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 |
|---|---|---|---|---|---|---|---|---|
| OXY | OCCIDENTAL PETE CORP | $62.61万 | 0.06% | 12,890 | 12,890 | — | $62.61万 | 新建仓 |
| OC | OWENS CORNING NEW | $62.58万 | 0.06% | 3,937 | -32,996 | -89.3% | -$524.50万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $62.47万 | 0.06% | 6,884 | 6,884 | — | $62.47万 | 新建仓 |
| UNM | UNUM GROUP | $62.46万 | 0.06% | 6,987 | 3,315 | 90.3% | $29.64万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $62.42万 | 0.06% | 4,134 | 4,134 | — | $62.42万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $61.92万 | 0.06% | 2,892 | 2,892 | — | $61.92万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $61.61万 | 0.05% | 75,694 | 75,694 | — | $61.61万 | 新建仓 |
| LIN | LINDE PLC | $61.34万 | 0.05% | 1,182 | -696 | -37.1% | -$36.12万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $61.01万 | 0.05% | 26,818 | 26,818 | — | $61.01万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $60.80万 | 0.05% | 10,242 | -126,188 | -92.5% | -$749.05万 | 减仓 |
| TBN | TAMBORAN RES CORP | $60.76万 | 0.05% | 18,690 | -8,318 | -30.8% | -$27.04万 | 减仓 |
| AS | AMER SPORTS INC | $60.48万 | 0.05% | 17,871 | -5,541 | -23.7% | -$18.75万 | 减仓 |
| CSGP | COSTAR GROUP INC | $60.44万 | 0.05% | 21,342 | -19,056 | -47.2% | -$53.97万 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $60.35万 | 0.05% | 7,038 | -17,022 | -70.7% | -$145.96万 | 减仓 |
| QURE | UNIQURE NV | $60.23万 | 0.05% | 13,076 | -65,133 | -83.3% | -$300.00万 | 重新持有 |
| STBA | S & T BANCORP INC | $59.92万 | 0.05% | 12,208 | 12,208 | — | $59.92万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $59.86万 | 0.05% | 37,718 | 37,718 | — | $59.86万 | 新建仓 |
| ADBE | ADOBE INC | $59.74万 | 0.05% | 2,914 | 1,950 | 202.3% | $39.98万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $59.68万 | 0.05% | 9,260 | 9,260 | — | $59.68万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $59.24万 | 0.05% | 6,620 | -95,443 | -93.5% | -$854.02万 | 减仓 |
| TCBK | TRICO BANCSHARES | $58.98万 | 0.05% | 10,952 | 10,952 | — | $58.98万 | 新建仓 |
| COR | CENCORA INC | $58.75万 | 0.05% | 2,076 | -1,857 | -47.2% | -$52.55万 | 减仓 |
| TGT | TARGET CORP | $58.43万 | 0.05% | 4,474 | 4,474 | — | $58.43万 | 新建仓 |
| TPR | TAPESTRY INC | $58.33万 | 0.05% | 3,985 | 3,985 | — | $58.33万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $57.80万 | 0.05% | 2,718 | 2,718 | — | $57.80万 | 新建仓 |
| CSL | CARLISLE COS INC | $57.79万 | 0.05% | 1,593 | -26,095 | -94.2% | -$946.60万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $57.76万 | 0.05% | 19,150 | 19,150 | — | $57.76万 | 新建仓 |
| MET | METLIFE INC | $57.47万 | 0.05% | 6,792 | 6,792 | — | $57.47万 | 新建仓 |
| WULF | TERAWULF INC | $57.10万 | 0.05% | 23,117 | -75,522 | -76.6% | -$186.54万 | 重新持有 |
| SU | SUNCOR ENERGY INC NEW | $57.07万 | 0.05% | 10,632 | -24,608 | -69.8% | -$132.10万 | 减仓 |
| MDT | MEDTRONIC PLC | $56.76万 | 0.05% | 7,255 | 3,136 | 76.1% | $24.53万 | 重新持有 |
| POR | PORTLAND GEN ELEC CO | $56.65万 | 0.05% | 10,930 | -41,859 | -79.3% | -$216.96万 | 减仓 |
| AYI | ACUITY INC | $55.93万 | 0.05% | 1,485 | 1,485 | — | $55.93万 | 新建仓 |
