Atreides Management, LP 13F Holdings

CIK 0001777813 · BOSTON, MA

As of Sep 30, 2025, Atreides Management, LP reported 58 positions worth $5.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—2,000,000 .2B23.38%
PURE STORAGE INCPSTGTechnology4,098,376$343.5M6.69%
GITLAB INCGTLBTechnology5,470,305$246.6M4.80%
UNITY SOFTWARE INCUTechnology6,111,553$244.7M4.77%
CIENA CORPCIENTechnology1,400,764$204.0M3.97%
AMAZON.COM INCAMZNEquity658,886 44.7M2.82%
ALPHABET INCGOOGLEquity550,260 33.8M2.61%
DECKERS OUTDOOR CORPDECKConsumer Cyclical1,250,516 26.8M2.47%
MICRON TECHNOLOGY INCMUTechnology724,957 21.3M2.36%
HUBSPOT INCHUBSTechnology243,434 13.9M2.22%
NVIDIA CORPNVDATechnology574,723 07.2M2.09%
DICK'S SPORTING GOODS INCDKSConsumer Cyclical481,386 07.0M2.08%
LUMENTUM HOLDINGS INCLITETechnology656,960 06.9M2.08%
SNOWFLAKE INCSNOWTechnology469,545 05.9M2.06%
ROBLOX CORPRBLXCommunication Services737,007 02.1M1.99%
COHERENT CORPCOHRTechnology913,778$98.4M1.92%
TWILIO INCTWLOCommunication Services965,763$96.7M1.88%
INTUIT INCINTUTechnology135,178$92.3M1.80%
TESLA INCTSLAConsumer Cyclical206,562$91.9M1.79%
INTEL CORPINTCTechnology2,611,037$87.6M1.71%
MARVELL TECHNOLOGY INCMRVLTechnology1,000,000$84.1M1.64%
WAYFAIR INCWConsumer Cyclical854,390$76.3M1.49%
ELF BEAUTY INCELFConsumer Defensive538,348$71.3M1.39%
SERVICETITAN INCTTANTechnology626,227$63.1M1.23%
RUBRIK INCRBRKTechnology752,752$61.9M1.21%