Atreides Management, LP
52 holdingsFiling period: 2026-03-31Current AUM: $6.84Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 1.40M | $808.1M | $963.2M | 14.09% | -2,100,000 | 2026-03-31 |
| 2 | ALAB | ASTERA LABS INC | 3.37M | $368.9M | $1.05B | 15.33% | +1.75M | 2026-03-31 |
| 3 | U | UNITY SOFTWARE INC | 13.89M | $304.6M | $440.3M | 6.44% | +3.56M | 2026-03-31 |
| 4 | CIEN | CIENA CORP | 676.8K | $262.8M | $255.2M | 3.73% | -751,423 | 2026-03-31 |
| 5 | MU | MICRON TECHNOLOGY INC | 760.4K | $256.9M | $625.9M | 9.16% | -678,490 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 1.25M | $217.8M | $250.7M | 3.67% | -4,176,639 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 953.6K | $198.6M | $259.0M | 3.79% | +265.8K | 2026-03-31 |
| 8 | LITE | LUMENTUM HLDGS INC | 267.4K | $187.9M | $190.9M | 2.79% | -115,416 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 555.0K | $159.6M | $197.7M | 2.89% | +40.7K | 2026-03-31 |
| 10 | COHR | COHERENT CORP | 631.2K | $150.3M | $165.9M | 2.43% | -1,504,087 | 2026-03-31 |
| 11 | RBLX | ROBLOX CORP | 2.38M | $134.8M | $84.9M | 1.24% | +1.99M | 2026-03-31 |
| 12 | SATS | ECHOSTAR CORP | 1.00M | $117.1M | $117.1M | 1.71% | +99.3K | 2026-03-31 |
| 13 | TWLO | TWILIO INC | 921.6K | $116.0M | $181.9M | 2.66% | +204.7K | 2026-03-31 |
| 14 | W | WAYFAIR INC | 1.43M | $107.6M | $121.5M | 1.78% | +560.1K | 2026-03-31 |
| 15 | ZM | ZOOM COMMUNICATIONS INC | 1.32M | $105.8M | $126.4M | 1.85% | -- | 2026-03-31 |
| 16 | — | CREDO TECHNOLOGY GROUP HOLDI | 1.09M | $102.4M | $102.4M | 1.50% | -- | 2026-03-31 |
| 17 | PANW | PALO ALTO NETWORKS INC | 561.8K | $90.1M | $186.4M | 2.73% | -- | 2026-03-31 |
| 18 | DKS | DICKS SPORTING GOODS INC | 452.5K | $89.7M | $88.7M | 1.30% | -38,297 | 2026-03-31 |
| 19 | RKT | ROCKET COS INC | 6.11M | $87.1M | $78.9M | 1.15% | +2.51M | 2026-03-31 |
| 20 | VST | VISTRA CORP | 523.8K | $78.7M | $77.6M | 1.14% | -- | 2026-03-31 |
| 21 | AKAM | AKAMAI TECHNOLOGIES INC | 682.8K | $78.4M | $78.6M | 1.15% | -- | 2026-03-31 |
| 22 | TSLA | TESLA INC | 200.8K | $74.6M | $62.5M | 0.91% | +14.8K | 2026-03-31 |
| 23 | CRWV | COREWEAVE INC | 810.5K | $62.8M | $58.2M | 0.85% | +204.4K | 2026-03-31 |
| 24 | — | WIX COM LTD | 650.4K | $58.6M | $58.6M | 0.86% | -597,043 | 2026-03-31 |
| 25 | HUBS | HUBSPOT INC | 232.1K | $56.7M | $55.1M | 0.81% | -- | 2026-03-31 |
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