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 |
|---|---|---|---|---|---|---|---|---|
| ORI | OLD REP INTL CORP | $84.39万 | 0.08% | 20,623 | 20,623 | — | $84.39万 | 新建仓 |
| W | WAYFAIR INC | $83.67万 | 0.07% | 9,053 | -34,081 | -79.0% | -$314.98万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $83.00万 | 0.07% | 32,094 | 32,094 | — | $83.00万 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $82.79万 | 0.07% | 56,053 | 19,281 | 52.4% | $28.48万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $82.79万 | 0.07% | 9,917 | 9,917 | — | $82.79万 | 新建仓 |
| ATI | ATI INC | $82.49万 | 0.07% | 4,185 | -5,577 | -57.1% | -$109.92万 | 减仓 |
| UNP | UNION PAC CORP | $82.01万 | 0.07% | 3,015 | 1,819 | 152.1% | $49.48万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $81.96万 | 0.07% | 10,536 | -32,810 | -75.7% | -$255.23万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $81.60万 | 0.07% | 12,012 | -1,162 | -8.8% | -$7.89万 | 减仓 |
| MCHB | MECHANICS BANCORP | $81.54万 | 0.07% | 51,283 | 51,283 | — | $81.54万 | 新建仓 |
| O | REALTY INCOME CORP | $81.32万 | 0.07% | 13,125 | 1,506 | 13.0% | $9.33万 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $81.31万 | 0.07% | 39,994 | 13,947 | 53.5% | $28.35万 | 加仓 |
| BRC | BRADY CORP | $81.29万 | 0.07% | 8,877 | 8,877 | — | $81.29万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $81.18万 | 0.07% | 41,566 | 41,566 | — | $81.18万 | 新建仓 |
| BWA | BORGWARNER INC | $80.82万 | 0.07% | 12,171 | 6,039 | 98.5% | $40.10万 | 加仓 |
| CHYM | CHIME FINL INC | $80.78万 | 0.07% | 39,444 | 39,444 | — | $80.78万 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $80.61万 | 0.07% | 23,869 | 1,974 | 9.0% | $6.67万 | 加仓 |
| MNRO | MONRO INC | $80.50万 | 0.07% | 47,047 | -19,788 | -29.6% | -$33.86万 | 减仓 |
| PRGO | PERRIGO CO PLC | $79.76万 | 0.07% | 76,764 | 1,586 | 2.1% | $1.65万 | 加仓 |
| STRA | STRATEGIC ED INC | $79.75万 | 0.07% | 10,408 | 10,408 | — | $79.75万 | 新建仓 |
| EBAY | EBAY INC. | $79.67万 | 0.07% | 7,129 | -32,581 | -82.0% | -$364.09万 | 减仓 |
| RDN | RADIAN GROUP INC | $79.20万 | 0.07% | 21,025 | -2,438 | -10.4% | -$9.18万 | 重新持有 |
| KHC | KRAFT HEINZ CO | $79.17万 | 0.07% | 33,518 | -24,032 | -41.8% | -$56.76万 | 重新持有 |
| ONB | OLD NATL BANCORP IND | $78.98万 | 0.07% | 30,495 | -53,868 | -63.9% | -$139.52万 | 减仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $78.74万 | 0.07% | 148,855 | 148,855 | — | $78.74万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $78.44万 | 0.07% | 56,596 | 56,596 | — | $78.44万 | 新建仓 |
| SYY | SYSCO CORP | $77.61万 | 0.07% | 9,286 | -38,807 | -80.7% | -$324.35万 | 重新持有 |
| FISV | FISERV INC | $77.55万 | 0.07% | 15,811 | -43,012 | -73.1% | -$210.97万 | 重新持有 |
| NSIT | INSIGHT ENTERPRISES INC | $77.14万 | 0.07% | 6,333 | -72,516 | -92.0% | -$883.24万 | 减仓 |
| LKQ | LKQ CORP | $76.67万 | 0.07% | 29,119 | -305,977 | -91.3% | -$805.64万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $76.59万 | 0.07% | 46,758 | 36,521 | 356.8% | $59.82万 | 加仓 |
| PAYX | PAYCHEX INC | $76.29万 | 0.07% | 7,759 | 7,759 | — | $76.29万 | 新建仓 |
