Atreides Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AM Atreides Management, LP | Institutional Filer | ▼ 11.35% | $3.75B | 49 |
Current Portfolio Holdings
Showing all 49 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ALAB | Astera Labs, Inc. Common Stock | Technology | 3.4M | $368.9M | 9.82% |
| 2 | CIEN | Ciena Corporation | Technology | 677K | $262.8M | 7.00% |
| 3 | MU | Micron Technology, Inc. | Technology | 760K | $256.9M | 6.84% |
| 4 | NVDA | NVIDIA Corporation | Technology | 1.2M | $217.8M | 5.80% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 954K | $198.6M | 5.29% |
| 6 | LITE | Lumentum Holdings Inc. | Technology | 267K | $187.9M | 5.00% |
| 7 | GOOGL | Alphabet Inc. | Technology | 555K | $159.6M | 4.25% |
| 8 | COHR | Coherent, Inc. | Technology | 631K | $150.3M | 4.00% |
| 9 | SATS | EchoStar Corporation | Technology | 1.0M | $117.1M | 3.12% |
| 10 | TWLO | Twilio Inc. | Communication Services | 922K | $116.0M | 3.09% |
| 11 | W | Wayfair Inc. | Consumer Cyclical | 1.4M | $107.6M | 2.87% |
| 12 | ZM | Zoom Communications, Inc. | Technology | 1.3M | $105.8M | 2.82% |
| 13 | CRDO | Credo Technology Group Holding Ltd | Technology | 1.1M | $102.4M | 2.73% |
| 14 | PANW | Palo Alto Networks, Inc. | Technology | 562K | $90.1M | 2.40% |
| 15 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | 453K | $89.7M | 2.39% |
Showing 1 to 15 of 49 holdings