Atom Investors LP
Top Portfolio Positions
473 positions ·
$1,022,734,390 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TECH |
BIO-TECHNE Corp
Healthcare
|
351,673 | $20,681,889 | 2.02% |
| SITE |
SiteOne Landscape Supply, Inc.
Industrials
|
125,789 | $15,668,277 | 1.53% |
| APO |
Apollo Global Management, Inc.
Financial Services
|
101,853 | $14,744,240 | 1.44% |
| CRM |
Salesforce, Inc.
Technology
|
52,870 | $14,005,791 | 1.37% |
| CWST |
Casella Waste Systems Inc
Industrials
|
122,675 | $12,014,789 | 1.17% |
| GLNG |
Golar Lng Ltd
Energy
|
282,305 | $10,504,569 | 1.03% |
| ATRO |
Astronics Corp
Industrials
|
188,492 | $10,223,806 | 1.00% |
| FFIV |
F5, Inc.
Technology
|
40,011 | $10,213,207 | 1.00% |
| SHW |
Sherwin Williams Co
Basic Materials
|
30,401 | $9,850,836 | 0.96% |
| LBRT |
Liberty Energy Inc.
Energy
|
513,742 | $9,483,677 | 0.93% |
Portfolio Trend
Holdings in CODI
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $479,894 | 99,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $109,627 | 16,560 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $145,972 | 23,244 | Shares | Sole | 2025-08-14 | |
| 2020-03-31 | $21,440 | 1,600 | Put | Sole | 2020-05-15 | |
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