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Atlas Principals, LLC

Location
CHARLOTTE, NC
Portfolio Value
Micro $2,185,540
Diversification
Highly concentrated
Filing Date
Global Rank
#6,564 / 6,723 ▼ 989
Top Industry
Software - Application 69.7%
3Y Alpha vs SPY
+28.6%
Period ended 3 years ago
Filed Aug 15, 2022 · 3y
10 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+233.4%
SPY
+76.3%
Annualised alpha
+28.6%
Max drawdown
−42.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

3 positions · as of Jun 30, 2022 · Δ vs Mar 31, 2022
Top Position
86.3%
+55.3 pts
Top 5
100.0%
+15.2 pts
Top 10
100.0%
0.0 pts
HHI
7,557
Mar 2020 → Jun 2022 · range 889 – 7,557
Highly concentrated+5,601

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2022
Sector % Portfolio Value
Unclassified 86.3% $1,886,250
Technology 13.7% $299,290

Last Quarter's Activity

Export CSV
Jun 30, 2022 vs Mar 31, 2022

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
3 positions · $2,185,540 total · as of Jun 30, 2022
Ticker Company Shares Value (USD) % of Portfolio History