Atreides Management, Lp Top Holdings and 13F Report (2025) About Atreides Management, LpInvestment ActivityAtreides Management, Lp has $3.60 billion in total holdings as of March 31, 2025.Atreides Management, Lp owns shares of 48 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 45.00% of the portfolio was purchased this quarter.About 67.11% of the portfolio was sold this quarter.This quarter, Atreides Management, Lp has purchased 42 new stocks and bought additional shares in 13 stocks.Atreides Management, Lp sold shares of 15 stocks and completely divested from 11 stocks this quarter.Largest Holdings Advanced Micro Devices $246,390,052Pure Storage $204,552,144GitLab $177,652,112DICK'S Sporting Goods $172,715,230Alphabet $167,569,882 Largest New Holdings this Quarter 74624M102 - Pure Storage $204,552,144 Holding253393102 - DICK'S Sporting Goods $172,715,230 Holding171779309 - Ciena $102,704,988 Holding81764X103 - SERVICETITAN INC $68,678,586 Holding336433107 - First Solar $65,134,031 Holding Largest Purchases this Quarter Pure Storage 3,552,486 shares (about $204.55M)DICK'S Sporting Goods 873,137 shares (about $172.72M)GitLab 3,531,070 shares (about $159.29M)Alphabet 761,782 shares (about $134.25M)Affirm 1,670,429 shares (about $115.49M) Largest Sales this Quarter NVIDIA 2,695,815 shares (about $425.91M)ASTERA LABS INC 3,697,481 shares (about $334.33M)COREWEAVE INC 1,720,437 shares (about $280.53M)Advanced Micro Devices 1,166,599 shares (about $165.54M)Roblox 971,030 shares (about $102.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtreides Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMDAdvanced Micro Devices$246,390,052$165,540,398 ▼-40.2%1,736,3646.8%Computer and TechnologyPSTGPure Storage$204,552,144$204,552,144 ▲New Holding3,552,4865.7%Computer and TechnologyGTLBGitLab$177,652,112$159,286,568 ▲867.3%3,938,1984.9%Computer and TechnologyDKSDICK'S Sporting Goods$172,715,230$172,715,230 ▲New Holding873,1374.8%Retail/WholesaleGOOGLAlphabet$167,569,882$134,248,842 ▲402.9%950,8594.6%Computer and TechnologyLITELumentum$167,073,749$11,188,182 ▼-6.3%1,757,5614.6%Computer and TechnologyAMZNAmazon.com$157,624,036$6,413,647 ▲4.2%718,4654.4%Retail/WholesaleUUnity Software$149,341,951$78,887,160 ▼-34.6%6,171,1554.1%Computer and TechnologyAFRMAffirm$136,750,761$115,493,461 ▲543.3%1,977,8823.8%Computer and TechnologySNOWSnowflake$117,651,329$18,560,826 ▼-13.6%525,7693.3%Computer and TechnologyRBLXRoblox$110,517,018$102,152,356 ▼-48.0%1,050,5423.1%Consumer DiscretionaryNVDANVIDIA$108,983,556$425,911,812 ▼-79.6%689,8133.0%Computer and TechnologyMETAMeta Platforms$106,530,744$70,455,119 ▼-39.8%144,3333.0%Computer and TechnologyCIENCiena$102,704,988$102,704,988 ▲New Holding1,262,8182.9%Computer and TechnologyTSLATesla$102,253,801$40,137,929 ▲64.6%321,8972.8%Auto/Tires/TrucksTWLOTwilio$90,820,108$76,474,311 ▲533.1%730,3002.5%Computer and TechnologyDECKDeckers Outdoor$87,828,008$23,352,879 ▼-21.0%852,1202.4%Retail/WholesaleASTERA LABS INC$86,331,479$334,326,233 ▼-79.5%954,7832.4%COMACVAACV Auctions$76,140,475$597,626 ▼-0.8%4,694,2342.1%Retail/WholesaleCFLTConfluent$75,094,520$33,836,143 ▲82.0%3,012,2152.1%Computer and TechnologySERVICETITAN INC$68,678,586$68,678,586 ▲New Holding640,7781.9%SHS CL AFSLRFirst Solar$65,134,031$65,134,031 ▲New Holding393,4641.8%EnergyFERGUSON ENTERPRISES INC$64,879,919$3,892,717 ▲6.4%297,9561.8%COMMON STOCK NEWELFe.l.f. Beauty$61,479,209$61,479,209 ▲New Holding494,0471.7%Consumer StaplesZZillow Group$59,963,360$27,105,637 ▲82.5%856,0081.7%Computer and TechnologySESEA$54,552,815$54,552,815 ▲New Holding341,0831.5%Computer and TechnologyRLRalph Lauren$49,171,821$3,466,899 ▲7.6%179,2761.4%Consumer DiscretionaryMELIMercadoLibre$46,844,090$46,844,090 ▲New Holding17,9231.3%Retail/WholesaleAXONAxon Enterprise$43,263,177$8,815,077 ▼-16.9%52,2541.2%AerospaceRUBRIK INC.$42,221,975$42,221,975 ▲New Holding471,2801.2%CL AAMSCAmerican Superconductor$40,522,564$10,288,536 ▲34.0%1,104,4581.1%Computer and TechnologyNUNU$37,650,204$37,650,204 ▲New Holding2,744,1841.0%FinanceBLDRBuilders FirstSource$37,591,800$37,591,800 ▲New Holding322,1511.0%Retail/WholesaleWWayfair$37,187,781$3,994,341 ▲12.0%727,1761.0%Retail/WholesaleMAMastercard$36,293,457$572,617 ▼-1.6%64,5861.0%Business ServicesAZOAutoZone$35,860,142$35,860,142 ▲New Holding9,6601.0%Retail/WholesaleSSentinelOne$34,783,568$26,597,327 ▼-43.3%1,902,8211.0%Computer and TechnologySMTCSemtech$29,880,017$29,880,017 ▲New Holding661,9410.8%Computer and TechnologyFIVNFive9$25,304,632$8,971,874 ▲54.9%955,6130.7%Computer and TechnologyCOREWEAVE INC$25,203,043$280,534,460 ▼-91.8%154,5630.7%COM CL ARKTRocket Companies$24,561,036$24,561,036 ▲New Holding1,732,0900.7%FinanceROGRogers$12,888,141$12,888,141 ▲New Holding188,2030.4%Computer and TechnologyJOBYJoby Aviation$10,550,0000.0%1,000,0000.3%TransportationMUMicron Technology$8,686,414$100,986,619 ▼-92.1%70,4780.2%Computer and TechnologyTBLATaboola.com$2,653,5000.0%725,0000.1%Computer and TechnologySONDER HOLDINGS INC$2,593,4390.0%960,5330.1%CL A NEWVOYAGER TECHNOLOGIES INC$392,500$392,500 ▲New Holding10,0000.0%COM CL ACHIME FINL INC$345,100$345,100 ▲New Holding10,0000.0%COM SHS CL ASMHVanEck Semiconductor ETF$0$211,470,000 ▼-100.0%00.0%ManufacturingMSFTMicrosoft$0$157,714,853 ▼-100.0%00.0%Computer and TechnologyRHRH$0$110,951,176 ▼-100.0%00.0%Consumer StaplesULTAUlta Beauty$0$79,737,478 ▼-100.0%00.0%Retail/WholesaleSNPSSynopsys$0$65,394,479 ▼-100.0%00.0%Computer and TechnologyESTCElastic$0$43,979,582 ▼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$32,432,688 ▼-100.0%00.0%Computer and TechnologyNCLHNorwegian Cruise Line$0$30,781,238 ▼-100.0%00.0%Consumer DiscretionaryREDDIT INC$0$15,353,479 ▼-100.0%00.0%CL AASMLASML$0$13,025,318 ▼-100.0%00.0%Computer and TechnologyBBWIBath & Body Works$0$9,035,360 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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