Atom Investors LP
Top Portfolio Positions
633 positions ·
$1,338,171,746 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in CMPS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-09-30 | $4,525,343 | 129,666 | Shares | Sole | 2020-11-13 | |
| 2020-12-31 | $956,087 | 20,069 | Shares | Sole | 2021-02-16 | |
| 2021-06-30 | $2,884,826 | 75,618 | Shares | Sole | 2021-08-16 | |
| 2024-12-31 | $66,206 | 17,515 | Shares | Sole | 2025-02-14 | |
| 2025-03-31 | $57,806 | 20,212 | Shares | Sole | 2025-05-15 | |
| 2025-06-30 | $38,474 | 13,741 | Shares | Sole | 2025-08-14 | |
| 2026-03-31 | $265,771 | 48,060 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||