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Atom Investors LP

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13F filer, CIK 1738902, AUSTIN, TX

Atom Investors LP reported $1,319,037,611 across 584 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 23.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016495

Period
2025-09-30
Reported value
$1.32B
Holdings
584
Top 10 weight
23.78%
New
285
Sold out
288

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+87,731$58.4M
IWMadded+89,729$21.7M
QQQnew+26,313$15.8M
VNOMnew+267,132$10.2M
MIDDnew+73,378$9.75M

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
XLFreduced-212,128-$11.4M
AWKreduced-68,568-$9.54M
SouthState Corpexited-101,298-$9.32M
IWNreduced-51,802-$9.16M
CVXexited-63,454-$9.09M

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 584 share positions

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SouthState CorpSouthState Corp101,298$9.32Mshares
CVXCHEVRON CORPORATION63,454$9.09Mshares
GOOGLALPHABET INC42,294$7.45Mshares
DYDYCOM INDS INC29,144$7.12Mshares
STMSTMICROELECTRONICS N V223,373$6.79Mshares
ELVELEVANCE HEALTH INC FORMERLY17,105$6.65Mshares
ZBRAZEBRA TECHNOLOGIES CORPORATI20,353$6.28Mshares
DXCMDEXCOM INC63,582$5.55Mshares
WTRGESSENTIAL UTILS INC147,774$5.49Mshares
OSISOSI SYSTEMS INC24,295$5.46Mshares
VTRVENTAS INC83,473$5.27Mshares
SPGIS&P GLOBAL INC9,477$5Mshares
JNJJOHNSON & JOHNSON30,993$4.73Mshares
PAYXPAYCHEX INC31,770$4.62Mshares
APTVAPTIV PLC64,781$4.42Mshares
MKTXMARKETAXESS HLDGS INC19,261$4.3Mshares
CAGCONAGRA BRANDS INC204,432$4.18Mshares
CLXCLOROX CO DEL34,235$4.11Mshares
CRCLCIRCLE INTERNET GROUP INC22,045$4Mshares
RFREGIONS FINANCIAL CORP NEW166,624$3.92Mshares
MERUS N VMERUS N V73,789$3.88Mshares
CZRCAESARS ENTERTAINMENT INC NE131,906$3.74Mshares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR59,775$3.67Mshares
LSCCLATTICE SEMICONDUCTOR CORP74,129$3.63Mshares
DDDUPONT DE NEMOURS INC52,819$3.62Mshares
SKYCHAMPION HOMES INC56,768$3.55Mshares
SHELSHELL PLC48,776$3.43Mshares
ANSYS INCANSYS INC9,420$3.31Mshares
GEHCGE HEALTHCARE TECHNOLOGIES I43,270$3.21Mshares
ASMLASML HLDG NV3,869$3.1Mshares
FTSFORTIS INC64,507$3.08Mshares
SWIMLATHAM GROUP INC478,571$3.05Mshares
AZNASTRAZENECA PLC-SPONS ADR43,519$3.04Mshares
GSKGSK PLC79,152$3.04Mshares
SNYSANOFI SA62,642$3.03Mshares
MATVMATIV HOLDINGS INC438,708$2.99Mshares
BHPBHP BILLITON LIMITED62,040$2.98Mshares
AMEDISYS INCAMEDISYS INC30,136$2.97Mshares
FBINFORTUNE BRANDS INNOVATIONS I56,922$2.93Mshares
