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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $21.80万 | 0.02% | 1,342 | 1,342 | — | $21.80万 | 新建仓 |
| CTVA | CORTEVA INC | $21.56万 | 0.02% | 2,575 | -6,652 | -72.1% | -$55.68万 | 减仓 |
| ALV | AUTOLIV INC | $21.32万 | 0.02% | 2,027 | 2,027 | — | $21.32万 | 新建仓 |
| GIS | GENERAL MILLS INC | $20.92万 | 0.01% | 5,621 | 5,621 | — | $20.92万 | 新建仓 |
| MTUS | METALLUS INC | $20.91万 | 0.01% | 12,794 | 12,794 | — | $20.91万 | 新建仓 |
| CCL | CARNIVAL CORP | $20.57万 | 0.01% | 7,949 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $20.35万 | 0.01% | 16,707 | 16,707 | — | $20.35万 | 新建仓 |
| HFWA | HERITAGE FINL CORP WASH | $20.05万 | 0.01% | 7,712 | -5,336 | -40.9% | -$13.87万 | 减仓 |
| HELE | HELEN OF TROY LTD | $19.62万 | 0.01% | 13,606 | 13,606 | — | $19.62万 | 新建仓 |
| MCS | MARCUS CORP DEL | $19.55万 | 0.01% | 11,385 | -4,625 | -28.9% | -$7.94万 | 减仓 |
| — | FLUSHING FINL CORP | $19.32万 | 0.01% | 12,580 | -44,383 | -77.9% | -$68.17万 | 重新持有 |
| PGNY | PROGYNY INC | $19.12万 | 0.01% | 11,258 | -37,539 | -76.9% | -$63.74万 | 减仓 |
| IMMR | IMMERSION CORP | $18.73万 | 0.01% | 34,297 | -44,568 | -56.5% | -$24.33万 | 减仓 |
| — | NEW FORTRESS ENERGY INC | $18.59万 | 0.01% | 315,151 | 258,348 | 454.8% | $15.24万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $17.63万 | 0.01% | 10,237 | 10,237 | — | $17.63万 | 新建仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $17.53万 | 0.01% | 79,685 | 9,928 | 14.2% | $2.18万 | 加仓 |
| ORC | ORCHID IS CAP INC | $17.43万 | 0.01% | 24,796 | 24,796 | — | $17.43万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $17.23万 | 0.01% | 15,897 | -39,550 | -71.3% | -$42.87万 | 减仓 |
| WNC | WABASH NATL CORP | $14.65万 | 0.01% | 16,995 | -1,813 | -9.6% | -$1.56万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $14.07万 | 0.01% | 38,875 | -180,438 | -82.3% | -$65.32万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $11.06万 | 0.01% | 15,296 | 15,296 | — | $11.06万 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $11.02万 | 0.01% | 17,969 | 5,334 | 42.2% | $3.27万 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $10.94万 | 0.01% | 16,022 | -59,917 | -78.9% | -$40.92万 | 减仓 |
| NVAX | NOVAVAX INC | $9.89万 | 0.01% | 12,151 | -96,017 | -88.8% | -$78.16万 | 减仓 |
| — | COMPUGEN LTD | $9.66万 | 0.01% | 45,371 | -59,025 | -56.5% | -$12.57万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $9.41万 | 0.01% | 20,319 | 210 | 1.0% | $972 | 加仓 |
| BB | BLACKBERRY LTD | $9.14万 | 0.01% | 28,199 | 0 | 0.0% | — | 不变 |
| GDYN | GRID DYNAMICS HLDGS INC | $6.90万 | 0.00% | 12,107 | -14,535 | -54.6% | -$8.28万 | 重新持有 |
| RR | RICHTECH ROBOTICS INC | $6.54万 | 0.00% | 31,306 | 31,306 | — | $6.54万 | 新建仓 |
| — | LIFEMD INC | $6.01万 | 0.00% | 16,642 | -3,174 | -16.0% | -$1.15万 | 重新持有 |
| THRY | THRYV HLDGS INC | $6.01万 | 0.00% | 21,920 | 21,920 | — | $6.01万 | 新建仓 |
| — | DOMO INC | $5.07万 | 0.00% | 16,556 | 16,556 | — | $5.07万 | 新建仓 |
| GTN | GRAY MEDIA INC | $4.87万 | 0.00% | 11,225 | -10,812 | -49.1% | -$4.69万 | 减仓 |
| RZLV | REZOLVE AI PLC | $4.80万 | 0.00% | 18,756 | -12,647 | -40.3% | -$3.24万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $4.70万 | 0.00% | 10,166 | -3,120 | -23.5% | -$1.44万 | 重新持有 |
| NMRA | NEUMORA THERAPEUTICS INC. | $4.63万 | 0.00% | 23,755 | 23,755 | — | $4.63万 | 新建仓 |
| ACH | ACCENDRA HEALTH INC | $3.45万 | 0.00% | 15,112 | -26,862 | -64.0% | -$6.12万 | 减仓 |
| — | ALIGHT INC | $3.06万 | 0.00% | 52,430 | -508,112 | -90.6% | -$29.61万 | 减仓 |
| CMRC | COMMERCE.COM INC | $2.93万 | 0.00% | 10,964 | 10,964 | — | $2.93万 | 新建仓 |
