Atreides Management, LP
48 holdingsFiling period: 2026-06-30Current AUM: $16.88Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | Space Exploration Techn Corp | 27.33M | $4.67B | $4.06B | 24.06% | -- | 2026-06-30 |
| 2 | SPCX | Space Exploration Techn Corp | 27.33M | $4.67B | $4.06B | 24.06% | -- | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 3.20M | $2.36B | $2.31B | 13.67% | +1.80M | 2026-06-30 |
| 4 | META | Meta Platforms Inc | 1.60M | $902.8M | $994.0M | 5.89% | -- | 2026-06-30 |
| 5 | CBRS | Cerebras Systems Inc | 3.81M | $842.0M | $454.6M | 2.69% | -- | 2026-06-30 |
| 6 | MU | Micron Technology Inc | 711.4K | $821.1M | $660.7M | 3.91% | -49,062 | 2026-06-30 |
| 7 | ALAB | Astera Labs Inc | 1.22M | $587.7M | $348.8M | 2.07% | -2,148,992 | 2026-06-30 |
| 8 | CIEN | Ciena Corp | 688.5K | $337.8M | $241.8M | 1.43% | +11.7K | 2026-06-30 |
| 9 | — | Credo Technology Group Holdi | 1.13M | $307.1M | $307.1M | 1.82% | +38.1K | 2026-06-30 |
| 10 | PANW | Palo Alto Networks Inc | 877.0K | $299.1M | $352.3M | 2.09% | +315.2K | 2026-06-30 |
| 11 | U | Unity Software Inc | 10.25M | $292.8M | $410.9M | 2.43% | -3,639,503 | 2026-06-30 |
| 12 | COHR | Coherent Corp | 642.1K | $253.3M | $151.4M | 0.90% | +10.9K | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 1.25M | $250.0M | $272.3M | 1.61% | +699 | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc | 969.6K | $231.1M | $245.4M | 1.45% | +16.1K | 2026-06-30 |
| 15 | CRWV | Coreweave Inc | 2.12M | $211.5M | $126.6M | 0.75% | +1.31M | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc | 488.3K | $174.5M | $156.5M | 0.93% | -66,727 | 2026-06-30 |
| 17 | TWLO | Twilio Inc | 720.3K | $148.6M | $183.4M | 1.09% | -201,264 | 2026-06-30 |
| 18 | APH | Amphenol Corp | 640.1K | $112.9M | $100.1M | 0.59% | -- | 2026-06-30 |
| 19 | AKAM | Akamai Technologies Inc | 910.6K | $107.6M | $90.7M | 0.54% | +227.7K | 2026-06-30 |
| 20 | AFRM | Affirm Hldgs Inc | 1.27M | $103.8M | $92.5M | 0.55% | +78.3K | 2026-06-30 |
| 21 | GTLB | Gitlab Inc | 3.37M | $103.0M | $191.7M | 1.14% | -- | 2026-06-30 |
| 22 | INTC | Intel Corp | 663.8K | $92.7M | $62.2M | 0.37% | +10.0K | 2026-06-30 |
| 23 | SMTC | Semtech Corp | 551.2K | $89.2M | $79.6M | 0.47% | +9.4K | 2026-06-30 |
| 24 | CIFR | Cipher Digital Inc | 3.59M | $87.9M | $30.4M | 0.18% | -- | 2026-06-30 |
| 25 | TSLA | Tesla Inc | 204.3K | $85.9M | $83.2M | 0.49% | +3.5K | 2026-06-30 |
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