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 S&P 500 ETF at 3% of the equity book. Cloning the disclosed picks since 2019 would be +109% (+10.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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.
The reported book (valued from quarter-end) returned +139.5%, a 30.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Atom Investors LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
96% 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
Other tracked managers holding the same core names as Atom Investors LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $855.9B |
| FMR LLC | 80 / 80 | $345.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $200.7B |
| MORGAN STANLEY | 80 / 80 | $197.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $135.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $94.7B |
| Bank of New York Mellon Corp | 80 / 80 | $71.6B |
| Legal & General Group Plc | 80 / 80 | $69.4B |
Ranked by how many of Atom Investors LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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% | ▲New New position | |
| 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% | ▲New New position | |
| 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% | ▲New New position | |
| 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% | ▲New New position | |
| 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% | ▲New New position | |
| 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.