ATOM INVESTORS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FICO | 3K | $4.66M |
 | NEE | 3K | $235.15K |
 | EMR | 3K | $402.33K |
 | PANW | 3K | $594.16K |
 | ORCL | 3K | $798.16K |
 | RTX | 3K | $469.03K |
 | CMS | 3K | $201.98K |
 | MCK | 3K | $2.12M |
 | CPK | 3K | $369.05K |
 | HD | 3K | $1.11M |
 | COP | 3K | $258.42K |
 | FSLR | 3K | $597.42K |
 | LCII | 3K | $251.41K |
 | BDC | 3K | $324.25K |
 | OKTA | 3K | $245.30K |
 | HCA | 3K | $1.12M |
 | PNC | 2K | $499.91K |
 | CDTX | 2K | $233.27K |
 | MDT | 2K | $223.34K |
 | DIS | 2K | $263.69K |
Fair Isaac Corporation
FICO
Shares Held
3K
Value
$4.66M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$235.15K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$402.33K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$594.16K
Oracle Corporation
ORCL
Shares Held
3K
Value
$798.16K
RTX Corporation
RTX
Shares Held
3K
Value
$469.03K
CMS Energy Corporation
CMS
Shares Held
3K
Value
$201.98K
McKesson Corporation
MCK
Shares Held
3K
Value
$2.12M
Chesapeake Utilities Corporation
CPK
Shares Held
3K
Value
$369.05K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.11M
ConocoPhillips
COP
Shares Held
3K
Value
$258.42K
First Solar, Inc.
FSLR
Shares Held
3K
Value
$597.42K
LCI Industries
LCII
Shares Held
3K
Value
$251.41K
Belden Inc.
BDC
Shares Held
3K
Value
$324.25K
Okta, Inc.
OKTA
Shares Held
3K
Value
$245.30K
HCA Healthcare, Inc.
HCA
Shares Held
3K
Value
$1.12M
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$499.91K
Cidara Therapeutics, Inc.
CDTX
Shares Held
2K
Value
$233.27K
Medtronic plc
MDT
Shares Held
2K
Value
$223.34K
The Walt Disney Company
DIS
Shares Held
2K
Value
$263.69K