Atom Investors LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.2T
Holdings
491
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (491 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 169,663 | $28.3B | 2.39% | |
| 2 | AMZNAMAZON COM INC | 15,769 | $28.1B | 2.38% | |
| 3 | CMCSACOMCAST CORP NEW | 638,004 | $25.5B | 2.16% | |
| 4 | GOOGLALPHABET INC | 19,467 | $22.9B | 1.94% | |
| 5 | DISDISNEY WALT CO | 175,628 | $19.5B | 1.65% | |
| 6 | —ATHENE HLDG LTD | 477,293 | $19.5B | 1.65% | |
| 7 | UALUNITED CONTL HLDGS INC | 243,565 | $19.4B | 1.64% | |
| 8 | MAMASTERCARD INC | 77,431 | $18.2B | 1.54% | |
| 9 | —CBS CORP NEW | 378,311 | $18.0B | 1.52% | |
| 10 | VVISA INC | 109,353 | $17.1B | 1.45% | |
| 11 | MSFTMICROSOFT CORP | 129,642 | $15.3B | 1.29% | |
| 12 | GOOGALPHABET INC | 12,756 | $15.0B | 1.27% | |
| 13 | VCYTVERACYTE INC | 588,888 | $14.7B | 1.25% | |
| 14 | LVLNSPDR SERIES TRUST | 285,004 | $14.6B | 1.24% | |
| 15 | XHBSPDR SERIES TRUST | 350,244 | $13.5B | 1.14% | |
| 16 | URIUNITED RENTALS INC | 114,924 | $13.1B | 1.11% | |
| 17 | LINLINDE PLC | 73,388 | $12.9B | 1.09% | |
| 18 | VPGVISHAY PRECISION GROUP INC | 360,171 | $12.3B | 1.04% | |
| 19 | MLMMARTIN MARIETTA MATLS INC | 59,640 | $12.0B | 1.02% | |
| 20 | XBISPDR SERIES TRUST | 128,914 | $11.7B | 0.99% | |
| 21 | RYAAYRYANAIR HLDGS PLC | 152,932 | $11.5B | 0.97% | |
| 22 | —XPERI CORP | 485,608 | $11.4B | 0.96% | |
| 23 | PTCTPTC THERAPEUTICS INC | 298,451 | $11.2B | 0.95% | |
| 24 | TSLATESLA INC | 38,327 | $10.7B | 0.91% | Call |
| 25 | JPMJPMORGAN CHASE & CO | 105,827 | $10.7B | 0.91% | |
| 26 | PYPLPAYPAL HLDGS INC | 100,997 | $10.5B | 0.89% | |
| 27 | MCHPMICROCHIP TECHNOLOGY INC | 124,785 | $10.4B | 0.88% | |
| 28 | AAPLAPPLE INC | 52,185 | $9.9B | 0.84% | |
| 29 | —PORTOLA PHARMACEUTICALS INC | 285,601 | $9.9B | 0.84% | |
| 30 | SPOTSPOTIFY TECHNOLOGY S A | 69,737 | $9.7B | 0.82% | |
| 31 | IM8NINSMED INC | 327,584 | $9.5B | 0.81% | |
| 32 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 176,095 | $9.3B | 0.79% | |
| 33 | GDDYGODADDY INC | 123,754 | $9.3B | 0.79% | |
| 34 | IYRISHARES TR | 105,640 | $9.2B | 0.78% | |
| 35 | RHT1EURRED HAT INC | 50,200 | $9.2B | 0.78% | |
| 36 | TDOCTELADOC HEALTH INC | 160,000 | $8.9B | 0.75% | Put |
| 37 | —LIMELIGHT NETWORKS INC | 2,650,350 | $8.6B | 0.72% | |
| 38 | NOANORTH AMERN CONSTR GROUP LTD | 720,214 | $8.4B | 0.71% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 41,685 | $8.4B | 0.71% | |
| 40 | JDJD COM INC | 276,604 | $8.3B | 0.71% | |
| 41 | SKAASKECHERS U S A INC | 244,147 | $8.2B | 0.69% | |
| 42 | INGNINOGEN INC | 83,249 | $7.9B | 0.67% | |
| 43 | MDLZMONDELEZ INTL INC | 157,327 | $7.9B | 0.66% | |
| 44 | SAVESPIRIT AIRLS INC | 146,681 | $7.8B | 0.66% | |
| 45 | TWTRUSDTWITTER INC | 235,572 | $7.7B | 0.66% | |
| 46 | PANWPALO ALTO NETWORKS INC | 31,868 | $7.7B | 0.66% | |
| 47 | NKENIKE INC | 90,006 | $7.6B | 0.64% | |
| 48 | MTZMASTEC INC | 151,852 | $7.3B | 0.62% | |
