Atom Investors LP 13F Holdings · Q2 2026
Atom Investors LP reported 818 securities worth $1.12B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (4.09%), VTRS (1.00%), INTC (0.94%). Among its top 25 positions this quarter: 8 new, 9 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $46.0M | 4.09% | 66,972 | Trimmed |
| 2 | VTRS | VIATRIS INC | $11.2M | 1.00% | 705,683 | Added |
| 3 | INTC | INTEL CORP | $10.6M | 0.94% | 76,015 | Added |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | $9.7M | 0.86% | 215,283 | New |
| 5 | RYTM | RHYTHM PHARMACEUTICALS INC | $8.2M | 0.73% | 73,465 | Added |
| 6 | ESAB | ESAB CORPORATION | $8.1M | 0.72% | 82,405 | Added |
| 7 | EWZ | ISHARES INC | $8.1M | 0.72% | 234,771 | New |
| 8 | GXO | GXO LOGISTICS INCORPORATED | $8.0M | 0.71% | 156,873 | Added |
| 9 | AMAT | APPLIED MATLS INC | $7.0M | 0.62% | 9,715 | Trimmed |
| 10 | AVGO | BROADCOM INC | $6.8M | 0.61% | 18,060 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $6.8M | 0.60% | 33,901 | Trimmed |
| 12 | VSEC | VSE CORP | $6.5M | 0.58% | 28,386 | New |
| 13 | AAPL | APPLE INC | $6.3M | 0.56% | 21,814 | New |
| 14 | IMNM | IMMUNOME INC | $6.3M | 0.56% | 297,489 | Trimmed |
| 15 | JBTM | JBT MAREL CORPORATION | $6.2M | 0.55% | 42,492 | New |
| 16 | VRSN | VERISIGN INC | $6.1M | 0.54% | 24,293 | Added |
| 17 | EQIX | EQUINIX INC | $6.0M | 0.53% | 5,714 | Trimmed |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $5.9M | 0.53% | 27,764 | New |
| 19 | HD | HOME DEPOT INC | $5.9M | 0.52% | 16,683 | New |
| 20 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $5.7M | 0.51% | 171,771 | Added |
| 21 | GGG | GRACO INC | $5.7M | 0.50% | 74,973 | New |
| 22 | AME | AMETEK INC | $5.5M | 0.49% | 22,891 | Added |
| 23 | AMZN | AMAZON COM INC | $5.4M | 0.48% | 22,644 | Trimmed |
| 24 | GOOG | ALPHABET INC | $5.4M | 0.48% | 15,198 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $5.4M | 0.48% | 14,579 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR