Atom Investors LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.3T

Holdings

584

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (584 positions)

StockValue
LBTYALIBERTY GLOBAL LTD
$1.5B
VRSNVERISIGN INC
$1.5B
ECVTECOVYST INC
$1.5B
TALOTALOS ENERGY INC
$1.4B
AROCARCHROCK INC
$1.4B
AVGOBROADCOM INC
$1.4B
TRUPTRUPANION INC
$1.4B
CAHCARDINAL HEALTH INC
$1.4B
EX9EXELIXIS INC
$1.4B
URBNURBAN OUTFITTERS INC
$1.4B
PKNREVVITY INC
$1.4B
ON1OLD NATL BANCORP IND
$1.4B
ESTCELASTIC N V
$1.4B
MCXMCCORMICK & CO INC
$1.3B
OHIOMEGA HEALTHCARE INVS INC
$1.3B
MRKMERCK & CO INC
$1.3B
MCHPMICROCHIP TECHNOLOGY INC.
$1.3B
RKTROCKET COS INC
$1.3B
LEGNLEGEND BIOTECH CORP
$1.3B
THRTHERMON GROUP HLDGS INC
$1.3B
PFEPFIZER INC
$1.2B
KRNTKORNIT DIGITAL LTD
$1.2B
MAAMID-AMER APT CMNTYS INC
$1.2B
CFRCULLEN FROST BANKERS INC
$1.2B
OSCROSCAR HEALTH INC
$1.2B
OTTROTTER TAIL CORP
$1.2B
SCHWSCHWAB CHARLES CORP
$1.2B
EPRTESSENTIAL PPTYS RLTY TR INC
$1.2B
ARWARROW ELECTRS INC
$1.2B
BIRKBIRKENSTOCK HOLDING PLC
$1.2B
AMHAMERICAN HOMES 4 RENT
$1.2B
PENNPENN ENTERTAINMENT INC
$1.1B
XOMEXXON MOBIL CORP
$1.1B
OCOWENS CORNING NEW
$1.1B
HCAHCA HEALTHCARE INC
$1.1B
TJXTJX COS INC NEW
$1.1B
ITBISHARES TR
$1.1B
REZIRESIDEO TECHNOLOGIES INC
$1.1B
HDHOME DEPOT INC
$1.1B
OPLNOPENLANE INC
$1.1B
HAEHAEMONETICS CORP MASS
$1.1B
USFDUS FOODS HLDG CORP
$1.1B
AIC3 AI INC
$1.1B
BAPCREDICORP LTD
$1.0B
DBXDROPBOX INC
$1.0B
SBCSABRA HEALTH CARE REIT INC
$1.0B
CATCATERPILLAR INC
$1.0B
FCXFREEPORT-MCMORAN INC
$1.0B
ALKALASKA AIR GROUP INC
$1.0B
RDNRADIAN GROUP INC
$1.0B
DTDYNATRACE INC
$1.0B
NPKNATIONAL PRESTO INDS INC
$985.9M
OPCHOPTION CARE HEALTH INC
$977.6M
CNPCENTERPOINT ENERGY INC
$975.4M
XHRXENIA HOTELS & RESORTS INC
$972.9M
WMTWALMART INC
$970.1M
KOCOCA COLA CO
$968.8M
TENBTENABLE HLDGS INC
$961.5M
RHLDRESOLUTE HLDGS MGMT INC
$953.9M
EDCONSOLIDATED EDISON INC
$949.8M
LINCLINCOLN EDL SVCS CORP
$943.2M
TMUST-MOBILE US INC
$939.8M
FHIFEDERATED HERMES INC
$919.9M
CRMTAMERICAS CAR-MART INC
$915.8M
ARIAPOLLO COML REAL EST FIN INC
$911.7M
MORNMORNINGSTAR INC
$896.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$891.4M
LMTLOCKHEED MARTIN CORP
$889.1M
SPGSIMON PPTY GROUP INC NEW
$887.9M
SITESITEONE LANDSCAPE SUPPLY INC
$884.2M
SEMSELECT MED HLDGS CORP
$879.6M
KMBKIMBERLY-CLARK CORP
$879.2M
GEFGREIF INC
$878.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$868.3M
PSXPHILLIPS 66
$867.4M
NVRNVR INC
$851.7M
KRNYKEARNY FINL CORP MD
$821.0M
RBCRBC BEARINGS INC
$814.1M
PRCTPROCEPT BIOROBOTICS CORP
$812.2M
OKEONEOK INC NEW
$811.9M
COFCAPITAL ONE FINL CORP
$799.5M
APHAMPHENOL CORP NEW
$798.6M
ORCLORACLE CORP
$798.2M
FOURSHIFT4 PMTS INC
$795.8M
SPHRSPHERE ENTERTAINMENT CO
$794.8M
FFICFLUSHING FINL CORP
$786.7M
CMGCHIPOTLE MEXICAN GRILL INC
$786.3M
CLFDCLEARFIELD INC
$778.5M
AWCAMERICAN WTR WKS CO INC NEW
$776.8M
BATRAATLANTA BRAVES HLDGS INC
$776.0M
PROPROS HOLDINGS INC
$771.6M
KMTKENNAMETAL INC
$759.7M
YETIYETI HLDGS INC
$753.0M
AONAON PLC
$750.2M
PSTLPOSTAL REALTY TRUST INC
$749.6M
NVTNVENT ELECTRIC PLC
$748.9M
CUBECUBESMART
$744.3M
ZGNERMENEGILDO ZEGNA N V
$742.6M
GOLFACUSHNET HLDGS CORP
$738.4M
ICEINTERCONTINENTAL EXCHANGE IN
$733.7M
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