| AZO | AUTOZONE INC | $76.06万 | 0.07% | 238 | 238 | — | $76.06万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $75.88万 | 0.07% | 4,578 | -30,940 | -87.1% | -$512.86万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $75.62万 | 0.07% | 51,797 | 51,797 | — | $75.62万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $75.30万 | 0.07% | 8,579 | 8,579 | — | $75.30万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $75.06万 | 0.07% | 8,966 | 8,966 | — | $75.06万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | -2 | -66.7% | -$149.77万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $74.79万 | 0.07% | 22,493 | 22,493 | — | $74.79万 | 新建仓 |
| CNO | CNO FINL GROUP INC | $74.56万 | 0.07% | 14,625 | 14,625 | — | $74.56万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $74.15万 | 0.07% | 2,837 | 2,837 | — | $74.15万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $74.01万 | 0.07% | 5,625 | -10,983 | -66.1% | -$144.51万 | 减仓 |
| KRNY | KEARNY FINL CORP MD | $74.00万 | 0.07% | 78,225 | -39,736 | -33.7% | -$37.59万 | 减仓 |
| ROL | ROLLINS INC | $73.78万 | 0.07% | 17,677 | 17,677 | — | $73.78万 | 新建仓 |
| CI | THE CIGNA GROUP | $73.69万 | 0.07% | 2,673 | -14,335 | -84.3% | -$395.19万 | 减仓 |
| IMKTA | INGLES MKTS INC | $73.52万 | 0.07% | 8,300 | 8,300 | — | $73.52万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $73.43万 | 0.07% | 10,697 | 10,697 | — | $73.43万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $72.86万 | 0.06% | 14,340 | -18,597 | -56.5% | -$94.49万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $72.86万 | 0.06% | 37,713 | 37,713 | — | $72.86万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $72.77万 | 0.06% | 68,261 | 68,261 | — | $72.77万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $72.47万 | 0.06% | 15,813 | 15,813 | — | $72.47万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $72.29万 | 0.06% | 13,748 | 10,051 | 271.9% | $52.85万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $72.26万 | 0.06% | 15,225 | -7,155 | -32.0% | -$33.96万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $71.92万 | 0.06% | 11,236 | 11,236 | — | $71.92万 | 新建仓 |
| TALO | TALOS ENERGY INC | $71.54万 | 0.06% | 55,417 | -310,771 | -84.9% | -$401.21万 | 减仓 |
| COO | COOPER COS INC | $71.28万 | 0.06% | 9,940 | 9,940 | — | $71.28万 | 新建仓 |
| VCYT | VERACYTE INC | $71.09万 | 0.06% | 12,104 | 5,254 | 76.7% | $30.86万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $71.02万 | 0.06% | 29,739 | 29,739 | — | $71.02万 | 新建仓 |
| SNPS | SYNOPSYS INC | $70.97万 | 0.06% | 1,591 | -4,451 | -73.7% | -$198.55万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $70.76万 | 0.06% | 8,198 | -26,271 | -76.2% | -$226.74万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $70.55万 | 0.06% | 11,146 | 946 | 9.3% | $5.99万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $70.01万 | 0.06% | 22,411 | 22,411 | — | $70.01万 | 新建仓 |
| WASH | WASHINGTON TR BANCORP INC | $69.85万 | 0.06% | 19,148 | 19,148 | — | $69.85万 | 新建仓 |
| SITC | SITE CTRS CORP | $69.73万 | 0.06% | 175,639 | 175,639 | — | $69.73万 | 新建仓 |
| CURB | CURBLINE PPTYS CORP | $69.58万 | 0.06% | 22,887 | -31,363 | -57.8% | -$95.34万 | 减仓 |
| GNW | GENWORTH FINL INC | $69.25万 | 0.06% | 73,126 | 73,126 | — | $69.25万 | 新建仓 |
