Atom Investors LP

AUSTIN, TX · CIK 1738902 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2018 · limited partnership

Assets managed$6.8bn
Staff24 · 8 in investment roles
Main clients (by assets)Private funds 97%, High net worth individuals 3%
Private funds2 (2 hedge) · $6.6bn gross assets
Websiteindexprogroup.com
Form ADV · 2026-07-27SEC adviser record

Legal entityATOM INVESTORS LP (US)

Kindhedge funds, futures
Others nearbyAustin, TX, London

As an employer

Offices in2 countries
Private fundshedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Austin, TX (main office)United States	United States	about 7
LondonUnited Kingdom	United Kingdom	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.1bn reported value -19.5% vs Q1 2026

818positions

11.0%in top 10

418 new 144 added 253 reduced 241 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	66,972	$46.0m4.09%	4.09%	Reduced -69	-69 -0.1%
2	VIATRIS INC COM VTRS	VTRS	705,683	$11.2m1.00%	1.00%	Added +598.9k	+598,911 560.9%
3	INTEL CORP COM INTC	INTC	76,015	$10.6m0.94%	0.94%	Added +55.0k	+55,032 262.3%
4	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	215,283	$9.7m0.86%	0.86%	New
5	RHYTHM PHARMACEUTICALS INC COM RYTM	RYTM	73,465	$8.2m0.73%	0.73%	Added +16.5k	+16,465 28.9%
6	ESAB CORPORATION COM ESAB	ESAB	82,405	$8.1m0.72%	0.72%	Added +58.1k	+58,055 238.4%
7	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	234,771	$8.1m0.72%	0.72%	New
8	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	156,873	$8.0m0.71%	0.71%	Added +47.7k	+47,692 43.7%
9	APPLIED MATLS INC COM AMAT	AMAT	9,715	$7.0m0.62%	0.62%	Reduced -9.5k	-9,537 -49.5%
10	BROADCOM INC COM AVGO	AVGO	18,060	$6.8m0.61%	0.61%	Reduced -19.1k	-19,110 -51.4%
11	NVIDIA CORPORATION COM NVDA	NVDA	33,901	$6.8m0.60%	0.60%	Reduced -23.5k	-23,454 -40.9%
12	VSE CORP COM VSEC	VSEC	28,386	$6.5m0.58%	0.58%	New
13	APPLE INC COM AAPL	AAPL	21,814	$6.3m0.56%	0.56%	New
14	IMMUNOME INC COM IMNM	IMNM	297,489	$6.3m0.56%	0.56%	Reduced -9.4k	-9,391 -3.1%
15	JOHN BEAN TECHNOLOGIES CORP COM JBTM	JBTM	42,492	$6.2m0.55%	0.55%	New
16	VERISIGN INC COM VRSN	VRSN	24,293	$6.1m0.54%	0.54%	Added +18.3k	+18,342 308.2%
17	EQUINIX INC COM EQIX	EQIX	5,714	$6.0m0.53%	0.53%	Reduced -6.2k	-6,240 -52.2%
18	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	27,764	$5.9m0.53%	0.53%	New
19	HOME DEPOT INC COM HD	HD	16,683	$5.9m0.52%	0.52%	New
20	ULTRAGENYX PHARMACEUTICAL IN COM RARE	RARE	171,771	$5.7m0.51%	0.51%	Added +78.1k	+78,149 83.5%
21	GRACO INC COM GGG	GGG	74,973	$5.7m0.50%	0.50%	New
22	AMETEK INC COM AME	AME	22,891	$5.5m0.49%	0.49%	Added +8.8k	+8,802 62.5%
