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Atom Investors LP · 13F 持仓分析
期权收益计算器 机构排行

Atom Investors LP

No.2568 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.24亿
环比变动 Q1 2026
-$2.72亿-19.5%
持仓股票数
818
新买入
416
加仓
146
减仓
253
清仓
239
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
4.09%2.87%$4,599.7万6.7万股$4,006.0万6.7万股-69股-0.10%减仓
VIATRISVTRS
1%0.1%$1,120.6万70.6万股$144.2万10.7万股+59.9万股+560.93%加仓
英特尔INTC
0.94%0.07%$1,061.4万7.6万股$92.6万2.1万股+5.5万股+262.27%加仓
慧与HPEHPE
0.86%$971.1万21.5万股$00股+21.5万股新买入
RHYTHM PHARMACEUTICALSRYTM
0.73%0.35%$815.7万7.3万股$495.7万5.7万股+1.6万股+28.89%加仓
EESABESAB
0.72%0.17%$812.8万8.2万股$235.4万2.4万股+5.8万股+238.42%加仓
IiShares安硕EWZ
0.72%$810.0万23.5万股$00股+23.5万股新买入
GXO LOGISTICS INCORPORATEDGXO
0.71%0.41%$795.3万15.7万股$566.1万10.9万股+4.8万股+43.68%加仓
应用材料AMAT
0.62%0.47%$702.4万9,715股$658.0万1.9万股-9,537股-49.54%减仓
博通AVGO
0.61%0.82%$682.2万1.8万股$1,150.4万3.7万股-1.9万股-51.41%减仓
英伟达NVDA
0.6%0.72%$678.3万3.4万股$1,000.3万5.7万股-2.3万股-40.89%减仓
VVSEVSEC
0.58%$648.6万2.8万股$00股+2.8万股新买入
苹果AAPL
0.56%$631.2万2.2万股$00股+2.2万股新买入
IIMMUNOMEIMNM
0.56%0.48%$630.4万29.7万股$671.1万30.7万股-9,391股-3.06%减仓
JJBT MARELJBTM
0.55%$616.1万4.2万股$00股+4.2万股新买入
威瑞信VRSN
0.54%0.11%$611.1万2.4万股$147.8万5,951股+1.8万股+308.22%加仓
EquinixEQIX
0.53%0.84%$595.6万5,714股$1,171.8万1.2万股-6,240股-52.20%减仓
I景顺交易所交易基金信托RSP
0.53%$590.7万2.8万股$00股+2.8万股新买入
家得宝HD
0.52%$588.4万1.7万股$00股+1.7万股新买入
UULTRAGENYX PHARMACEUTICAL INRARE
0.51%0.14%$573.5万17.2万股$196.1万9.4万股+7.8万股+83.47%加仓
GRACOGGG
0.5%$566.9万7.5万股$00股+7.5万股新买入
AMETEK COMAME
0.49%0.22%$553.8万2.3万股$302.0万1.4万股+8,802股+62.47%加仓
微软MSFT
0.48%0.3%$543.8万1.5万股$413.4万1.1万股+3,412股+30.55%加仓
TTTM TECHNOLOGIESTTMI
0.48%0.06%$540.6万2.9万股$81.7万8,391股+2.1万股+244.51%加仓
亚马逊AMZN
0.48%0.73%$539.7万2.3万股$1,022.5万4.9万股-2.6万股-53.88%减仓
AAlphabet Inc Class CGOOG
0.48%0.31%$537.0万1.5万股$439.4万1.5万股-121股-0.79%减仓
ZZETA GLOBALZETA
0.46%$519.7万26.4万股$00股+26.4万股新买入
SILGANSLGN
0.44%$497.9万10.7万股$00股+10.7万股新买入
FERGUSON ENTERPRISESFERG
0.44%$497.6万2.1万股$00股+2.1万股新买入
SSEMTECHSMTC
0.43%0.04%$486.6万3.0万股$57.3万7,456股+2.3万股+303.22%加仓
美光科技MU
0.42%$469.6万4,068股$00股+4,068股新买入
雅培ABT
0.41%0.15%$455.3万5.0万股$214.7万2.1万股+2.9万股+139.96%加仓
LINCOLN ELECLECO
0.4%0.29%$448.9万1.7万股$402.1万1.6万股+766股+4.75%加仓
泛林集团LRCX
0.37%$413.2万9,535股$00股+9,535股新买入
爱迪生联合电气ED
0.35%0.07%$394.5万3.6万股$100.9万8,913股+2.7万股+300.06%加仓
MCGRATH RENTCORPMGRC
0.34%$387.5万3.2万股$00股+3.2万股新买入
LOWES COS COMLOW
0.34%$387.3万1.8万股$00股+1.8万股新买入
万事达MA
0.34%$380.5万7,408股$00股+7,408股新买入
NNATIONAL PRESTO INDSNPK
0.34%0.28%$379.8万3.0万股$390.7万2.9万股+1,875股+6.58%加仓
HHNIHNI
0.34%0.16%$379.4万9.4万股$220.6万6.6万股+2.8万股+42.08%加仓
RRELIANCERS
0.33%0.64%$374.5万1.0万股$887.3万2.9万股-1.9万股-65.67%减仓
SUPERNUS PHARMACEUTICALSSUPN
0.33%0.17%$371.8万8.0万股$236.5万4.6万股+3.4万股+74.73%加仓
GGILEAD SCIENCES COMGILD
0.33%$366.7万2.9万股$00股+2.9万股新买入
DDIANTHUS THERAPEUTICSDNTH
0.32%0.65%$362.9万3.7万股$904.3万10.8万股-7.1万股-65.45%减仓
CORE & MAINCNM
0.32%0.03%$360.9万7.5万股$35.5万7,185股+6.8万股+941.07%加仓
CELCUITYCELC
0.32%0.62%$360.8万3.4万股$871.1万7.6万股-4.2万股-54.81%减仓
百事可乐PEP
0.32%$356.7万2.6万股$00股+2.6万股新买入
SYNDAX PHARMACEUTICALSSNDX
0.32%0.26%$355.3万16.3万股$364.3万15.6万股+6,559股+4.21%加仓
NNRG ENERGYNRG
0.31%0.49%$353.2万2.4万股$685.6万4.7万股-2.3万股-48.45%减仓
MALIBU BOATSMBUU
0.31%0.43%$349.4万12.7万股$601.0万23.2万股-10.4万股-45.07%减仓

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