Atom Investors LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.3T

Holdings

584

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (584 positions)

#StockSharesValue% PortfolioType
1
IWMISHARES TR
404,557$97.9B7.42%
2
SPYSPDR S&P 500 ETF TR
101,039$67.3B5.10%
3
IWNISHARES TR
229,369$40.6B3.07%
4
XRTSPDR SERIES TRUST
237,782$20.5B1.55%
5
XLFSELECT SECTOR SPDR TR
335,143$18.1B1.37%
6
NDQINVESCO QQQ TR
26,313$15.8B1.20%
7
XHBSPDR SERIES TRUST
141,909$15.7B1.19%
8
XLVSELECT SECTOR SPDR TR
105,991$14.8B1.12%
9
XBISPDR SERIES TRUST
122,069$12.2B0.93%
10
CSLCARLISLE COS INC
33,058$10.9B0.82%
11
XLISELECT SECTOR SPDR TR
67,711$10.4B0.79%
12
OLLIOLLIES BARGAIN OUTLET HLDGS
80,643$10.4B0.79%
13
ETRENTERGY CORP NEW
110,147$10.3B0.78%
14
USMVISHARES TR
107,544$10.2B0.78%
15
VNOMVIPER ENERGY INC
267,132$10.2B0.77%
16
CITHE CIGNA GROUP
34,926$10.1B0.76%
17
MIDDMIDDLEBY CORP
73,378$9.8B0.74%
18
AZZAZZ INC
84,282$9.2B0.70%
19
LUVSOUTHWEST AIRLS CO
276,239$8.8B0.67%
20
SYYSYSCO CORP
106,604$8.8B0.67%
21
HUBBHUBBELL INC
20,305$8.7B0.66%
22
BCBRUNSWICK CORP
135,438$8.6B0.65%
23
LRNSTRIDE INC
56,800$8.5B0.64%
24
METAMETA PLATFORMS INC
11,431$8.4B0.64%
25
CNKCINEMARK HLDGS INC
297,693$8.3B0.63%
26
HURNHURON CONSULTING GROUP INC
56,093$8.2B0.62%
27
SHWSHERWIN WILLIAMS CO
22,900$7.9B0.60%
28
GPGICOMPOSECURE INC
373,662$7.8B0.59%
29
IGVISHARES TR
66,735$7.7B0.58%
30
PRGOPERRIGO CO PLC
334,603$7.5B0.56%
31
VECOVEECO INSTRS INC DEL
240,687$7.3B0.56%
32
HTGCHERCULES CAPITAL INC
385,594$7.3B0.55%
33
CRMSALESFORCE INC
30,215$7.2B0.54%
34
OIHVANECK ETF TRUST
27,029$7.0B0.53%
35
PGRPROGRESSIVE CORP
28,120$6.9B0.53%
36
UHSUNIVERSAL HLTH SVCS INC
33,638$6.9B0.52%
37
XLESELECT SECTOR SPDR TR
76,880$6.9B0.52%
38
NOWSERVICENOW INC
7,455$6.9B0.52%
39
FUNSIX FLAGS ENTERTAINMENT CORP
298,657$6.8B0.51%
40
AAONAAON INC
72,132$6.7B0.51%
41
NKENIKE INC
96,402$6.7B0.51%
42
BROBROWN & BROWN INC
70,910$6.7B0.50%
43
TYLTYLER TECHNOLOGIES INC
12,703$6.6B0.50%
44
MTUMISHARES TR
25,821$6.6B0.50%
45
WMWASTE MGMT INC DEL
29,326$6.5B0.49%
46
PPLPPL CORP
173,869$6.5B0.49%
47
PFSIPENNYMAC FINL SVCS INC NEW
51,821$6.4B0.49%
48
PCGPG&E CORP
423,665$6.4B0.48%
49
SMHVANECK ETF TRUST
19,557$6.4B0.48%
50
