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ATOM INVESTORS LP Information

3711 S MOPAC EXPY, AUSTIN, Texas, 78746, (737) 808-4595

Report Date: 03/31/2019

Position Statistics

Total Positions 785
New Positions 278
Increased Positions 351
Decreased Positions 434
Positions with Activity 785
Sold Out Positions 297
Total Mkt Value (in $ millions) 1,180

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 2.72%
Basic Materials 4.56%
Industrials 9.31%
Consumer Cyclicals 20.39%
Consumer Non-Cyclicals 2.93%
Financials 15.21%
Healthcare 13.93%
Technology 27.13%
Telecommunication Services 0.17%
Utilities 3.6%

785 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 31,808 9,780 44.40 169,663
AMAZON COM INC COM 30,100 7,022 30.43 15,769
COMCAST CORP NEW CL A 27,523 7,206 35.47 638,004
DISNEY WALT CO COM DISNEY 24,749 16,143 187.56 175,628
UNITED CONTL HLDGS INC COM 21,594 7,137 49.37 243,565
ALPHABET INC CAP STK CL A 21,501 4,801 28.75 19,467
ATHENE HLDG LTD CL A 20,581 6,604 47.25 477,293
MASTERCARD INC CL A 20,122 444 2.26 77,431
CBS CORP NEW CL B 18,817 1,992 11.84 378,311
VISA INC COM CL A 18,665 77 .42 109,353
MICROSOFT CORP COM 17,591 -3,477 (16.5) 129,642
VERACYTE INC COM 16,683 2,799 20.16 588,888
SPDR SERIES TRUST S&P REGL BKG 14,917 14,917 New 285,004
LINDE PLC SHS 14,721 -1,763 (10.69) 73,388
UNITED RENTALS INC COM 14,513 8,950 160.92 114,924
SPDR SERIES TRUST S&P HOMEBUILD 14,406 14,406 New 350,244
ALPHABET INC CAP STK CL C 14,061 5,602 66.22 12,756
VISHAY PRECISION GROUP INC COM 13,924 -416 (2.9) 360,171
MARTIN MARIETTA MATLS INC COM 13,253 13,253 New 59,640
PTC THERAPEUTICS INC COM 12,804 4,288 50.35 298,451