Atom Investors LP holds a diversified book of 641 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened EQUINIX INC and trimmed BIO-TECHNE CORP. Their largest long position is VANGUARD INDEX FDS at 3% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1738902/holdings"
Use Arkolith to show Atom Investors LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $40.1M | 67.0K | 2.9% | —Held | |
| 2 | Bio-Techne Corp COM | $16.7M | 319.3K | 1.2% | ▼−9.2% Reduced · −32K sh | |
| 3 | Equinix Inc COM | $11.7M | 12.0K | 0.8% | ▲New New position | |
| 4 | Broadcom Inc COM | $11.5M | 37.2K | 0.8% | ▲+418% Added · +30K sh | |
| 5 | Scotts Miracle-Gro Co CL A | $10.5M | 173.3K | 0.8% | ▲+52% Added · +59K sh | |
| 6 | Amazon Com Inc COM | $10.2M | 49.1K | 0.7% | ▲+225% Added · +34K sh | |
| 7 | Nvidia Corporation COM | $10.0M | 57.4K | 0.7% | ▲+82% Added · +26K sh | |
| 8 | LKQ Corp COM | $9.8M | 335.1K | 0.7% | ▲+67% Added · +134K sh | |
| 9 | Carlisle Cos Inc COM | $9.2M | 27.7K | 0.7% | ▲+35% Added · +7K sh | |
| 10 | Dianthus Therapeutics Inc COM | $9.0M | 107.8K | 0.6% | ▼−41% Reduced · −74K sh | |
| 11 | Ameren Corp COM | $8.9M | 80.8K | 0.6% | ▲+226% Added · +56K sh | |
| 12 | Reliance Inc COM | $8.9M | 29.2K | 0.6% | ▲New New position | |
| 13 | Wex Inc COM | $8.7M | 56.9K | 0.6% | ▲New New position | |
| 14 | Celcuity Inc COM | $8.7M | 76.3K | 0.6% | ▼−11% Reduced · −9K sh | |
| 15 | Block H & R Inc COM | $8.7M | 273.5K | 0.6% | ▲+59% Added · +102K sh | |
| 16 | Alliant Energy Corp COM | $8.5M | 118.4K | 0.6% | ▲+39% Added · +33K sh | |
| 17 | Alaska Air Group Inc COM | $8.4M | 229.2K | 0.6% | ▲+394% Added · +183K sh | |
| 18 | Builders Firstsource Inc COM | $8.4M | 102.1K | 0.6% | ▲+99% Added · +51K sh | |
| 19 | Cactus Inc CL A | $7.8M | 163.9K | 0.6% | ▲+53% Added · +57K sh | |
| 20 | Resideo Technologies Inc COM | $7.7M | 229.6K | 0.6% | ▲+69% Added · +94K sh | |
| 21 | Coeur MNG Inc COM NEW | $7.7M | 408.5K | 0.5% | ▲New New position | |
| 22 | Bristol-Myers Squibb Co COM | $7.6M | 124.5K | 0.5% | ▲Added Added · +125K sh | |
| 23 | Huntington Bancshares Inc COM | $7.5M | 478.5K | 0.5% | ▲New New position | |
| 24 | PG&E Corp COM | $7.4M | 419.9K | 0.5% | ▲+44% Added · +128K sh | |
| 25 | Chevron Corporation COM | $7.3M | 35.5K | 0.5% | ▲New New position | |
| 26 | Constellation Brands Inc CL A | $7.3M | 48.8K | 0.5% | ▲+35% Added · +13K sh | |
| 27 | Performance Food Group Co COM | $7.3M | 85.2K | 0.5% | ▲+38% Added · +23K sh | |
| 28 | Revvity Inc COM | $7.3M | 83.3K | 0.5% | ▲Added Added · +83K sh | |
| 29 | Kodiak Sciences Inc COM | $7.3M | 190.8K | 0.5% | ▼−8.1% Reduced · −17K sh | |
| 30 | Select Water Solutions Inc CL A COM | $7.1M | 464.3K | 0.5% | ▲+106% Added · +239K sh | |
| 31 | Centerpoint Energy Inc COM | $7.1M | 164.0K | 0.5% | ▲Added Added · +164K sh | |
| 32 | Burlington Stores Inc COM | $6.9M | 21.4K | 0.5% | ▲21× Added · +20K sh | |
| 33 | Floor & Decor Hldgs Inc CL A | $6.9M | 136.4K | 0.5% | ▲+53% Added · +47K sh | |
| 34 | NRG Energy Inc COM NEW | $6.9M | 46.9K | 0.5% | ▲New New position | |
| 35 | Praxis Precision Medicines I COM NEW | $6.8M | 21.2K | 0.5% | ▲+29% Added · +5K sh | |
| 36 | PPL Corp COM | $6.8M | 177.1K | 0.5% | ▲+91% Added · +84K sh | |
| 37 | Lockheed Martin Corp COM | $6.7M | 11.1K | 0.5% | ▲Added Added · +11K sh | |
| 38 | Immunome Inc COM | $6.7M | 306.9K | 0.5% | ▲+75% Added · +131K sh | |
| 39 | United Therapeutics Corp Del COM | $6.7M | 11.3K | 0.5% | ▲New New position | |
| 40 | Patterson-Uti Energy Inc COM | $6.7M | 614.2K | 0.5% | ▲Added Added · +614K sh | |
| 41 | Applied Matls Inc COM | $6.6M | 19.3K | 0.5% | ▲+178% Added · +12K sh | |
| 42 | Brinks Co COM | $6.5M | 62.5K | 0.5% | ▲+57% Added · +23K sh | |
| 43 | Wolverine World Wide Inc COM | $6.4M | 392.7K | 0.5% | ▲+293% Added · +293K sh | |
| 44 | Nu Hldgs Ltd ORD SHS CL A | $6.4M | 444.2K | 0.5% | ▲+73% Added · +187K sh | |
| 45 | Apollo Global Mgmt Inc COM | $6.4M | 57.2K | 0.5% | ▼−44% Reduced · −45K sh | |
| 46 | Wells Fargo & Co COM | $6.3M | 79.6K | 0.5% | ▲10× Added · +72K sh | |
| 47 | CSX Corp COM | $6.3M | 154.0K | 0.5% | ▼−40% Reduced · −104K sh | |
| 48 | Centessa Pharmaceuticals PLC SPONSORED ADS | $6.3M | 158.5K | 0.5% | ▲+764% Added · +140K sh | |
| 49 | JBS N.V. CL A SHS | $6.2M | 344.6K | 0.4% | ▲+74% Added · +146K sh | |
| 50 | Patrick Inds Inc COM | $6.1M | 54.9K | 0.4% | ▼−18% Reduced · −12K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 641 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 556 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 584 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 587 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 488 | $812.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 481 | $805.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 456 | $955.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 457 | $1.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 564 | $801.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 439 | $566.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 421 | $438.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 282 | $263.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 247 | $183.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 217 | $200.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 274 | $284.3M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 246 | $228.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 186 | $213.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 263 | $596.3M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 302 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 238 | $794.8M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 237 | $598.1M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 360 | $990.2M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 495 | $1.0B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 388 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.