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 |
|---|---|---|---|---|---|---|---|---|
| DEO | DIAGEO PLC | $43.30万 | 0.04% | 5,387 | 5,387 | — | $43.30万 | 新建仓 |
| LEN | LENNAR CORP | $43.09万 | 0.04% | 4,762 | 4,762 | — | $43.09万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $43.05万 | 0.04% | 10,598 | -11,032 | -51.0% | -$44.81万 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $43.05万 | 0.04% | 48,975 | 48,975 | — | $43.05万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $42.91万 | 0.04% | 4,767 | 4,767 | — | $42.91万 | 新建仓 |
| TASK | TASKUS INC | $42.69万 | 0.04% | 91,224 | -26,614 | -22.6% | -$12.46万 | 减仓 |
| EFX | EQUIFAX INC | $42.63万 | 0.04% | 2,686 | 2,686 | — | $42.63万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $42.54万 | 0.04% | 835 | -10,271 | -92.5% | -$523.27万 | 减仓 |
| ATEX | ANTERIX INC | $42.45万 | 0.04% | 4,124 | -80,055 | -95.1% | -$824.09万 | 减仓 |
| FLGT | FULGENT GENETICS INC | $42.13万 | 0.04% | 20,529 | 20,529 | — | $42.13万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $41.97万 | 0.04% | 4,603 | -20,067 | -81.3% | -$182.99万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $41.45万 | 0.04% | 16,625 | 16,625 | — | $41.45万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $41.35万 | 0.04% | 5,637 | 5,637 | — | $41.35万 | 新建仓 |
| INGR | INGREDION INC | $40.55万 | 0.04% | 4,281 | 4,281 | — | $40.55万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $40.48万 | 0.04% | 2,271 | -16,179 | -87.7% | -$288.37万 | 减仓 |
| LOVE | LOVESAC CO | $40.33万 | 0.04% | 24,162 | 3,894 | 19.2% | $6.50万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $40.07万 | 0.04% | 5,146 | 5,146 | — | $40.07万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $40.06万 | 0.04% | 3,890 | 3,890 | — | $40.06万 | 新建仓 |
| PTC | PTC INC | $40.00万 | 0.04% | 3,521 | 3,521 | — | $40.00万 | 新建仓 |
| LKFN | LAKELAND FINL CORP | $40.00万 | 0.04% | 6,481 | 6,481 | — | $40.00万 | 新建仓 |
| CVNA | CARVANA CO | $39.42万 | 0.04% | 5,989 | 5,165 | 626.8% | $34.00万 | 重新持有 |
| SHOE | SHOE STA GROUP INC | $38.95万 | 0.03% | 26,262 | 7,875 | 42.8% | $11.68万 | 加仓 |
| L | LOEWS CORP | $38.73万 | 0.03% | 3,421 | 3,421 | — | $38.73万 | 新建仓 |
| AGNT | AGNT INC | $38.62万 | 0.03% | 71,388 | 71,388 | — | $38.62万 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $38.62万 | 0.03% | 8,266 | -7,807 | -48.6% | -$36.47万 | 减仓 |
| DAN | DANA INC | $38.61万 | 0.03% | 14,188 | -60,075 | -80.9% | -$163.46万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $38.41万 | 0.03% | 5,015 | 5,015 | — | $38.41万 | 新建仓 |
| ORCL | ORACLE CORP | $38.38万 | 0.03% | 2,619 | 2,619 | — | $38.38万 | 新建仓 |
| POWL | POWELL INDS INC | $38.34万 | 0.03% | 1,339 | 1,339 | — | $38.34万 | 新建仓 |
| — | TOPBUILD COR | $38.29万 | 0.03% | 1,080 | -8,910 | -89.2% | -$315.89万 | 重新持有 |
| PFBC | PREFERRED BK LOS ANGELES CA | $38.22万 | 0.03% | 3,597 | 3,597 | — | $38.22万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $37.90万 | 0.03% | 60,156 | 5,044 | 9.2% | $3.18万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $37.79万 | 0.03% | 838 | -61 | -6.8% | -$2.75万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $37.69万 | 0.03% | 1,473 | 1,473 | — | $37.69万 | 新建仓 |
