Atika Capital Management LLC Top Holdings and 13F Report (2025) About Atika Capital Management LLCInvestment ActivityAtika Capital Management LLC has $711.09 million in total holdings as of March 31, 2025.Atika Capital Management LLC owns shares of 59 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 20.76% of the portfolio was purchased this quarter.About 46.39% of the portfolio was sold this quarter.This quarter, Atika Capital Management LLC has purchased 83 new stocks and bought additional shares in 21 stocks.Atika Capital Management LLC sold shares of 20 stocks and completely divested from 39 stocks this quarter.Largest Holdings Amazon.com $59,598,756Microsoft $40,354,425Vertiv $35,168,620Spotify Technology $33,991,854iShares Russell 2000 ETF $29,923,500 Largest New Holdings this Quarter 457669307 - Insmed $7,323,839 HoldingG8192H106 - SiriusPoint $7,261,800 Holding881624209 - Teva Pharmaceutical Industries $6,715,153 Holding770700102 - Robinhood Markets $5,951,660 Holding04351P101 - Ascendis Pharma A/S $5,486,272 Holding Largest Purchases this Quarter Amazon.com 132,999 shares (about $25.30M)Spotify Technology 20,200 shares (about $11.11M)Vertiv 134,149 shares (about $9.69M)Netflix 9,350 shares (about $8.72M)Insmed 96,000 shares (about $7.32M) Largest Sales this Quarter iShares Russell 2000 ETF 500 shares (about $9.97M)Tesla 300 shares (about $7.77M)GAP 269,500 shares (about $5.55M)Cloudflare 35,800 shares (about $4.03M)Lantheus 11,250 shares (about $2.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtika Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$59,598,756$25,304,390 ▲73.8%313,2498.4%Retail/WholesaleMSFTMicrosoft$40,354,4250.0%107,5005.7%Computer and TechnologyVRTVertiv$35,168,620$9,685,558 ▲38.0%487,1004.9%Computer and TechnologySPOTSpotify Technology$33,991,854$11,110,606 ▲48.6%61,8004.8%Business ServicesIWMiShares Russell 2000 ETF$29,923,500$9,974,500 ▼-25.0%1,5004.2%FinanceLLYEli Lilly and Company$27,337,622$371,660 ▲1.4%33,1003.8%MedicalISRGIntuitive Surgical$27,289,376$742,905 ▲2.8%55,1003.8%MedicalMLMMartin Marietta Materials$26,599,806$4,079,883 ▲18.1%55,6333.7%ConstructionGKOSGlaukos$25,933,671$2,362,080 ▲10.0%263,5003.6%MedicalINSPInspire Medical Systems$25,580,369$477,840 ▲1.9%160,6003.6%MedicalARISTA NETWORKS INC$16,579,790$339,982 ▲2.1%213,9882.3%COM SHSMELIMercadoLibre$15,468,448$349,206 ▲2.3%7,9292.2%Retail/WholesaleDOORDASH INC$15,130,614$435,906 ▲3.0%82,7852.1%CL ANFLXNetflix$15,106,986$8,719,156 ▲136.5%16,2002.1%Consumer DiscretionaryCYBRCyberArk Software$14,432,600$946,400 ▼-6.2%42,7002.0%Computer and TechnologyTALEN ENERGY CORP$14,408,188$2,763,433 ▼-16.1%72,1602.0%COMRXSTRxSight$14,210,018$2,897,883 ▲25.6%513,2732.0%MedicalVSTVistra$13,623,040$4,991,200 ▲57.8%116,0001.9%UtilitiesVRNAVerona Pharma$13,214,428$245,452 ▼-1.8%208,1341.9%MedicalSLNOSoleno Therapeutics$11,832,121$3,570,087 ▲43.2%101,2501.7%MedicalLNTHLantheus$11,721,759$2,876,113 ▼-19.7%45,8501.6%MedicalGE VERNOVA INC$11,432,736$915,840 ▼-7.4%37,4501.6%COMMETAMeta Platforms$10,951,416$1,613,232 ▼-12.8%19,0011.5%Computer and TechnologyBWXTBWX Technologies$10,595,0100.0%107,4001.5%Computer and TechnologyNTRANatera$10,133,864$5,232 ▼-0.1%71,6631.4%MedicalAPPFAppFolio$9,785,550$2,814,720 ▼-22.3%44,5001.4%Computer and TechnologyGEGE Aerospace$9,707,275$1,341,005 ▼-12.1%48,5001.4%IndustrialsAXSMAxsome Therapeutics$8,595,630$6,029,770 ▲235.0%73,7001.2%MedicalCEGConstellation Energy$8,327,319$1,229,943 ▼-12.9%41,3001.2%EnergyADBEAdobe$8,207,542$1,304,002 ▲18.9%21,4001.2%Computer and TechnologyTSLATesla$7,774,800$7,774,800 ▼-50.0%3001.1%Auto/Tires/TrucksTARSTarsus Pharmaceuticals$7,417,828$1,684,936 ▼-18.5%144,4001.0%MedicalINSMInsmed$7,323,839$7,323,839 ▲New Holding96,0001.0%MedicalSPNTSiriusPoint$7,261,800$7,261,800 ▲New Holding420,0001.0%FinanceDUOLINGO INC$7,235,582$1,832,186 ▲33.9%23,3001.0%CL A COMERJEmbraer$6,888,420$577,500 ▲9.2%149,1001.0%AerospaceTEVATeva