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Atom Investors LP

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13F filer, CIK 1738902, AUSTIN, TX

Atom Investors LP reported $1,128,466,043 across 587 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 21.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-012165

Period
2025-06-30
Reported value
$1.13B
Holdings
587
Top 10 weight
21.28%
New
320
Sold out
221

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWMadded+301,769$65.1M
XRTadded+160,469$12.4M
RSPnew+60,792$11M
XLVadded+74,861$10.1M
XLFadded+189,402$9.92M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEXreduced-65,484-$11.5M
GWWexited-11,577-$11.4M
RPMexited-80,994-$9.37M
RFreduced-351,295-$8.26M
MASreduced-117,296-$7.55M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 587 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GWWWW GRAINGER INC11,577$11.4Mshares
RPMRPM INTL INC80,994$9.37Mshares
DISDISNEY WALT CO70,607$6.97Mshares
QQQINVESCO QQQ TR14,325$6.72Mshares
XLCSELECT SECTOR SPDR TR60,424$5.83Mshares
DGXQUEST DIAGNOSTICS INC33,374$5.65Mshares
LVSLAS VEGAS SANDS CORP137,948$5.33Mshares
CVCOCAVCO INDS INC DEL9,556$4.97Mshares
WYNNWYNN RESORTS LTD56,904$4.75Mshares
CWSTCASELLA WASTE SYS INC40,908$4.56Mshares
SPYVSPDR SERIES TRUST84,534$4.32Mshares
SGISOMNIGROUP INTERNATIONAL INC67,546$4.04Mshares
MTZMASTEC INC29,188$3.41Mshares
PSAPUBLIC STORAGE11,023$3.3Mshares
IVEISHARES TR17,225$3.28Mshares
APOAPOLLO GLOBAL MGMT INC22,299$3.05Mshares
EMREMERSON ELEC CO26,892$2.95Mshares
YETIYETI HLDGS INC85,318$2.82Mshares
PGPROCTER & GAMBLE CO16,403$2.8Mshares
TFSLTFS FINL CORP224,153$2.78Mshares
MR COOPER GROUP INCMR COOPER GROUP INC23,148$2.77Mshares
AKRACADIA RLTY TR131,199$2.75Mshares
LWLAMB WESTON HLDGS INC49,919$2.66Mshares
AMTAMERICAN TOWER CORP11,792$2.57Mshares
ALLALLSTATE CORP12,380$2.56Mshares
PNTGPENNANT GROUP INC99,454$2.5Mshares
DVNDEVON ENERGY CORP NEW65,906$2.46Mshares
STSENSATA TECHNOLOGIES HLDG PL98,651$2.39Mshares
HCIHCI GROUP INC15,784$2.36Mshares
FNFABRINET11,622$2.3Mshares
BTSGBRIGHTSPRING HEALTH SVCS INC123,607$2.24Mshares
CACICACI INTL INC5,582$2.05Mshares
CPTCAMDEN PPTY TR16,582$2.03Mshares
ABTABBOTT LABORATORIES14,713$1.95Mshares
SHWSHERWIN WILLIAMS CO5,494$1.92Mshares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW45,297$1.91Mshares
EQIXEQUINIX INC2,306$1.88Mshares
SBACSBA COMMUNICATIONS CORP8,506$1.87Mshares
AXONAXON ENTERPRISE INC3,463$1.82Mshares
CONCONCENTRA GROUP HOLDINGS PAR82,999$1.8Mshares
