Atom Investors LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.3T
Holdings
556
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (556 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | STZCONSTELLATION BRANDS INC | 36,040 | $4.0B | 0.32% | |
| 102 | GKDGRAND CANYON ED INC | 26,451 | $4.0B | 0.32% | |
| 103 | XELXCEL ENERGY INC | 59,796 | $4.0B | 0.32% | |
| 104 | EQTEQT CORP | 59,176 | $3.0B | 0.24% | |
| 105 | MSMMSC INDL DIRECT INC | 45,330 | $3.0B | 0.24% | |
| 106 | CPBTHE CAMPBELLS COMPANY | 111,679 | $3.0B | 0.24% | |
| 107 | KMBKIMBERLY-CLARK CORP | 30,274 | $3.0B | 0.24% | |
| 108 | CHECHEMED CORP NEW | 8,373 | $3.0B | 0.24% | |
| 109 | ACVAACV AUCTIONS INC | 481,482 | $3.0B | 0.24% | |
| 110 | ACHCACADIA HEALTHCARE COMPANY | 242,259 | $3.0B | 0.24% | |
| 111 | WEAWESTERN ALLIANCE BANCORP | 35,765 | $3.0B | 0.24% | |
| 112 | AMZNAMAZON COM INC | 15,104 | $3.0B | 0.24% | |
| 113 | ESABESAB CORPORATION | 29,462 | $3.0B | 0.24% | |
| 114 | BIIBBIOGEN INC | 21,720 | $3.0B | 0.24% | |
| 115 | XZOEXZEO GROUP INC | 160,343 | $3.0B | 0.24% | |
| 116 | MCDMCDONALDS CORP | 11,977 | $3.0B | 0.24% | |
| 117 | SKYCHAMPION HOMES INC | 39,810 | $3.0B | 0.24% | |
| 118 | THCTENET HEALTHCARE CORP | 17,250 | $3.0B | 0.24% | |
| 119 | FIGRFIGURE TECHNOLOGY SOLUTIO | 89,976 | $3.0B | 0.24% | |
| 120 | CHHCHOICE HOTELS INTL INC | 41,816 | $3.0B | 0.24% | |
| 121 | MSIMOTOROLA SOLUTIONS INC | 8,678 | $3.0B | 0.24% | |
| 122 | FISVFISERV INC | 58,823 | $3.0B | 0.24% | |
| 123 | MCHPMICROCHIP TECHNOLOGY INC. | 55,855 | $3.0B | 0.24% | |
| 124 | DPZDOMINOS PIZZA INC | 9,530 | $3.0B | 0.24% | |
| 125 | ADTNADTRAN HOLDINGS INC | 439,946 | $3.0B | 0.24% | |
| 126 | STNESTONECO LTD | 205,973 | $3.0B | 0.24% | |
| 127 | SEMSELECT MED HLDGS CORP | 253,692 | $3.0B | 0.24% | |
| 128 | ASNDASCENDIS PHARMA A/S | 15,478 | $3.0B | 0.24% | |
| 129 | NKENIKE INC | 52,660 | $3.0B | 0.24% | |
| 130 | PPLPPL CORP | 92,907 | $3.0B | 0.24% | |
| 131 | CNKCINEMARK HLDGS INC | 145,169 | $3.0B | 0.24% | |
| 132 | SYYSYSCO CORP | 48,093 | $3.0B | 0.24% | |
| 133 | KGSKODIAK GAS SVCS INC | 83,514 | $3.0B | 0.24% | |
| 134 | SUSUNCOR ENERGY INC NEW | 79,965 | $3.0B | 0.24% | |
| 135 | UHSUNIVERSAL HLTH SVCS INC | 15,661 | $3.0B | 0.24% | |
| 136 | PNWPINNACLE WEST CAP CORP | 44,129 | $3.0B | 0.24% | |
| 137 | CENXCENTURY ALUM CO | 83,374 | $3.0B | 0.24% | |
| 138 | VICIVICI PPTYS INC | 136,200 | $3.0B | 0.24% | |
| 139 | AHRAMERICAN HEALTHCARE REIT | 71,093 | $3.0B | 0.24% | |
| 140 | ORLYOREILLY AUTOMOTIVE INC | 38,170 | $3.0B | 0.24% | |
| 141 | IMNMIMMUNOME INC | 175,767 | $3.0B | 0.24% | |
| 142 | GVAGRANITE CONSTR INC | 33,970 | $3.0B | 0.24% | |
| 143 | AXTAAXALTA COATING SYS LTD | 92,362 | $2.0B | 0.16% | |
| 144 | NSCNORFOLK SOUTHN CORP | 8,330 | $2.0B | 0.16% | |
| 145 | OMFONEMAIN HLDGS INC | 39,104 | $2.0B | 0.16% | |
| 146 | ETSYETSY INC | 46,444 | $2.0B | 0.16% | |
| 147 | BXCBLUELINX HLDGS INC | 40,194 | $2.0B | 0.16% | |
| 148 | WMSADVANCED DRAIN SYS INC DEL | 20,339 | $2.0B | 0.16% | |
