Atom Investors LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 0 | 67,041 | +67,041 | 0 | 42,043,422 | +42,043,422 |
| BIO-TECHNE CORP | 0 | 351,673 | +351,673 | 0 | 20,681,889 | +20,681,889 |
| SITEONE LANDSCAPE SUPPLY | 0 | 125,789 | +125,789 | 0 | 15,668,278 | +15,668,278 |
| CASELLA WASTE SYS INC | 0 | 122,675 | +122,675 | 0 | 12,014,790 | +12,014,790 |
| SELECT SECTOR SPDR TR | 0 | 266,557 | +266,557 | 0 | 11,379,318 | +11,379,318 |
| SELECT SECTOR SPDR TR | 0 | 143,951 | +143,951 | 0 | 11,182,114 | +11,182,114 |
| SELECT SECTOR SPDR TR | 0 | 71,941 | +71,941 | 0 | 11,136,467 | +11,136,467 |
| APOLLO GLOBAL MGMT INC | 0 | 101,853 | +101,853 | 0 | 14,744,240 | +14,744,240 |
| ASTRONICS CORP | 0 | 188,492 | +188,492 | 0 | 10,223,806 | +10,223,806 |
| F5 INC | 0 | 40,011 | +40,011 | 0 | 10,213,208 | +10,213,208 |
| SELECT SECTOR SPDR TR | 0 | 252,322 | +252,322 | 0 | 10,181,193 | +10,181,193 |
| LIBERTY ENERGY INC | 0 | 513,742 | +513,742 | 0 | 9,483,677 | +9,483,677 |
| COHU INC | 0 | 400,439 | +400,439 | 0 | 9,318,216 | +9,318,216 |
| RESOLUTE HLDGS MGMT INC | 0 | 47,250 | +47,250 | 0 | 9,753,818 | +9,753,818 |
| ADVANCED ENERGY INDS | 0 | 41,372 | +41,372 | 0 | 8,662,056 | +8,662,056 |
| CELCUITY INC | 0 | 85,583 | +85,583 | 0 | 8,536,048 | +8,536,048 |
| GLOBANT S A | 0 | 129,534 | +129,534 | 0 | 8,467,638 | +8,467,638 |
| DANA INC | 0 | 341,506 | +341,506 | 0 | 8,114,183 | +8,114,183 |
| BLOCK H & R INC | 0 | 171,538 | +171,538 | 0 | 7,475,626 | +7,475,626 |
| PATRICK INDS INC | 0 | 67,065 | +67,065 | 0 | 7,271,858 | +7,271,858 |
| CLEAN HARBORS INC | 0 | 31,001 | +31,001 | 0 | 7,269,114 | +7,269,114 |
| NORWEGIAN CRUISE LINE HLDG | 0 | 324,590 | +324,590 | 0 | 7,244,849 | +7,244,849 |
| SALESFORCE INC | 0 | 52,870 | +52,870 | 0 | 14,005,792 | +14,005,792 |
| BLUE OWL CAPITAL INC | 0 | 447,272 | +447,272 | 0 | 6,682,244 | +6,682,244 |
| SCOTTS MIRACLE-GRO CO | 0 | 113,989 | +113,989 | 0 | 6,651,258 | +6,651,258 |
| APTIV PLC | 0 | 86,251 | +86,251 | 0 | 6,562,839 | +6,562,839 |
| MCKESSON CORP | 0 | 10,505 | +10,505 | 0 | 8,617,146 | +8,617,146 |
| MERITAGE HOMES CORP | 0 | 95,073 | +95,073 | 0 | 6,255,803 | +6,255,803 |
| FLUTTER ENTMT PLC | 0 | 28,495 | +28,495 | 0 | 6,127,565 | +6,127,565 |
| BLUE BIRD CORP | 0 | 123,801 | +123,801 | 0 | 5,818,647 | +5,818,647 |
| KODIAK SCIENCES INC | 0 | 207,495 | +207,495 | 0 | 5,801,560 | +5,801,560 |
| SAIA INC | 0 | 19,048 | +19,048 | 0 | 6,219,553 | +6,219,553 |
| WW GRAINGER INC | 0 | 5,505 | +5,505 | 0 | 5,554,820 | +5,554,820 |
