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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $42.81万 | 0.03% | 2,159 | 2,159 | — | $42.81万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $42.36万 | 0.03% | 5,961 | 5,961 | — | $42.36万 | 新建仓 |
| WWD | WOODWARD INC | $42.02万 | 0.03% | 1,174 | 1,174 | — | $42.02万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $41.79万 | 0.03% | 1,545 | -7,358 | -82.6% | -$199.03万 | 减仓 |
| ANGI | ANGI INC | $41.76万 | 0.03% | 60,957 | 60,957 | — | $41.76万 | 新建仓 |
| PCAR | PACCAR INC | $41.66万 | 0.03% | 3,607 | 3,607 | — | $41.66万 | 新建仓 |
| T | AT&T INC | $41.36万 | 0.03% | 14,268 | -441 | -3.0% | -$1.28万 | 重新持有 |
| GBX | GREENBRIER COS INC | $40.79万 | 0.03% | 7,747 | 7,747 | — | $40.79万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $40.65万 | 0.03% | 6,114 | 6,114 | — | $40.65万 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $40.08万 | 0.03% | 9,903 | 9,903 | — | $40.08万 | 新建仓 |
| EMBC | EMBECTA CORP | $39.95万 | 0.03% | 45,190 | 45,190 | — | $39.95万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $39.53万 | 0.03% | 15,807 | 4,222 | 36.4% | $10.56万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $39.21万 | 0.03% | 12,339 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $38.63万 | 0.03% | 3,541 | 3,541 | — | $38.63万 | 新建仓 |
| DG | DOLLAR GEN CORP | $38.47万 | 0.03% | 3,240 | 3,240 | — | $38.47万 | 新建仓 |
| RHI | ROBERT HALF INC. | $38.46万 | 0.03% | 15,140 | 44 | 0.3% | $1,118 | 加仓 |
| — | HOLOGIC INC | $38.20万 | 0.03% | 5,054 | 5,054 | — | $38.20万 | 新建仓 |
| TBCH | TURTLE BEACH CORP | $37.86万 | 0.03% | 37,333 | -775 | -2.0% | -$7,859 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $37.80万 | 0.03% | 14,616 | 14,616 | — | $37.80万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $37.31万 | 0.03% | 14,546 | -38,148 | -72.4% | -$97.85万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $36.79万 | 0.03% | 19,427 | -213,732 | -91.7% | -$404.81万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $36.75万 | 0.03% | 24,882 | -360,712 | -93.5% | -$532.77万 | 重新持有 |
| WCN | WASTE CONNECTIONS INC | $36.48万 | 0.03% | 2,246 | 2,246 | — | $36.48万 | 新建仓 |
| — | AMERICAS CAR-MART INC | $35.81万 | 0.03% | 28,132 | -942 | -3.2% | -$1.20万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $35.80万 | 0.03% | 843 | -2,304 | -73.2% | -$97.85万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $35.78万 | 0.03% | 136,047 | 31,083 | 29.6% | $8.17万 | 加仓 |
| NOW | SERVICENOW INC | $35.63万 | 0.03% | 3,408 | -12,308 | -78.3% | -$128.68万 | 减仓 |
| CNM | CORE & MAIN INC | $35.49万 | 0.03% | 7,185 | 7,185 | — | $35.49万 | 新建仓 |
| CHWY | CHEWY INC | $34.97万 | 0.03% | 12,951 | 12,951 | — | $34.97万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $33.91万 | 0.02% | 16,560 | 16,560 | — | $33.91万 | 新建仓 |
| BWA | BORGWARNER INC | $33.27万 | 0.02% | 6,132 | 6,132 | — | $33.27万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $33.23万 | 0.02% | 1,517 | 1,517 | — | $33.23万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $33.16万 | 0.02% | 9,347 | 9,347 | — | $33.16万 | 新建仓 |
| PCVX | VAXCYTE INC | $32.85万 | 0.02% | 5,653 | 5,653 | — | $32.85万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $32.62万 | 0.02% | 34,627 | 34,627 | — | $32.62万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $32.61万 | 0.02% | 1,651 | 1,651 | — | $32.61万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $32.41万 | 0.02% | 42,310 | 25,963 | 158.8% | $19.89万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $32.18万 | 0.02% | 91,434 | 17,821 | 24.2% | $6.27万 | 加仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $32.03万 | 0.02% | 29,571 | 29,571 | — | $32.03万 | 新建仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $31.96万 | 0.02% | 54,084 | -28,266 | -34.3% | -$16.71万 | 减仓 |
| NEOG | NEOGEN CORP | $31.89万 | 0.02% | 34,329 | 34,329 | — | $31.89万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $31.31万 | 0.02% | 9,941 | 9,941 | — | $31.31万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $31.23万 | 0.02% | 5,362 | 5,362 | — | $31.23万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $31.08万 | 0.02% | 6,421 | 6,421 | — | $31.08万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $30.98万 | 0.02% | 1,699 | 1,699 | — | $30.98万 | 新建仓 |
| NFLX | NETFLIX INC. | $30.84万 | 0.02% | 3,207 | -13,073 | -80.3% | -$125.70万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $30.80万 | 0.02% | 5,918 | 5,918 | — | $30.80万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $30.66万 | 0.02% | 10,749 | -134,420 | -92.6% | -$383.37万 | 减仓 |
| LOVE | LOVESAC COMPANY | $29.94万 | 0.02% | 20,268 | -33,566 | -62.4% | -$49.58万 | 减仓 |
| CBZ | CBIZ INC | $29.50万 | 0.02% | 10,988 | 10,988 | — | $29.50万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $29.25万 | 0.02% | 3,047 | -876 | -22.3% | -$8.41万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $29.04万 | 0.02% | 3,768 | -724 | -16.1% | -$5.58万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $29.04万 | 0.02% | 22,653 | -69,887 | -75.5% | -$89.59万 | 减仓 |
| UNP | UNION PAC CORP | $29.02万 | 0.02% | 1,196 | -596 | -33.3% | -$14.46万 | 重新持有 |
| NUS | NU SKIN ENTERPRISES INC | $28.78万 | 0.02% | 39,530 | 14,861 | 60.2% | $10.82万 | 加仓 |
| SGU | STAR GROUP LP | $28.70万 | 0.02% | 23,368 | 2,782 | 13.5% | $3.42万 | 加仓 |
| SHOE | SHOE CARNIVAL INC | $28.67万 | 0.02% | 18,387 | 369 | 2.0% | $5,753 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $28.47万 | 0.02% | 43,739 | 43,739 | — | $28.47万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $28.18万 | 0.02% | 4,498 | -20,948 | -82.3% | -$131.22万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $27.85万 | 0.02% | 5,660 | -23,027 | -80.3% | -$113.29万 | 减仓 |
| XYZ | BLOCK INC | $27.79万 | 0.02% | 4,618 | 4,618 | — | $27.79万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $27.70万 | 0.02% | 10,285 | 10,285 | — | $27.70万 | 新建仓 |
| SYBT | STOCK YDS BANCORP INC | $27.61万 | 0.02% | 4,165 | -78 | -1.8% | -$5,171 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC | $27.23万 | 0.02% | 14,849 | 14,849 | — | $27.23万 | 新建仓 |
| CPRT | COPART INC | $27.16万 | 0.02% | 8,180 | 8,180 | — | $27.16万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $27.13万 | 0.02% | 7,176 | 7,176 | — | $27.13万 | 新建仓 |
