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
101
ENSGENSIGN GROUP INC
21,888$3.8B0.29%
102
PNWPINNACLE WEST CAP CORP
42,048$3.8B0.29%
103
GOOGALPHABET INC
15,198$3.7B0.28%
104
APOAPOLLO GLOBAL MGMT INC
27,720$3.7B0.28%
105
FIVNFIVE9 INC
150,603$3.6B0.28%
106
CVNACARVANA CO
9,539$3.6B0.27%
107
ACVAACV AUCTIONS INC
363,112$3.6B0.27%
108
ONON SEMICONDUCTOR CORP
72,810$3.6B0.27%
109
WIXWIX COM LTD
20,179$3.6B0.27%
110
CLCOLGATE PALMOLIVE CO
44,721$3.6B0.27%
111
SUSUNCOR ENERGY INC NEW
84,340$3.5B0.27%
112
AMTMAMENTUM HOLDINGS INC
144,281$3.5B0.26%
113
RBLXROBLOX CORP
24,946$3.5B0.26%
114
GVAGRANITE CONSTR INC
31,465$3.5B0.26%
115
37MMRC GLOBAL INC
234,584$3.4B0.26%
116
CHECHEMED CORP NEW
7,289$3.3B0.25%
117
XLUSELECT SECTOR SPDR TR
36,670$3.2B0.24%
118
WLYWILEY JOHN & SONS INC
78,184$3.2B0.24%
119
VICIVICI PPTYS INC
96,684$3.2B0.24%
120
MTNVAIL RESORTS INC
20,755$3.1B0.24%
121
ABMABM INDS INC
66,341$3.1B0.23%
122
BOHBANK HAWAII CORP
46,598$3.1B0.23%
123
MSMMSC INDL DIRECT INC
32,958$3.0B0.23%
124
XLYSELECT SECTOR SPDR TR
12,670$3.0B0.23%
125
SAMBOSTON BEER INC
14,188$3.0B0.23%
126
GILDGILEAD SCIENCES INC
26,398$2.9B0.22%
127
HTOH2O AMERICA
60,144$2.9B0.22%
128
INRINFINITY NAT RES INC
221,617$2.9B0.22%
129
ETDETHAN ALLEN INTERIORS INC
98,485$2.9B0.22%
130
CHDCHURCH & DWIGHT CO INC
32,758$2.9B0.22%
131
PPCPILGRIMS PRIDE CORP
69,702$2.8B0.22%
132
WMSADVANCED DRAIN SYS INC DEL
20,328$2.8B0.21%
133
CBSHCOMMERCE BANCSHARES INC
47,148$2.8B0.21%
134
CINFCINCINNATI FINL CORP
17,694$2.8B0.21%
135
VRTXVERTEX PHARMACEUTICALS INC
7,109$2.8B0.21%
136
QUREUNIQURE NV
47,291$2.8B0.21%
137
AMZNAMAZON COM INC
12,309$2.7B0.20%
138
VGKVANGUARD INTL EQUITY INDEX F
33,599$2.7B0.20%
139
AJGGALLAGHER ARTHUR J & CO
8,600$2.7B0.20%
140
STZCONSTELLATION BRANDS INC
19,389$2.6B0.20%
141
CHHCHOICE HOTELS INTL INC
24,174$2.6B0.20%
142
ELSEQUITY LIFESTYLE PPTYS INC
42,465$2.6B0.20%
143
PKGPACKAGING CORP AMER
11,614$2.5B0.19%
144
CLOVCLOVER HEALTH INVESTMENTS CO
826,591$2.5B0.19%
145
BOXBOX INC
77,799$2.5B0.19%
146
APLEAPPLE HOSPITALITY REIT INC
203,939$2.4B0.19%
147
DNTHDIANTHUS THERAPEUTICS INC
61,038$2.4B0.18%
148
MNROMONRO INC
133,510$2.4B0.18%
149
ADCAGREE RLTY CORP
33,541$2.4B0.18%
150
