Atreides Management, Lp Top Holdings and 13F Report (2025)

About Atreides Management, Lp

Investment Activity

Atreides Management, Lp has $3.29 billion in total holdings as of March 31, 2025.
Atreides Management, Lp owns shares of 42 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 51.07% of the portfolio was purchased this quarter.
About 72.87% of the portfolio was sold this quarter.
This quarter, Atreides Management, Lp has purchased 45 new stocks and bought additional shares in 14 stocks.
Atreides Management, Lp sold shares of 14 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA: $366,934,363
Advanced Micro Devices: $298,250,419
ASTERA LABS INC: $277,600,593
VanEck Semiconductor ETF: $211,470,000
Unity Software: $184,752,408

Largest New Holdings this Quarter

67066G104 - NVIDIA: $366,934,363 Holding
92189F676 - VanEck Semiconductor ETF: $211,470,000 Holding
30303M102 - Meta Platforms: $138,204,788 Holding
21873S108 - COREWEAVE INC: $69,525,000 Holding
871607107 - Synopsys: $65,394,479 Holding

Largest Purchases this Quarter

NVIDIA: 3,385,628 shares (about $366.93M)
VanEck Semiconductor ETF: 1,000,000 shares (about $211.47M)
ASTERA LABS INC: 2,815,614 shares (about $168.01M)
Meta Platforms: 239,789 shares (about $138.20M)
Unity Software: 5,607,572 shares (about $109.85M)

