Institutions / Atom Investors LP / Holdings

Atom Investors LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VANGUARD INDEX FDS	—	$42.04M	67,041	3.3%
BIO-TECHNE Corp	—	$20.68M	351,673	1.6%
SiteOne Landscape Supply, Inc.	—	$15.67M	125,789	1.2%
Apollo Global Management, Inc.	—	$14.74M	101,853	1.2%
Salesforce Inc	—	$14.01M	52,870	1.1%
CASELLA WASTE SYSTEMS INC	—	$12.01M	122,675	1.0%
SELECT SECTOR SPDR TR	—	$11.38M	266,557	0.9%
SELECT SECTOR SPDR TR	—	$11.18M	143,951	0.9%
iShares MSCI UAE ETF	—	$11.15M	118,443	0.9%
SELECT SECTOR SPDR TR	—	$11.14M	71,941	0.9%
GOLAR LNG LTD	—	$10.50M	282,305	0.8%
ASTRONICS CORP	—	$10.22M	188,492	0.8%
F5 Inc	—	$10.21M	40,011	0.8%
SELECT SECTOR SPDR TR	—	$10.18M	252,322	0.8%
SHERWIN WILLIAMS CO	—	$9.85M	30,401	0.8%
Resolute Holdings Management, Inc.RHLD	Common Stock	$9.75M	47,250	0.8%
Liberty Energy Inc	—	$9.48M	513,742	0.8%
PHINIA INC.	—	$9.35M	149,138	0.7%
CSX CORP	—	$9.35M	257,834	0.7%
COHU INC	—	$9.32M	400,439	0.7%
BRUNSWICK CORP	—	$8.74M	117,703	0.7%
ADVANCED ENERGY INDUSTRIES INC	—	$8.66M	41,372	0.7%
MCKESSON CORP	—	$8.62M	10,505	0.7%
Celcuity Inc.CELC	Common Stock	$8.54M	85,583	0.7%
Globant S.A.	—	$8.47M	129,534	0.7%
Alcoa Corp	—	$8.25M	155,253	0.7%
DAVITA INC.	—	$8.16M	71,796	0.6%
Encompass Health Corp	—	$8.12M	76,487	0.6%
DANA Inc	—	$8.11M	341,506	0.6%
Huron Consulting Group Inc.	—	$7.89M	45,619	0.6%
Dianthus Therapeutics, Inc.	—	$7.49M	181,860	0.6%
H&R Block Inc	—	$7.48M	171,538	0.6%
Cencora Inc	—	$7.41M	21,942	0.6%
PATRICK INDUSTRIES INC	—	$7.27M	67,065	0.6%
CLEAN HARBORS INC	—	$7.27M	31,001	0.6%
Norwegian Cruise Line Holdings Ltd.	—	$7.24M	324,590	0.6%
WASTE MANAGEMENT INC	—	$7.03M	31,975	0.6%
BLUE OWL CAPITAL INC.	—	$6.68M	447,272	0.5%
SCOTTS MIRACLE-GRO CO	—	$6.65M	113,989	0.5%
APTIV PLC	—	$6.56M	86,251	0.5%
CARLISLE COMPANIES INC	—	$6.55M	20,483	0.5%
GPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.)	—	$6.45M	334,666	0.5%
STERIS plc	—	$6.45M	25,427	0.5%
Meritage Homes CORP	—	$6.26M	95,073	0.5%
Saia Inc	—	$6.22M	19,048	0.5%
Dorman Products, Inc.	—	$6.18M	50,191	0.5%
Flutter Entertainment plc	—	$6.13M	28,495	0.5%
LKQ Corp	—	$6.07M	200,963	0.5%
Advance Auto Parts Inc	—	$5.90M	150,108	0.5%
NVIDIA Corp	—	$5.86M	31,433	0.5%