Fund · 13F archive
Atreides Management, LP — 2026 Q1 holdings
Period end
Filed
Portfolio value
$5.00B
Positions
54
We track
16
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | Put | $808.1M | 1.4M | 16.2% | TRIM |
| 2 | Astera Labs Inc | COM | $368.9M | 3.4M | 7.4% | ADD |
| 3 | UUnity Software Inc.★ | COM | $271.7M | 12.4M | 5.4% | ADD |
| 4 | Ciena Corp | COM NEW | $262.8M | 677K | 5.3% | TRIM |
| 5 | MUMicron Technology, Inc.★ | COM | $256.9M | 760K | 5.1% | ADD |
| 6 | NVDANVIDIA Corporation★ | COM | $217.8M | 1.2M | 4.4% | TRIM |
| 7 | AMZNAmazon.com, Inc.★ | COM | $198.6M | 954K | 4.0% | ADD |
| 8 | Lumentum Hldgs Inc | COM | $187.9M | 267K | 3.8% | TRIM |
| 9 | GOOGLAlphabet Inc.★ | CAP STK CL A | $159.6M | 555K | 3.2% | ADD |
| 10 | Coherent Corp | COM | $150.3M | 631K | 3.0% | TRIM |
| 11 | Echostar Corp | CL A | $117.1M | 1.0M | 2.3% | ADD |
| 12 | Twilio Inc | CL A | $116.0M | 922K | 2.3% | ADD |
| 13 | Wayfair Inc | CL A | $107.6M | 1.4M | 2.2% | ADD |
| 14 | Zoom Communications Inc | CL A | $105.8M | 1.3M | 2.1% | NEW |
| 15 | Credo Technology Group Holdi | ORDINARY SHARES | $102.4M | 1.1M | 2.0% | NEW |
| 16 | PANWPalo Alto Networks, Inc.★ | COM | $90.1M | 562K | 1.8% | NEW |
| 17 | Dicks Sporting Goods Inc | COM | $89.7M | 453K | 1.8% | TRIM |
| 18 | Rocket Cos Inc | COM CL A | $87.1M | 6.1M | 1.7% | ADD |
| 19 | VSTVistra Corp.★ | COM | $78.7M | 524K | 1.6% | NEW |
| 20 | Akamai Technologies Inc | COM | $78.4M | 683K | 1.6% | NEW |
| 21 | Roblox Corp | CL A | $78.3M | 1.4M | 1.6% | ADD |
| 22 | TSLATesla, Inc.★ | COM | $74.6M | 201K | 1.5% | ADD |
| 23 | CRWVCoreWeave, Inc.★ | COM CL A | $62.8M | 811K | 1.3% | ADD |
| 24 | Wix Com Ltd | SHS | $58.6M | 650K | 1.2% | TRIM |
| 25 | Hubspot Inc | COM | $56.7M | 232K | 1.1% | NEW |
| 26 | Roblox Corp | Call | $56.6M | 1.0M | 1.1% | NEW |
| 27 | AFRMAffirm Holdings, Inc.★ | COM CL A | $54.7M | 1.2M | 1.1% | TRIM |
| 28 | Synopsys Inc | COM | $54.3M | 137K | 1.1% | NEW |
| 29 | Ralph Lauren Corp | CL A | $44.3M | 129K | 0.9% | ADD |
| 30 | Axon Enterprise Inc | COM | $43.4M | 102K | 0.9% | TRIM |
| 31 | Wingstop Inc | COM | $41.9M | 270K | 0.8% | TRIM |
| 32 | Semtech Corp | COM | $41.7M | 542K | 0.8% | TRIM |
| 33 | Acv Auctions Inc | COM CL A | $41.3M | 9.7M | 0.8% | TRIM |
| 34 | Compass Inc | CL A | $40.7M | 5.6M | 0.8% | TRIM |
| 35 | Ferguson Enterprises Inc | COMMON STOCK NEW | $34.1M | 146K | 0.7% | TRIM |
| 36 | UUnity Software Inc.★ | Call | $32.9M | 1.5M | 0.7% | TRIM |
| 37 | Chime Finl Inc | COM SHS CL A | $30.4M | 1.6M | 0.6% | ADD |
| 38 | Aerovironment Inc | COM | $29.6M | 162K | 0.6% | NEW |
| 39 | INTCIntel Corporation★ | COM | $28.9M | 654K | 0.6% | ADD |
| 40 | Rubrik INC. | CL A | $27.7M | 566K | 0.6% | TRIM |
| 41 | Jfrog Ltd | ORD SHS | $26.0M | 555K | 0.5% | ADD |
| 42 | MAMastercard Incorporated★ | CL A | $24.8M | 50K | 0.5% | ADD |
| 43 | Ambiq Micro Inc | COMMON STOCK | $21.9M | 862K | 0.4% | ADD |
| 44 | SNOWSnowflake Inc.★ | COM SHS | $21.8M | 145K | 0.4% | TRIM |
| 45 | VVisa Inc.★ | COM CL A | $21.7M | 72K | 0.4% | NEW |
| 46 | Globalfoundries Inc | ORDINARY SHARES | $21.1M | 475K | 0.4% | NEW |
| 47 | Rogers Corp | COM | $20.0M | 186K | 0.4% | ADD |
| 48 | NOKNokia Corporation★ | SPONSORED ADR | $20.0M | 2.5M | 0.4% | NEW |
| 49 | Warby Parker Inc | CL A COM | $14.5M | 687K | 0.3% | ADD |
| 50 | Veeco Instrs Inc Del | COM | $7.9M | 234K | 0.2% | NEW |
| 51 | NBISNebius★ | SHS CLASS A | $6.5M | 63K | 0.1% | NEW |
| 52 | Equipmentshare Com Inc | COM CL A | $4.3M | 213K | 0.1% | NEW |
| 53 | TABOOLA.COM Ltd | ORD SHS | $2.5M | 821K | 0.1% | ADD |
| 54 | Bitgo Holdings Inc | COM SHS CL A | $240K | 29K | 0.0% | NEW |