ARCCARES CAPITAL CORP79,656$1.77Mshares
MOALTRIA GROUP INC29,152$1.75Mshares
LUVSOUTHWEST AIRLS CO50,742$1.7Mshares
BRXBRIXMOR PPTY GROUP INC61,794$1.64Mshares
MWAMUELLER WTR PRODS INC63,948$1.63Mshares
KEYSKEYSIGHT TECHNOLOGIES INC10,140$1.52Mshares
HELEHELEN OF TROY LTD28,336$1.52Mshares
SIMOSILICON MOTION TECHNOLOGY CO29,903$1.51Mshares
SBUXSTARBUCKS CORP15,403$1.51Mshares
NOVNOV INC94,483$1.44Mshares
AUBATLANTIC UN BANKSHARES CORP45,531$1.42Mshares
ALHCALIGNMENT HEALTHCARE INC73,674$1.37Mshares
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO167,575$1.35Mshares
BIDUBAIDU INC14,652$1.35Mshares
SPMOINVESCO EXCH TRADED FD TR II14,479$1.34Mshares
WTWWILLIS TOWERS WATSON PLC LTD3,963$1.34Mshares
GILDGILEAD SCIENCES INC11,837$1.33Mshares
HTBKHERITAGE COMM CORP138,898$1.32Mshares
AGCOAGCO CORP14,174$1.31Mshares
CHTRCHARTER COMMUNICATIONS INC3,456$1.27Mshares
LZLEGALZOOM COM INC146,497$1.26Mshares
MTHMERITAGE HOMES CORP17,577$1.25Mshares
PEBPEBBLEBROOK HOTEL TR121,949$1.24Mshares
SMSM ENERGY COMPANY41,003$1.23Mshares
NXPINXP SEMICONDUCTORS N V6,292$1.2Mshares
MORNMORNINGSTAR INC3,960$1.19Mshares
BGBUNGE GLOBAL SA15,363$1.17Mshares
ALGMALLEGRO MICROSYSTEMS INC46,016$1.16Mshares
JETSETF SER SOLUTIONS55,618$1.16Mshares
SBHSALLY BEAUTY HLDGS INC125,958$1.14Mshares
GSGOLDMAN SACHS GROUP INC2,080$1.14Mshares
ALABASTERA LABS INC18,945$1.13Mshares
IRONDISC MEDICINE INC22,561$1.12Mshares
TMOTHERMO FISHER SCIENTIFIC INC2,165$1.08Mshares
CVSCVS HEALTH CORP14,279$967Kshares
INDYISHARES TR18,370$933Kshares
IYRISHARES TR9,474$907Kshares
ORAORMAT TECHNOLOGIES INC12,666$896Kshares
CLDXCELLDEX THERAPEUTICS INC NEW49,179$893Kshares
CHKPCHECK POINT SOFTWARE TECH LT3,700$843Kshares
NCNONCINO INC30,625$841Kshares
URAGLOBAL X FDS36,503$837Kshares
AMRALPHA METALLURGICAL RESOUR I6,618$829Kshares
KKRKKR & CO INC7,126$824Kshares
EPRTESSENTIAL PPTYS RLTY TR INC24,916$813Kshares
RLRALPH LAUREN CORP3,623$800Kshares
WVEWAVE LIFE SCIENCES LTD98,798$798Kshares
SXTSENSIENT TECHNOLOGIES CORP10,708$797Kshares
AALAMERICAN AIRLINES GROUP INC75,521$797Kshares
AVYAVERY DENNISON CORP4,282$762Kshares
LADRLADDER CAP CORP66,223$756Kshares
PRAXPRAXIS PRECISION MEDICINES I19,779$749Kshares
BWABORGWARNER INC25,148$720Kshares
KRKROGER CO10,569$715Kshares
HEIHEICO CORP NEW2,664$712Kshares
EEMISHARES TR15,788$690Kshares
ODFLOLD DOMINION FREIGHT LINE IN4,159$688Kshares
OGNORGANON & CO45,919$684Kshares
VSHVISHAY INTERTECHNOLOGY INC42,109$670Kshares
