Atom Investors
Atom Investors reported 818 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VOO (4.1%), VTRS (1.0%) and INTC (0.9%). Compared with Q1 2026, the fund opened new positions in HPE, EWZ and VSEC, added to VTRS, INTC and RYTM, trimmed VOO, AMAT and AVGO and sold out of TECH, SMG and WEX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $46M | 4.1% | 67K | −69 (−0%) | 3 of 8 | |
| 2 |  VTRS Viatris Inc | $11.2M | 1.0% | 706K | +599K (+561%) | 5 of 8 | |
| 3 |  INTC Intel Corp | $10.6M | 0.9% | 76K | +55K (+262%) | 4 of 8 | |
| 4 |  HPE Hewlett Packard Enterprise C | $9.7M | 0.9% | 215K | New position | 1 of 8 | |
| 5 |  RYTM Rhythm Pharmaceuticals Inc | $8.2M | 0.7% | 73K | +16K (+29%) | 6 of 8 | |
| 6 |  ESAB Esab Corporation | $8.1M | 0.7% | 82K | +58K (+238%) | 3 of 8 | |
| 7 |  EWZ Ishares Inc | $8.1M | 0.7% | 235K | New position | 2 of 8 | |
| 8 |  GXO Gxo Logistics Inc | $8M | 0.7% | 157K | +48K (+44%) | 3 of 8 | |
| 9 |  AMAT Applied Matls Inc | $7M | 0.6% | 9,715 | −9,537 (−50%) | 7 of 8 | |
| 10 |  AVGO Broadcom Inc | $6.8M | 0.6% | 18K | −19K (−51%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TECH Bio-Techne Corp | $16.7M | 319K |
 SMG Scotts Miracle-Gro Co | $10.5M | 173K |
 WEX Wex Inc | $8.7M | 57K |
 HRB Block H & R Inc | $8.7M | 273K |
 ALK Alaska Air Group Inc | $8.4M | 229K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Atom Investors 13F FAQ
What does Atom Investors own?
Atom Investors reported 818 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VOO (4.1%), VTRS (1.0%) and INTC (0.9%). The table above lists every position in the filing (the top 10 without an account).
What did Atom Investors buy and sell in Q2 2026?
Compared with Q1 2026: 418 new positions, 144 added to, 252 trimmed and 241 sold out. New positions include HPE, EWZ and VSEC. It sold all of TECH, SMG and WEX.
When will Atom Investors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Atom Investors's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.