| — | MICROVISION INC DEL | $2.38万 | 0.00% | 37,147 | 37,147 | — | $2.38万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $2.12万 | 0.00% | 13,107 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -266,557 | -100.0% | -$1,137.93万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -143,951 | -100.0% | -$1,118.21万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -118,443 | -100.0% | -$1,115.26万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -71,941 | -100.0% | -$1,113.65万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -40,011 | -100.0% | -$1,021.32万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -252,322 | -100.0% | -$1,018.12万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -30,401 | -100.0% | -$985.08万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -71,796 | -100.0% | -$815.67万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -76,487 | -100.0% | -$811.83万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPGI | COMPOSECURE INC | $0 | 0.00% | 0 | -334,666 | -100.0% | -$645.24万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -19,048 | -100.0% | -$621.96万 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -50,191 | -100.0% | -$618.30万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -150,108 | -100.0% | -$589.92万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -32,943 | -100.0% | -$573.87万 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -104,762 | -100.0% | -$504.64万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -57,914 | -100.0% | -$487.93万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -317,345 | -100.0% | -$486.81万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -42,322 | -100.0% | -$481.50万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -19,861 | -100.0% | -$454.66万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -26,451 | -100.0% | -$439.91万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -24,043 | -100.0% | -$417.22万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRACTYL HEALTH INC | $0 | 0.00% | 0 | -1,883,018 | -100.0% | -$414.26万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADTN | ADTRAN HOLDINGS INC | $0 | 0.00% | 0 | -439,946 | -100.0% | -$382.31万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -55,855 | -100.0% | -$355.91万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -17,250 | -100.0% | -$342.79万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -52,660 | -100.0% | -$335.50万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -15,478 | -100.0% | -$330.05万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGS | KODIAK GAS SVCS INC | $0 | 0.00% | 0 | -83,514 | -100.0% | -$312.34万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -92,362 | -100.0% | -$298.42万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -127,863 | -100.0% | -$278.10万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -39,104 | -100.0% | -$264.15万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -46,444 | -100.0% | -$257.49万 | 清仓 |
| GIII | G III APPAREL GROUP LTD | $0 | 0.00% | 0 | -88,237 | -100.0% | -$255.53万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -66,083 | -100.0% | -$255.28万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -18,741 | -100.0% | -$234.94万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -5,243 | -100.0% | -$233.87万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -11,008 | -100.0% | -$227.02万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PLYMOUTH INDL REIT INC | $0 | 0.00% | 0 | -101,266 | -100.0% | -$221.57万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -18,996 | -100.0% | -$209.11万 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS | $0 | 0.00% | 0 | -105,549 | -100.0% | -$207.72万 | 清仓 |