SGHCSUPER GROUP SGHC LIMITED
176,776$2.3B0.18%
151
BRK-BBERKSHIRE HATHAWAY INC DEL
3$2.3B0.17%
152
GIIIG III APPAREL GROUP LTD
84,739$2.3B0.17%
153
HUMHUMANA INC
8,618$2.2B0.17%
154
MTBM & T BK CORP
11,294$2.2B0.17%
155
INDAISHARES TR
42,413$2.2B0.17%
156
ZIONZIONS BANCORPORATION N A
38,619$2.2B0.17%
157
WSBCWESBANCO INC
68,331$2.2B0.17%
158
AKROAKERO THERAPEUTICS INC
45,838$2.2B0.16%
159
WABWABTEC
10,802$2.2B0.16%
160
MCKMCKESSON CORP
2,749$2.1B0.16%
161
SCISERVICE CORP INTL
25,478$2.1B0.16%
162
ARKGARK ETF TR
75,434$2.1B0.16%
163
OTISOTIS WORLDWIDE CORP
22,908$2.1B0.16%
164
PZZAPAPA JOHNS INTL INC
43,400$2.1B0.16%
165
CPBTHE CAMPBELLS COMPANY
65,927$2.1B0.16%
166
XMESPDR SERIES TRUST
22,124$2.1B0.16%
167
GKDGRAND CANYON ED INC
9,351$2.1B0.16%
168
WHWYNDHAM HOTELS & RESORTS INC
25,056$2.0B0.15%
169
LAMRLAMAR ADVERTISING CO NEW
16,314$2.0B0.15%
170
DORMDORMAN PRODS INC
12,758$2.0B0.15%
171
REGREGENCY CTRS CORP
27,133$2.0B0.15%
172
LAZLAZARD INC
37,141$2.0B0.15%
173
OGM1COGENT COMMUNICATIONS HLDGS
49,792$1.9B0.14%
174
LEVILEVI STRAUSS & CO NEW
80,611$1.9B0.14%
175
GGENPACT LIMITED
44,695$1.9B0.14%
176
FNDFLOOR & DECOR HLDGS INC
25,263$1.9B0.14%
177
ASNDASCENDIS PHARMA A/S
9,331$1.9B0.14%
178
BLKBBLACKBAUD INC
28,593$1.8B0.14%
179
OECORION S.A.
242,059$1.8B0.14%
180
KWEBKRANESHARES TRUST
42,339$1.8B0.13%
181
WTTRSELECT WATER SOLUTIONS INC
164,649$1.8B0.13%
182
LADLITHIA MTRS INC
5,549$1.8B0.13%
183
PECOPHILLIPS EDISON & CO INC
50,922$1.7B0.13%
184
CARTMAPLEBEAR INC
47,492$1.7B0.13%
185
ZZILLOW GROUP INC
22,627$1.7B0.13%
186
ORICORIC PHARMACEUTICALS INC
142,601$1.7B0.13%
187
ZTSZOETIS INC
11,472$1.7B0.13%
188
ADTNADTRAN HOLDINGS INC
178,209$1.7B0.13%
189
EEMISHARES TR
31,069$1.7B0.13%
190
FRPTFRESHPET INC
29,848$1.6B0.12%
191
GSGOLDMAN SACHS GROUP INC
2,062$1.6B0.12%
192
MCRIMONARCH CASINO & RESORT INC
15,313$1.6B0.12%
193
PDPAGERDUTY INC
95,557$1.6B0.12%
194
PRDOPERDOCEO ED CORP
41,812$1.6B0.12%
195
NYTNEW YORK TIMES CO
27,014$1.6B0.12%
196
PLOWDOUGLAS DYNAMICS INC
48,657$1.5B0.12%
197
GFSGLOBALFOUNDRIES INC
42,302$1.5B0.11%
198
MCOMOODYS CORP
3,137$1.5B0.11%
199
CERTCERTARA INC
121,480$1.5B0.11%
200
DOCSDOXIMITY INC
20,201$1.5B0.11%
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