Largest Sales this Quarter

ASML: 273,979 shares (about $181.55M)
Ulta Beauty: 112,530 shares (about $41.25M)
Alphabet: 254,544 shares (about $39.36M)
Tesla: 113,153 shares (about $29.32M)
MongoDB: 166,952 shares (about $29.28M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$366,934,363	$366,934,363 ▲	New Holding	3,385,628	11.1%	Computer and Technology
AMD Advanced Micro Devices	$298,250,419	$100,774,892 ▲	51.0%	2,902,963	9.1%	Computer and Technology
ASTERA LABS INC	$277,600,593	$168,007,687 ▲	153.3%	4,652,264	8.4%	COM
SMH VanEck Semiconductor ETF	$211,470,000	$211,470,000 ▲	New Holding	1,000,000	6.4%	Manufacturing
U Unity Software	$184,752,408	$109,852,335 ▲	146.7%	9,430,955	5.6%	Computer and Technology
MSFT Microsoft	$157,714,853	$37,831,053 ▲	31.6%	420,136	4.8%	Computer and Technology
META Meta Platforms	$138,204,788	$138,204,788 ▲	New Holding	239,789	4.2%	Computer and Technology
AMZN Amazon.com	$131,133,090	$1,616,068 ▲	1.2%	689,231	4.0%	Retail/Wholesale
DECK Deckers Outdoor	$120,608,664	$66,678,900 ▲	123.6%	1,078,693	3.7%	Retail/Wholesale
RBLX Roblox	$117,837,432	$82,375,778 ▲	232.3%	2,021,572	3.6%	Consumer Discretionary
LITE Lumentum	$116,903,521	$7,476,935 ▲	6.8%	1,875,257	3.5%	Computer and Technology
RH RH	$110,951,176	$45,335,832 ▲	69.1%	473,321	3.4%	Consumer Staples
SNOW Snowflake	$88,969,784	$21,639,280 ▼	-19.6%	608,715	2.7%	Computer and Technology
ULTA Ulta Beauty	$79,737,478	$41,246,746 ▼	-34.1%	217,541	2.4%	Retail/Wholesale
MU Micron Technology	$77,318,371	$56,413,593 ▲	269.9%	889,842	2.3%	Computer and Technology
COREWEAVE INC	$69,525,000	$69,525,000 ▲	New Holding	1,875,000	2.1%	COM CL A
ACVA ACV Auctions	$66,660,903	$4,111,504 ▼	-5.8%	4,731,079	2.0%	Retail/Wholesale
SNPS Synopsys	$65,394,479	$65,394,479 ▲	New Holding	152,488	2.0%	Computer and Technology
S SentinelOne	$61,045,113	$1,017,825 ▲	1.7%	3,357,817	1.9%	Computer and Technology
TSLA Tesla	$50,676,665	$29,324,732 ▼	-36.7%	195,542	1.5%	Auto/Tires/Trucks
FERGUSON ENTERPRISES INC	$44,877,058	$3,444,464 ▼	-7.1%	280,079	1.4%	COMMON STOCK NEW
ESTC Elastic	$43,979,582	$4,983,363 ▼	-10.2%	493,598	1.3%	Computer and Technology
CFLT Confluent	$38,792,473	$2,454,590 ▲	6.8%	1,654,969	1.2%	Computer and Technology
RL Ralph Lauren	$36,783,231	$473,929 ▼	-1.3%	166,636	1.1%	Consumer Discretionary
MA Mastercard	$35,959,413	$3,125,928 ▼	-8.0%	65,605	1.1%	Business Services
AXON Axon Enterprise	$33,082,781	$33,082,781 ▲	New Holding	62,901	1.0%	Aerospace
MDB MongoDB	$32,432,688	$29,283,381 ▼	-47.4%	184,907	1.0%	Computer and Technology
Z Zillow Group	$32,158,822	$32,158,822 ▲	New Holding	469,061	1.0%	Finance
NCLH Norwegian Cruise Line	$30,781,238	$30,781,238 ▲	New Holding	1,623,483	0.9%	Consumer Discretionary
GOOGL Alphabet	$29,238,867	$39,362,684 ▼	-57.4%	189,077	0.9%	Computer and Technology
W Wayfair	$20,789,712	$7,191,888 ▼	-25.7%	649,070	0.6%	Retail/Wholesale
GTLB GitLab	$19,135,016	$3,212,450 ▼	-14.4%	407,128	0.6%	Computer and Technology
FIVN Five9	$16,746,011	$5,933,985 ▲	54.9%	616,796	0.5%	Computer and Technology
REDDIT INC	$15,353,479	$15,353,479 ▲	New Holding	146,363	0.5%	CL A
AMSC American Superconductor	$14,948,086	$14,948,086 ▲	New Holding	824,040	0.5%	Computer and Technology
AFRM Affirm	$13,893,801	$7,377,132 ▲	113.2%	307,453	0.4%	Business Services
ASML ASML	$13,025,318	$181,546,706 ▼	-93.3%	19,657	0.4%	Computer and Technology
TWLO Twilio	$11,294,604	$11,294,604 ▲	New Holding	115,357	0.3%	Computer and Technology
BBWI Bath & Body Works	$9,035,360	$1,529,523 ▼	-14.5%	298,000	0.3%	Retail/Wholesale
JOBY Joby Aviation	$6,020,000		0.0%	1,000,000	0.2%	Transportation
TBLA Taboola.com	$2,138,750		0.0%	725,000	0.1%	Computer and Technology
SONDER HOLDINGS INC	$1,921,066		0.0%	960,533	0.1%	CL A NEW
QQQ Invesco QQQ	$0	$1,380,321,000 ▼	-100.0%	0	0.0%	Finance
ADBE Adobe	$0	$138,319,048 ▼	-100.0%	0	0.0%	Computer and Technology
AVGO Broadcom	$0	$104,941,217 ▼	-100.0%	0	0.0%	Computer and Technology
SBUX Starbucks	$0	$89,142,855 ▼	-100.0%	0	0.0%	Retail/Wholesale
BLOCK INC	$0	$61,890,398 ▼	-100.0%	0	0.0%	CL A
CHTR Charter Communications	$0	$60,748,442 ▼	-100.0%	0	0.0%	Consumer Discretionary
NKE NIKE	$0	$40,669,750 ▼	-100.0%	0	0.0%	Consumer Discretionary
NU NU	$0	$39,472,657 ▼	-100.0%	0	0.0%	Finance
LSCC Lattice Semiconductor	$0	$31,780,480 ▼	-100.0%	0	0.0%	Computer and Technology
NTNX Nutanix	$0	$30,966,073 ▼	-100.0%	0	0.0%	Computer and Technology
NXT Nextracker	$0	$23,148,111 ▼	-100.0%	0	0.0%	Energy
GFS GlobalFoundries	$0	$15,666,484 ▼	-100.0%	0	0.0%	Computer and Technology
LAM RESEARCH CORP	$0	$6,477,586 ▼	-100.0%	0	0.0%	COM NEW
CIEN Ciena	$0	$6,356,679 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Atreides Management, Lp Top Holdings and 13F Report (2025)

About Atreides Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Atreides Management, Lp Top Holdings and 13F Report (2025)

About Atreides Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtreides Management, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools