Atreides Management, LP
Net buyer this quarter
$14.3B
46
+$3.95B
59.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $4.67B | 32.58% | Not reported | New | Q2 2026 |
 MU | $821M | 5.73% | 0.06% | -6.5% | Q4 2019 |
 CBRS | $687M | 4.79% | Not reported | New | Q2 2026 |
 ALAB | $588M | 4.10% | 0.70% | -63.9% | Q1 2024 |
 CIEN | $338M | 2.36% | 0.49% | +1.7% | Q3 2023 |
 CRDO | $307M | 2.14% | 0.61% | +3.5% | Q1 2026 |
 PANW | $299M | 2.09% | 0.11% | +56.1% | Q1 2026 |
 U | $293M | 2.04% | 2.33% | -17.3% | Q4 2024 |
 COHR | $253M | 1.77% | 0.33% | +1.7% | Q3 2023 |
 NVDA | $250M | 1.74% | 0.01% | +0.1% | Q4 2019 |
 AMZN | $231M | 1.61% | 0.01% | +1.7% | Q1 2020 |
 META | $227M | 1.58% | Not reported | Not reported | Q4 2019 |
 CRWV | $212M | 1.48% | Not reported | +162.2% | Q1 2025 |
 GOOGL | $175M | 1.22% | 0.00% | -12.0% | Q4 2019 |
 TWLO | $149M | 1.04% | 0.47% | -21.8% | Q4 2019 |
 APH | $113M | 0.79% | 0.05% | New | Q2 2026 |
 AKAM | $108M | 0.75% | 0.63% | +33.4% | Q1 2026 |
 AFRM | $104M | 0.72% | 2.15% | +6.6% | Q3 2024 |
 GTLB | $103M | 0.72% | Not reported | Not reported | Q3 2024 |
 INTC | $92.7M | 0.65% | 0.01% | +1.5% | Q2 2020 |
 SMTC | $89.2M | 0.62% | 0.59% | +1.7% | Q2 2025 |
 CIFR | $87.9M | 0.61% | 0.87% | New | Q2 2026 |
 TSLA | $85.9M | 0.60% | 0.01% | +1.7% | Q4 2019 |
 DKS | $85.1M | 0.59% | 0.40% | -17.1% | Q4 2020 |
 W | $78M | 0.54% | Not reported | -41.0% | Q4 2019 |
 AMBQ | $77.4M | 0.54% | 3.63% | +1.7% | Q3 2025 |
 IOT | $74.9M | 0.52% | Not reported | Not reported | Q1 2022 |
 ACVA | $71.2M | 0.50% | 5.86% | +1.7% | Q1 2021 |
 COMP | $69.8M | 0.49% | 0.75% | +1.7% | Q4 2025 |
 WIX | $66.2M | 0.46% | 2.65% | +124.2% | Q1 2021 |
 MA | $48.1M | 0.34% | 0.01% | +88.8% | Q4 2021 |
 PDFS | $46.6M | 0.33% | 1.57% | New | Q2 2026 |
 TTAN | $38.3M | 0.27% | 1.53% | Not reported | Q2 2025 |
 FERG | $35.1M | 0.24% | 0.08% | +1.0% | Q4 2024 |
 NOK | $33.5M | 0.23% | 0.04% | +1.7% | Q1 2026 |
 ROG | $31M | 0.22% | 1.06% | +1.7% | Q2 2025 |
 NTRA | $28.3M | 0.20% | 0.07% | New | Q2 2026 |
 WRBY | $21.2M | 0.15% | 0.62% | +1.7% | Q4 2025 |
 VECO | $18M | 0.13% | 0.39% | +1.7% | Q1 2026 |
 NBIS | $17.7M | 0.12% | 0.03% | +1.7% | Q1 2026 |
 INIO | $13.8M | 0.10% | 0.05% | New | Q2 2026 |
 EQPT | $4.27M | 0.03% | 0.27% | +1.7% | Q1 2026 |
 TBLA | $4.18M | 0.03% | 0.25% | +1.7% | Q2 2021 |
 QNT | $3.26M | 0.02% | Not reported | New | Q2 2026 |
 FRVO | $291K | 0.00% | Not reported | New | Q2 2026 |
 BTGO | $153K | 0.00% | Not reported | +1.7% | Q1 2026 |
| Q1 2026 | |||||
| ALAB | $369M | 7.37% | 1.97% | +108.9% | Q1 2024 |
| U | $272M | 5.43% | 2.84% | +86.9% | Q4 2024 |
| CIEN | $263M | 5.25% | 0.48% | -52.6% | Q3 2023 |
| MU | $257M | 5.14% | 0.07% | +2.9% | Q4 2019 |
| NVDA | $218M | 4.35% | 0.01% | -35.2% | Q4 2019 |
| AMZN | $199M | 3.97% | 0.01% | +38.6% | Q1 2020 |
 LITE | $188M | 3.76% | 0.37% | -30.2% | Q1 2024 |
| GOOGL | $160M | 3.19% | 0.00% | +7.9% | Q4 2019 |
| COHR | $150M | 3.01% | 0.34% | -48.9% | Q3 2023 |
 ECHO | $117M | 2.34% | 2.10% | +11.0% | Q4 2025 |
| TWLO | $116M | 2.32% | 0.61% | +28.6% | Q4 2019 |
| W | $108M | 2.15% | Not reported | +64.3% | Q4 2019 |
 ZM | $106M | 2.11% | Not reported | Not reported | Q2 2021 |
| CRDO | $102M | 2.05% | 0.59% | New | Q1 2026 |
| PANW | $90.1M | 1.80% | 0.07% | New | Q1 2026 |
| DKS | $89.7M | 1.79% | 0.48% | -7.8% | Q4 2020 |
 RKT | $87.1M | 1.74% | Not reported | +69.7% | Q2 2025 |
 VST | $78.7M | 1.57% | 0.15% | New | Q1 2026 |
| AKAM | $78.4M | 1.57% | 0.47% | New | Q1 2026 |
 RBLX | $78.3M | 1.56% | 0.19% | +255.2% | Q4 2023 |
| TSLA | $74.6M | 1.49% | 0.01% | +7.9% | Q4 2019 |
| CRWV | $62.8M | 1.26% | Not reported | +33.7% | Q1 2025 |
| WIX | $58.6M | 1.17% | 1.18% | -47.9% | Q1 2021 |
 HUBS | $56.7M | 1.13% | 0.45% | Not reported | Q3 2022 |
| AFRM | $54.7M | 1.09% | 2.02% | -13.7% | Q3 2024 |
 SNPS | $54.3M | 1.09% | 0.07% | Not reported | Q1 2025 |
 RL | $44.3M | 0.89% | Not reported | +1.0% | Q1 2024 |
 AXON | $43.4M | 0.87% | 0.13% | -3.2% | Q1 2025 |
 WING | $41.9M | 0.84% | 0.99% | -30.7% | Q4 2025 |
| SMTC | $41.7M | 0.83% | 0.58% | -21.7% | Q2 2025 |
| ACVA | $41.3M | 0.83% | 5.59% | -21.6% | Q1 2021 |
| COMP | $40.7M | 0.81% | 0.75% | -36.2% | Q4 2025 |
| FERG | $34.1M | 0.68% | 0.08% | -17.7% | Q4 2024 |
 CHYM | $30.4M | 0.61% | 2.42% | +7.9% | Q2 2025 |
 AVAV | $29.6M | 0.59% | 0.32% | New | Q1 2026 |
| INTC | $28.9M | 0.58% | 0.01% | +35.1% | Q2 2020 |
 RBRK | $27.7M | 0.55% | Not reported | -36.7% | Q2 2025 |
 FROG | $26M | 0.52% | 0.46% | +37.3% | Q3 2025 |
| MA | $24.8M | 0.50% | 0.00% | +7.9% | Q4 2021 |
| AMBQ | $21.9M | 0.44% | 4.04% | +23.8% | Q3 2025 |
 SNOW | $21.8M | 0.44% | 0.04% | -69.8% | Q4 2024 |
 V | $21.7M | 0.43% | 0.00% | New | Q1 2026 |
 GFS | $21.1M | 0.42% | 0.09% | Not reported | Q4 2024 |
| ROG | $20M | 0.40% | 1.05% | +8.2% | Q2 2025 |
| NOK | $20M | 0.40% | 0.04% | New | Q1 2026 |
| WRBY | $14.5M | 0.29% | 0.61% | +74.8% | Q4 2025 |
| VECO | $7.92M | 0.16% | 0.38% | New | Q1 2026 |
| NBIS | $6.54M | 0.13% | 0.02% | New | Q1 2026 |
| EQPT | $4.35M | 0.09% | 0.27% | New | Q1 2026 |
| TBLA | $2.54M | 0.05% | 0.24% | +11.2% | Q2 2021 |
| Q4 2025 | |||||
| NVDA | $359M | 4.39% | 0.01% | +235.0% | Q4 2019 |
| CIEN | $334M | 4.08% | 1.01% | +2.0% | Q3 2023 |
| U | $293M | 3.58% | 1.53% | +8.4% | Q4 2024 |
 P | $280M | 3.42% | 1.27% | +1.9% | Q3 2022 |
| ALAB | $268M | 3.28% | 0.95% | +2496.6% | Q1 2024 |
| COHR | $228M | 2.79% | 0.79% | +35.2% | Q3 2023 |
| MU | $211M | 2.58% | 0.07% | +1.9% | Q4 2019 |
| GOOGL | $161M | 1.97% | 0.00% | -6.5% | Q4 2019 |
| AMZN | $159M | 1.94% | 0.01% | +4.4% | Q1 2020 |
| LITE | $141M | 1.72% | 0.54% | -41.7% | Q1 2024 |
| WIX | $130M | 1.58% | 2.27% | Not reported | Q1 2021 |
| GTLB | $119M | 1.46% | Not reported | -41.9% | Q3 2024 |
| SNOW | $105M | 1.28% | 0.14% | +2.0% | Q4 2024 |
| AFRM | $103M | 1.26% | 2.34% | +566.1% | Q3 2024 |
| TWLO | $102M | 1.25% | 0.47% | -25.8% | Q4 2019 |
| ACVA | $99.5M | 1.22% | 7.17% | +125.2% | Q1 2021 |
| ECHO | $97.9M | 1.20% | 1.89% | New | Q4 2025 |
| DKS | $97.2M | 1.19% | 0.52% | +2.0% | Q4 2020 |
| WING | $93M | 1.14% | 1.42% | New | Q4 2025 |
| COMP | $92.2M | 1.13% | 1.55% | New | Q4 2025 |
 MSFT | $87.8M | 1.07% | 0.00% | Not reported | Q1 2023 |
| W | $87.4M | 1.07% | Not reported | +1.9% | Q4 2019 |
| TTAN | $84.4M | 1.03% | 2.24% | +26.5% | Q2 2025 |
| TSLA | $83.7M | 1.02% | 0.01% | -9.9% | Q4 2019 |
| RKT | $69.7M | 0.85% | Not reported | +260.0% | Q2 2025 |
| RBRK | $68.5M | 0.84% | Not reported | +18.9% | Q2 2025 |
 PM | $65.1M | 0.80% | 0.03% | +45.4% | Q3 2025 |
 TEAM | $64.6M | 0.79% | Not reported | +30.5% | Q4 2022 |
| AXON | $59.9M | 0.73% | 0.13% | +189.3% | Q1 2025 |
 NU | $54.8M | 0.67% | Not reported | +30.4% | Q4 2023 |
| SMTC | $51M | 0.62% | 0.75% | +2.0% | Q2 2025 |
| RL | $45.1M | 0.55% | Not reported | +2.0% | Q1 2024 |
| CRWV | $43.4M | 0.53% | Not reported | +863.6% | Q1 2025 |
| FERG | $39.6M | 0.48% | 0.09% | -20.1% | Q4 2024 |
 AZO | $39.4M | 0.48% | 0.07% | +6.3% | Q2 2025 |
| CHYM | $37.9M | 0.46% | 2.25% | Not reported | Q2 2025 |
 SE | $35.1M | 0.43% | 0.16% | +2.0% | Q2 2023 |
| RBLX | $31.6M | 0.39% | 0.06% | -47.1% | Q4 2023 |
 AMSC | $30.1M | 0.37% | 2.19% | +35.4% | Q1 2025 |
| MA | $26.2M | 0.32% | 0.00% | +2.0% | Q4 2021 |
| FROG | $25.3M | 0.31% | 0.34% | +1.8% | Q3 2025 |
 GNRC | $24.9M | 0.30% | 0.31% | New | Q4 2025 |
| AMBQ | $19.8M | 0.24% | 3.80% | +1.8% | Q3 2025 |
| INTC | $17.9M | 0.22% | 0.01% | -81.5% | Q2 2020 |
| ROG | $15.7M | 0.19% | 0.97% | +1.8% | Q2 2025 |
 PFGC | $11.3M | 0.14% | 0.08% | New | Q4 2025 |
 MELI | $9.07M | 0.11% | 0.01% | -23.7% | Q2 2024 |
| WRBY | $8.57M | 0.10% | 0.35% | New | Q4 2025 |
| TBLA | $3.4M | 0.04% | 0.22% | +1.8% | Q2 2021 |
| Q3 2025 | |||||
| P | $343M | 6.69% | 1.25% | +15.4% | Q3 2022 |
