Atom Investors LP Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.5T
Holdings
389
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (389 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —CBS CORP NEW | 723,188 | $36.1B | 2.35% | |
| 2 | AMZNAMAZON COM INC | 16,227 | $30.7B | 2.00% | |
| 3 | CMCSACOMCAST CORP NEW | 650,128 | $27.5B | 1.79% | |
| 4 | —ALLERGAN PLC | 154,452 | $25.9B | 1.68% | |
| 5 | DISDISNEY WALT CO | 181,035 | $25.3B | 1.65% | |
| 6 | VVISA INC | 142,539 | $24.7B | 1.61% | |
| 7 | METAFACEBOOK INC | 126,962 | $24.5B | 1.60% | |
| 8 | CRMSALESFORCE COM INC | 153,419 | $23.3B | 1.52% | |
| 9 | AYXEURALTERYX INC | 213,268 | $23.3B | 1.52% | |
| 10 | MAMASTERCARD INC | 82,784 | $21.9B | 1.43% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 139,550 | $20.4B | 1.33% | |
| 12 | MSFTMICROSOFT CORP | 142,273 | $19.1B | 1.24% | |
| 13 | TWLOTWILIO INC | 133,712 | $18.2B | 1.19% | |
| 14 | LINLINDE PLC | 89,231 | $17.9B | 1.17% | |
| 15 | TWTRUSDTWITTER INC | 479,679 | $16.7B | 1.09% | |
| 16 | GSGOLDMAN SACHS GROUP INC | 80,298 | $16.4B | 1.07% | |
| 17 | JPMJPMORGAN CHASE & CO | 138,338 | $15.5B | 1.01% | |
| 18 | URIUNITED RENTALS INC | 113,056 | $15.0B | 0.98% | |
| 19 | —PLURALSIGHT INC | 485,267 | $14.7B | 0.96% | |
| 20 | AMRNAMARIN CORP PLC | 725,014 | $14.1B | 0.92% | |
| 21 | VPGVISHAY PRECISION GROUP INC | 342,841 | $13.9B | 0.91% | |
| 22 | STRASTRATEGIC ED INC | 77,646 | $13.8B | 0.90% | |
| 23 | OKTAOKTA INC | 102,857 | $12.7B | 0.83% | |
| 24 | —HEALTH INS INNOVATIONS INC | 483,865 | $12.5B | 0.82% | |
| 25 | IM8NINSMED INC | 486,975 | $12.5B | 0.81% | |
| 26 | MDBMONGODB INC | 81,525 | $12.4B | 0.81% | |
| 27 | GOOGLALPHABET INC | 11,361 | $12.3B | 0.80% | |
| 28 | RVLVREVOLVE GROUP INC | 345,752 | $11.9B | 0.78% | |
| 29 | IGTINTERNATIONAL GAME TECHNOLOG | 904,214 | $11.7B | 0.76% | |
| 30 | MDLZMONDELEZ INTL INC | 216,797 | $11.7B | 0.76% | |
| 31 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 220,819 | $11.6B | 0.76% | Call |
| 32 | BABAALIBABA GROUP HLDG LTD | 66,830 | $11.3B | 0.74% | |
| 33 | LNGCHENIERE ENERGY INC | 163,996 | $11.2B | 0.73% | |
| 34 | NOANORTH AMERN CONSTR GROUP LTD | 1,033,749 | $11.2B | 0.73% | |
| 35 | SHWSHERWIN WILLIAMS CO | 24,306 | $11.1B | 0.73% | |
| 36 | —LIMELIGHT NETWORKS INC | 3,958,754 | $10.7B | 0.70% | |
| 37 | YUMYUM BRANDS INC | 96,185 | $10.6B | 0.69% | |
| 38 | XYZSQUARE INC | 146,273 | $10.6B | 0.69% | |
| 39 | MLMMARTIN MARIETTA MATLS INC | 45,011 | $10.4B | 0.67% | |
| 40 | NYTNEW YORK TIMES CO | 314,896 | $10.3B | 0.67% | |
| 41 | HCQAMN HEALTHCARE SERVICES INC | 187,601 | $10.2B | 0.66% | |
| 42 | MCHPMICROCHIP TECHNOLOGY INC | 115,945 | $10.1B | 0.65% | |
| 43 | BRK-BBERKSHIRE HATHAWAY INC DEL | 31 | $9.9B | 0.64% | |
| 44 | GOOGALPHABET INC | 9,044 | $9.8B | 0.64% | |
| 45 | VWOVANGUARD INTL EQUITY INDEX F | 226,186 | $9.6B | 0.63% | |
| 46 | TJXTJX COS INC NEW | 181,583 | $9.6B | 0.63% | |
| 47 | INGNINOGEN INC | 141,475 | $9.4B | 0.62% | |
| 48 | —ATHENE HLDG LTD | 217,941 | $9.4B | 0.61% | |
| 49 | SUSUNCOR ENERGY INC NEW | 284,615 | $8.9B | 0.58% | |
| 50 | NFLXNETFLIX INC | 24,117 | $8.9B | 0.58% | |
| 51 | DPZDOMINOS PIZZA INC | 31,770 | $8.8B | 0.58% | |
| 52 | VMIVALMONT INDS INC | 67,795 | $8.6B | 0.56% | |
| 53 | QUREUNIQURE NV | 108,507 | $8.5B | 0.55% | |
| 54 | WINGWINGSTOP INC | 89,096 | $8.4B | 0.55% | |
| 55 | COUPEURCOUPA SOFTWARE INC | 65,773 | $8.3B | 0.54% | |
| 56 | CDZICADIZ INC | 736,759 | $8.3B | 0.54% | |
| 57 | QSRRESTAURANT BRANDS INTL INC | 118,569 | $8.2B | 0.54% | |
| 58 | RYAAYRYANAIR HLDGS PLC | 127,738 | $8.2B | 0.53% | |
| 59 | AANUSDAARONS INC | 130,193 | $8.0B | 0.52% | |
| 60 | —MEDICINES CO | 218,143 | $8.0B | 0.52% | |
| 61 | EEFTEURONET WORLDWIDE INC | 46,457 | $7.8B | 0.51% | |
| 62 | ZBHZIMMER BIOMET HLDGS INC | 65,117 | $7.7B | 0.50% | |
| 63 | HNGRUSDHANGER INC | 396,470 | $7.6B | 0.49% | |
| 64 | KOCOCA COLA CO | 147,802 | $7.5B | 0.49% | |
| 65 | EVBGEUREVERBRIDGE INC | 83,806 | $7.5B | 0.49% | |
| 66 | SKAASKECHERS U S A INC | 229,585 | $7.2B | 0.47% | |
| 67 | SAVESPIRIT AIRLS INC | 151,368 | $7.2B | 0.47% | |
| 68 | AERIEURAERIE PHARMACEUTICALS INC | 244,145 | $7.2B | 0.47% | |
| 69 | ANFABERCROMBIE & FITCH CO | 443,379 | $7.1B | 0.46% | |
| 70 | PGPROCTER AND GAMBLE CO | 64,311 | $7.1B | 0.46% | |
| 71 | WHWYNDHAM HOTELS & RESORTS INC | 126,463 | $7.0B | 0.46% | |
| 72 | CSXCSX CORP | 86,769 | $6.7B | 0.44% | |
| 73 | —PORTOLA PHARMACEUTICALS INC | 245,181 | $6.7B | 0.43% | |
| 74 | RLRALPH LAUREN CORP | 57,642 | $6.5B | 0.43% | |
| 75 | NBISYANDEX N V | 170,000 | $6.5B | 0.42% | |
| 76 | —AQUA AMERICA INC | 155,203 | $6.4B | 0.42% | |
| 77 | PEPPEPSICO INC | 48,567 | $6.4B | 0.41% | |
| 78 | —EXTERRAN CORP | 444,858 | $6.3B | 0.41% | |
| 79 | PANWPALO ALTO NETWORKS INC | 31,007 | $6.3B | 0.41% | |
| 80 | BHCBAUSCH HEALTH COS INC | 250,000 | $6.3B | 0.41% | |
| 81 | SA2DSANDRIDGE ENERGY INC | 899,038 | $6.2B | 0.41% | |
| 82 | STOKSTOKE THERAPEUTICS INC | 199,513 | $5.8B | 0.38% | |
| 83 | IOVAIOVANCE BIOTHERAPEUTICS INC | 236,336 | $5.8B | 0.38% | |
| 84 | NKENIKE INC | 68,816 | $5.8B | 0.38% | |
| 85 | JECUSDJACOBS ENGR GROUP INC | 66,697 | $5.6B | 0.37% | |
| 86 | BMRNBIOMARIN PHARMACEUTICAL INC | 65,304 | $5.6B | 0.36% | |
| 87 | HANHAWAIIAN HOLDINGS INC | 203,650 | $5.6B | 0.36% | |
| 88 | BIIBBIOGEN INC | 23,119 | $5.4B | 0.35% | |
| 89 | SNAPSNAP INC | 375,000 | $5.4B | 0.35% | |
| 90 | CMGCHIPOTLE MEXICAN GRILL INC | 7,219 | $5.3B | 0.34% | |
| 91 | SONYSONY CORP | 100,000 | $5.2B | 0.34% | |
| 92 | HUMHUMANA INC | 19,722 | $5.2B | 0.34% | |
| 93 | —INDEPENDENCE HLDG CO NEW | 133,944 | $5.2B | 0.34% | |
| 94 | HAEHAEMONETICS CORP | 43,087 | $5.2B | 0.34% | |
| 95 | GLDDGREAT LAKES DREDGE & DOCK CO | 469,549 | $5.2B | 0.34% | |
| 96 | SFIXSTITCH FIX INC | 161,705 | $5.2B | 0.34% | Call |
| 97 | UAAUNDER ARMOUR INC | 203,672 | $5.2B | 0.34% | |
| 98 | JDJD COM INC | 170,000 | $5.1B | 0.34% | |
| 99 | PINSPINTEREST INC | 186,336 | $5.1B | 0.33% | |
| 100 | UNHUNITEDHEALTH GROUP INC | 20,576 | $5.0B | 0.33% |
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