CRHCRH PLC31,782$2.92Mshares
PREMIER INCPREMIER INC126,035$2.76Mshares
TSEMTOWER SEMICONDUCTOR LTD63,272$2.74Mshares
CAVACAVA GROUP INC31,689$2.67Mshares
VTOLBRISTOW GROUP INC78,593$2.59Mshares
OMFONEMAIN HLDGS INC44,598$2.54Mshares
PACIFIC PREMIER BANCORP INCPACIFIC PREMIER BANCORP INC118,712$2.5Mshares
JLLJONES LANG LASALLE INC9,585$2.45Mshares
XPOXPO INC18,645$2.35Mshares
TXRHTEXAS ROADHOUSE INC12,289$2.3Mshares
GDGENERAL DYNAMICS CORP7,831$2.28Mshares
AWRAMER STATES WTR CO29,580$2.27Mshares
EHABENHABIT INC232,172$2.24Mshares
HIMSHIMS & HERS HEALTH INC43,867$2.19Mshares
MGAMAGNA INTL INC56,385$2.18Mshares
HNIHNI CORP43,743$2.15Mshares
ALEALLETE INC32,583$2.09Mshares
TRVTRAVELERS COMPANIES INC7,754$2.07Mshares
89BIO INC89BIO INC205,947$2.02Mshares
MSCIMSCI INC3,492$2.01Mshares
VLTOVERALTO CORP19,936$2.01Mshares
FCFSFIRSTCASH HOLDINGS INC14,537$1.96Mshares
VRTVERTIV HOLDINGS CO15,277$1.96Mshares
UNILEVER PLCUNILEVER PLC31,537$1.93Mshares
AVTAVNET INC36,049$1.91Mshares
KBESPDR SERIES TRUST34,298$1.91Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL4,649$1.89Mshares
DEODIAGEO PLC18,318$1.85Mshares
NUVLNUVALENT INC24,160$1.84Mshares
GSHDGOOSEHEAD INS INC17,466$1.84Mshares
PLAYAGS INCPLAYAGS INC136,054$1.7Mshares
BUDANHEUSER BUSCH INBEV SA NV23,960$1.65Mshares
DGDOLLAR GEN CORP14,116$1.61Mshares
AHRAMERICAN HEALTHCARE REIT INC43,248$1.59Mshares
ARKKARK ETF TR22,106$1.55Mshares
SONYSONY GROUP CORP59,321$1.54Mshares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC38,359$1.53Mshares
HUBGHUB GROUP INC45,778$1.53Mshares
TCOMTRIP COM GROUP LTD25,851$1.52Mshares
VERONA PHARMA PLCVERONA PHARMA PLC16,023$1.52Mshares
GMEGAMESTOP CORP61,813$1.51Mshares
HHYATT HOTELS CORP10,645$1.49Mshares
CWTCALIFORNIA WTR SVC GROUP31,944$1.45Mshares
CLHCLEAN HARBORS INC5,844$1.35Mshares
IBNICICI BK LTD39,997$1.35Mshares
FLSFLOWSERVE CORP24,127$1.26Mshares
CIENCIENA CORP15,137$1.23Mshares
KRESPDR SERIES TRUST20,603$1.22Mshares
HBANHUNTINGTON BANCSHARES INC72,275$1.21Mshares
BNLBROADSTONE NET LEASE INC75,189$1.21Mshares
MANHMANHATTAN ASSOCIATES INC6,015$1.19Mshares
CMECME GROUP INC4,295$1.18Mshares
VRSKVERISK ANALYTICS INC3,691$1.15Mshares
BABAALIBABA GROUP HLDG LTD10,102$1.15Mshares
TTEKTETRA TECH INC NEW31,015$1.12Mshares
TGTTARGET CORP10,940$1.08Mshares
SKTTANGER INC34,485$1.05Mshares
ROGROGERS CORP15,106$1.03Mshares
FRTFEDERAL RLTY INVT TR NEW10,823$1.03Mshares
BKNGBOOKING HOLDINGS INC176$1.02Mshares
WATWATERS CORP2,837$990Kshares
SLNOSOLENO THERAPEUTICS INC11,777$987Kshares