Pharmaceutical Industries$6,715,153$6,715,153 ▲New Holding436,9000.9%MedicalHOODRobinhood Markets$5,951,660$5,951,660 ▲New Holding143,0000.8%FinanceNVDANVIDIA$5,635,760$596,090 ▲11.8%52,0000.8%Computer and TechnologyTWTradeweb Markets$5,531,026$1,729,856 ▼-23.8%37,2560.8%FinanceASNDAscendis Pharma A/S$5,486,272$5,486,272 ▲New Holding35,2000.8%MedicalSATSEchoStar$5,200,414$356,585 ▲7.4%203,3000.7%Computer and TechnologySHWSherwin-Williams$5,091,539$2,031,936 ▼-28.5%14,5810.7%Basic MaterialsROKURoku$5,085,768$5,085,768 ▲New Holding72,2000.7%Consumer DiscretionaryBBB FOODS INC$4,877,824$1,010,452 ▼-17.2%182,8270.7%CL A COMTKO GROUP HOLDINGS INC$4,782,953$4,782,953 ▲New Holding31,3000.7%CL ASHOPShopify$4,751,752$1,072,527 ▼-18.4%49,7670.7%Computer and TechnologyFERGUSON ENTERPRISES INC$4,694,7390.0%29,3000.7%COMMON STOCK NEWCHKPCheck Point Software Technologies$4,558,400$4,558,400 ▲New Holding20,0000.6%Computer and TechnologyGPSGAP$4,404,357$5,554,395 ▼-55.8%213,7000.6%Consumer CyclicalNETCloudflare$4,056,840$4,034,302 ▼-49.9%36,0000.6%Computer and TechnologyGHGuardant Health$3,642,299$3,642,299 ▲New Holding85,5000.5%MedicalMUMicron Technology$3,475,600$3,475,600 ▲New Holding4000.5%Computer and TechnologyDOCSDoximity$2,901,500$2,901,500 ▲New Holding5000.4%MedicalWBAWalgreens Boots Alliance$1,675,500$1,675,500 ▲New Holding1,5000.2%Retail/WholesaleVMCVulcan Materials$1,119,840$1,119,840 ▲New Holding4,8000.2%ConstructionXENEXenon Pharmaceuticals$805,201$1,630,532 ▼-66.9%24,0000.1%MedicalCELESTICA INC$788,100$788,100 ▲New Holding1000.1%COMSFMSprouts Farmers Market$713,592$713,592 ▲New Holding4,6750.1%Retail/WholesaleAAPLApple$0$37,563,000 ▼-100.0%00.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$0$34,932,000 ▼-100.0%00.0%ETFUTHRUnited Therapeutics$0$10,938,040 ▼-100.0%00.0%MedicalFIVEFive Below$0$10,496,000 ▼-100.0%00.0%Retail/WholesaleEWEdwards Lifesciences$0$8,883,600 ▼-100.0%00.0%MedicalGLNGGolar LNG$0$8,400,520 ▼-100.0%00.0%TransportationREALRealReal$0$8,149,408 ▼-100.0%00.0%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$0$7,662,612 ▼-100.0%00.0%Computer and TechnologyBSXBoston Scientific$0$7,610,065 ▼-100.0%00.0%MedicalFRPTFreshpet$0$7,316,634 ▼-100.0%00.0%Consumer StaplesMTZMasTec$0$7,079,281 ▼-100.0%00.0%ConstructionTOSTToast$0$7,020,271 ▼-100.0%00.0%Computer and TechnologySGSweetgreen$0$6,957,020 ▼-100.0%00.0%Retail/WholesaleMRVLMarvell Technology$0$6,737,450 ▼-100.0%00.0%Computer and TechnologyNBIXNeurocrine Biosciences$0$6,552,000 ▼-100.0%00.0%MedicalGTLBGitLab$0$6,547,870 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$6,486,002 ▼-100.0%00.0%Computer and TechnologyBECNBeacon Roofing Supply$0$6,338,592 ▼-100.0%00.0%Retail/WholesaleCHENIERE ENERGY INC$0$6,231,230 ▼-100.0%00.0%COM NEWITCIIntra-Cellular Therapies$0$6,096,960 ▼-100.0%00.0%MedicalMASIMasimo$0$6,083,040 ▼-100.0%00.0%MedicalTTDTrade Desk$0$6,029,289 ▼-100.0%00.0%Computer and TechnologyPGNYProgyny$0$5,727,001 ▼-100.0%00.0%MedicalKYMRKymera Therapeutics$0$5,491,396 ▼-100.0%00.0%MedicalGTLSChart Industries$0$5,267,183 ▼-100.0%00.0%IndustrialsAFRMAffirm$0$4,951,169 ▼-100.0%00.0%Business ServicesOSCROscar Health$0$4,791,360 ▼-100.0%00.0%FinanceCAVACAVA Group$0$4,748,881 ▼-100.0%00.0%Retail/WholesaleFSLRFirst Solar$0$4,423,624 ▼-100.0%00.0%EnergyHEI.AHEICO$0$4,335,664 ▼-100.0%00.0%AerospaceNVONovo Nordisk A/S$0$4,301,000 ▼-100.0%00.0%MedicalARM HOLDINGS PLC$0$3,466,417 ▼-100.0%00.0%SPONSORED ADSASTERA LABS INC$0$3,218,535 ▼-100.0%00.0%COMWRBYWarby Parker$0$2,501,813 ▼-100.0%00.0%Consumer StaplesMPWMedical Properties Trust$0$2,370,000 ▼-100.0%00.0%FinanceLUMNLumen Technologies$0$1,062,000 ▼-100.0%00.0%Business ServicesABIVAX SA$0$760,760 ▼-100.0%00.0%SPONSORED ADSSAVACassava Sciences$0$582,920 ▼-100.0%00.0%MedicalBRIGHT MINDS BIOSCIENCES INC$0$540,300 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. 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