Atreides Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.00B
Q ending 2026-03-31
Prior quarter
$8.18B
Q ending 2025-12-31
Change
-38.9% QoQ · +51.9% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Qqq Tr | QQQ | Put | $808.1M | 1.4M |
| Astera Labs Inc | ALAB | Shares | $368.9M | 3.4M |
| Unity Software Inc | U | Shares | $271.7M | 12.4M |
| Ciena Corp | CIEN | Shares | $262.8M | 677K |
| Micron Technology Inc | MU | Shares | $256.9M | 760K |
| Nvidia Corporation | NVDA | Shares | $217.8M | 1.2M |
| Amazon Com Inc | AMZN | Shares | $198.6M | 954K |
| Lumentum Hldgs Inc | LITE | Shares | $187.9M | 267K |
| Alphabet Inc | GOOGL | Shares | $159.6M | 555K |
| Coherent Corp | COHR | Shares | $150.3M | 631K |
| Echostar Corp | ECHO | Shares | $117.1M | 1.0M |
| Twilio Inc | TWLO | Shares | $116.0M | 922K |
| Wayfair Inc | W | Shares | $107.6M | 1.4M |
| Zoom Communications Inc | ZM | Shares | $105.8M | 1.3M |
| Credo Technology Group Holdi | Shares | $102.4M | 1.1M | |
| Palo Alto Networks Inc | PANW | Shares | $90.1M | 562K |
| Dicks Sporting Goods Inc | DKS | Shares | $89.7M | 453K |
| Rocket Cos Inc | RKT | Shares | $87.1M | 6.1M |
| Vistra Corp | VST | Shares | $78.7M | 524K |
| Akamai Technologies Inc | AKAM | Shares | $78.4M | 683K |
| Roblox Corp | RBLX | Shares | $78.3M | 1.4M |
| Tesla Inc | TSLA | Shares | $74.6M | 201K |
| Coreweave Inc | CRWV | Shares | $62.8M | 811K |
| Wix Com Ltd | Shares | $58.6M | 650K | |
| Hubspot Inc | HUBS | Shares | $56.7M | 232K |
| Roblox Corp | RBLX | Call | $56.6M | 1.0M |
| Affirm Hldgs Inc | AFRM | Shares | $54.7M | 1.2M |
| Synopsys Inc | SNPS | Shares | $54.3M | 137K |
| Ralph Lauren Corp | RL | Shares | $44.3M | 129K |
| Axon Enterprise Inc | AXON | Shares | $43.4M | 102K |
| Wingstop Inc | WING | Shares | $41.9M | 270K |
| Semtech Corp | SMTC | Shares | $41.7M | 542K |
| Acv Auctions Inc | ACVA | Shares | $41.3M | 9.7M |
| Compass Inc | COMP | Shares | $40.7M | 5.6M |
| Ferguson Enterprises Inc | FERG | Shares | $34.1M | 146K |
| Unity Software Inc | U | Call | $32.9M | 1.5M |
| Chime Finl Inc | CHYM | Shares | $30.4M | 1.6M |
| Aerovironment Inc | AVAV | Shares | $29.6M | 162K |
| Intel Corp | INTC | Shares | $28.9M | 654K |
| Rubrik Inc. | RBRK | Shares | $27.7M | 566K |
| Jfrog Ltd | Shares | $26.0M | 555K | |
| Mastercard Incorporated | MA | Shares | $24.8M | 50K |
| Ambiq Micro Inc | AMBQ | Shares | $21.9M | 862K |
| Snowflake Inc | SNOW | Shares | $21.8M | 145K |
| Visa Inc | V | Shares | $21.7M | 72K |
| Globalfoundries Inc | Shares | $21.1M | 475K | |
| Rogers Corp | ROG | Shares | $20.0M | 186K |
| Nokia Corp | NOK | Shares | $20.0M | 2.5M |
| Warby Parker Inc | WRBY | Shares | $14.5M | 687K |
| Veeco Instrs Inc Del | VECO | Shares | $7.9M | 234K |
| Nebius Group N.V. | Shares | $6.5M | 63K | |
| Equipmentshare Com Inc | EQPT | Shares | $4.3M | 213K |
| Taboola.Com Ltd | Shares | $2.5M | 821K | |
| Bitgo Holdings Inc | BTGO | Shares | $240K | 29K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.