YUMYUM BRANDS INC6,575$974Kshares
MPTMEDICAL PROPERTIES TRUST INC221,509$955Kshares
CFGCITIZENS FINL GROUP INC21,266$952Kshares
RYTMRHYTHM PHARMACEUTICALS INC14,866$939Kshares
TELUS INTL CDA INCTELUS INTL CDA INC254,077$922Kshares
VFCV F CORP75,967$893Kshares
GISGENERAL MILLS INC17,156$889Kshares
TOLTOLL BROTHERS INC7,731$882Kshares
NTSTNETSTREIT CORP51,967$880Kshares
MSMORGAN STANLEY6,234$878Kshares
RRCRANGE RES CORP21,579$878Kshares
LXPLXP INDUSTRIAL TRUST105,514$872Kshares
CGNXCOGNEX CORP27,422$870Kshares
UGIUGI CORP NEW23,808$867Kshares
INFYINFOSYS LTD46,455$861Kshares
NOKNOKIA CORP157,934$818Kshares
ATKRATKORE INC11,376$803Kshares
XYLXYLEM INC6,147$795Kshares
CPRTCOPART INC15,963$783Kshares
LHLABCORP HOLDINGS INC2,982$783Kshares
TRIPTRIPADVISOR INC59,415$775Kshares
SNSHARKNINJA INC7,830$775Kshares
BEKEKE HLDGS INC40,297$715Kshares
KSSKOHLS CORP84,034$713Kshares
CCICROWN CASTLE INC6,852$704Kshares
ERASERASCA INC549,959$698Kshares
HSICSCHEIN HENRY INC9,018$659Kshares
DOCUDOCUSIGN INC8,444$658Kshares
Leslie's IncLeslie's Inc1,557,085$654Kshares
OTEXOPEN TEXT CORP22,193$648Kshares
LIILENNOX INTL INC1,126$645Kshares
TFCTRUIST FINL CORP14,996$645Kshares
AIZASSURANT INC3,200$632Kshares
WHRWHIRLPOOL CORP6,226$631Kshares
PRMPERIMETER SOLUTIONS INC44,967$626Kshares
LANDGLADSTONE LD CORP61,303$623Kshares
HTHTH WORLD GROUP LTD18,321$621Kshares
SNPSSYNOPSYS INC1,205$618Kshares
WALWESTERN ALLIANCE BANCORP7,920$618Kshares
SNBRQSLEEP NUMBER CORP91,070$615Kshares
NBIXNEUROCRINE BIOSCIENCES INC4,863$611Kshares
NWSNEWS CORP NEW17,660$606Kshares
EHTHEHEALTH INC138,013$600Kshares
SOUNSOUNDHOUND AI INC55,805$599Kshares
BDXBECTON DICKINSON & CO3,456$595Kshares
CWHCAMPING WORLD HLDGS INC34,250$589Kshares
AOSSMITH A O CORP8,715$571Kshares
DJTTRUMP MEDIA & TECHNOLOGY GRO31,673$571Kshares
DBRGDIGITALBRIDGE GROUP INC54,158$561Kshares
BNYBANK OF NY MELLON CORP6,147$560Kshares
TXNMTXNM ENERGY INC9,686$546Kshares
MDLZMONDELEZ INTL INC8,025$541Kshares
IDCCINTERDIGITAL INC2,406$539Kshares
UNHUNITEDHEALTH GROUP INC1,671$521Kshares
VTRSVIATRIS INC57,726$515Kshares
PNRPENTAIR PLC5,001$513Kshares
UNFUNIFIRST CORP MASS2,722$512Kshares
BCAXBICARA THERAPEUTICS INC55,141$512Kshares
HRHEALTHCARE RLTY TR32,212$511Kshares
AMDADVANCED MICRO DEVICES INC3,600$511Kshares
DXDYNEX CAP INC41,643$509Kshares
INVHINVITATION HOMES INC15,282$501Kshares
CCITIGROUP INC5,883$501Kshares
MTCHMATCH GROUP INC NEW15,884$491Kshares
WMGWARNER MUSIC GROUP CORP17,754$484Kshares
COOCOOPER COS INC6,764$481Kshares