| NI | NISOURCE INC | $55.80万 | 0.05% | 11,735 | -32,294 | -73.3% | -$153.56万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW | $55.52万 | 0.05% | 21,696 | 6,871 | 46.3% | $17.58万 | 加仓 |
| NVR | NVR INC | $55.19万 | 0.05% | 81 | -17 | -17.3% | -$11.58万 | 减仓 |
| MCK | MCKESSON CORP | $55.16万 | 0.05% | 730 | -43 | -5.6% | -$3.25万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $54.79万 | 0.05% | 9,756 | 3,838 | 64.9% | $21.55万 | 加仓 |
| PSNL | PERSONALIS INC | $54.62万 | 0.05% | 40,763 | 40,763 | — | $54.62万 | 新建仓 |
| WHK | WHITEHAWK MINERALS CORP | $54.14万 | 0.05% | 19,460 | 19,460 | — | $54.14万 | 新建仓 |
| HOPE | HOPE BANCORP INC | $54.04万 | 0.05% | 39,504 | 39,504 | — | $54.04万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $53.96万 | 0.05% | 20,602 | -2,239 | -9.8% | -$5.86万 | 减仓 |
| INTR | INTER & CO INC | $53.15万 | 0.05% | 97,889 | 97,889 | — | $53.15万 | 新建仓 |
| GE | GE AEROSPACE | $52.99万 | 0.05% | 1,418 | -5,059 | -78.1% | -$189.07万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.78万 | 0.05% | 3,858 | -14,417 | -78.9% | -$197.24万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $52.78万 | 0.05% | 16,509 | -110,366 | -87.0% | -$352.84万 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $52.74万 | 0.05% | 17,002 | 17,002 | — | $52.74万 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC | $52.62万 | 0.05% | 52,724 | -16,656 | -24.0% | -$16.62万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $52.49万 | 0.05% | 31,022 | 8,369 | 36.9% | $14.16万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $52.45万 | 0.05% | 20,455 | -129,245 | -86.3% | -$331.38万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $52.27万 | 0.05% | 95,903 | 95,903 | — | $52.27万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $52.12万 | 0.05% | 17,462 | 17,462 | — | $52.12万 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $52.10万 | 0.05% | 9,692 | 9,692 | — | $52.10万 | 新建仓 |
| TRGP | TARGA RES CORP | $52.10万 | 0.05% | 1,943 | 1,943 | — | $52.10万 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $51.82万 | 0.05% | 13,944 | 13,944 | — | $51.82万 | 新建仓 |
| APPN | APPIAN CORP | $51.73万 | 0.05% | 22,591 | -3,043 | -11.9% | -$6.97万 | 减仓 |
| XEL | XCEL ENERGY INC | $51.37万 | 0.05% | 6,397 | 36 | 0.6% | $2,891 | 加仓 |
| GME | GAMESTOP CORP | $51.34万 | 0.05% | 23,251 | 11,518 | 98.2% | $25.43万 | 重新持有 |
| NNN | NNN REIT INC | $51.27万 | 0.05% | 11,019 | 11,019 | — | $51.27万 | 新建仓 |
| NTNX | NUTANIX INC | $51.21万 | 0.05% | 10,050 | -68,210 | -87.2% | -$347.60万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $51.20万 | 0.05% | 4,643 | -18,271 | -79.7% | -$201.47万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $51.10万 | 0.05% | 1,533 | 1,533 | — | $51.10万 | 新建仓 |
| LZB | LA Z BOY INC | $50.67万 | 0.05% | 12,630 | 12,630 | — | $50.67万 | 新建仓 |
| PMT | PENNYMAC MTG INVT TR | $49.94万 | 0.04% | 44,277 | 44,277 | — | $49.94万 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $49.73万 | 0.04% | 58,642 | -91,656 | -61.0% | -$77.72万 | 减仓 |
| ONDS | ONDAS INC | $49.19万 | 0.04% | 59,695 | 59,695 | — | $49.19万 | 新建仓 |
