Atom Investors LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Atom Investors LP reported 456 stock positions worth $955.2 million. Its top holding was iShares Russell 2000 Value E (IWN) at 2.1% of the portfolio, followed by Microsoft (MSFT, 1.6%) and Axalta Coating Systems (AXTA, 1.4%). Compared with Q2 2024, it opened 189 new positions, sold out of 190, added to 124 and reduced 139. The biggest buy was Unitedhealth (UNH, shares +5098%) and the biggest sale an exit from Regency Centers (REG).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0001738902
Portfolio Value
$955.2M (Q3 2024)
SEC Filing
0001214659-24-018941 ↗ filed Nov 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $795.8M Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $955.2M $955.2M Q3 2024 Q4 2024: $805.0M Q4 2024 Q1 2025: $812.9M Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 456 stocks · $955.2M
IWN iShares Russell 2000 Value E 2.08% 119,216 $19.9M Add +9.0%
MSFT Microsoft Corp. 1.64% 36,378 $15.7M Add +123.5%
AXTA Axalta Coating Systems Ltd. 1.44% 380,616 $13.8M Add +198.6%
UNH Unitedhealth Group Inc. 1.33% 21,676 $12.7M Add +5098.1%
V Visa Inc. Class A 1.29% 44,687 $12.3M Add +0.7%
COF Capital One Financial Corp. 1.11% 70,545 $10.6M New
IEX Idex Corp. 1.08% 48,196 $10.3M Add +5.3%
AWK American Water Works Co. Inc. 1.04% 67,986 $9.9M Reduce -13.8%
FTV Fortive Corp. 1.00% 120,758 $9.5M Reduce -18.3%
PH Parker Hannifin Corp. 0.98% 14,808 $9.4M Add +7.6%
AMZN Amazon.com Inc. 0.96% 49,170 $9.2M Add +79.3%
MTB M & T Bank Corp. filed as M & T BK CORP 0.96% 51,374 $9.2M New
PNC PNC Financial Services Group 0.94% 48,368 $8.9M Reduce -31.2%
WTRG Essential Utilities Inc. 0.93% 230,344 $8.9M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.92% 15,348 $8.8M Add +48.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.91% 120,564 $8.7M Reduce -18.5%
VGK Vanguard Ftse Europe ETF 0.90% 120,586 $8.6M Add +109.6%
NVDA Nvidia Corp. 0.89% 70,004 $8.5M Add +44.0%
KDP Keurig Dr Pepper Inc. 0.87% 222,186 $8.3M New
SHW The Sherwin-Williams Co. 0.86% 21,638 $8.3M Reduce -25.4%
VRT Vertiv Holdings Co. Class A 0.83% 79,640 $7.9M Reduce -14.0%
CVCO Cavco Industries Inc. 0.79% 17,682 $7.6M New
MTZ Mastec Inc. 0.79% 61,018 $7.5M Add +979.0%
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 0.79% 137,515 $7.5M Reduce -3.2%
AWR American States Water Co. filed as AMER STATES WTR CO 0.78% 88,949 $7.4M Reduce -12.7%
IVV iShares Core S&P 500 ETF 0.76% 12,630 $7.3M No change
GGG Graco Inc. 0.73% 79,218 $6.9M New
ELV Elevance Health Inc. 0.72% 13,170 $6.8M Add +490.6%
SKY Champion Homes Inc. 0.71% 71,224 $6.8M Add +307.2%
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 0.70% 88,573 $6.7M Reduce -31.5%
PHIN Phinia Inc. 0.69% 142,612 $6.6M Add +71.6%
ALL Allstate Corp. 0.68% 34,301 $6.5M Reduce -33.3%
USFD US Foods Holding Corp. 0.67% 103,784 $6.4M Add +275.8%
SPGI S&P Global Inc. 0.67% 12,338 $6.4M Add +193.1%