| PBF | PBF ENERGY INC | $69.22万 | 0.06% | 15,207 | -17,583 | -53.6% | -$80.04万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $68.69万 | 0.06% | 20,590 | 20,590 | — | $68.69万 | 新建仓 |
| TRTX | TPG RE FIN TR INC | $68.18万 | 0.06% | 81,456 | 50,019 | 159.1% | $41.87万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $67.92万 | 0.06% | 72,327 | 72,327 | — | $67.92万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $67.76万 | 0.06% | 224,373 | 172,295 | 330.8% | $52.03万 | 重新持有 |
| OVID | OVID THERAPEUTICS INC | $67.74万 | 0.06% | 251,836 | 251,836 | — | $67.74万 | 新建仓 |
| SDGR | SCHRODINGER INC | $67.74万 | 0.06% | 41,688 | -81,313 | -66.1% | -$132.13万 | 减仓 |
| EG | EVEREST GROUP LTD | $67.41万 | 0.06% | 1,887 | -1,411 | -42.8% | -$50.41万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $67.20万 | 0.06% | 2,484 | 2,484 | — | $67.20万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $67.16万 | 0.06% | 5,314 | -1,630 | -23.5% | -$20.60万 | 减仓 |
| NDAQ | NASDAQ INC | $67.07万 | 0.06% | 8,509 | -32,758 | -79.4% | -$258.20万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $66.86万 | 0.06% | 6,220 | -1,447 | -18.9% | -$15.56万 | 减仓 |
| HCKT | HACKETT GROUP INC | $66.74万 | 0.06% | 61,973 | 61,973 | — | $66.74万 | 新建仓 |
| — | FACTORIAL ENERGY INC | $66.46万 | 0.06% | 59,931 | 59,931 | — | $66.46万 | 新建仓 |
| AKR | ACADIA RLTY TR | $66.46万 | 0.06% | 31,785 | 31,785 | — | $66.46万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $66.02万 | 0.06% | 3,933 | 3,933 | — | $66.02万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $65.97万 | 0.06% | 3,694 | -2,526 | -40.6% | -$45.11万 | 减仓 |
| — | MEDIFAST INC | $65.91万 | 0.06% | 62,119 | 1,044 | 1.7% | $1.11万 | 加仓 |
| TEM | TEMPUS AI INC | $65.51万 | 0.06% | 11,308 | 5,864 | 107.7% | $33.97万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $65.47万 | 0.06% | 1,025 | -520 | -33.7% | -$33.21万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $65.40万 | 0.06% | 11,147 | 11,147 | — | $65.40万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $65.02万 | 0.06% | 41,230 | 16,348 | 65.7% | $25.78万 | 加仓 |
| BNTC | BENITEC BIOPHARMA INC | $65.01万 | 0.06% | 48,591 | -3,872 | -7.4% | -$5.18万 | 减仓 |
| — | COMPUGEN LTD | $64.95万 | 0.06% | 303,526 | 258,155 | 569.0% | $55.25万 | 加仓 |
| AMTB | AMERANT BANCORP INC | $64.61万 | 0.06% | 25,316 | 25,316 | — | $64.61万 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $64.46万 | 0.06% | 23,088 | 23,088 | — | $64.46万 | 新建仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $64.38万 | 0.06% | 122,871 | -132,088 | -51.8% | -$69.21万 | 减仓 |
| MWH | SOLV ENERGY INC | $63.82万 | 0.06% | 18,743 | -65,037 | -77.6% | -$221.45万 | 减仓 |
| VGNT | VERSIGENT PLC | $63.61万 | 0.06% | 15,141 | 15,141 | — | $63.61万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $63.59万 | 0.06% | 13,321 | -25,565 | -65.7% | -$122.05万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $63.58万 | 0.06% | 45,580 | -45,513 | -50.0% | -$63.49万 | 减仓 |
| UL | UNILEVER PLC | $63.11万 | 0.06% | 10,497 | 10,497 | — | $63.11万 | 新建仓 |
| AMRZ | AMRIZE LTD | $62.88万 | 0.06% | 11,797 | 11,797 | — | $62.88万 | 新建仓 |
| ATRO | ASTRONICS CORP | $62.61万 | 0.06% | 7,705 | -180,787 | -95.9% | -$1,469.07万 | 重新持有 |