| GTLB | $247M | 4.80% | Not reported | +38.9% | Q3 2024 |
| U | $245M | 4.77% | 1.43% | -1.0% | Q4 2024 |
| CIEN | $204M | 3.97% | 0.99% | +10.9% | Q3 2023 |
| AMZN | $145M | 2.82% | 0.01% | -8.3% | Q1 2020 |
| GOOGL | $134M | 2.61% | 0.00% | -42.1% | Q4 2019 |
 DECK | $127M | 2.47% | 0.86% | +46.8% | Q3 2020 |
| MU | $121M | 2.36% | 0.06% | +928.6% | Q4 2019 |
| HUBS | $114M | 2.22% | 0.47% | Not reported | Q3 2022 |
| NVDA | $107M | 2.09% | 0.00% | -16.7% | Q4 2019 |
| DKS | $107M | 2.08% | 0.51% | -44.9% | Q4 2020 |
| LITE | $107M | 2.08% | 0.93% | -62.6% | Q1 2024 |
| SNOW | $106M | 2.06% | 0.14% | -10.7% | Q4 2024 |
| RBLX | $102M | 1.99% | 0.11% | -29.9% | Q4 2023 |
| COHR | $98.4M | 1.92% | 0.59% | Not reported | Q3 2023 |
| TWLO | $96.7M | 1.88% | 0.63% | +32.2% | Q4 2019 |
 INTU | $92.3M | 1.80% | 0.05% | Not reported | Q4 2022 |
| TSLA | $91.9M | 1.79% | 0.01% | -35.8% | Q4 2019 |
| INTC | $87.6M | 1.71% | 0.05% | Not reported | Q2 2020 |
| W | $76.3M | 1.49% | Not reported | +17.5% | Q4 2019 |
 ELF | $71.3M | 1.39% | 0.91% | +9.0% | Q2 2025 |
| TTAN | $63.1M | 1.23% | 1.77% | -2.3% | Q2 2025 |
| RBRK | $61.9M | 1.21% | Not reported | +59.7% | Q2 2025 |
 AMD | $54.9M | 1.07% | 0.02% | -80.5% | Q4 2019 |
| ACVA | $54.6M | 1.06% | 3.20% | +17.4% | Q1 2021 |
| FERG | $50M | 0.97% | 0.11% | -25.3% | Q4 2024 |
| TEAM | $48.7M | 0.95% | Not reported | Not reported | Q4 2022 |
| META | $48.5M | 0.95% | Not reported | -54.2% | Q4 2019 |
| SMTC | $48.5M | 0.94% | 0.78% | +2.5% | Q2 2025 |
| SE | $48.3M | 0.94% | 0.15% | -20.8% | Q2 2023 |
| AZO | $46.9M | 0.91% | 0.07% | +13.1% | Q2 2025 |
| AMSC | $45.8M | 0.89% | 1.71% | -30.2% | Q1 2025 |
| PM | $45.3M | 0.88% | 0.02% | New | Q3 2025 |
| NU | $40.2M | 0.78% | Not reported | -8.6% | Q4 2023 |
| RL | $39.2M | 0.76% | Not reported | -30.2% | Q1 2024 |
 VRNS | $37.8M | 0.74% | 0.56% | New | Q3 2025 |
| IOT | $26.5M | 0.52% | Not reported | Not reported | Q1 2022 |
| AXON | $26.2M | 0.51% | 0.05% | -30.2% | Q1 2025 |
| MA | $25.6M | 0.50% | 0.00% | -30.2% | Q4 2021 |
| AMBQ | $20.5M | 0.40% | 3.75% | New | Q3 2025 |
| RKT | $19.4M | 0.38% | Not reported | -42.2% | Q2 2025 |
| SNPS | $19.2M | 0.37% | 0.02% | Not reported | Q1 2025 |
| FROG | $18.8M | 0.37% | 0.34% | New | Q3 2025 |
 FIVN | $17.8M | 0.35% | 0.94% | -23.1% | Q4 2024 |
 BLDR | $16.6M | 0.32% | 0.12% | -57.4% | Q2 2025 |
| AFRM | $15.2M | 0.30% | 0.35% | -89.5% | Q3 2024 |
| MELI | $13.8M | 0.27% | 0.01% | -67.1% | Q2 2024 |
| ROG | $13.6M | 0.26% | 0.94% | -10.2% | Q2 2025 |
 APP | $12.5M | 0.24% | 0.01% | New | Q3 2025 |
 JOBY | $12.4M | 0.24% | 0.09% | -23.1% | Q3 2021 |