XLKSELECT SECTOR SPDR TR
21,872$6.2B0.47%
51
BILLBILL HOLDINGS INC
115,833$6.1B0.47%
52
DVADAVITA INC
45,997$6.1B0.46%
53
PAHUSDELEMENT SOLUTIONS INC
239,108$6.0B0.46%
54
GPCGENUINE PARTS CO
43,217$6.0B0.45%
55
BLDTOPBUILD CORP
15,078$5.9B0.45%
56
LKQ1LKQ CORP
192,794$5.9B0.45%
57
AAALCOA CORP
177,309$5.8B0.44%
58
URGNUROGEN PHARMA LTD
291,962$5.8B0.44%
59
AMBAAMBARELLA INC
68,487$5.7B0.43%
60
HLIHOULIHAN LOKEY INC
27,386$5.6B0.43%
61
PHINPHINIA INC
97,201$5.6B0.42%
62
XOPSPDR SERIES TRUST
42,079$5.6B0.42%
63
DLTRDOLLAR TREE INC
58,755$5.5B0.42%
64
ACIALBERTSONS COS INC
313,219$5.5B0.42%
65
MBUUMALIBU BOATS INC
167,645$5.4B0.41%
66
PFGCPERFORMANCE FOOD GROUP CO
52,017$5.4B0.41%
67
VEAVANGUARD TAX-MANAGED FDS
89,982$5.4B0.41%
68
MOHMOLINA HEALTHCARE INC
28,071$5.4B0.41%
69
CVLTCOMMVAULT SYS INC
28,275$5.3B0.40%
70
GLNGGOLAR LNG LTD
130,404$5.3B0.40%
71
VSATVIASAT INC
172,116$5.0B0.38%
72
CRSCARPENTER TECHNOLOGY CORP
20,363$5.0B0.38%
73
BLDRBUILDERS FIRSTSOURCE INC
40,517$4.9B0.37%
74
MSFTMICROSOFT CORP
9,433$4.9B0.37%
75
XLBSELECT SECTOR SPDR TR
54,337$4.9B0.37%
76
APDAIR PRODS & CHEMS INC
17,759$4.8B0.37%
77
ABGCENCORA INC
15,494$4.8B0.37%
78
IBBISHARES TR
33,539$4.8B0.37%
79
DHRDANAHER CORPORATION
24,376$4.8B0.37%
80
FICOFAIR ISAAC CORP
3,116$4.7B0.35%
81
AWNADVANCE AUTO PARTS INC
75,528$4.6B0.35%
82
EHCENCOMPASS HEALTH CORP
36,407$4.6B0.35%
83
RSPINVESCO EXCHANGE TRADED FD T
24,366$4.6B0.35%
84
SSBSOUTHSTATE BK CORP
46,633$4.6B0.35%
85
BMYBRISTOL-MYERS SQUIBB CO
101,509$4.6B0.35%
86
ONTOONTO INNOVATION INC
35,223$4.6B0.35%
87
CMCSACOMCAST CORP NEW
144,076$4.5B0.34%
88
XLFISELECT SECTOR SPDR TR
56,745$4.4B0.34%
89
AEEAMEREN CORP
41,977$4.4B0.33%
90
TSLXSIXTH STREET SPECIALTY LENDI
187,604$4.3B0.33%
91
CVGWCALAVO GROWERS INC
164,891$4.2B0.32%
92
PRPERMIAN RESOURCES CORP
331,339$4.2B0.32%
93
KHCKRAFT HEINZ CO
162,130$4.2B0.32%
94
BRBRBELLRING BRANDS INC
114,011$4.1B0.31%
95
AAPLAPPLE INC
16,216$4.1B0.31%
96
LITELUMENTUM HLDGS INC
24,734$4.0B0.31%
97
NVDANVIDIA CORPORATION
20,767$3.9B0.29%
98
STESTERIS PLC
15,593$3.9B0.29%
99
CSXCSX CORP
108,216$3.8B0.29%
100
ADPAUTOMATIC DATA PROCESSING IN
12,957$3.8B0.29%
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