Atom Investors LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.1T

Holdings

587

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (587 positions)

StockValue
FTSFORTIS INC
$3.1B
ETSYETSY INC
$3.1B
SWIMLATHAM GROUP INC
$3.1B
AZNASTRAZENECA PLC
$3.0B
GSKGSK PLC
$3.0B
SNYSANOFI
$3.0B
MATVMATIV HOLDINGS INC
$3.0B
BHPBHP GROUP LTD
$3.0B
AMEDAMEDISYS INC
$3.0B
DOCSDOXIMITY INC
$2.9B
FBINFORTUNE BRANDS INNOVATIONS I
$2.9B
RHCRH PLC
$2.9B
OLLIOLLIES BARGAIN OUTLET HLDGS
$2.9B
GLNGGOLAR LNG LTD
$2.9B
VSATVIASAT INC
$2.9B
PINCPREMIER INC
$2.8B
CHDCHURCH & DWIGHT CO INC
$2.8B
PFEPFIZER INC
$2.7B
TSEMTOWER SEMICONDUCTOR LTD
$2.7B
LEVILEVI STRAUSS & CO NEW
$2.7B
AMZNAMAZON COM INC
$2.7B
CNPCENTERPOINT ENERGY INC
$2.7B
CAVACAVA GROUP INC
$2.7B
XLUSELECT SECTOR SPDR TR
$2.6B
INDAISHARES TR
$2.6B
VTOLBRISTOW GROUP INC
$2.6B
CPBTHE CAMPBELLS COMPANY
$2.6B
ORICORIC PHARMACEUTICALS INC
$2.6B
XLKSELECT SECTOR SPDR TR
$2.6B
OMFONEMAIN HLDGS INC
$2.5B
LF2PACIFIC PREMIER BANCORP
$2.5B
IGVISHARES TR
$2.5B
JLLJONES LANG LASALLE INC
$2.5B
SMHVANECK ETF TRUST
$2.4B
BMYBRISTOL-MYERS SQUIBB CO
$2.4B
KWEBKRANESHARES TRUST
$2.4B
CINFCINCINNATI FINL CORP
$2.4B
XPOXPO INC
$2.4B
OGM1COGENT COMMUNICATIONS HLDGS
$2.4B
ASNDASCENDIS PHARMA A/S
$2.3B
TXRHTEXAS ROADHOUSE INC
$2.3B
GDGENERAL DYNAMICS CORP
$2.3B
AWRAMER STATES WTR CO
$2.3B
AJGGALLAGHER ARTHUR J & CO
$2.2B
EHABENHABIT INC
$2.2B
ON1OLD NATL BANCORP IND
$2.2B
CRMTAMERICAS CAR-MART INC
$2.2B
HIMSHIMS & HERS HEALTH INC
$2.2B
BRK-BBERKSHIRE HATHAWAY INC DEL
$2.2B
WTTRSELECT WATER SOLUTIONS INC
$2.2B
MGAMAGNA INTL INC
$2.2B
PAHUSDELEMENT SOLUTIONS INC
$2.2B
HNIHNI CORP
$2.2B
NYTNEW YORK TIMES CO
$2.1B
DHRDANAHER CORPORATION
$2.1B
AEBAALLETE INC
$2.1B
TRVTRAVELERS COMPANIES INC
$2.1B
HONHONEYWELL INTL INC
$2.1B
PRDOPERDOCEO ED CORP
$2.0B
ETNBGBP89BIO INC
$2.0B
MSCIMSCI INC
$2.0B
VLTOVERALTO CORP
$2.0B
BROBROWN & BROWN INC
$2.0B
AVGOBROADCOM INC
$2.0B
FCFSFIRSTCASH HOLDINGS INC
$2.0B
VRTVERTIV HOLDINGS CO
$2.0B
AEEAMEREN CORP
$1.9B
METAMETA PLATFORMS INC
$1.9B
ULUNILEVER PLC
$1.9B
SAMBOSTON BEER INC
$1.9B
AVTAVNET INC
$1.9B
KBESPDR SERIES TRUST
$1.9B
CYBRCYBERARK SOFTWARE LTD
$1.9B
DEODIAGEO PLC
$1.8B
NUVLNUVALENT INC
$1.8B
GSHDGOOSEHEAD INS INC
$1.8B
WMSADVANCED DRAIN SYS INC DEL
$1.8B
INRINFINITY NAT RES INC
$1.8B
PZZAPAPA JOHNS INTL INC
$1.8B
GVAGRANITE CONSTR INC
$1.7B
ALKALASKA AIR GROUP INC
$1.7B
AGSPLAYAGS INC
$1.7B
ACHCACADIA HEALTHCARE COMPANY IN
$1.7B
ARKGARK ETF TR
$1.7B
MCXMCCORMICK & CO INC
$1.7B
MNROMONRO INC
$1.7B
BUDANHEUSER BUSCH INBEV SA/NV
$1.6B
DGDOLLAR GEN CORP NEW
$1.6B
AHRAMERICAN HEALTHCARE REIT INC
$1.6B
EAELECTRONIC ARTS INC
$1.6B
PLOWDOUGLAS DYNAMICS INC
$1.6B
AMBAAMBARELLA INC
$1.6B
ECVTECOVYST INC
$1.6B
ARKKARK ETF TR
$1.6B
SONYSONY GROUP CORP
$1.5B
JNPJUNIPER NETWORKS INC
$1.5B
HUBGHUB GROUP INC
$1.5B
CURBCURBLINE PPTYS CORP
$1.5B
CLVTRIP COM GROUP LTD
$1.5B
VRNAVERONA PHARMA PLC
$1.5B
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