23	MICROSOFT CORP COM MSFT	MSFT	14,579	$5.4m0.48%	0.48%	Added +3.4k	+3,412 30.6%
24	TTM TECHNOLOGIES INC COM TTMI	TTMI	28,908	$5.4m0.48%	0.48%	Added +20.5k	+20,517 244.5%
25	AMAZON COM INC COM AMZN	AMZN	22,644	$5.4m0.48%	0.48%	Reduced -26.4k	-26,450 -53.9%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	15,198	$5.4m0.48%	0.48%	Reduced -121	-121 -0.8%
27	ZETA GLOBAL HOLDINGS CORP CL A ZETA	ZETA	264,086	$5.2m0.46%	0.46%	New
28	SILGAN HLDGS INC COM SLGN	SLGN	107,324	$5.0m0.44%	0.44%	New
29	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	20,966	$5.0m0.44%	0.44%	New
30	SEMTECH CORP COM SMTC	SMTC	30,064	$4.9m0.43%	0.43%	Added +22.6k	+22,608 303.2%
31	MICRON TECHNOLOGY INC COM MU	MU	4,068	$4.7m0.42%	0.42%	New
32	ABBOTT LABS COM ABT	ABT	50,174	$4.6m0.41%	0.41%	Added +29.3k	+29,265 140.0%
33	LINCOLN ELEC HLDGS INC COM LECO	LECO	16,908	$4.5m0.40%	0.40%	Added +766	+766 4.8%
34	LAM RESEARCH CORP COM NEW LRCX	LRCX	9,535	$4.1m0.37%	0.37%	New
35	CONSOLIDATED EDISON INC COM ED	ED	35,657	$3.9m0.35%	0.35%	Added +26.7k	+26,744 300.1%
36	MCGRATH RENTCORP COM MGRC	MGRC	32,013	$3.9m0.34%	0.34%	New
37	LOWES COS INC COM LOW	LOW	17,565	$3.9m0.34%	0.34%	New
38	MASTERCARD INCORPORATED CL A MA	MA	7,408	$3.8m0.34%	0.34%	New
39	NATIONAL PRESTO INDS INC COM NPK	NPK	30,383	$3.8m0.34%	0.34%	Added +1.9k	+1,875 6.6%
40	HNI CORP COM HNI	HNI	93,877	$3.8m0.34%	0.34%	Added +27.8k	+27,802 42.1%
41	RELIANCE INC COM RS	RS	10,023	$3.7m0.33%	0.33%	Reduced -19.2k	-19,171 -65.7%
42	SUPERNUS PHARMACEUTICALS INC COM SUPN	SUPN	79,936	$3.7m0.33%	0.33%	Added +34.2k	+34,187 74.7%
43	GILEAD SCIENCES INC COM GILD	GILD	29,028	$3.7m0.33%	0.33%	New
44	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	37,228	$3.6m0.32%	0.32%	Reduced -70.5k	-70,525 -65.5%
45	CORE & MAIN INC CL A CNM	CNM	74,801	$3.6m0.32%	0.32%	Added +67.6k	+67,616 941.1%
46	CELCUITY INC COM CELC	CELC	34,488	$3.6m0.32%	0.32%	Reduced -41.8k	-41,833 -54.8%
47	PEPSICO INC COM PEP	PEP	26,345	$3.6m0.32%	0.32%	New
48	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	162,524	$3.6m0.32%	0.32%	Added +6.6k	+6,559 4.2%
49	NRG ENERGY INC COM NEW NRG	NRG	24,183	$3.5m0.31%	0.31%	Reduced -22.7k	-22,732 -48.5%
50	MALIBU BOATS INC COM CL A MBUU	MBUU	127,366	$3.5m0.31%	0.31%	Reduced -104.5k	-104,483 -45.1%
51	FASTENAL CO COM FAST	FAST	72,660	$3.5m0.31%	0.31%	New
52	EAGLE MATLS INC COM EXP	EXP	15,501	$3.5m0.31%	0.31%	New
53	AXSOME THERAPEUTICS INC COM AXSM	AXSM	14,179	$3.5m0.31%	0.31%	Added +6.0k	+5,988 73.1%
54	CVB FINL CORP COM CVBF	CVBF	153,349	$3.5m0.31%	0.31%	Reduced -25.9k	-25,898 -14.4%
