EdgeMarket › What Atreides Management, Lp reported owning
What Atreides Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.0BPositions
54Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ALAB Astera Labs, Inc. | 368.9M | 7.4% | 3.4M | 284.97 | +65.2% |
| U Unity Software Inc. | 271.7M | 5.4% | 12.4M | 46.93 | +30.9% |
| CIEN CIENA CORP | 262.8M | 5.3% | 676.8K | 395.79 | +356.8% |
| MU MICRON TECHNOLOGY INC | 256.9M | 5.1% | 760.4K | 966.78 | +724.8% |
| NVDA NVIDIA CORP | 217.8M | 4.4% | 1.2M | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 198.6M | 4.0% | 953.6K | 258.63 | +15.6% |
| LITE Lumentum Holdings Inc. | 187.9M | 3.8% | 267.4K | 866.71 | +647.9% |
| GOOGL Alphabet Inc. | 159.6M | 3.2% | 555.0K | 344.82 | +73.0% |
| COHR COHERENT CORP. | 150.3M | 3.0% | 631.2K | 289.52 | +234.5% |
| ECHO EchoStar CORP | 117.1M | 2.3% | 1.0M | 86.81 | +214.0% |
| TWLO TWILIO INC | 116.0M | 2.3% | 921.6K | 225.30 | +121.0% |
| W Wayfair Inc. | 107.6M | 2.2% | 1.4M | 101.52 | +27.0% |
| ZM Zoom Communications, Inc. | 105.8M | 2.1% | 1.3M | 107.43 | +48.9% |
| CRDO Credo Technology Group Holding Ltd | 102.4M | 2.0% | 1.1M | 230.57 | +117.5% |
| PANW Palo Alto Networks Inc | 90.1M | 1.8% | 561.8K | 357.87 | +94.0% |
| DKS DICK'S SPORTING GOODS, INC. | 89.7M | 1.8% | 452.5K | 183.23 | -17.8% |
| RKT Rocket Companies, Inc. | 87.1M | 1.7% | 6.1M | 13.93 | -21.6% |
| VST Vistra Corp. | 78.7M | 1.6% | 523.8K | 136.21 | -29.4% |
| AKAM AKAMAI TECHNOLOGIES INC | 78.4M | 1.6% | 682.8K | 110.42 | +45.2% |
| RBLX Roblox Corp | 78.3M | 1.6% | 1.4M | 38.37 | -67.6% |
| TSLA Tesla, Inc. | 74.6M | 1.5% | 200.8K | 362.86 | +12.0% |
| CRWV CoreWeave, Inc. | 62.8M | 1.3% | 810.5K | 87.85 | -4.0% |
| WIX Wix.com Ltd. | 58.6M | 1.2% | 650.4K | 82.07 | -35.3% |
| HUBS HUBSPOT INC | 56.7M | 1.1% | 232.1K | 240.01 | -47.1% |
| AFRM Affirm Holdings, Inc. | 54.7M | 1.1% | 1.2M | 77.03 | +5.5% |
| SNPS SYNOPSYS INC | 54.3M | 1.1% | 136.9K | 397.87 | -33.8% |
| RL RALPH LAUREN CORP | 44.3M | 0.9% | 128.8K | 372.59 | +30.2% |
| AXON AXON ENTERPRISE, INC. | 43.4M | 0.9% | 102.1K | 627.75 | -17.5% |
| WING Wingstop Inc. | 41.9M | 0.8% | 270.3K | 115.43 | -64.9% |
| SMTC SEMTECH CORP | 41.7M | 0.8% | 541.8K | 124.09 | +156.0% |
| ACVA ACV Auctions Inc. | 41.3M | 0.8% | 9.7M | 7.43 | -34.7% |
| COMP Compass, Inc. | 40.7M | 0.8% | 5.6M | 11.75 | +41.9% |
| FERG Ferguson Enterprises Inc. /DE/ | 34.1M | 0.7% | 146.4K | 242.24 | +5.1% |
| CHYM Chime Financial, Inc. | 30.4M | 0.6% | 1.6M | 32.78 | +23.4% |
| AVAV AeroVironment Inc | 29.6M | 0.6% | 161.7K | 160.22 | -31.0% |
| INTC INTEL CORP | 28.9M | 0.6% | 653.8K | 90.07 | +282.6% |
| RBRK Rubrik, Inc. | 27.7M | 0.6% | 566.5K | 100.09 | +17.6% |
| FROG JFrog Ltd | 26.0M | 0.5% | 555.0K | 92.13 | +106.3% |
| MA Mastercard Inc | 24.8M | 0.5% | 49.6K | 580.63 | -2.0% |
| AMBQ Ambiq Micro, Inc. | 21.9M | 0.4% | 862.2K | 59.02 | +65.3% |
| SNOW Snowflake Inc. | 21.8M | 0.4% | 144.8K | 332.78 | +70.8% |
| V VISA INC. | 21.7M | 0.4% | 71.6K | 371.04 | +7.9% |
| GFS GLOBALFOUNDRIES Inc. | 21.1M | 0.4% | 474.6K | 48.05 | +45.5% |
| ROG ROGERS CORP | 20.0M | 0.4% | 186.1K | 126.55 | +71.0% |
| NOK NOKIA CORP | 20.0M | 0.4% | 2.5M | 10.21 | +140.8% |
| WRBY Warby Parker Inc. | 14.5M | 0.3% | 687.0K | 27.44 | +3.3% |
| VECO VEECO INSTRUMENTS INC | 7.9M | 0.2% | 233.9K | 47.86 | +100.3% |
| NBIS Nebius Group N.V. | 6.5M | 0.1% | 63.1K | 219.13 | +224.8% |
| EQPT EquipmentShare.com Inc | 4.3M | 0.1% | 213.4K | 18.51 | — |
| TBLA Taboola.com Ltd. | 2.5M | 0.1% | 820.8K | 3.73 | +15.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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