StockDriftsStockDriftsTop 50 Atom Investors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 2.87% | 67.0K | $40.1M | +0.00%(+0) | $619.76(+10.50%) | 2026-03-31 | |
| TECH | BIO-TECHNE CORP | 1.19% | 319.3K | $16.7M | -9.20%(-32.36K) | $57.22(+23.79%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 0.84% | 12.0K | $11.7M | new | $859.18(+16.63%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 0.82% | 37.2K | $11.5M | +417.90%(+29.99K) | $306.38(+17.65%) | 2026-03-31 | |
| SMG | SCOTTS MIRACLE-GRO CO | 0.75% | 173.3K | $10.5M | +52.07%(+59.36K) | $58.40(+17.89%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.73% | 49.1K | $10.2M | +225.04%(+33.99K) | $205.81(+17.91%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.72% | 57.4K | $10.0M | +82.47%(+25.92K) | $138.10(+41.08%) | 2026-03-31 | |
| LKQ | LKQ CORP | 0.7% | 335.1K | $9.8M | +66.75%(+134.13K) | $32.09(-17.28%) | 2026-03-31 | |
| CSL | CARLISLE COS INC | 0.66% | 27.7K | $9.2M | +35.18%(+7.21K) | $351.83(+4.23%) | 2026-03-31 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 0.65% | 107.8K | $9.0M | -40.75%(-74.11K) | $36.49(+158.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.05% |
| Top 20 Holdings Unweighted | +15.57% | +54.38% |
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