HSTHOST HOTELS & RESORTS INC30,464$468Kshares
MCDMCDONALDS CORP1,601$468Kshares
FORMFORMFACTOR INC13,244$456Kshares
MAMASTERCARD INCORPORATED786$442Kshares
CSWCCAPITAL SOUTHWEST CORP19,751$435Kshares
CBCHUBB LIMITED1,472$426Kshares
FOOT LOCKER INCFOOT LOCKER INC17,364$425Kshares
WWAYFAIR INC8,199$419Kshares
WFRDWEATHERFORD INTL PLC8,316$418Kshares
SMGSCOTTS MIRACLE-GRO CO6,315$417Kshares
ARTNAARTESIAN RES CORP12,410$416Kshares
EWTISHARES INC7,074$406Kshares
PWRQUANTA SVCS INC1,021$386Kshares
SCHNITZER STEEL INDUSTRIES …SCHNITZER STEEL INDUSTRIES INC12,790$380Kshares
REFICHICAGO ATLANTIC REAL ESTATE25,764$360Kshares
ARMKARAMARK8,433$353Kshares
WELLWELLTOWER INC2,294$353Kshares
UWMCUWM HOLDINGS CORPORATION85,067$352Kshares
JOBYJOBY AVIATION INC33,128$350Kshares
IVZINVESCO LTD22,069$348Kshares
CENTCENTRAL GARDEN & PET CO9,874$347Kshares
SWKSSKYWORKS SOLUTIONS INC4,561$340Kshares
VALEVALE S A34,306$333Kshares
PTONPELOTON INTERACTIVE INC47,584$330Kshares
OPENOPENDOOR TECHNOLOGIES INC617,216$329Kshares
UUNITY SOFTWARE INC13,127$318Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION12,736$316Kshares
CLSKCLEANSPARK INC28,656$316Kshares
FYBRFRONTIER COMMUNICATIONS PARE8,510$310Kshares
DEIDOUGLAS EMMETT INC20,354$306Kshares
ROOTROOT INC2,389$306Kshares
FLYWFLYWIRE CORPORATION25,141$294Kshares
MTSRMETSERA INC10,250$292Kshares
TMHCTAYLOR MORRISON HOME CORP4,714$290Kshares
CHRDCHORD ENERGY CORPORATION2,982$289Kshares
TDYTELEDYNE TECHNOLOGIES INC562$288Kshares
DEAEASTERLY GOVT PPTYS INC12,717$282Kshares
RBBRBB BANCORP16,357$282Kshares
CABOCABLE ONE INC2,070$281Kshares
COLDAMERICOLD REALTY TRUST INC16,718$278Kshares
ASANASANA INC20,191$273Kshares
CCCCC4 THERAPEUTICS INC190,182$272Kshares
JBLUJETBLUE AIRWAYS CORP64,134$271Kshares
LHXL3HARRIS TECHNOLOGIES INC1,077$270Kshares
RUNSUNRUN INC32,410$265Kshares
LLYELI LILLY & CO324$253Kshares
PTLOPORTILLOS INC21,499$251Kshares
JEFJEFFERIES FINANCIAL GROUP IN4,573$250Kshares
UPSUNITED PARCEL SVCS INC2,451$247Kshares
BCOBRINKS CO2,703$241Kshares
DLRDIGITAL RLTY TR INC1,373$239Kshares
HHHHOWARD HUGHES HOLDINGS INC3,515$237Kshares
IIPRINNOVATIVE INDL PPTYS INC4,262$235Kshares
SSTKSHUTTERSTOCK INC12,406$235Kshares
ARVNARVINAS INC31,877$235Kshares
TELTE CONNECTIVITY PLC1,374$232Kshares
GPCRSTRUCTURE THERAPEUTICS INC11,027$229Kshares
WGSGENEDX HOLDINGS CORP2,474$228Kshares
GDOTGREEN DOT CORP20,997$226Kshares
VMIVALMONT INDS INC693$226Kshares
CRDFCARDIFF ONCOLOGY INC71,051$224Kshares
DRIDARDEN RESTAURANTS INC1,019$222Kshares
