Atom Investors LP Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$1.2T
Holdings
234
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CDNACAREDX INC | 154,157 | $3.3B | 0.27% | |
| 102 | CCXIEURCHEMOCENTRYX INC | 83,156 | $3.3B | 0.27% | |
| 103 | FTCHQFARFETCH LTD | 317,558 | $3.3B | 0.27% | |
| 104 | EQTEQT CORP | 294,687 | $3.2B | 0.26% | |
| 105 | —ENDO INTL PLC | 673,428 | $3.2B | 0.26% | |
| 106 | HTOSJW GROUP | 43,803 | $3.1B | 0.25% | |
| 107 | —KADMON HLDGS INC | 676,275 | $3.1B | 0.25% | |
| 108 | TJXTJX COS INC NEW | 49,323 | $3.0B | 0.25% | |
| 109 | OMEROMEROS CORP | 213,690 | $3.0B | 0.25% | |
| 110 | CNCCENTENE CORP DEL | 47,109 | $3.0B | 0.24% | |
| 111 | BHCBAUSCH HEALTH COS INC | 97,796 | $2.9B | 0.24% | |
| 112 | MTZMASTEC INC | 43,001 | $2.8B | 0.23% | |
| 113 | NFLXNETFLIX INC | 8,490 | $2.7B | 0.22% | |
| 114 | APHAMPHENOL CORP NEW | 24,766 | $2.7B | 0.22% | |
| 115 | JDJD COM INC | 75,000 | $2.6B | 0.22% | |
| 116 | ETRNUSDEQUITRANS MIDSTREAM CORPORAT | 191,407 | $2.6B | 0.21% | |
| 117 | RVLVREVOLVE GROUP INC | 136,121 | $2.5B | 0.20% | |
| 118 | ABTABBOTT LABS | 28,554 | $2.5B | 0.20% | |
| 119 | —XPERI CORP | 133,132 | $2.5B | 0.20% | |
| 120 | URIUNITED RENTALS INC | 14,529 | $2.4B | 0.20% | |
| 121 | QUREUNIQURE NV | 33,257 | $2.4B | 0.19% | |
| 122 | AMANTERO MIDSTREAM CORP | 313,141 | $2.4B | 0.19% | |
| 123 | TWTRUSDTWITTER INC | 72,368 | $2.3B | 0.19% | |
| 124 | MPCMARATHON PETE CORP | 37,157 | $2.2B | 0.18% | |
| 125 | QEPQEP RES INC | 493,172 | $2.2B | 0.18% | |
| 126 | EGHT8X8 INC NEW | 120,256 | $2.2B | 0.18% | |
| 127 | IOVAIOVANCE BIOTHERAPEUTICS INC | 78,146 | $2.2B | 0.18% | |
| 128 | —RETROPHIN INC | 150,001 | $2.1B | 0.17% | |
| 129 | EXPOEXPONENT INC | 29,921 | $2.1B | 0.17% | |
| 130 | NSPINSPERITY INC | 23,804 | $2.0B | 0.17% | |
| 131 | CVLTCOMMVAULT SYSTEMS INC | 45,442 | $2.0B | 0.17% | |
| 132 | KOCOCA COLA CO | 34,906 | $1.9B | 0.16% | |
| 133 | EWZISHARES INC | 40,342 | $1.9B | 0.16% | |
| 134 | CDZICADIZ INC | 165,116 | $1.8B | 0.15% | |
| 135 | USPHU S PHYSICAL THERAPY INC | 14,372 | $1.6B | 0.13% | |
| 136 | CVSCVS HEALTH CORP | 21,006 | $1.6B | 0.13% | |
| 137 | OCFCOCEANFIRST FINL CORP | 61,134 | $1.6B | 0.13% | |
| 138 | PEPPEPSICO INC | 11,360 | $1.6B | 0.13% | |
| 139 | LVLNSPDR SERIES TRUST | 26,200 | $1.5B | 0.12% | |
| 140 | —TRIPLE-S MGMT CORP | 80,900 | $1.5B | 0.12% | Put |
| 141 | UBERUBER TECHNOLOGIES INC | 50,000 | $1.5B | 0.12% | |
| 142 | PANWPALO ALTO NETWORKS INC | 6,404 | $1.5B | 0.12% | |
| 143 | —TELARIA INC | 168,035 | $1.5B | 0.12% | |
| 144 | IPHIINPHI CORP | 19,506 | $1.4B | 0.12% | |
| 145 | HTTQUDIAN INC | 300,000 | $1.4B | 0.12% | |
| 146 | VCELVERICEL CORP | 76,852 | $1.3B | 0.11% | |
| 147 | SYKSTRYKER CORP | 6,012 | $1.3B | 0.10% | |
| 148 | ELLAUDER ESTEE COS INC | 5,794 | $1.2B | 0.10% | |
| 149 | BDXBECTON DICKINSON & CO | 4,371 | $1.2B | 0.10% | |
| 150 | ELVANTHEM INC | 3,885 | $1.2B | 0.10% | |
