $69.46万 | 0.05% | 29,813 | 9,612 | 47.6% | $22.40万 | 重新持有 |
| ALRM | ALARM COM HLDGS INC | $69.42万 | 0.05% | 16,073 | 16,073 | — | $69.42万 | 新建仓 |
| WRBY | WARBY PARKER INC | $69.38万 | 0.05% | 32,927 | -61,121 | -65.0% | -$128.78万 | 减仓 |
| UDR | UDR INC | $68.97万 | 0.05% | 20,418 | 20,418 | — | $68.97万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $68.95万 | 0.05% | 302,406 | 33,206 | 12.3% | $7.57万 | 加仓 |
| MCK | MCKESSON CORP | $66.89万 | 0.05% | 773 | -9,732 | -92.6% | -$842.17万 | 减仓 |
| ALL | ALLSTATE CORP | $65.98万 | 0.05% | 3,182 | 1,734 | 119.8% | $35.95万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $65.78万 | 0.05% | 22,841 | -490,901 | -95.6% | -$1,413.80万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $65.34万 | 0.05% | 3,216 | -9,741 | -75.2% | -$197.92万 | 重新持有 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $64.74万 | 0.05% | 27,678 | -214,581 | -88.6% | -$501.90万 | 减仓 |
| NVR | NVR INC | $64.58万 | 0.05% | 98 | -7 | -6.7% | -$4.61万 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $64.50万 | 0.05% | 21,895 | -45,143 | -67.3% | -$132.99万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $64.02万 | 0.05% | 36,772 | -14,506 | -28.3% | -$25.25万 | 减仓 |
| CERS | CERUS CORP | $63.92万 | 0.05% | 351,214 | 351,214 | — | $63.92万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $63.71万 | 0.05% | 3,449 | 3,449 | — | $63.71万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $63.45万 | 0.05% | 77,755 | -17,573 | -18.4% | -$14.34万 | 减仓 |
| HNST | HONEST CO INC | $63.23万 | 0.05% | 215,064 | 204,173 | 1,874.7% | $60.03万 | 加仓 |
| — | MEDIFAST INC | $62.24万 | 0.04% | 61,075 | 40,273 | 193.6% | $41.04万 | 加仓 |
| PPG | PPG INDS INC | $62.04万 | 0.04% | 5,805 | 335 | 6.1% | $3.58万 | 重新持有 |
| APPN | APPIAN CORP | $61.80万 | 0.04% | 25,634 | 4,350 | 20.4% | $10.49万 | 重新持有 |
| CTRE | CARETRUST REIT INC | $61.72万 | 0.04% | 16,841 | 16,841 | — | $61.72万 | 新建仓 |
| REG | REGENCY CTRS CORP | $61.69万 | 0.04% | 8,154 | -18,979 | -69.9% | -$143.60万 | 重新持有 |
| DLTR | DOLLAR TREE INC | $61.59万 | 0.04% | 5,624 | -53,131 | -90.4% | -$581.84万 | 重新持有 |
| BHF | BRIGHTHOUSE FINL INC | $61.08万 | 0.04% | 10,200 | 10,200 | — | $61.08万 | 新建仓 |
| CXM | SPRINKLR INC | $60.96万 | 0.04% | 101,607 | 101,607 | — | $60.96万 | 新建仓 |
| — | PICS NV | $60.85万 | 0.04% | 58,228 | 58,228 | — | $60.85万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $59.92万 | 0.04% | 10,552 | -113,249 | -91.5% | -$643.14万 | 减仓 |
| NSP | INSPERITY INC | $59.80万 | 0.04% | 22,117 | 22,117 | — | $59.80万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $59.50万 | 0.04% | 22,815 | -20,922 | -47.8% | -$54.56万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $59.24万 | 0.04% | 3,122 | 3,122 | — | $59.24万 | 新建仓 |
| IT | GARTNER INC | $59.03万 | 0.04% | 3,728 | 3,728 | — | $59.03万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $58.31万 | 0.04% | 12,726 | 12,726 | — | $58.31万 | 新建仓 |
| CRSR | CORSAIR GAMING INC | $57.43万 | 0.04% | 103,486 | 69,452 | 204.1% | $38.55万 | 加仓 |
| SMTC | SEMTECH CORP | $57.33万 | 0.04% | 7,456 | -5,220 | -41.2% | -$40.14万 | 减仓 |
| FE | FIRSTENERGY CORP | $56.73万 | 0.04% | 11,199 | -12,249 | -52.2% | -$62.05万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $56.58万 | 0.04% | 16,931 | 16,931 | — | $56.58万 | 新建仓 |
| RYN | RAYONIER INC | $56.26万 | 0.04% | 27,286 | 27,286 | — | $56.26万 | 新建仓 |
| BLKB | BLACKBAUD INC | $56.22万 | 0.04% | 14,561 | -12,662 | -46.5% | -$48.89万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $55.88万 | 0.04% | 5,503 | 5,503 | — | $55.88万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $55.87万 | 0.04% | 52,463 | 52,463 | — | $55.87万 | 新建仓 |