| OLN | OLIN CORP | $37.54万 | 0.03% | 18,939 | 18,939 | — | $37.54万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $37.32万 | 0.03% | 15,429 | 15,429 | — | $37.32万 | 新建仓 |
| RPC | RIDGEPOST CAP INC | $37.17万 | 0.03% | 47,224 | 47,224 | — | $37.17万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $37.01万 | 0.03% | 3,128 | -54,065 | -94.5% | -$639.64万 | 减仓 |
| — | TALKSPACE INC | $36.83万 | 0.03% | 70,820 | 70,820 | — | $36.83万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $36.80万 | 0.03% | 39,357 | -67,765 | -63.3% | -$63.36万 | 减仓 |
| HSY | HERSHEY CO | $36.58万 | 0.03% | 2,085 | 2,085 | — | $36.58万 | 新建仓 |
| SN | SHARKNINJA INC | $36.54万 | 0.03% | 2,400 | -6,062 | -71.6% | -$92.31万 | 减仓 |
| GWW | WW GRAINGER INC | $36.46万 | 0.03% | 268 | -2,720 | -91.0% | -$370.03万 | 减仓 |
| — | PICS NV | $36.31万 | 0.03% | 34,158 | -24,070 | -41.3% | -$25.59万 | 减仓 |
| V | VISA INC | $35.99万 | 0.03% | 1,049 | -5,702 | -84.5% | -$195.63万 | 减仓 |
| NVAX | NOVAVAX INC | $35.96万 | 0.03% | 38,175 | 26,024 | 214.2% | $24.51万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $35.94万 | 0.03% | 13,486 | 13,486 | — | $35.94万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $35.88万 | 0.03% | 8,779 | 8,779 | — | $35.88万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $35.82万 | 0.03% | 9,350 | 9,350 | — | $35.82万 | 新建仓 |
| — | ARES COML REAL ESTATE CORP | $35.74万 | 0.03% | 79,416 | 79,416 | — | $35.74万 | 新建仓 |
| BB | BLACKBERRY LTD | $35.67万 | 0.03% | 28,199 | 0 | 0.0% | — | 不变 |
| GCMG | GCM GROSVENOR INC | $35.57万 | 0.03% | 28,915 | -63,251 | -68.6% | -$77.80万 | 重新持有 |
| SNN | SMITH & NEPHEW PLC | $35.55万 | 0.03% | 12,339 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $35.46万 | 0.03% | 96,620 | 5,186 | 5.7% | $1.90万 | 加仓 |
| PTLO | PORTILLOS INC | $35.42万 | 0.03% | 74,732 | 49,411 | 195.1% | $23.42万 | 重新持有 |
| — | AVALONBAY CMNTYS INC | $35.30万 | 0.03% | 1,871 | 1,871 | — | $35.30万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $35.11万 | 0.03% | 4,808 | -1,373 | -22.2% | -$10.03万 | 重新持有 |
| PRK | PARK NATL CORP | $34.97万 | 0.03% | 1,911 | 1,911 | — | $34.97万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $34.82万 | 0.03% | 34,891 | -182,148 | -83.9% | -$181.78万 | 减仓 |
| HEI/A | HEICO CORP NEW | $34.56万 | 0.03% | 1,340 | 1,340 | — | $34.56万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $34.22万 | 0.03% | 8,481 | -8,360 | -49.6% | -$33.73万 | 减仓 |
| COHU | COHU INC | $34.18万 | 0.03% | 4,624 | -64,878 | -93.3% | -$479.51万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $34.17万 | 0.03% | 4,736 | -9,338 | -66.3% | -$67.38万 | 减仓 |
| SONY | SONY GROUP CORP | $33.84万 | 0.03% | 16,869 | 16,869 | — | $33.84万 | 新建仓 |
| RBLX | ROBLOX CORP | $33.77万 | 0.03% | 6,210 | 6,210 | — | $33.77万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $33.55万 | 0.03% | 4,490 | 4,490 | — | $33.55万 | 新建仓 |