CLS Celestica Inc. 0.64% 119,478 $6.1M Reduce -15.1%
SQSP Squarespace Inc. Class A 0.63% 130,185 $6.0M Add +18.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.61% 147,863 $5.9M Reduce -54.8%
LIN Linde PLC 0.61% 12,269 $5.9M Add +19.8%
CFG Citizens Financial Group 0.59% 137,971 $5.7M Reduce -48.7%
EQT Eqt Corp. 0.56% 145,505 $5.3M New
SBAC SBA Communications Corp. 0.56% 22,103 $5.3M Reduce -59.4%
ETR Entergy Corp. 0.55% 40,221 $5.3M Add +215.3%
SNX TD Synnex Corp. 0.55% 43,777 $5.3M Add +50.3%
ELAN Elanco Animal Health Inc. 0.53% 345,855 $5.1M Add +310.3%
PRG Prog Holdings Inc. 0.52% 102,671 $5.0M New
ABT Abbott Laboratories 0.52% 43,558 $5.0M Reduce -57.3%
MHK Mohawk Industries Inc. 0.52% 30,645 $4.9M Reduce -31.1%
ACM Aecom 0.52% 47,655 $4.9M Reduce -38.6%
BP BP PLC-Spons ADR 0.51% 156,041 $4.9M Reduce -31.2%
DESP Despegar.com Corp. 0.50% 386,481 $4.8M Reduce -7.3%
HON Honeywell International Inc. 0.49% 22,706 $4.7M Reduce -17.1%
REXR Rexford Industrial Realty Inc. 0.49% 93,015 $4.7M New
XLE SS Energy Select Sector 0.49% 53,057 $4.7M Add +10.3%
TRS Trimas Corp. 0.48% 179,328 $4.6M Add +62.0%
CCOI Cogent Communications Holdin 0.48% 60,133 $4.6M New
CWH Camping World Holdings Inc. Class A 0.48% 187,875 $4.6M Reduce -31.9%
FTAI Ftai Aviation Ltd. 0.47% 33,790 $4.5M New
JNJ Johnson & Johnson 0.47% 27,622 $4.5M Reduce -58.9%
BC Brunswick Corp. 0.47% 53,250 $4.5M Add +8.2%
KRE SS SPDR S&P Regional Bank 0.47% 78,526 $4.4M Reduce -42.5%
RSP Invesco S&P 500 Equal Weight 0.46% 24,380 $4.4M Add +28.3%
XLB SS Materials Select Sector 0.44% 43,427 $4.2M Add +67.8%
LITE Lumentum Holdings Inc. 0.43% 65,108 $4.1M New
XHB SS SPDR S&P Homebldrs ETF 0.43% 32,941 $4.1M Reduce -35.0%
DVA Davita Inc. 0.43% 24,977 $4.1M New
AVB Avalonbay Communities Inc. 0.43% 18,030 $4.1M Reduce -37.9%
CALX Calix Inc. 0.42% 103,631 $4.0M Reduce -9.6%
LZ Legalzoomcom Inc. 0.42% 631,411 $4.0M Reduce -8.6%
PG The Procter & Gamble Co. 0.42% 23,117 $4.0M Add +56.8%
XRT SS SPDR S&P Retail ETF 0.42% 51,303 $4.0M Reduce -6.2%
PNTG The Pennant Group Inc. 0.42% 111,520 $4.0M New
EHC Encompass Health Corp. 0.41% 40,829 $3.9M Add +460.4%
APO Apollo Global Management Inc. 0.41% 31,563 $3.9M Add +93.5%
ATMU Atmus Filtration Technologie 0.41% 103,441 $3.9M Add +24.3%
S Sentinelone Inc. Class A 0.40% 161,614 $3.9M New
QQQ Invesco QQQ Trust Series 1 0.39% 7,717 $3.8M Add +3.2%
TMO Thermo Fisher Scientific Inc. 0.39% 6,086 $3.8M Add +353.2%
FLR Fluor Corp. 0.39% 78,524 $3.7M New
WM Waste Management Inc. 0.39% 17,958 $3.7M Add +110.0%
TFC Truist Financial Corp. 0.39% 86,485 $3.7M New
FLS Flowserve Corp. 0.39% 71,198 $3.7M New
SXT Sensient Technologies Corp. 0.38% 45,580 $3.7M Add +0.1%
IAS Integral Ad Science Holding 0.38% 338,152 $3.7M Add +40.8%
DHR Danaher Corp. 0.38% 13,088 $3.6M Add +1521.8%
PLOW Douglas Dynamics Inc. 0.38% 131,861 $3.6M Reduce -4.2%
ENOV Enovis Corp. 0.38% 84,372 $3.6M Add +0.2%