| CCI | CROWN CASTLE INC | $55.68万 | 0.04% | 6,848 | 6,848 | — | $55.68万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $55.29万 | 0.04% | 564,166 | 157,737 | 38.8% | $15.46万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $54.30万 | 0.04% | 26,934 | 26,934 | — | $54.30万 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $54.22万 | 0.04% | 88,597 | 88,597 | — | $54.22万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $54.22万 | 0.04% | 9,148 | -10,000 | -52.2% | -$59.27万 | 减仓 |
| MKC | MCCORMICK & CO INC | $53.97万 | 0.04% | 10,699 | -9,368 | -46.7% | -$47.25万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $53.55万 | 0.04% | 3,952 | -42,342 | -91.5% | -$573.69万 | 减仓 |
| CLVT | CLARIVATE PLC | $53.49万 | 0.04% | 211,419 | 211,419 | — | $53.49万 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $53.06万 | 0.04% | 12,147 | 12,147 | — | $53.06万 | 新建仓 |
| FULC | FULCRUM THERAPEUTICS INC | $53.04万 | 0.04% | 69,155 | 8,560 | 14.1% | $6.57万 | 加仓 |
| STAA | STAAR SURGICAL CO | $52.93万 | 0.04% | 28,304 | 28,304 | — | $52.93万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $52.89万 | 0.04% | 1,822 | 1,822 | — | $52.89万 | 新建仓 |
| OEC | ORION S.A. | $52.28万 | 0.04% | 80,433 | -226,933 | -73.8% | -$147.51万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $52.12万 | 0.04% | 52,434 | 3,302 | 6.7% | $3.28万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $52.11万 | 0.04% | 19,664 | 19,664 | — | $52.11万 | 新建仓 |
| CHE | CHEMED CORP NEW | $51.86万 | 0.04% | 1,373 | -7,000 | -83.6% | -$264.42万 | 减仓 |
| XEL | XCEL ENERGY INC | $50.53万 | 0.04% | 6,361 | -53,435 | -89.4% | -$424.49万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $50.43万 | 0.04% | 25,928 | 13,593 | 110.2% | $26.44万 | 重新持有 |
| JBL | JABIL INC | $50.12万 | 0.04% | 1,887 | 1,887 | — | $50.12万 | 新建仓 |
| BGS | B & G FOODS INC | $48.84万 | 0.03% | 101,533 | 101,533 | — | $48.84万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $48.60万 | 0.03% | 25,988 | -298,602 | -92.0% | -$558.39万 | 减仓 |
| JAN | JANUS LIVING INC | $47.63万 | 0.03% | 20,209 | 20,209 | — | $47.63万 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES | $47.30万 | 0.03% | 15,459 | 15,459 | — | $47.30万 | 新建仓 |
| AMCX | AMC NETWORKS INC | $47.11万 | 0.03% | 69,380 | 69,380 | — | $47.11万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $47.03万 | 0.03% | 6,638 | -29,127 | -81.4% | -$206.36万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $46.99万 | 0.03% | 899 | 899 | — | $46.99万 | 新建仓 |
| — | SILA REALTY TRUST INC | $46.36万 | 0.03% | 19,578 | -122 | -0.6% | -$2,889 | 减仓 |
| YSS | YORK SPACE SYSTEMS INC | $46.29万 | 0.03% | 20,881 | 20,881 | — | $46.29万 | 新建仓 |
| DOW | DOW HLDGS INC | $46.11万 | 0.03% | 11,070 | -9,886 | -47.2% | -$41.18万 | 重新持有 |
| FCF | FIRST COMWLTH FINL CORP PA | $45.79万 | 0.03% | 26,047 | 26,047 | — | $45.79万 | 新建仓 |
| DT | DYNATRACE INC | $45.77万 | 0.03% | 12,377 | -55,643 | -81.8% | -$205.77万 | 减仓 |
| GLPI | GAMING & LEISURE P | $45.62万 | 0.03% | 10,281 | 10,281 | — | $45.62万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $45.08万 | 0.03% | 83,480 | 64,393 | 337.4% | $34.77万 | 重新持有 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $44.87万 | 0.03% | 254,959 | 203,283 | 393.4% | $35.78万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.80万 | 0.03% | 1,298 | 1,298 | — | $44.80万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $44.66万 | 0.03% | 2,146 | -388 | -15.3% | -$8.07万 | 减仓 |
| HCI | HCI GROUP INC | $44.65万 | 0.03% | 2,888 | 2,888 | — | $44.65万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $44.63万 | 0.03% | 2,719 | 2,719 | — | $44.63万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $43.92万 | 0.03% | 2,076 | 2,076 | — | $43.92万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $43.65万 | 0.03% | 24,078 | 24,078 | — | $43.65万 | 新建仓 |
| VNO | VORNADO RLTY TR | $43.56万 | 0.03% | 16,762 | 16,762 | — | $43.56万 | 新建仓 |
| VNET | VNET GROUP INC | $43.47万 | 0.03% | 51,810 | 51,810 | — | $43.47万 | 新建仓 |