| MTZ | MASTEC INC | $33.53万 | 0.03% | 806 | -11,907 | -93.7% | -$495.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $33.45万 | 0.03% | 981 | -1,937 | -66.4% | -$66.06万 | 重新持有 |
| ICHR | ICHOR HOLDINGS | $32.93万 | 0.03% | 2,933 | 2,933 | — | $32.93万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $32.93万 | 0.03% | 16,879 | 16,879 | — | $32.93万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $32.84万 | 0.03% | 6,877 | -158,431 | -95.8% | -$756.51万 | 减仓 |
| CABO | CABLE ONE INC | $32.52万 | 0.03% | 6,124 | -4,282 | -41.1% | -$22.74万 | 减仓 |
| DC | DAKOTA GOLD CORP | $32.52万 | 0.03% | 76,336 | 27,166 | 55.2% | $11.57万 | 加仓 |
| GPN | GLOBAL PMTS INC | $32.43万 | 0.03% | 4,469 | -25,285 | -85.0% | -$183.47万 | 减仓 |
| CG | CARLYLE GROUP INC | $31.88万 | 0.03% | 7,571 | 7,571 | — | $31.88万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $31.81万 | 0.03% | 4,427 | 4,427 | — | $31.81万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $31.71万 | 0.03% | 10,987 | 10,987 | — | $31.71万 | 新建仓 |
| PPL | PPL CORP | $31.55万 | 0.03% | 8,679 | -168,403 | -95.1% | -$612.15万 | 减仓 |
| BLKB | BLACKBAUD INC | $31.52万 | 0.03% | 10,643 | -3,918 | -26.9% | -$11.61万 | 减仓 |
| GLW | CORNING INC | $31.47万 | 0.03% | 1,232 | -4,451 | -78.3% | -$113.69万 | 减仓 |
| NBHC | NATIONAL BK HLDGS CORP | $31.42万 | 0.03% | 7,071 | 7,071 | — | $31.42万 | 新建仓 |
| FFBC | 1ST FINL BANCORP | $31.23万 | 0.03% | 9,232 | 9,232 | — | $31.23万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $30.73万 | 0.03% | 4,283 | -1,079 | -20.1% | -$7.74万 | 减仓 |
| HUBS | HUBSPOT INC | $30.44万 | 0.03% | 1,668 | -22,417 | -93.1% | -$409.13万 | 减仓 |
| VRNS | VARONIS SYS INC | $30.43万 | 0.03% | 7,252 | 7,252 | — | $30.43万 | 新建仓 |
| SCSC | SCANSOURCE INC | $30.34万 | 0.03% | 5,824 | -29,973 | -83.7% | -$156.13万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $30.29万 | 0.03% | 2,669 | 2,669 | — | $30.29万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $30.02万 | 0.03% | 3,330 | -18,642 | -84.8% | -$168.08万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $29.71万 | 0.03% | 3,912 | 3,912 | — | $29.71万 | 新建仓 |
| EQT | EQT CORP | $29.58万 | 0.03% | 5,564 | -53,612 | -90.6% | -$285.06万 | 重新持有 |
| GLNG | GOLAR LNG LTD | $29.13万 | 0.03% | 5,844 | -25,322 | -81.2% | -$126.20万 | 减仓 |
| ADNT | ADIENT PLC | $29.01万 | 0.03% | 15,783 | -59,052 | -78.9% | -$108.54万 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $28.92万 | 0.03% | 5,266 | 5,266 | — | $28.92万 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $28.56万 | 0.03% | 11,902 | 11,902 | — | $28.56万 | 新建仓 |
| BLK | BLACKROCK INC | $28.56万 | 0.03% | 297 | 297 | — | $28.56万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $28.01万 | 0.02% | 2,756 | 2,756 | — | $28.01万 | 新建仓 |
| IE | IVANHOE ELECTRIC INC | $27.27万 | 0.02% | 28,377 | 28,377 | — | $27.27万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $27.23万 | 0.02% | 3,527 | 3,527 | — | $27.23万 | 新建仓 |
| HROW | HARROW INC | $27.17万 | 0.02% | 6,398 | 6,398 | — | $27.17万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $27.16万 | 0.02% | 2,797 | -2,706 | -49.2% | -$26.27万 | 减仓 |