CRM Salesforce Inc. 0.38% 13,179 $3.6M Reduce -39.7%
POOL Pool Corp. 0.38% 9,531 $3.6M New
ASML ASML Holding NV-NY Reg SHS 0.37% 4,257 $3.5M Add +36.8%
CSX CSX Corp. 0.37% 102,535 $3.5M Reduce -62.5%
AMT American Tower Corp. 0.37% 15,103 $3.5M Reduce -75.3%
AA Alcoa Corp. 0.36% 89,370 $3.4M New
XLF SS Financial Select Sector 0.36% 76,074 $3.4M Add +32.1%
XBI SS SPDR S&P Biotech ETF 0.36% 34,775 $3.4M Reduce -65.4%
PB Prosperity Bancshares Inc. 0.36% 47,573 $3.4M Add +60.1%
OC Owens Corning 0.35% 18,880 $3.3M Add +62.0%
JPM JPMorgan Chase & Co. 0.35% 15,694 $3.3M Reduce -11.9%
IBB iShares Biotechnology ETF 0.34% 22,117 $3.2M Reduce -0.3%
VTOL Bristow Group Inc. 0.34% 92,536 $3.2M Add +1.5%
EQIX Equinix Inc. 0.33% 3,604 $3.2M Add +37.1%

Show all 456 holdings

Portfolio Sells Q2 2024 → Q3 2024
REG Regency Centers Corp. Sold out 0.00% −1.15
TSM Taiwan Semiconductor-SP ADR Reduce -79.4% 0.28% −1.00
AMH American Homes 4 Rent- A Sold out 0.00% −0.91
AMT American Tower Corp. Reduce -75.3% 0.37% −0.82
INVH Invitation Homes Inc. Sold out 0.00% −0.82
VICI Vici Properties Inc. Sold out 0.00% −0.81
BAC Bank of America Corp. Reduce -54.8% 0.61% −0.69
WFC Wells Fargo & Co. Sold out 0.00% −0.62
NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.62
GBX Greenbrier Companies Inc. Reduce -85.7% 0.11% −0.61
WAL Western Alliance Bancorp Sold out 0.00% −0.58
MUR Murphy Oil Corp. Sold out 0.00% −0.58
XBI SS SPDR S&P Biotech ETF Reduce -65.4% 0.36% −0.57
CSX CSX Corp. Reduce -62.5% 0.37% −0.54
ABT Abbott Laboratories Reduce -57.3% 0.52% −0.54
AAPL Apple Inc. Reduce -82.9% 0.13% −0.52
JNJ Johnson & Johnson Reduce -58.9% 0.47% −0.51
SBAC SBA Communications Corp. Reduce -59.4% 0.56% −0.51
OLN Olin Corp. Sold out 0.00% −0.51
COP Conocophillips Sold out 0.00% −0.46
NUVL Nuvalent Inc. Class A Sold out 0.00% −0.45
SIX Six Flags Entertainment Corp. Sold out 0.00% −0.45
BLDR Builders Firstsource Inc. Sold out 0.00% −0.44
TW Tradeweb Markets Inc. Class A Sold out 0.00% −0.43
EXLS Exlservice Holdings Inc. Sold out 0.00% −0.41
TMUS T-Mobile US Inc. Sold out 0.00% −0.41
SNY Sanofi-ADR Reduce -77.6% 0.16% −0.41
GIL Gildan Activewear Inc. Reduce -73.5% 0.21% −0.40
EZU iShares MSCI Eurozone ETF Sold out 0.00% −0.40
IBTX Independent Bank Group Inc. Reduce -69.2% 0.27% −0.39
CFG Citizens Financial Group Reduce -48.7% 0.59% −0.38
ZBH Zimmer Biomet Holdings Inc. Reduce -66.5% 0.20% −0.36
CMCSA Comcast Corp. Class A Sold out 0.00% −0.36
OVV Ovintiv Inc. Sold out 0.00% −0.36
DELL Dell Technologies -C Sold out 0.00% −0.36
T AT&T Inc. Sold out 0.00% −0.35
EBC Eastern Bankshares Inc. Reduce -77.0% 0.13% −0.34
LOW Lowe's Cos Inc. Reduce -89.3% 0.05% −0.34
ZUO Zuora Inc. Class A Sold out 0.00% −0.34
AMN Amn Healthcare Services Inc. Reduce -67.0% 0.13% −0.33
BANC Banc of California Inc. Sold out 0.00% −0.32
XOM Exxon Mobil Corp. Reduce -58.2% 0.25% −0.31
BP BP PLC-Spons ADR Reduce -31.2% 0.51% −0.31