ITAISHARES TR4,368$669Kshares
GFSGLOBALFOUNDRIES INC18,014$665Kshares
ONTONTERRIS INC46,591$664Kshares
FIVEFIVE BELOW INC8,103$607Kshares
VISVANGUARD WORLD FD2,433$602Kshares
KIMKIMCO REALTY CORP27,397$582Kshares
MHKMOHAWK INDS INC5,037$575Kshares
ASOACADEMY SPORTS & OUTDOORS IN12,508$570Kshares
FAFFIRST AMERN FINL CORP8,609$565Kshares
DINDINE BRANDS GLOBAL INC23,677$551Kshares
XLPSELECT SECTOR SPDR TR6,725$549Kshares
ELFE L F BEAUTY INC8,727$548Kshares
GCMGGCM GROSVENOR INC39,122$518Kshares
POWLPOWELL INDS INC2,976$507Kshares
BRKRBRUKER CORP11,774$491Kshares
GEVGE VERNOVA INC1,599$488Kshares
BOXBOX INC15,687$484Kshares
JCIJOHNSON CONTROLS INTERNATION5,978$479Kshares
RGLDROYAL GOLD INC2,920$477Kshares
UTZUTZ BRANDS INC33,381$470Kshares
KAIKADANT INC1,388$468Kshares
JAMFJAMF HOLDING CORP38,367$466Kshares
CGNTCOGNYTE SOFTWARE LTD58,384$455Kshares
SAIASAIA INC1,249$436Kshares
NFLXNETFLIX INC.458$427Kshares
EWWISHARES INC8,253$421Kshares
SOXXISHARES TR2,207$415Kshares
DISCOVER FINL SVCSDISCOVER FINL SVCS2,381$406Kshares
CLBTCELLEBRITE DI LTD20,916$406Kshares
MNSTMONSTER BEVERAGE CORP NEW6,903$404Kshares
ENFUSION INCENFUSION INC36,100$403Kshares
DESPEGAR COM CORPDESPEGAR COM CORP21,046$395Kshares
BOOTBOOT BARN HLDGS INC3,490$375Kshares
EVRGEVERGY INC5,436$375Kshares
NXQUANEX BLDG PRODS CORP20,071$373Kshares
ADSKAUTODESK INC1,424$373Kshares
CVICVR ENERGY INC19,132$371Kshares
AMATAPPLIED MATLS INC2,536$368Kshares
EQTEQT CORP6,763$361Kshares
TMTOYOTA MOTOR CORP2,029$358Kshares
DKDELEK US HLDGS INC NEW23,109$348Kshares
FDXFEDEX CORP1,424$347Kshares
GLOBAL BLUE GROUP HOLDING A…GLOBAL BLUE GROUP HOLDING AG ORD …46,749$344Kshares
LOWLOWES COS INC1,416$330Kshares
MURMURPHY OIL CORP11,438$325Kshares
WKCWORLD KINECT CORPORATION11,042$313Kshares
CARSCARS COM INC27,537$310Kshares
CVSACOVISTA INC3,014$303Kshares
CAHCARDINAL HEALTH INC2,162$298Kshares
BLDRBUILDERS FIRSTSOURCE INC2,380$297Kshares
SUPNSUPERNUS PHARMACEUTICALS8,795$288Kshares
MLIMUELLER INDS INC3,768$287Kshares
AMNAMN HEALTHCARE SVCS INC11,688$286Kshares
FRSHFRESHWORKS INC19,723$278Kshares
SPSCSPS COMM INC2,078$276Kshares
REIRING ENERGY INC239,442$275Kshares
HUMHUMANA INC1,037$274Kshares
AVPTAVEPOINT INC18,764$271Kshares
ASHASHLAND INC4,470$265Kshares
LULULULULEMON ATHLETICA INC913$258Kshares
CPCANADIAN PACIFIC KANSAS CITY3,663$257Kshares
TGTXTG THERAPEUTICS INC6,375$251Kshares
BRCCBRC INC118,259$247Kshares
RIOTRIOT PLATFORMS INC31,849$227Kshares
HOGHARLEY DAVIDSON INC8,626$218Kshares
RPDRAPID7 INC8,116$215Kshares