| 149 | DTDYNATRACE INC | 68,020 | $2.0B | 0.16% | |
| 150 | CPTCAMDEN PPTY TR | 18,996 | $2.0B | 0.16% | |
| 151 | SNDXSYNDAX PHARMACEUTICALS INC | 141,666 | $2.0B | 0.16% | |
| 152 | HUBSHUBSPOT INC | 5,102 | $2.0B | 0.16% | |
| 153 | TSLXSIXTH STREET SPECIALTY | 107,014 | $2.0B | 0.16% | |
| 154 | APDAIR PRODS & CHEMS INC | 9,047 | $2.0B | 0.16% | |
| 155 | CONCONCENTRA GROUP HOLDINGS | 105,549 | $2.0B | 0.16% | |
| 156 | CRSCARPENTER TECHNOLOGY CORP | 8,123 | $2.0B | 0.16% | |
| 157 | YUMYUM BRANDS INC | 17,032 | $2.0B | 0.16% | |
| 158 | HUMHUMANA INC | 8,003 | $2.0B | 0.16% | |
| 159 | AEBIAEBI SCHMIDT HLDG AG | 177,741 | $2.0B | 0.16% | |
| 160 | RPDRAPID7 INC | 135,154 | $2.0B | 0.16% | |
| 161 | PLYMPLYMOUTH INDL REIT INC | 101,266 | $2.0B | 0.16% | |
| 162 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.0B | 0.16% | |
| 163 | CVLTCOMMVAULT SYS INC | 18,741 | $2.0B | 0.16% | |
| 164 | JBSJBS N.V. | 198,450 | $2.0B | 0.16% | |
| 165 | TJXTJX COS INC NEW | 13,148 | $2.0B | 0.16% | |
| 166 | FIVNFIVE9 INC | 134,713 | $2.0B | 0.16% | |
| 167 | RYTMRHYTHM PHARMACEUTICALS INC | 22,929 | $2.0B | 0.16% | |
| 168 | DKDELEK US HLDGS INC NEW | 67,524 | $2.0B | 0.16% | |
| 169 | SDRLSEADRILL LTD | 59,697 | $2.0B | 0.16% | |
| 170 | PKGPACKAGING CORP AMER | 11,008 | $2.0B | 0.16% | |
| 171 | GLUEMONTE ROSA THERAPEUTICS INC | 137,261 | $2.0B | 0.16% | |
| 172 | ALKALASKA AIR GROUP INC | 46,447 | $2.0B | 0.16% | |
| 173 | WMBWILLIAMS COS INC | 41,612 | $2.0B | 0.16% | |
| 174 | ZTSZOETIS INC | 20,026 | $2.0B | 0.16% | |
| 175 | WSBCWESBANCO INC | 74,441 | $2.0B | 0.16% | |
| 176 | KRNTKORNIT DIGITAL LTD | 163,740 | $2.0B | 0.16% | |
| 177 | AEEAMEREN CORP | 24,797 | $2.0B | 0.16% | |
| 178 | ORICORIC PHARMACEUTICALS INC | 289,962 | $2.0B | 0.16% | |
| 179 | AEPAMERICAN ELEC PWR CO INC | 18,275 | $2.0B | 0.16% | |
| 180 | WLYWILEY JOHN & SONS INC | 85,700 | $2.0B | 0.16% | |
| 181 | SNDKSANDISK CORP | 9,468 | $2.0B | 0.16% | |
| 182 | ADCAGREE RLTY CORP | 32,830 | $2.0B | 0.16% | |
| 183 | GHGUARDANT HEALTH INC | 20,383 | $2.0B | 0.16% | |
| 184 | WWAYFAIR INC | 28,783 | $2.0B | 0.16% | |
| 185 | GEVGE VERNOVA INC | 4,128 | $2.0B | 0.16% | |
| 186 | TILEINTERFACE INC | 79,591 | $2.0B | 0.16% | |
| 187 | SGRYSURGERY PARTNERS INC | 134,053 | $2.0B | 0.16% | |
| 188 | VNOMVIPER ENERGY INC | 66,083 | $2.0B | 0.16% | |
| 189 | CVGWCALAVO GROWERS INC | 127,863 | $2.0B | 0.16% | |
| 190 | WRBYWARBY PARKER INC | 94,048 | $2.0B | 0.16% | |
| 191 | ARANTERO RESOURCES CORP | 75,186 | $2.0B | 0.16% | |
| 192 | PSKYPARAMOUNT SKYDANCE CORP | 154,782 | $2.0B | 0.16% | |
| 193 | AVGOBROADCOM INC | 7,177 | $2.0B | 0.16% | |
| 194 | UPSTUPSTART HLDGS INC | 52,694 | $2.0B | 0.16% | |
| 195 | CYBRCYBERARK SOFTWARE LTD | 5,243 | $2.0B | 0.16% | |
| 196 | RKTROCKET COS INC | 103,955 | $2.0B | 0.16% | |
| 197 | WTTRSELECT WATER SOLUTIONS INC | 225,149 | $2.0B | 0.16% | |
| 198 | GIIIG III APPAREL GROUP LTD | 88,237 | $2.0B | 0.16% | |
| 199 | NOWSERVICENOW INC | 15,716 | $2.0B | 0.16% | |
| 200 | PHPARKER-HANNIFIN CORP | 1,481 | $1.0B | 0.08% |