BDX Becton Dickinson and Co. Reduce -55.1% 0.29% −0.31
MTUS Metallus Inc. Sold out 0.00% −0.31
NOV Nov Inc. Reduce -52.4% 0.21% −0.30
VMC Vulcan Materials Co. Sold out 0.00% −0.29
VZ Verizon Communications Inc. Reduce -88.0% 0.05% −0.29
UPS United Parcel Service Class B Reduce -61.0% 0.19% −0.28
AMBA Ambarella Inc. Reduce -66.6% 0.16% −0.28

Portfolio Buys Q2 2024 → Q3 2024
UNH Unitedhealth Group Inc. Add +5098.1% 1.33% +1.31
COF Capital One Financial Corp. New 1.11% +1.11
AXTA Axalta Coating Systems Ltd. Add +198.6% 1.44% +1.01
MTB M & T Bank Corp. New 0.96% +0.96
MSFT Microsoft Corp. Add +123.5% 1.64% +0.91
KDP Keurig Dr Pepper Inc. New 0.87% +0.87
CVCO Cavco Industries Inc. New 0.79% +0.79
MTZ Mastec Inc. Add +979.0% 0.79% +0.73
GGG Graco Inc. New 0.73% +0.73
ELV Elevance Health Inc. Add +490.6% 0.72% +0.60
SKY Champion Homes Inc. Add +307.2% 0.71% +0.59
EQT Eqt Corp. New 0.56% +0.56
USFD US Foods Holding Corp. Add +275.8% 0.67% +0.52
PRG Prog Holdings Inc. New 0.52% +0.52
VGK Vanguard Ftse Europe ETF Add +109.6% 0.90% +0.51
REXR Rexford Industrial Realty Inc. New 0.49% +0.49
SPGI S&P Global Inc. Add +193.1% 0.67% +0.48
CCOI Cogent Communications Holdin New 0.48% +0.48
FTAI Ftai Aviation Ltd. New 0.47% +0.47
LITE Lumentum Holdings Inc. New 0.43% +0.43
AMZN Amazon.com Inc. Add +79.3% 0.96% +0.43
DVA Davita Inc. New 0.43% +0.43
ETR Entergy Corp. Add +215.3% 0.55% +0.42
PNTG The Pennant Group Inc. New 0.42% +0.42
IWN iShares Russell 2000 Value E Add +9.0% 2.08% +0.42
ELAN Elanco Animal Health Inc. Add +310.3% 0.53% +0.41
S Sentinelone Inc. Class A New 0.40% +0.40
FLR Fluor Corp. New 0.39% +0.39
TFC Truist Financial Corp. New 0.39% +0.39
FLS Flowserve Corp. New 0.39% +0.39
POOL Pool Corp. New 0.38% +0.38
AA Alcoa Corp. New 0.36% +0.36
DHR Danaher Corp. Add +1521.8% 0.38% +0.36
SPY SS SPDR S&P 500 ETF Trust-US Add +48.8% 0.92% +0.36
PHIN Phinia Inc. Add +71.6% 0.69% +0.36
EHC Encompass Health Corp. Add +460.4% 0.41% +0.35
FN Fabrinet New 0.33% +0.33
ATKR Atkore Inc. New 0.32% +0.32
TMO Thermo Fisher Scientific Inc. Add +353.2% 0.39% +0.32
GPGI Gpgi Inc. New 0.29% +0.29
NVDA Nvidia Corp. Add +44.0% 0.89% +0.29
XPO Xpo Inc. New 0.29% +0.29
SYY Sysco Corp. New 0.29% +0.29
AYI Acuity Inc. New 0.28% +0.28
PH Parker Hannifin Corp. Add +7.6% 0.98% +0.28
CNK Cinemark Holdings Inc. New 0.28% +0.28
NI Nisource Inc. New 0.28% +0.28
APTV Aptiv Irish Holdings Ltd. New 0.28% +0.28
BURL Burlington Stores Inc. New 0.27% +0.27
PYPL PayPal Holdings Inc. New 0.26% +0.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 818$1.1BVOO, VTRS, INTC, HPE, RYTM
Q1 2026 641$1.4BVOO, TECH, EQIX, AVGO, SMG
Q4 2025 556$1.3BVOO, TECH, SITE, APO, CRM
Q3 2025 584$1.3BIWM, SPY, IWN, XRT, XLF
Q2 2025 587$1.1BIWM, IWN, XLF, XHB, XRT
Q1 2025 488$812.9MIWN, XLF, AWK, IEX, BC
Q4 2024 481$805.0MIWM, IWN, AWK, IEX, COF
Q3 2024 456$955.2MIWN, MSFT, AXTA, UNH, V
Q2 2024 457$1.0BIWN, BAC, TSM, AMT, V
Q1 2024 563$795.8MIWM, SPY, HON, TSM, XBI