GOGROCERY OUTLET HLDG CORP15,309$214Kshares
UNPUNION PAC CORP901$213Kshares
CMSCMS ENERGY CORP2,757$207Kshares
REDFIN CORPREDFIN CORP21,726$200Kshares
BTUPEABODY ENGR CORP14,015$190Kshares
PLAYDAVE & BUSTERS ENTMT INC10,506$185Kshares
MAMAMAMAS CREATIONS INC28,092$183Kshares
HUCKHUCKLEBERRY AI INC21,370$166Kshares
GENIGENIUS SPORTS LIMITED16,124$161Kshares
SPCEVIRGIN GALACTIC HOLDINGS INC52,492$159Kshares
LACLITHIUM AMERS CORP NEW58,357$158Kshares
SLDBSOLID BIOSCIENCES INC40,987$152Kshares
TRVITREVI THERAPEUTICS INC23,996$151Kshares
AGNTAGNT INC15,277$149Kshares
GOGOGOGO INC16,996$147Kshares
RIVNRIVIAN AUTOMOTIVE INC11,602$144Kshares
OPFIOPPFI INC15,376$143Kshares
ELANELANCO ANIMAL HEALTH INC12,586$132Kshares
GLDDGREAT LAKES DREDGE & DOCK CO14,519$126Kshares
NABLN-ABLE INC17,796$126Kshares
QBTSD-WAVE QUANTUM INC16,082$122Kshares
FFWMFIRST FNDTN INC21,078$109Kshares
AFCGADVANCED FLOWER CAP INC19,237$107Kshares
BARKBARK INC76,722$107Kshares
BBAIBIGBEAR AI HLDGS INC37,045$106Kshares
ARRYARRAY TECHNOLOGIES INC21,573$105Kshares
SRGSERITAGE GROWTH PPTYS32,321$104Kshares
CDCHAINCE DIGITAL HOLDINGS INC19,419$104Kshares
AGNCAGNC INVT CORP10,380$99.4Kshares
IRENIREN LIMITED15,492$94.3Kshares
AMCXAMC GLOBAL MEDIA INC13,032$89.7Kshares
AURAURORA INNOVATION INC12,889$86.7Kshares
EOSEEOS ENERGY ENTERPRISES INC22,504$85.1Kshares
GPREGREEN PLAINS INC16,553$80.3Kshares
SIGASIGA TECHNOLOGIES INC13,012$71.3Kshares
AKOYA BIOSCIENCES INC COMAKOYA BIOSCIENCES INC COM47,087$65.5Kshares
PHATPHATHOM PHARMACEUTICALS INC10,394$65.2Kshares
Y-mAbs Therapeutics IncY-mAbs Therapeutics Inc14,141$62.6Kshares
HAINHAIN CELESTIAL GROUP INC14,919$61.9Kshares
AMPYAMPLIFY ENERGY CORP NEW13,707$51.3Kshares
OLMAOLEMA PHARMACEUTICALS INC13,499$50.8Kshares
AMCAMC ENTMT HLDGS INC16,769$48.1Kshares
TELOTELOMIR PHARMACEUTICALS INC14,663$47.4Kshares
VERIVERITONE INC19,812$46.1Kshares
LZMLIFEZONE METALS LIMITED10,580$44.2Kshares
RILYBRC GROUP HOLDINGS INC11,393$44.1Kshares
Vivid Seats IncVivid Seats Inc14,114$41.8Kshares
IAUXI-80 GOLD CORP70,007$40.7Kshares
ModivCare IncModivCare Inc30,126$39.6Kshares
AIRSAIRSCULPT TECHNOLOGIES INC15,234$35.6Kshares
UPWHEELS UP EXPERIENCE INC28,425$28.7Kshares
GEVOGEVO INC24,602$28.5Kshares
GERNGERON CORP14,708$23.4Kshares
BIODESIX INCBIODESIX INC24,394$15.3Kshares
NRDYNERDY INC10,300$14.6Kshares
EDITEDITAS MEDICINE INC10,275$11.9Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-012165 base2025-08-14acceptance time not in the bulk data set