55	BLUELINX HLDGS INC COM NEW BXC	BXC	54,846	$3.4m0.30%	0.30%	Reduced -3.5k	-3,452 -5.9%
56	FEDEX CORP COM FDX	FDX	10,714	$3.4m0.30%	0.30%	New
57	STARBUCKS CORP COM SBUX	SBUX	32,753	$3.3m0.30%	0.30%	New
58	BENTLEY SYS INC COM CL B BSY	BSY	111,872	$3.3m0.30%	0.30%	Added +31.2k	+31,189 38.7%
59	INNOSPEC INC COM IOSP	IOSP	40,870	$3.3m0.30%	0.30%	Added +99	+99 0.2%
60	AMENTUM HOLDINGS INC COM AMTM	AMTM	160,876	$3.3m0.30%	0.30%	Added +138.1k	+138,061 605.1%
61	MERITAGE HOMES CORP COM MTH	MTH	39,467	$3.3m0.29%	0.29%	Reduced -47.0k	-47,029 -54.4%
62	STANDARDAERO INC COM SARO	SARO	110,579	$3.3m0.29%	0.29%	Reduced -49.3k	-49,311 -30.8%
63	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	6,052	$3.3m0.29%	0.29%	Reduced -5.2k	-5,209 -46.3%
64	CHUBB LIMITED COM CB	CB	9,602	$3.3m0.29%	0.29%	New
65	SNAP ON INC COM SNA	SNA	8,084	$3.3m0.29%	0.29%	Reduced -2.3k	-2,284 -22.0%
66	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	13,474	$3.2m0.29%	0.29%	Reduced -2.7k	-2,670 -16.5%
67	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	41,284	$3.2m0.29%	0.29%	New
68	SMITH A O CORP COM AOS	AOS	51,399	$3.2m0.29%	0.29%	New
69	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	7,737	$3.2m0.29%	0.29%	New
70	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	55,638	$3.2m0.29%	0.29%	Reduced -68.9k	-68,887 -55.3%
71	INTERFACE INC COM TILE	TILE	88,515	$3.2m0.28%	0.28%	Added +9.4k	+9,416 11.9%
72	MARVELL TECHNOLOGY INC COM MRVL	MRVL	10,628	$3.2m0.28%	0.28%	New
73	ADTALEM GLOBAL ED INC COM CVSA	CVSA	25,391	$3.2m0.28%	0.28%	Added +3.6k	+3,588 16.5%
74	DELTA AIR LINES INC DEL COM NEW DAL	DAL	33,454	$3.1m0.28%	0.28%	Added +27.3k	+27,340 447.2%
75	ARMSTRONG WORLD INDS INC NEW COM AWI	AWI	19,182	$3.1m0.27%	0.27%	Added +13.8k	+13,806 256.8%
76	FRANKLIN ELEC INC COM FELE	FELE	28,478	$3.1m0.27%	0.27%	Reduced -2.0k	-1,978 -6.5%
77	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	52,916	$3.0m0.27%	0.27%	Added +12.9k	+12,890 32.2%
78	AMERICAN FINL GROUP INC OHIO COM AFG	AFG	21,555	$3.0m0.27%	0.27%	Reduced -2.5k	-2,533 -10.5%
79	KODIAK SCIENCES INC COM KOD	KOD	76,843	$3.0m0.27%	0.27%	Reduced -113.9k	-113,930 -59.7%
80	AEBI SCHMIDT HLDG AG COM AEBI	AEBI	238,015	$3.0m0.27%	0.27%	Added +12.2k	+12,166 5.4%
81	CASELLA WASTE SYS INC CL A CWST	CWST	30,778	$3.0m0.27%	0.27%	Reduced -21.6k	-21,581 -41.2%
82	UNIVERSAL HEALTH RLTY INCOME SH BEN INT UHT	UHT	67,302	$3.0m0.26%	0.26%	Added +57.4k	+57,399 579.6%
83	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	3,050	$2.9m0.26%	0.26%	New
84	ERASCA INC COM ERAS	ERAS	159,811	$2.9m0.26%	0.26%	Reduced -185.8k	-185,776 -53.8%
85	KROGER CO COM KR	KR	52,123	$2.9m0.26%	0.26%	New