| 49 | INTUINTUIT | 27,789 | $7.3B | 0.61% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 29,171 | $7.2B | 0.61% | |
| 51 | GSGOLDMAN SACHS GROUP INC | 37,217 | $7.1B | 0.60% | |
| 52 | FEFIRSTENERGY CORP | 171,516 | $7.1B | 0.60% | |
| 53 | CDZICADIZ INC | 733,737 | $7.1B | 0.60% | |
| 54 | PAGSPAGSEGURO DIGITAL LTD | 235,687 | $7.0B | 0.60% | |
| 55 | BRK-BBERKSHIRE HATHAWAY INC DEL | 23 | $6.9B | 0.59% | |
| 56 | HNGRUSDHANGER INC | 362,791 | $6.9B | 0.58% | |
| 57 | OVEROVERSTOCK COM INC DEL | 408,748 | $6.8B | 0.57% | Call |
| 58 | SUSUNCOR ENERGY INC NEW | 203,990 | $6.6B | 0.56% | |
| 59 | PFPTPROOFPOINT INC | 52,269 | $6.3B | 0.54% | |
| 60 | CNCCENTENE CORP DEL | 118,553 | $6.3B | 0.53% | |
| 61 | EXPEEXPEDIA GROUP INC | 52,892 | $6.3B | 0.53% | |
| 62 | MLCOMELCO RESORTS AND ENTMT LTD | 273,327 | $6.2B | 0.52% | |
| 63 | —MYOKARDIA INC | 117,308 | $6.1B | 0.52% | |
| 64 | GILDGILEAD SCIENCES INC | 92,482 | $6.0B | 0.51% | |
| 65 | WHWYNDHAM HOTELS & RESORTS INC | 120,211 | $6.0B | 0.51% | |
| 66 | TECK/BTECK RESOURCES LTD | 243,533 | $5.6B | 0.48% | |
| 67 | AERIEURAERIE PHARMACEUTICALS INC | 118,539 | $5.6B | 0.48% | |
| 68 | —EXTERRAN CORP | 333,998 | $5.6B | 0.48% | |
| 69 | INSGEURINSEEGO CORP | 1,126,787 | $5.3B | 0.45% | |
| 70 | SA2DSANDRIDGE ENERGY INC | 661,747 | $5.3B | 0.45% | |
| 71 | VMIVALMONT INDS INC | 40,768 | $5.3B | 0.45% | |
| 72 | SSUPSUPERIOR INDS INTL INC | 1,107,135 | $5.3B | 0.45% | |
| 73 | YUMYUM BRANDS INC | 52,455 | $5.2B | 0.44% | |
| 74 | —NUCANA PLC | 307,289 | $5.2B | 0.44% | |
| 75 | NYTNEW YORK TIMES CO | 157,806 | $5.2B | 0.44% | |
| 76 | CRMSALESFORCE COM INC | 32,039 | $5.1B | 0.43% | |
| 77 | SRESEMPRA ENERGY | 40,294 | $5.1B | 0.43% | |
| 78 | NXPINXP SEMICONDUCTORS N V | 57,033 | $5.0B | 0.43% | |
| 79 | ZBHZIMMER BIOMET HLDGS INC | 36,284 | $4.6B | 0.39% | |
| 80 | —ELDORADO RESORTS INC | 97,742 | $4.6B | 0.39% | |
| 81 | —INDEPENDENCE HLDG CO NEW | 126,122 | $4.4B | 0.38% | |
| 82 | —TELARIA INC | 700,190 | $4.4B | 0.38% | |
| 83 | NIONIO INC | 850,000 | $4.3B | 0.37% | |
| 84 | PPLPPL CORP | 135,193 | $4.3B | 0.36% | |
| 85 | BKNGBOOKING HLDGS INC | 2,443 | $4.3B | 0.36% | |
| 86 | XYZSQUARE INC | 56,725 | $4.3B | 0.36% | |
| 87 | —HEALTH INS INNOVATIONS INC | 157,241 | $4.2B | 0.36% | |
| 88 | RMREGIONAL MGMT CORP | 169,582 | $4.1B | 0.35% | |
| 89 | KWE1RING ENERGY INC | 704,843 | $4.1B | 0.35% | |
| 90 | IGTINTERNATIONAL GAME TECHNOLOG | 318,253 | $4.1B | 0.35% | |
| 91 | —PLANTRONICS INC NEW | 86,329 | $4.0B | 0.34% | |
| 92 | GLDDGREAT LAKES DREDGE & DOCK CO | 440,137 | $3.9B | 0.33% | |
| 93 | ILMNILLUMINA INC | 12,514 | $3.9B | 0.33% | |
| 94 | —AQUA AMERICA INC | 105,732 | $3.9B | 0.33% | |
| 95 | BIDUNBAIDU INC | 23,267 | $3.8B | 0.32% | |
| 96 | ELVANTHEM INC | 13,245 | $3.8B | 0.32% | |
| 97 | SYKSTRYKER CORP | 19,080 | $3.8B | 0.32% | |
| 98 | HUMHUMANA INC | 13,824 | $3.7B | 0.31% | |
| 99 | PGPROCTER AND GAMBLE CO | 35,146 | $3.7B | 0.31% | |
| 100 | ADIANALOG DEVICES INC | 33,704 | $3.5B | 0.30% |
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