| ALLIANT ENERGY CORP | 0 | 84,997 | +84,997 | 0 | 5,525,655 | +5,525,655 |
| CSX CORP | 0 | 257,834 | +257,834 | 0 | 9,346,483 | +9,346,483 |
| UNIVERSAL TECHNICAL INST | 0 | 207,027 | +207,027 | 0 | 5,409,616 | +5,409,616 |
| GOLAR LNG LTD | 0 | 282,305 | +282,305 | 0 | 10,504,569 | +10,504,569 |
| DIANTHUS THERAPEUTICS INC | 0 | 181,860 | +181,860 | 0 | 7,494,451 | +7,494,451 |
| ASGN INC | 0 | 104,762 | +104,762 | 0 | 5,046,386 | +5,046,386 |
| CACTUS INC | 0 | 106,891 | +106,891 | 0 | 4,882,781 | +4,882,781 |
| ENTEGRIS INC | 0 | 57,914 | +57,914 | 0 | 4,879,255 | +4,879,255 |
| DIGITALBRIDGE GROUP INC | 0 | 317,345 | +317,345 | 0 | 4,868,072 | +4,868,072 |
| PRAXIS PRECISION MEDICINES | 0 | 16,487 | +16,487 | 0 | 4,859,378 | +4,859,378 |
| BAXTER INTL INC | 0 | 253,943 | +253,943 | 0 | 4,852,851 | +4,852,851 |
| JAMES HARDIE INDS PLC | 0 | 233,159 | +233,159 | 0 | 4,838,049 | +4,838,049 |
| CHART INDS INC | 0 | 23,019 | +23,019 | 0 | 4,747,208 | +4,747,208 |
| BRINKS CO | 0 | 39,816 | +39,816 | 0 | 4,647,722 | +4,647,722 |
| MICRON TECHNOLOGY INC | 0 | 16,213 | +16,213 | 0 | 4,627,352 | +4,627,352 |
| DISNEY WALT CO | 0 | 42,322 | +42,322 | 0 | 4,814,974 | +4,814,974 |
| DNOW INC | 0 | 339,210 | +339,210 | 0 | 4,494,533 | +4,494,533 |
| UNITED AIRLS HLDGS INC | 0 | 39,949 | +39,949 | 0 | 4,467,097 | +4,467,097 |
| KALVISTA PHARMACEUTICALS | 0 | 276,113 | +276,113 | 0 | 4,459,225 | +4,459,225 |
| XCEL ENERGY INC | 0 | 59,796 | +59,796 | 0 | 4,416,533 | +4,416,533 |
| NU HLDGS LTD | 0 | 257,023 | +257,023 | 0 | 4,302,565 | +4,302,565 |
| DORMAN PRODS INC | 0 | 50,191 | +50,191 | 0 | 6,183,029 | +6,183,029 |
| QUEST DIAGNOSTICS INC | 0 | 24,043 | +24,043 | 0 | 4,172,182 | +4,172,182 |
| FRACTYL HEALTH INC | 0 | 1,883,018 | +1,883,018 | 0 | 4,142,640 | +4,142,640 |
| UNITEDHEALTH GROUP INC | 0 | 12,528 | +12,528 | 0 | 4,135,618 | +4,135,618 |
| BLOOM ENERGY CORP | 0 | 46,294 | +46,294 | 0 | 4,022,486 | +4,022,486 |
| DOMINOS PIZZA INC | 0 | 9,530 | +9,530 | 0 | 3,972,295 | +3,972,295 |
| C3 AI INC | 0 | 374,371 | +374,371 | 0 | 5,046,521 | +5,046,521 |
| FISERV INC | 0 | 58,823 | +58,823 | 0 | 3,951,141 | +3,951,141 |
| EXZEO GROUP INC | 0 | 160,343 | +160,343 | 0 | 3,888,318 | +3,888,318 |
| IMMUNOME INC | 0 | 175,767 | +175,767 | 0 | 3,775,475 | +3,775,475 |
| PHINIA INC | 0 | 149,138 | +149,138 | 0 | 9,349,461 | +9,349,461 |
| THERMON GROUP HLDGS INC | 0 | 134,849 | +134,849 | 0 | 5,010,989 | +5,010,989 |
