Institutions / Atreides Management, LP
Atreides Management, LP
CIK 1777813 · Institution · as of Dec 31, 2025
Portfolio value
$4.71B
Positions
49
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $359.06M | 7.6% |
| Ciena Corp | $334.02M | 7.1% |
| Unity Software Inc. | $292.65M | 6.2% |
| Everpure, Inc. | $279.95M | 5.9% |
| Astera Labs, Inc. | $268.04M | 5.7% |
| Coherent Corp | $227.99M | 4.8% |
| Micron Technology Inc | $210.89M | 4.5% |
| Alphabet Inc. | $160.99M | 3.4% |
| Amazon.com Inc | $158.76M | 3.4% |
| Lumentum Hldgs Inc | $141.10M | 3.0% |
| Wix.com Ltd. | $129.60M | 2.7% |
| Gitlab Inc. | $119.24M | 2.5% |
| Snowflake Inc. | $105.02M | 2.2% |
| Affirm Holdings Inc Class a | $103.08M | 2.2% |
| Twilio Inc | $101.98M | 2.2% |
| ACV Auctions Inc. | $99.54M | 2.1% |
| EchoStar CORP | $97.95M | 2.1% |
| Dick's Sporting Goods Inc | $97.17M | 2.1% |
| Wingstop Inc. | $93.01M | 2.0% |
| Compass, Inc. | $92.21M | 2.0% |
| Microsoft Corp | $87.76M | 1.9% |
| Wayfair Inc. | $87.44M | 1.9% |
| ServiceTitan, Inc. | $84.39M | 1.8% |
| Tesla Inc | $83.66M | 1.8% |
| Rocket Companies, Inc. | $69.75M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.