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View AllLatest Triatomic Management LP Stock Portfolio
$78.54Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Triatomic Management LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Triatomic Management LP reported an equity portfolio of $78.5 Millions as of 31 Dec, 2023.
The top stock holdings of Triatomic Management LP are TOI, PODD, BEKE. The fund has invested 2.3% of it's portfolio in THE ONCOLOGY INSTITUTE INC and 1.9% of portfolio in INSULET CORP.
The fund managers got completely rid off WAYFAIR INC (W), LYFT INC (LYFT) and BLOCK INC (SQ) stocks. They significantly reduced their stock positions in EXP WORLD HLDGS INC (EXPI), META PLATFORMS INC (META) and CENTRUS ENERGY CORP (LEU). Triatomic Management LP opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to TOAST INC (TOST), PDD HOLDINGS INC (PDD) and ADAPTIVE BIOTECHNOLOGIES COR (ADPT).
The top stock holdings of Triatomic Management LP are TOI, PODD, BEKE. The fund has invested 2.3% of it's portfolio in THE ONCOLOGY INSTITUTE INC and 1.9% of portfolio in INSULET CORP.
The fund managers got completely rid off WAYFAIR INC (W), LYFT INC (LYFT) and BLOCK INC (SQ) stocks. They significantly reduced their stock positions in EXP WORLD HLDGS INC (EXPI), META PLATFORMS INC (META) and CENTRUS ENERGY CORP (LEU). Triatomic Management LP opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to TOAST INC (TOST), PDD HOLDINGS INC (PDD) and ADAPTIVE BIOTECHNOLOGIES COR (ADPT).
New Buys
| Ticker | $ Bought |
|---|---|
| ALPHABET INC | 764,104 |
New stocks bought by Triatomic Management LP
Additions
| Ticker | % Inc. |
|---|---|
| TOAST INC | 131 |
| PDD HOLDINGS INC | 58.27 |
| ADAPTIVE BIOTECHNOLOGIES COR | 5.51 |
| CAREMAX INC | 0.85 |
Additions to existing portfolio by Triatomic Management LP
Reductions
| Ticker | % Reduced |
|---|---|
| EXP WORLD HLDGS INC | -84.03 |
| META PLATFORMS INC | -55.54 |
| CENTRUS ENERGY CORP | -51.57 |
| DELL TECHNOLOGIES INC | -50.5 |
| INSULET CORP | -36.26 |
| SAMSARA INC | -32.74 |
| GUARDANT HEALTH INC | -20.00 |
| ALIBABA GROUP HLDG LTD | -5.73 |
Triatomic Management LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| LYFT INC | -671,124 |
| WAYFAIR INC | -1,869,190 |
| KANZHUN LIMITED | -393,146 |
| INVIVYD INC | -43,860 |
| COUPANG INC | -413,780 |
| NEWEGG COMMERCE INC | 0.00 |
| ZAI LAB LTD | -413,270 |
| BLOCK INC | -617,986 |
Triatomic Management LP got rid off the above stocks
Current Stock Holdings of Triatomic Management LP
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADGI | INVIVYD INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 0.68 | 108,555 | 531,920 | ADDED | 5.51 | |
| BABA | ALIBABA GROUP HLDG LTD | 1.02 | 10,370 | 803,779 | REDUCED | -5.73 | |
| BEKE | KE HLDGS INC | 1.71 | 83,023 | 1,345,800 | UNCHANGED | 0.00 | |
| BIDU | BAIDU INC | 0.46 | 3,000 | 357,270 | UNCHANGED | 0.00 | |
| BNTX | BIONTECH SE | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BZ | KANZHUN LIMITED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CMAX | CAREMAX INC | 0.76 | 1,192,510 | 594,109 | ADDED | 0.85 | |
| CMAX | CAREMAX INC | 0.00 | 65,021 | 488 | UNCHANGED | 0.00 | |
| CPNG | COUPANG INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DELL | DELL TECHNOLOGIES INC | 0.49 | 5,000 | 382,500 | REDUCED | -50.5 | |
| DMTK | DERMTECH INC | 0.90 | 402,526 | 704,421 | UNCHANGED | 0.00 | |
| EXPI | EXP WORLD HLDGS INC | 0.29 | 14,803 | 229,743 | REDUCED | -84.03 | |
| GH | GUARDANT HEALTH INC | 0.28 | 8,000 | 216,400 | REDUCED | -20.00 | |
| GOOG | ALPHABET INC | 0.97 | 5,470 | 764,104 | NEW | ||
| GOTU | GAOTU TECHEDU INC | 1.08 | 234,000 | 847,080 | UNCHANGED | 0.00 | |
| IOT | SAMSARA INC | 0.76 | 17,877 | 596,734 | REDUCED | -32.74 | |
| LEU | CENTRUS ENERGY CORP | 0.49 | 7,043 | 383,210 | REDUCED | -51.57 | |
| LUMN | LUMEN TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LYFT | LYFT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| META | META PLATFORMS INC | 0.91 | 2,025 | 716,769 | REDUCED | -55.54 | |
| MRNA | MODERNA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NEGG | NEWEGG COMMERCE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NIO | NIO INC | 0.69 | 60,000 | 544,200 | UNCHANGED | 0.00 | |
| NNOX | NANO X IMAGING LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OMIC | SINGULAR GENOMICS SYSTEMS IN | 0.11 | 194,731 | 89,596 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 1.45 | 7,795 | 1,140,490 | ADDED | 58.27 | |
| PODD | INSULET CORP | 1.94 | 7,031 | 1,525,590 | REDUCED | -36.26 | |
| SNOW | SNOWFLAKE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SNTI | SENTI BIOSCIENCES INC | 0.26 | 310,533 | 204,952 | UNCHANGED | 0.00 | |
| SQ | BLOCK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TDOC | TELADOC HEALTH INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TOI | THE ONCOLOGY INSTITUTE INC | 2.30 | 884,689 | 1,804,770 | REDUCED | -2.21 | |
| TOST | TOAST INC | 0.82 | 35,225 | 643,209 | ADDED | 131 | |
| W | WAYFAIR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZLAB | ZAI LAB LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |