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Atreides Management, LP

All holdings · as of Dec 31, 2025

49 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$359.06M1,925,2317.6%
CIENA CORP—$334.02M1,428,2307.1%
Unity Software Inc.—$292.65M6,625,4396.2%
Everpure, Inc.—$279.95M4,177,6755.9%
Astera Labs, Inc.—$268.04M1,611,1945.7%
COHERENT CORP—$227.99M1,235,2464.8%
MICRON TECHNOLOGY INC—$210.89M738,9164.5%
Alphabet Inc.—$160.99M514,3393.4%
Amazon.com Inc—$158.76M687,7993.4%
LUMENTUM HLDGS INC—$141.10M382,8053.0%
Wix.com Ltd.—$129.60M1,247,4572.7%
Gitlab Inc.—$119.24M3,177,0832.5%
Snowflake Inc.—$105.02M478,7542.2%
AFFIRM HOLDINGS INC CLASS A—$103.08M1,384,9412.2%
TWILIO INC—$101.98M716,9462.2%
ACV Auctions Inc.—$99.54M12,411,8002.1%
EchoStar CORP—$97.95M901,0842.1%
Dick's Sporting Goods Inc—$97.17M490,8282.1%
Wingstop Inc.—$93.01M390,0052.0%
Compass, Inc.—$92.21M8,723,4342.0%
MICROSOFT CORP—$87.76M181,4681.9%
Wayfair Inc.—$87.44M870,8641.9%
ServiceTitan, Inc.—$84.39M792,4331.8%
Tesla Inc—$83.66M186,0351.8%
Rocket Companies, Inc.—$69.75M3,602,5631.5%
Rubrik, Inc.—$68.45M895,0291.5%
Philip Morris International Inc.—$65.08M405,7591.4%
Atlassian Corporation—$64.57M398,2301.4%
Axon Enterprise Inc—$59.90M105,4691.3%
NU HLDGS LTD—$54.79M3,272,9981.2%
SEMTECH CORP—$50.96M691,5911.1%
Ralph Lauren Corp—$45.11M127,5621.0%
CoreWeave, Inc.—$43.40M606,1100.9%
Ferguson Enterprises Inc. /DE—$39.61M177,9170.8%
AUTOZONE INC—$39.41M11,6200.8%
Chime Financial, Inc.—$37.85M1,503,7880.8%
Sea Ltd—$35.14M275,4390.7%
ROBLOX Corp—$31.57M389,5710.7%
AMERICAN SUPERCONDUCTOR CORP /DE—$30.05M1,044,1930.6%
Mastercard Inc—$26.24M45,9580.6%
JFrog Ltd—$25.25M404,2760.5%
GENERAC HOLDINGS INC.—$24.92M182,7650.5%
Ambiq Micro, Inc.AMBQCommon Stock$19.85M696,4200.4%
INTEL CORP—$17.86M483,9300.4%
ROGERS CORP—$15.74M171,9200.3%
Performance Food Group Co—$11.32M125,9010.2%
MercadoLibre, Inc.—$9.07M4,5010.2%
Warby Parker Inc.—$8.57M393,0850.2%
TABOOLA.COM LTD—$3.40M738,2100.1%
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