Atom Investors LP
Top Portfolio Positions
632 positions ·
$1,337,926,224 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TECH |
BIO-TECHNE Corp
Healthcare
|
319,316 | $16,687,454 | 1.25% |
| EQIX |
Equinix Inc
Real Estate
|
11,954 | $11,717,788 | 0.88% |
| AVGO |
Broadcom Inc.
Technology
|
37,170 | $11,504,486 | 0.86% |
| SMG |
Scotts Miracle-Gro Co
Basic Materials
|
173,347 | $10,541,231 | 0.79% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,094 | $10,224,807 | 0.76% |
| NVDA |
Nvidia Corp
Technology
|
57,355 | $10,002,712 | 0.75% |
| LKQ |
Lkq Corp
Consumer Cyclical
|
335,096 | $9,841,769 | 0.74% |
| CSL |
Carlisle Companies Inc
Industrials
|
27,688 | $9,237,270 | 0.69% |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
107,753 | $9,042,631 | 0.68% |
| AEE |
Ameren Corp
Utilities
|
80,850 | $8,887,032 | 0.66% |
Holdings in AI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,526,040 | 181,240 | Shares | Sole | 2026-05-15 | |
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