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 | $3.92B | 23.23% | -- | 2026-06-30 |
| 2 | SPCX | SPACE EXPLORATION TECHN CORP | 27.33M | $4.67B | $3.92B | 23.23% | -- | 2026-06-30 |
| 3 | QQQ | INVESCO QQQ TR | 3.20M | $2.36B | $2.25B | 13.36% | +1.80M | 2026-06-30 |
| 4 | META | META PLATFORMS INC | 1.60M | $902.8M | $1.07B | 6.36% | -- | 2026-06-30 |
| 5 | CBRS | CEREBRAS SYSTEMS INC | 3.81M | $842.0M | $701.2M | 4.15% | -- | 2026-06-30 |
| 6 | MU | MICRON TECHNOLOGY INC | 711.4K | $821.1M | $659.9M | 3.91% | -49,062 | 2026-06-30 |
| 7 | ALAB | ASTERA LABS INC | 1.22M | $587.7M | $307.3M | 1.82% | -2,148,992 | 2026-06-30 |
| 8 | CIEN | CIENA CORP | 688.5K | $337.8M | $230.2M | 1.36% | +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 | $328.9M | 1.95% | +315.2K | 2026-06-30 |
| 11 | U | UNITY SOFTWARE INC | 10.25M | $292.8M | $440.7M | 2.61% | -3,639,503 | 2026-06-30 |
| 12 | COHR | COHERENT CORP | 642.1K | $253.3M | $174.1M | 1.03% | +10.9K | 2026-06-30 |
| 13 | NVDA | NVIDIA CORPORATION | 1.25M | $250.0M | $265.1M | 1.57% | +699 | 2026-06-30 |
| 14 | AMZN | AMAZON COM INC | 969.6K | $231.1M | $240.9M | 1.43% | +16.1K | 2026-06-30 |
| 15 | CRWV | COREWEAVE INC | 2.12M | $211.5M | $171.9M | 1.02% | +1.31M | 2026-06-30 |
| 16 | GOOGL | ALPHABET INC | 488.3K | $174.5M | $168.5M | 1.00% | -66,727 | 2026-06-30 |
| 17 | TWLO | TWILIO INC | 720.3K | $148.6M | $174.4M | 1.03% | -201,264 | 2026-06-30 |
| 18 | APH | AMPHENOL CORP | 640.1K | $112.9M | $99.4M | 0.59% | -- | 2026-06-30 |
| 19 | AKAM | AKAMAI TECHNOLOGIES INC | 910.6K | $107.6M | $96.0M | 0.57% | +227.7K | 2026-06-30 |
| 20 | AFRM | AFFIRM HLDGS INC | 1.27M | $103.8M | $91.8M | 0.54% | +78.3K | 2026-06-30 |
| 21 | GTLB | GITLAB INC | 3.37M | $103.0M | $165.6M | 0.98% | -- | 2026-06-30 |
| 22 | INTC | INTEL CORP | 663.8K | $92.7M | $64.5M | 0.38% | +10.0K | 2026-06-30 |
| 23 | SMTC | SEMTECH CORP | 551.2K | $89.2M | $83.2M | 0.49% | +9.4K | 2026-06-30 |
| 24 | CIFR | CIPHER DIGITAL INC | 3.59M | $87.9M | $54.1M | 0.32% | -- | 2026-06-30 |
| 25 | TSLA | TESLA INC | 204.3K | $85.9M | $72.8M | 0.43% | +3.5K | 2026-06-30 |
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