CWCOCONSOLIDATED WATER CO INC7,218$217Kshares
MASMASCO CORP3,360$216Kshares
BATRAATLANTA BRAVES HLDGS INC4,306$212Kshares
JBHTHUNT J B TRANS SVCS INC1,469$211Kshares
SSENTINELONE INC11,292$206Kshares
EZPWEZCORP INC14,853$206Kshares
TRIUMPH GROUP INC NEWTRIUMPH GROUP INC NEW7,986$206Kshares
MZTIMARZETTI COMPANY1,190$206Kshares
BGSB & G FOODS INC48,379$205Kshares
HIIHUNTINGTON INGALLS INDS INC838$202Kshares
GSBDGOLDMAN SACHS BDC INC17,975$202Kshares
MRTNMARTEN TRANS LTD15,404$200Kshares
REALTHE REALREAL INC41,290$198Kshares
COHUCOHU INC10,237$197Kshares
EVGOEVGO INC53,217$194Kshares
AXGNAXOGEN INC17,251$187Kshares
KALVKALVISTA PHARMACEUTICALS INC16,312$184Kshares
SERVSERVE ROBOTICS INC14,874$170Kshares
SCSSTEELCASE INC-CLASS A15,569$162Kshares
VIAVVIAVI SOLUTIONS INC16,048$162Kshares
SGMTSAGIMET BIOSCIENCES INC20,393$155Kshares
BMBLBUMBLE INC22,923$151Kshares
SKYTSKYWATER TECHNOLOGY INC14,652$144Kshares
NVAXNOVAVAX INC20,439$129Kshares
DBIDESIGNER BRANDS INC51,938$124Kshares
SNDXSYNDAX PHARMACEUTICALS INC13,104$123Kshares
SLSSELLAS LIFE SCIENCES GROUP I54,624$120Kshares
RITMRITHM CAPITAL CORP10,524$119Kshares
EOLSEVOLUS INC12,877$119Kshares
COYACOYA THERAPEUTICS INC20,081$115Kshares
NEONEOGENOMICS INC15,791$115Kshares
ATOMATOMERA INC22,510$113Kshares
PALPROFICIENT AUTO LOGISTICS IN14,884$108Kshares
FSLYFASTLY INC14,026$99Kshares
TMCTMC THE METALS COMPANY INC13,515$89.2Kshares
WOOFPETCO HEALTH & WELLNESS CO I31,356$88.7Kshares
EBSEMERGENT BIOSOLUTIONS INC13,612$86.8Kshares
XPOFXPONENTIAL FITNESS INC11,524$86.3Kshares
TELATELA BIO INC42,795$83Kshares
DRTSALPHA TAU MEDICAL LTD25,773$80.4Kshares
IBRXIMMUNITYBIO INC29,048$76.7Kshares
AIRJAIRJOULE TECHNOLOGIES CORP14,716$68.1Kshares
POETPOET TECHNOLOGIES INC12,501$65.1Kshares
BTEBAYTEX ENERGY CORP34,624$62Kshares
LUMNLUMEN TECHNOLOGIES INC13,857$60.7Kshares
WOLFSPEED INCWOLFSPEED INC139,330$55.6Kshares
TKNOALPHA TEKNOVA INC10,781$52.9Kshares
INMBINMUNE BIO INC22,540$52.1Kshares
SLQTSELECTQUOTE INC20,529$48.9Kshares
LUNGPULMONX CORP18,191$47.1Kshares
CLVTCLARIVATE PLC10,695$46Kshares
QSIQUANTUM SI INC20,803$40.8Kshares
NFENEW FORTRESS ENERGY INC11,961$39.7Kshares
CMPSCOMPASS PATHWAYS PLC13,741$38.5Kshares
SVCSERVICE PPTYS TR14,672$35.1Kshares
TLSTELOS CORP MD10,910$34.6Kshares
HUMAHUMACYTE INC11,124$23.2Kshares
OABIOMNIAB INC12,854$22.4Kshares
PLUGPLUG PWR INC11,228$16.7Kshares

How Q3 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 0001214659-25-016495 base2025-11-14acceptance time not in the bulk data set