| 151 | 4I1PHILIP MORRIS INTL INC | 12,676 | $1.1B | 0.09% | |
| 152 | BMRNBIOMARIN PHARMACEUTICAL INC | 12,397 | $1.0B | 0.09% | |
| 153 | TRGPTARGA RES CORP | 25,352 | $1.0B | 0.08% | |
| 154 | EOLSEVOLUS INC | 84,254 | $1.0B | 0.08% | |
| 155 | BSXBOSTON SCIENTIFIC CORP | 22,505 | $1.0B | 0.08% | |
| 156 | MIC2EURMACQUARIE INFRASTRUCTURE COR | 23,437 | $1.0B | 0.08% | |
| 157 | SHWSHERWIN WILLIAMS CO | 1,655 | $966.0M | 0.08% | |
| 158 | —2U INC | 36,125 | $867.0M | 0.07% | |
| 159 | ARNAEURARENA PHARMACEUTICALS INC | 18,924 | $860.0M | 0.07% | |
| 160 | UPBDRENT A CTR INC NEW | 29,817 | $860.0M | 0.07% | |
| 161 | GMGENERAL MTRS CO | 23,291 | $852.0M | 0.07% | |
| 162 | YORWYORK WTR CO | 18,402 | $849.0M | 0.07% | |
| 163 | JPXAEROVIRONMENT INC | 13,576 | $838.0M | 0.07% | |
| 164 | HCAHCA HEALTHCARE INC | 5,477 | $810.0M | 0.07% | |
| 165 | SMSM ENERGY CO | 71,527 | $804.0M | 0.07% | |
| 166 | EWEDWARDS LIFESCIENCES CORP | 3,363 | $785.0M | 0.06% | |
| 167 | MOALTRIA GROUP INC | 15,220 | $760.0M | 0.06% | |
| 168 | KMBKIMBERLY CLARK CORP | 5,520 | $759.0M | 0.06% | |
| 169 | JELDJELD-WEN HLDG INC | 32,387 | $758.0M | 0.06% | |
| 170 | HUMHUMANA INC | 2,057 | $754.0M | 0.06% | |
| 171 | TNDMTANDEM DIABETES CARE INC | 11,974 | $714.0M | 0.06% | |
| 172 | HSKAEURHESKA CORP | 6,738 | $646.0M | 0.05% | |
| 173 | WMTWALMART INC | 5,175 | $615.0M | 0.05% | |
| 174 | VAREURVARIAN MED SYS INC | 4,265 | $606.0M | 0.05% | |
| 175 | FFORD MTR CO DEL | 63,229 | $588.0M | 0.05% | |
| 176 | AMTAMERICAN TOWER CORP NEW | 2,541 | $584.0M | 0.05% | |
| 177 | —MYOKARDIA INC | 7,629 | $556.0M | 0.05% | |
| 178 | FLRFLUOR CORP NEW | 28,796 | $544.0M | 0.04% | |
| 179 | NOWSERVICENOW INC | 1,880 | $531.0M | 0.04% | |
| 180 | SAJACOMPANHIA DE SANEAMENTO BASI | 35,030 | $527.0M | 0.04% | |
| 181 | MGRCMCGRATH RENTCORP | 6,638 | $508.0M | 0.04% | |
| 182 | ZBHZIMMER BIOMET HLDGS INC | 3,321 | $497.0M | 0.04% | |
| 183 | ESPRESPERION THERAPEUTICS INC NE | 7,902 | $471.0M | 0.04% | |
| 184 | CYTKCYTOKINETICS INC | 37,401 | $397.0M | 0.03% | |
| 185 | MCKMCKESSON CORP | 2,790 | $386.0M | 0.03% | |
| 186 | —ACTUANT CORP | 14,700 | $383.0M | 0.03% | |
| 187 | ASTEASTEC INDS INC | 9,104 | $382.0M | 0.03% | |
| 188 | CERNCHFCERNER CORP | 5,045 | $370.0M | 0.03% | |
| 189 | IDXXIDEXX LABS INC | 1,343 | $351.0M | 0.03% | |
| 190 | —OPUS BK IRVINE CALIF | 12,933 | $335.0M | 0.03% | |
| 191 | VEEVVEEVA SYS INC | 2,376 | $334.0M | 0.03% | |
| 192 | KDPKEURIG DR PEPPER INC | 11,461 | $332.0M | 0.03% | |
| 193 | AAPLAPPLE INC | 1,119 | $329.0M | 0.03% | |
| 194 | 8CWCROWN CASTLE INTL CORP NEW | 2,308 | $328.0M | 0.03% | |
| 195 | DC4DEXCOM INC | 1,478 | $323.0M | 0.03% | |
| 196 | KHCKRAFT HEINZ CO | 9,949 | $320.0M | 0.03% | |
| 197 | PLDPROLOGIS INC | 3,565 | $318.0M | 0.03% | |
| 198 | OCOWENS CORNING NEW | 4,720 | $307.0M | 0.03% | |
| 199 | XLFISELECT SECTOR SPDR TR | 4,700 | $296.0M | 0.02% | |
| 200 | STZCONSTELLATION BRANDS INC | 1,554 | $295.0M | 0.02% |