| NEOG | NEOGEN CORP | $49.16万 | 0.04% | 54,682 | 20,353 | 59.3% | $18.30万 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $49.05万 | 0.04% | 49,541 | -425,530 | -89.6% | -$421.27万 | 减仓 |
| IIIV | I3 VERTICALS INC | $48.94万 | 0.04% | 22,910 | 22,910 | — | $48.94万 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $48.85万 | 0.04% | 90,138 | -212,268 | -70.2% | -$115.05万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $48.82万 | 0.04% | 6,138 | 6,138 | — | $48.82万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $48.79万 | 0.04% | 16,303 | -27,386 | -62.7% | -$81.97万 | 减仓 |
| TBCH | TURTLE BEACH CORP | $48.49万 | 0.04% | 38,944 | 1,611 | 4.3% | $2.01万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $48.38万 | 0.04% | 34,708 | -78,219 | -69.3% | -$109.04万 | 减仓 |
| GLPI | GAMING & LEISURE P | $47.42万 | 0.04% | 10,650 | 369 | 3.6% | $1.64万 | 加仓 |
| SKT | TANGER INC | $46.70万 | 0.04% | 11,831 | -10,277 | -46.5% | -$40.56万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $46.53万 | 0.04% | 32,885 | -15,175 | -31.6% | -$21.47万 | 减仓 |
| SHAK | SHAKE SHACK INC | $46.40万 | 0.04% | 8,283 | 8,283 | — | $46.40万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $46.20万 | 0.04% | 1,185 | 1,185 | — | $46.20万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $45.86万 | 0.04% | 27,779 | -108,636 | -79.6% | -$179.36万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $45.78万 | 0.04% | 18,647 | 18,647 | — | $45.78万 | 新建仓 |
| HFWA | HERITAGE FINL CORP WASH | $45.58万 | 0.04% | 15,389 | 7,677 | 99.5% | $22.74万 | 加仓 |
| RDDT | REDDIT INC | $45.51万 | 0.04% | 2,622 | 2,622 | — | $45.51万 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $45.41万 | 0.04% | 219,382 | 219,382 | — | $45.41万 | 新建仓 |
| — | CHICAGO ATLANTIC REAL ESTATE | $45.36万 | 0.04% | 42,314 | 42,314 | — | $45.36万 | 新建仓 |
| — | SPOK HLDGS INC | $45.35万 | 0.04% | 44,289 | 44,289 | — | $45.35万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $45.32万 | 0.04% | 14,373 | 14,373 | — | $45.32万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $45.28万 | 0.04% | 24,383 | -191,322 | -88.7% | -$355.28万 | 减仓 |
| OKLO | OKLO INC | $45.09万 | 0.04% | 8,616 | 8,616 | — | $45.09万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $45.07万 | 0.04% | 7,428 | 7,428 | — | $45.07万 | 新建仓 |
| RH | RH | $45.04万 | 0.04% | 2,734 | -16,333 | -85.7% | -$269.05万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $44.47万 | 0.04% | 5,015 | 5,015 | — | $44.47万 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $44.42万 | 0.04% | 30,742 | 30,742 | — | $44.42万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $44.40万 | 0.04% | 10,696 | 10,696 | — | $44.40万 | 新建仓 |
| OPLN | OPENLANE INC | $44.28万 | 0.04% | 10,738 | 10,738 | — | $44.28万 | 新建仓 |
| ROST | ROSS STORES INC | $44.27万 | 0.04% | 2,080 | 561 | 36.9% | $11.94万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $43.76万 | 0.04% | 4,364 | -38,200 | -89.7% | -$383.07万 | 减仓 |
| H | HYATT HOTELS CORP | $43.63万 | 0.04% | 2,251 | -4,407 | -66.2% | -$85.43万 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $43.62万 | 0.04% | 5,827 | 5,827 | — | $43.62万 | 新建仓 |
| CHWY | CHEWY INC | $43.56万 | 0.04% | 22,169 | 9,218 | 71.2% | $18.11万 | 加仓 |