ATOM INVESTORS LP

https://www.atomlp.com AUSTIN, TX Investment Advisor How do I update this listing?

Atom Investors is based out of Austin. Atom Investors is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $1,988,133,051 (Form ADV from 2019-03-29). Their last reported 13F filing for Q1 2019 included $1,181,549,000 in managed 13F securities and a top 10 holdings concentration of 18.32%. Atom Investors's largest holding is Facebook Inc with shares held of 169,663. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $1.182 Billion
  • Prior Market Value $1.016 Billion
  • New Purchases282 stocks
  • Additional Purchases73 stocks
  • Sold out of303 stocks
  • Reduced holdings in138 stocks
  • Top 10 Holdings % 18.32 %
  • Turnover % [1]:118.66%
  • Turnover Alt % [2]: 47.89 %
  • Time Held Top20:0.60 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.43 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 8.44%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ATOM INVESTORS LP
Classified as Hedge Fund
3711 S MOPAC EXPY, BUILDING ONE SUITE 100
AUSTIN TX    78746
Country: United States

Business Phone: (737) 808-4595
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 26
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 1,988,130,000
Total Number of Clients: 3
Amount of client funds and securities by related persons: 1,988,130,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ATOM INVESTORS LP

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
ATOM GP LLC GENERAL PARTNER 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP GENERAL PARTNER direct 2018-02-01
QUNIBI, BASIL CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER 02/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2018-02-01
ATOM INVESTORS LP MEMBER indirect 2018-02-01
CUNNINGHAM, JOHN, PAUL CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER 02/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WR CAPITAL MANAGEMENT L.P. EXECUTIVE VICE PRESIDENT direct 2004-10-01
WR CAPITAL MANAGEMENT L.P. PRESIDENT direct 2004-10-01
TWO SIGMA INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2010-09-01
TWO SIGMA ADVISERS, LLC CHIEF FINANCIAL OFFICER direct 2010-09-01
WR PLATFORM ADVISORS LP PARTNER indirect 2004-08-01
WR PLATFORM ADVISORS LP PARTNER direct 2010-02-01
CONATUS CAPITAL MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2016-01-01
FISHER, CRAIG, ANDREW GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITAL Z ACCESS MANAGEMENT, LLC GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAPITAL Z INVESTMENT PARTNERS, LLC GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAPITAL Z PARTNERS MANAGEMENT, LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2006-11-01
DGZ CAPITAL II, L.L.C. CHIEF COMPLIANCE OFFICER direct 2012-02-01
FUSION INVESTORS LLC LIMITED PARTNER 05/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP MANAGING MEMBER indirect 2018-02-01
ATOM INVESTORS LP LIMITED PARTNER direct 2018-05-01
FUSION INVESTORS LLC MANAGING MEMBER ATOM GP LLC 02/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP MANAGING MEMBER indirect 2018-02-01
ATOM INVESTORS LP LIMITED PARTNER direct 2018-05-01
QUNIBI, BASIL MEMBER FUSION INVESTORS LLC 02/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2018-02-01
ATOM INVESTORS LP MEMBER indirect 2018-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ATOM MASTER FUND L.P. Cayman Islands 805-3135368500 Hedge Fund 1,988,133,051 1,000,000 Master Fund

ATOM INVESTORS LP

ownership team - last updated 2018-06-15
Name Title Start Date Direct/Indirect % Ownership
ATOM GP LLC GENERAL PARTNER 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP GENERAL PARTNER direct 2018-02-01
QUNIBI, BASIL CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER 02/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2018-02-01
ATOM INVESTORS LP MEMBER indirect 2018-02-01
CUNNINGHAM, JOHN, PAUL CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WR CAPITAL MANAGEMENT L.P. EXECUTIVE VICE PRESIDENT direct 2004-10-01
WR CAPITAL MANAGEMENT L.P. PRESIDENT direct 2004-10-01
TWO SIGMA INVESTMENTS, LLC CHIEF FINANCIAL OFFICER direct 2010-09-01
TWO SIGMA ADVISERS, LLC CHIEF FINANCIAL OFFICER direct 2010-09-01
WR PLATFORM ADVISORS LP PARTNER indirect 2004-08-01
WR PLATFORM ADVISORS LP PARTNER direct 2010-02-01
CONATUS CAPITAL MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2016-01-01
FISHER, CRAIG, ANDREW GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITAL Z ACCESS MANAGEMENT, LLC GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAPITAL Z INVESTMENT PARTNERS, LLC GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER direct 2005-12-01
CAPITAL Z PARTNERS MANAGEMENT, LLC GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 2006-11-01
DGZ CAPITAL II, L.L.C. CHIEF COMPLIANCE OFFICER direct 2012-02-01
FUSION INVESTORS LLC LIMITED PARTNER 05/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP MANAGING MEMBER indirect 2018-02-01
ATOM INVESTORS LP LIMITED PARTNER direct 2018-05-01
FUSION INVESTORS LLC MANAGING MEMBER ATOM GP LLC 02/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP MANAGING MEMBER indirect 2018-02-01
ATOM INVESTORS LP LIMITED PARTNER direct 2018-05-01
QUNIBI, BASIL MEMBER FUSION INVESTORS LLC 02/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ATOM INVESTORS LP CHAIRMAN / CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER direct 2018-02-01
ATOM INVESTORS LP MEMBER indirect 2018-02-01

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