| UNM | UNUM GROUP | $26.82万 | 0.02% | 3,672 | 3,672 | — | $26.82万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $26.58万 | 0.02% | 48,060 | 48,060 | — | $26.58万 | 新建仓 |
| VLTO | VERALTO CORP | $26.21万 | 0.02% | 2,964 | 2,964 | — | $26.21万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $26.09万 | 0.02% | 2,796 | -29,962 | -91.5% | -$279.61万 | 重新持有 |
| — | GAMBLING COM GROUP LIMITED | $26.09万 | 0.02% | 67,237 | 67,237 | — | $26.09万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $25.71万 | 0.02% | 20,259 | 20,259 | — | $25.71万 | 新建仓 |
| PHVS | PHARVARIS N V | $25.71万 | 0.02% | 9,100 | 9,100 | — | $25.71万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $25.61万 | 0.02% | 11,500 | -100,179 | -89.7% | -$223.10万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $25.60万 | 0.02% | 3,402 | 3,402 | — | $25.60万 | 新建仓 |
| — | LEGGETT & PLATT INC | $25.24万 | 0.02% | 25,550 | 25,550 | — | $25.24万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $25.04万 | 0.02% | 3,322 | 3,322 | — | $25.04万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $24.83万 | 0.02% | 49,170 | 49,170 | — | $24.83万 | 新建仓 |
| TEM | TEMPUS AI INC | $24.62万 | 0.02% | 5,444 | 5,444 | — | $24.62万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $24.61万 | 0.02% | 30,192 | -22,905 | -43.1% | -$18.67万 | 重新持有 |
| TRTX | TPG RE FIN TR INC | $24.55万 | 0.02% | 31,437 | 31,437 | — | $24.55万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $24.47万 | 0.02% | 21,653 | 21,653 | — | $24.47万 | 新建仓 |
| DOLE | DOLE PLC | $24.29万 | 0.02% | 16,999 | 16,999 | — | $24.29万 | 新建仓 |
| Z | ZILLOW GROUP INC | $24.12万 | 0.02% | 5,829 | 505 | 9.5% | $2.09万 | 加仓 |
| F | FORD MTR CO | $23.85万 | 0.02% | 20,669 | 20,669 | — | $23.85万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $23.67万 | 0.02% | 45,699 | 45,699 | — | $23.67万 | 新建仓 |
| — | NANO X IMAGING LTD | $23.64万 | 0.02% | 104,128 | 23,028 | 28.4% | $5.23万 | 加仓 |
| ADBE | ADOBE INC | $23.43万 | 0.02% | 964 | 330 | 52.1% | $8.02万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $23.40万 | 0.02% | 5,037 | -2,519 | -33.3% | -$11.70万 | 减仓 |
| OKTA | OKTA INC | $23.28万 | 0.02% | 2,958 | 283 | 10.6% | $2.23万 | 重新持有 |
| EGBN | EAGLE BANCORPORATION INC | $23.12万 | 0.02% | 9,296 | -11,140 | -54.5% | -$27.71万 | 重新持有 |
| UIS | UNISYS CORP | $23.03万 | 0.02% | 111,264 | 67,534 | 154.4% | $13.98万 | 加仓 |
| NCNO | NCINO INC | $23.01万 | 0.02% | 15,358 | 15,358 | — | $23.01万 | 新建仓 |
| IMAX | IMAX CORP | $22.50万 | 0.02% | 5,920 | 5,920 | — | $22.50万 | 新建仓 |
| DX | DYNEX CAP INC | $22.47万 | 0.02% | 17,613 | 17,613 | — | $22.47万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $22.20万 | 0.02% | 3,697 | 3,697 | — | $22.20万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $22.18万 | 0.02% | 14,825 | -7,942 | -34.9% | -$11.88万 | 重新持有 |
| VCYT | VERACYTE INC | $22.06万 | 0.02% | 6,850 | -829 | -10.8% | -$2.67万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $21.96万 | 0.02% | 3,097 | 3,097 | — | $21.96万 | 新建仓 |
| KVUE | KENVUE INC | $21.86万 | 0.02% | 12,681 | 12,681 | — | $21.86万 | 新建仓 |