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Atreides Management, LP 13F holdings

Filed 2026-08-14 · Atreides Management, LP · 49 positions · $14.3B

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TickerCompanySharesValue% of portfolio
SPCXSPACE EXPLORATION TECHN CORP27.3M$4.7B32.6%
QQQINVESCO QQQ TR3.2M$2.4B16.4%
MUMICRON TECHNOLOGY INC711.4K$821.1M5.7%
CBRSCEREBRAS SYSTEMS INC3.1M$687.3M4.8%
METAMETA PLATFORMS INC1.2M$675.9M4.7%
ALABASTERA LABS INC1.2M$587.7M4.1%
CIENCIENA CORP688.5K$337.8M2.4%
CRDOCREDO TECHNOLOGY GROUP HOLDI1.1M$307.1M2.1%
PANWPALO ALTO NETWORKS INC877.0K$299.1M2.1%
UUNITY SOFTWARE INC10.2M$292.8M2.0%
COHRCOHERENT CORP642.1K$253.3M1.8%
NVDANVIDIA CORPORATION1.2M$250.0M1.7%
AMZNAMAZON COM INC969.6K$231.1M1.6%
METAMETA PLATFORMS INC402.8K$226.9M1.6%
CRWVCOREWEAVE INC2.1M$211.5M1.5%
GOOGLALPHABET INC488.3K$174.5M1.2%
CBRSCEREBRAS SYSTEMS INC700.0K$154.7M1.1%
TWLOTWILIO INC720.3K$148.6M1.0%
APHAMPHENOL CORP640.1K$112.9M0.8%
AKAMAKAMAI TECHNOLOGIES INC910.6K$107.6M0.8%
AFRMAFFIRM HLDGS INC1.3M$103.8M0.7%
GTLBGITLAB INC3.4M$103.0M0.7%
INTCINTEL CORP663.8K$92.7M0.6%
SMTCSEMTECH CORP551.2K$89.2M0.6%
CIFRCIPHER DIGITAL INC3.6M$87.9M0.6%
TSLATESLA INC204.3K$85.9M0.6%
DKSDICKS SPORTING GOODS INC375.1K$85.1M0.6%
WWAYFAIR INC843.9K$78.0M0.5%
AMBQAMBIQ MICRO INC877.1K$77.4M0.5%
IOTSAMSARA INC2.3M$74.9M0.5%
ACVAACV AUCTIONS INC9.9M$71.2M0.5%
COMPCOMPASS INC5.7M$69.8M0.5%
WIXWIX COM LTD1.5M$66.2M0.5%
MAMASTERCARD INCORPORATED93.6K$48.1M0.3%
PDFSPDF SOLUTIONS INC658.5K$46.6M0.3%
TTANSERVICETITAN INC542.1K$38.3M0.3%
FERGFERGUSON ENTERPRISES INC147.8K$35.1M0.2%
NOKNOKIA CORP2.5M$33.5M0.2%
ROGROGERS CORP189.3K$31.0M0.2%
NTRANATERA INC104.4K$28.3M0.2%
WRBYWARBY PARKER INC698.9K$21.2M0.1%
VECOVEECO INSTRS INC DEL237.9K$18.0M0.1%
NBISNEBIUS GROUP N.V.64.1K$17.7M0.1%
—INNIO NV348.7K$13.8M0.1%
EQPTEQUIPMENTSHARE COM INC217.1K$4.3M0.0%
—TABOOLA.COM LTD835.0K$4.2M0.0%
QNTQUANTINUUM INC39.9K$3.3M0.0%
FRVOFERVO ENERGY CO10.0K$291,1020.0%
BTGOBITGO HOLDINGS INC29.6K$153,3850.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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