Atika Capital Management LLC Top Holdings and 13F Report (2025) About Atika Capital Management LLCInvestment ActivityAtika Capital Management LLC has $1,000.00 million in total holdings as of June 30, 2025.Atika Capital Management LLC owns shares of 61 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 26.42% of the portfolio was purchased this quarter.About 21.93% of the portfolio was sold this quarter.This quarter, Atika Capital Management LLC has purchased 59 new stocks and bought additional shares in 25 stocks.Atika Capital Management LLC sold shares of 15 stocks and completely divested from 16 stocks this quarter.Largest Holdings Amazon.com $98,341,348Vertiv $78,728,171Microsoft $78,590,780Spotify Technology $47,974,096Martin Marietta Materials $39,817,716 Largest New Holdings this Quarter 771049103 - Roblox $11,466,800 Holding63845R107 - National Vision $9,530,742 Holding90353T100 - Uber Technologies $9,330,000 Holding02043Q107 - Alnylam Pharmaceuticals $9,032,692 HoldingG8068L108 - SharkNinja $8,463,645 Holding Largest Purchases this Quarter Microsoft 50,500 shares (about $25.12M)Amazon.com 85,500 shares (about $21.09M)Constellation Energy 53,500 shares (about $17.27M)Vertiv 126,000 shares (about $16.18M)BWX Technologies 103,000 shares (about $14.84M) Largest Sales this Quarter EchoStar 174,730 shares (about $78.13M)Netflix 4,200 shares (about $5.62M)GE Aerospace 17,059 shares (about $4.39M)Natera 25,166 shares (about $4.25M)DOORDASH INC 16,385 shares (about $4.04M) 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$98,341,348$21,086,411 ▲27.3%398,7499.8%Retail/WholesaleVRTVertiv$78,728,171$16,179,660 ▲25.9%613,1007.9%Computer and TechnologyMSFTMicrosoft$78,590,780$25,119,205 ▲47.0%158,0007.9%Computer and TechnologySPOTSpotify Technology$47,974,096$552,485 ▲1.2%62,5204.8%Computer and TechnologyMLMMartin Marietta Materials$39,817,716$9,277,424 ▲30.4%72,5334.0%ConstructionGKOSGlaukos$33,001,154$5,784,240 ▲21.3%319,5003.3%MedicalISRGIntuitive Surgical$32,387,236$2,445,345 ▲8.2%59,6003.2%MedicalLLYEli Lilly and Company$32,038,682$6,236,240 ▲24.2%41,1003.2%MedicalCEGConstellation Energy$30,597,648$17,267,660 ▲129.5%94,8003.1%EnergyBWXTBWX Technologies$30,310,223$14,838,180 ▲95.9%210,4003.0%AerospaceMETAMeta Platforms$28,047,420$14,022,972 ▲100.0%38,0002.8%Computer and TechnologyARISTA NETWORKS INC$26,765,115$4,872,002 ▲22.3%261,6082.7%COM SHSMELIMercadoLibre$26,136,300$5,412,828 ▲26.1%10,0002.6%Retail/WholesaleVSTVistra$24,032,440$1,550,480 ▲6.9%124,0002.4%UtilitiesGE VERNOVA INC$22,515,332$2,698,665 ▲13.6%42,5502.3%COMINSPInspire Medical Systems$21,009,763$168,701 ▲0.8%161,9002.1%MedicalHOODRobinhood Markets$20,420,703$7,031,613 ▲52.5%218,1002.0%FinanceVRNAVerona Pharma PLC American Depositary Share$20,098,250$412,936 ▲2.1%212,5002.0%MedicalTALEN ENERGY CORP$17,388,046$3,593,917 ▼-17.1%59,8001.7%COMDOORDASH INC$16,368,264$4,039,066 ▼-19.8%66,4001.6%CL ANFLXNetflix$16,069,560$5,624,346 ▼-25.9%12,0001.6%Consumer DiscretionaryCYBRCyberArk Software$15,809,323$1,564,454 ▼-9.0%38,8551.6%Computer and TechnologyNETCloudflare$13,473,300$6,423,420 ▲91.1%68,8011.3%Computer and TechnologySATSEchoStar$12,775,240$78,131,526 ▼-85.9%28,5701.3%Computer and TechnologyRBLXRoblox$11,466,800$11,466,800 ▲New Holding109,0001.1%Consumer DiscretionaryAPPFAppFolio$10,247,4600.0%44,5001.0%Computer and TechnologySLNOSoleno