86	AMERICAN PUB ED INC COM APEI	APEI	53,680	$2.9m0.26%	0.26%	Reduced -14.1k	-14,071 -20.8%
87	PROCTER AND GAMBLE CO COM PG	PG	19,581	$2.9m0.26%	0.26%	New
88	API GROUP CORP COM STK APG	APG	67,799	$2.9m0.26%	0.26%	New
89	IMMUNOVANT INC COM IMVT	IMVT	74,171	$2.9m0.25%	0.25%	New
90	HORIZON BANCORP INC COM HBNC	HBNC	142,466	$2.8m0.25%	0.25%	Reduced -12.3k	-12,258 -7.9%
91	ANALOG DEVICES INC COM ADI	ADI	7,163	$2.8m0.25%	0.25%	Added +1.8k	+1,774 32.9%
92	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	160,318	$2.8m0.25%	0.25%	Reduced -318.2k	-318,167 -66.5%
93	PULTE GROUP INC COM PHM	PHM	20,621	$2.8m0.25%	0.25%	Added +13.7k	+13,685 197.3%
94	APPLOVIN CORP COM CL A APP	APP	5,491	$2.8m0.25%	0.25%	New
95	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	40,519	$2.8m0.25%	0.25%	Reduced -2.7k	-2,708 -6.3%
96	FIRST MERCHANTS CORP COM FRME	FRME	64,208	$2.8m0.25%	0.25%	Added +4.8k	+4,804 8.1%
97	INHIBRX BIOSCIENCES INC COM INBX	INBX	29,594	$2.8m0.25%	0.25%	Added +3.1k	+3,089 11.7%
98	CRANE NXT CO COM CXT	CXT	54,701	$2.8m0.25%	0.25%	Reduced -8.3k	-8,314 -13.2%
99	HF SINCLAIR CORP COM DINO	DINO	39,746	$2.8m0.25%	0.25%	Added +21.2k	+21,244 114.8%
100	ITT INC COM ITT	ITT	13,949	$2.8m0.25%	0.25%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BIO-TECHNE CORP TECH	TECH	319,316	$16.7m319.3k shares
SCOTTS MIRACLE-GRO CO SMG	SMG	173,347	$10.5m173.3k shares
WEX INC WEX	WEX	56,949	$8.7m56.9k shares
BLOCK H & R INC HRB	HRB	273,466	$8.7m273.5k shares
ALASKA AIR GROUP INC ALK	ALK	229,238	$8.4m229.2k shares
CACTUS INC WHD	WHD	163,868	$7.8m163.9k shares
RESIDEO TECHNOLOGIES INC REZI	REZI	229,613	$7.7m229.6k shares
COEUR MNG INC CDE	CDE	408,502	$7.7m408.5k shares
CONSTELLATION BRANDS INC STZ	STZ	48,750	$7.3m48.8k shares
PERFORMANCE FOOD GROUP CO PFGC	PFGC	85,229	$7.3m85.2k shares
CENTERPOINT ENERGY INC CNP	CNP	164,040	$7.1m164.0k shares
BURLINGTON STORES INC BURL	BURL	21,359	$6.9m21.4k shares
CSX CORP CSX	CSX	154,032	$6.3m154.0k shares
CENTESSA PHARMACEUTICALS PLC		158,509	$6.3m158.5k shares
JBS N.V. JBS	JBS	344,630	$6.2m344.6k shares
S&P GLOBAL INC SPGI	SPGI	14,342	$6.1m14.3k shares
VISHAY INTERTECHNOLOGY INC VSH	VSH	323,090	$5.8m323.1k shares
PROASSURANCE CORP PRA	PRA	230,051	$5.7m230.1k shares
ISHARES TR IWM	IWM	22,645	$5.6m22.6k shares
GENERAL MTRS CO GM	GM	75,155	$5.6m75.2k shares
THERMON GROUP HLDGS INC		111,077	$5.6m111.1k shares
ARROW ELECTRS INC ARW	ARW	37,627	$5.4m37.6k shares
COMMSCOPE HLDG CO INC VISN	VISN	293,321	$5.3m293.3k shares
BLACKSTONE INC BX	BX	45,877	$5.3m45.9k shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	45,496	$5.2m45.5k shares