| FIGURE TECHNOLOGY SOLUTIO | 0 | 89,976 | +89,976 | 0 | 3,674,620 | +3,674,620 |
| MCDONALDS CORP | 0 | 11,977 | +11,977 | 0 | 3,660,531 | +3,660,531 |
| RESIDEO TECHNOLOGIES INC | 0 | 135,557 | +135,557 | 0 | 4,760,762 | +4,760,762 |
| FLOOR & DECOR HLDGS INC | 0 | 88,938 | +88,938 | 0 | 5,415,435 | +5,415,435 |
| BIOGEN INC | 0 | 21,720 | +21,720 | 0 | 3,822,503 | +3,822,503 |
| ENCOMPASS HEALTH CORP | 0 | 76,487 | +76,487 | 0 | 8,118,330 | +8,118,330 |
| OREILLY AUTOMOTIVE INC | 0 | 38,170 | +38,170 | 0 | 3,481,486 | +3,481,486 |
| TENET HEALTHCARE CORP | 0 | 17,250 | +17,250 | 0 | 3,427,920 | +3,427,920 |
| CHAMPION HOMES INC | 0 | 39,810 | +39,810 | 0 | 3,363,945 | +3,363,945 |
| AMERICAN HEALTHCARE REIT | 0 | 71,093 | +71,093 | 0 | 3,345,637 | +3,345,637 |
| ESAB CORPORATION | 0 | 29,462 | +29,462 | 0 | 3,291,495 | +3,291,495 |
| CENTURY ALUM CO | 0 | 83,374 | +83,374 | 0 | 3,266,593 | +3,266,593 |
| EQT CORP | 0 | 59,176 | +59,176 | 0 | 3,171,834 | +3,171,834 |
| KODIAK GAS SVCS INC | 0 | 83,514 | +83,514 | 0 | 3,123,424 | +3,123,424 |
| STONECO LTD | 0 | 205,973 | +205,973 | 0 | 3,046,341 | +3,046,341 |
| WESTERN ALLIANCE BANCORP | 0 | 35,765 | +35,765 | 0 | 3,006,764 | +3,006,764 |
| SYNDAX PHARMACEUTICALS INC | 0 | 141,666 | +141,666 | 0 | 2,976,403 | +2,976,403 |
| PFIZER INC | 0 | 167,271 | +167,271 | 0 | 4,165,048 | +4,165,048 |
| WAYFAIR INC | 0 | 28,783 | +28,783 | 0 | 2,890,101 | +2,890,101 |
| SELECT MED HLDGS CORP | 0 | 253,692 | +253,692 | 0 | 3,767,326 | +3,767,326 |
| JBS N.V. | 0 | 198,450 | +198,450 | 0 | 2,861,649 | +2,861,649 |
| MOTOROLA SOLUTIONS INC | 0 | 8,678 | +8,678 | 0 | 3,326,451 | +3,326,451 |
| WYNDHAM HOTELS & RESORTS | 0 | 63,595 | +63,595 | 0 | 4,805,238 | +4,805,238 |
| ACADIA HEALTHCARE COMPANY | 0 | 242,259 | +242,259 | 0 | 3,437,655 | +3,437,655 |
| GE VERNOVA INC | 0 | 4,128 | +4,128 | 0 | 2,697,937 | +2,697,937 |
| ONEMAIN HLDGS INC | 0 | 39,104 | +39,104 | 0 | 2,641,475 | +2,641,475 |
| ANTERO RESOURCES CORP | 0 | 75,186 | +75,186 | 0 | 2,590,910 | +2,590,910 |
| STERIS PLC | 0 | 25,427 | +25,427 | 0 | 6,446,253 | +6,446,253 |
| YUM BRANDS INC | 0 | 17,032 | +17,032 | 0 | 2,576,601 | +2,576,601 |
| CENCORA INC | 0 | 21,942 | +21,942 | 0 | 7,410,911 | +7,410,911 |
| TALOS ENERGY INC | 0 | 363,999 | +363,999 | 0 | 4,011,269 | +4,011,269 |
| WILLIAMS COS INC | 0 | 41,612 | +41,612 | 0 | 2,501,297 | +2,501,297 |
| BLUELINX HLDGS INC | 0 | 40,194 | +40,194 | 0 | 2,469,117 | +2,469,117 |
| RHYTHM PHARMACEUTICALS INC | 0 | 22,929 | +22,929 | 0 | 2,454,320 | +2,454,320 |