Therapeutics$10,095,490$1,612,765 ▲19.0%120,5001.0%MedicalEYENational Vision$9,530,742$9,530,742 ▲New Holding414,2001.0%Consumer StaplesUBERUber Technologies$9,330,000$9,330,000 ▲New Holding1,0000.9%Computer and TechnologyNVDANVIDIA$9,289,812$1,074,332 ▲13.1%58,8000.9%Computer and TechnologyALNYAlnylam Pharmaceuticals$9,032,692$9,032,692 ▲New Holding27,7000.9%MedicalDUOLINGO INC$8,651,423$902,044 ▼-9.4%21,1000.9%CL A COMADBEAdobe$8,626,650$347,418 ▲4.2%22,2980.9%Computer and TechnologySNSharkNinja$8,463,645$8,463,645 ▲New Holding85,5000.8%Retail/WholesaleMTZMasTec$8,385,156$8,385,156 ▲New Holding49,2000.8%ConstructionGEGE Aerospace$8,092,598$4,390,815 ▼-35.2%31,4410.8%AerospaceSHOPShopify$8,005,290$2,264,667 ▲39.4%69,4000.8%Computer and TechnologyNTRANatera$7,855,203$4,251,544 ▼-35.1%46,4970.8%MedicalTWTradeweb Markets$7,320,000$1,865,722 ▲34.2%50,0000.7%FinanceWWDWoodward$7,009,574$7,009,574 ▲New Holding28,6000.7%AerospaceKYMRKymera Therapeutics$6,397,624$6,397,624 ▲New Holding146,6000.6%MedicalFERGUSON ENTERPRISES INC$6,380,0760.0%29,3000.6%COMMON STOCK NEWMDTMedtronic$6,276,240$6,276,240 ▲New Holding7200.6%MedicalCWCurtiss-Wright$5,618,325$5,618,325 ▲New Holding11,5000.6%AerospaceSPNTSiriusPoint$5,491,027$3,072,773 ▼-35.9%269,3000.5%FinanceAXSMAxsome Therapeutics$4,814,571$2,878,972 ▼-37.4%46,1210.5%MedicalTKO GROUP HOLDINGS INC$4,767,091$927,945 ▼-16.3%26,2000.5%CL AGHGuardant Health$4,641,968$192,548 ▲4.3%89,2000.5%MedicalRXSTRxSight$4,613,791$2,058,758 ▼-30.9%354,9070.5%MedicalBBB FOODS INC$4,484,462$590,816 ▼-11.6%161,5440.4%CL A COMROKURoku$3,919,894$2,425,764 ▼-38.2%44,6000.4%Consumer DiscretionaryYNDXYandex$3,845,436$3,845,436 ▲New Holding69,5000.4%Computer and TechnologyASNDAscendis Pharma A/S$2,830,640$3,244,880 ▼-53.4%16,4000.3%MedicalFNDFloor & Decor$2,278,800$2,278,800 ▲New Holding3000.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$2,264,901$2,264,901 ▲New Holding10,0000.2%Computer and TechnologyHINGE HEALTH INC$2,261,475$2,261,475 ▲New Holding43,7000.2%CL AWBAWalgreens Boots Alliance$1,722,0000.0%1,5000.2%Retail/WholesaleNOVTNovanta$1,366,658$1,366,658 ▲New Holding10,6000.1%Computer and TechnologyWRBYWarby Parker$982,464$982,464 ▲New Holding44,8000.1%Consumer StaplesCARIS LIFE SCIENCES INC$668,000$668,000 ▲New Holding25,0000.1%COMSTAASTAAR Surgical$275,193$275,193 ▲New Holding16,4000.0%MedicalIWMiShares Russell 2000 ETF$0$29,923,500 ▼-100.0%00.0%FinanceLNTHLantheus$0$11,721,759 ▼-100.0%00.0%MedicalTSLATesla$0$7,774,800 ▼-100.0%00.0%Auto/Tires/TrucksTARSTarsus Pharmaceuticals$0$7,417,828 ▼-100.0%00.0%MedicalINSMInsmed$0$7,323,839 ▼-100.0%00.0%MedicalERJEmbraer-Empresa Brasileira de Aeronautica$0$6,888,420 ▼-100.0%00.0%AerospaceTEVATeva Pharmaceutical Industries$0$6,715,153 ▼-100.0%00.0%MedicalSHWSherwin-Williams$0$5,091,539 ▼-100.0%00.0%Basic MaterialsCHKPCheck Point Software Technologies$0$4,558,400 ▼-100.0%00.0%Computer and TechnologyGPSGAP$0$4,404,357 ▼-100.0%00.0%Consumer CyclicalMUMicron Technology$0$3,475,600 ▼-100.0%00.0%Computer and TechnologyDOCSDoximity$0$2,901,500 ▼-100.0%00.0%MedicalVMCVulcan Materials$0$1,119,840 ▼-100.0%00.0%ConstructionXENEXenon Pharmaceuticals$0$805,201 ▼-100.0%00.0%MedicalCELESTICA INC$0$788,100 ▼-100.0%00.0%COMSFMSprouts Farmers Market$0$713,592 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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