Atreides Management, Lp Top Holdings and 13F Report (2026) About Atreides Management, LpInvestment ActivityAtreides Management, Lp has $5.00 billion in total holdings as of March 31, 2026.Atreides Management, Lp owns shares of 52 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 25.91% of the portfolio was purchased this quarter.About 83.05% of the portfolio was sold this quarter.This quarter, Atreides Management, Lp has purchased 50 new stocks and bought additional shares in 20 stocks.Atreides Management, Lp sold shares of 17 stocks and completely divested from 13 stocks this quarter.Largest Holdings Invesco QQQ $808,052,000ASTERA LABS INC $368,890,255Unity Software $304,643,965Ciena $262,756,782Micron Technology $256,902,320 Largest New Holdings this Quarter 98980L101 - Zoom Communications $105,761,486 HoldingG25457105 - Credo Technology Group $102,434,042 Holding697435105 - Palo Alto Networks $90,067,295 Holding92840M102 - Vistra $78,741,050 Holding00971T101 - Akamai Technologies $78,423,829 Holding Largest Purchases this Quarter ASTERA LABS INC 1,754,593 shares (about $192.30M)Roblox 1,994,132 shares (about $112.79M)Zoom Communications 1,315,605 shares (about $105.76M)Credo Technology Group 1,091,233 shares (about $102.43M)Palo Alto Networks 561,797 shares (about $90.07M) Largest Sales this Quarter Invesco QQQ 2,100,000 shares (about $1.21B)NVIDIA 4,176,639 shares (about $728.41M)Coherent 1,504,087 shares (about $358.29M)Ciena 751,423 shares (about $291.72M)Micron Technology 678,490 shares (about $229.22M) 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 PortfolioSectorQQQInvesco QQQ$808,052,000$1,212,078,000 â–¼-60.0%1,400,00016.2%FinanceASTERA LABS INC$368,890,255$192,303,393 â–²108.9%3,365,7877.4%COMUUnity Software$304,643,965$78,103,833 â–²34.5%13,885,3226.1%Computer and TechnologyCIENCiena$262,756,782$291,724,952 â–¼-52.6%676,8075.3%Computer and TechnologyMUMicron Technology$256,902,320$229,221,062 â–¼-47.2%760,4265.1%Computer and TechnologyNVDANVIDIA$217,754,445$728,405,842 â–¼-77.0%1,248,5924.4%Computer and TechnologyAMZNAmazon.com$198,597,941$55,350,043 â–²38.6%953,5604.0%Retail/WholesaleLITELumentum$187,910,294$81,109,748 â–¼-30.2%267,3893.8%Computer and TechnologyGOOGLAlphabet$159,602,414$11,699,091 â–²7.9%555,0233.2%Computer and TechnologyCOHRCoherent$150,348,385$358,288,563 â–¼-70.4%631,1593.0%Business ServicesRBLXRoblox$134,822,242$112,788,106 â–²511.9%2,383,7032.7%Consumer DiscretionarySATSEchoStar$117,110,506$11,620,602 â–²11.0%1,000,3462.3%Computer and TechnologyTWLOTwilio$115,955,964$25,749,818 â–²28.5%921,6022.3%Computer and TechnologyWWayfair$107,625,284$42,127,603 â–²64.3%1,430,9972.2%Retail/WholesaleZMZoom Communications$105,761,486$105,761,486 â–²New Holding1,315,6052.1%Computer and TechnologyCRDOCredo Technology Group$102,434,042$102,434,042 â–²New Holding1,091,2332.0%Computer and TechnologyPANWPalo Alto Networks$90,067,295$90,067,295 â–²New Holding561,7971.8%Computer and TechnologyDKSDICK'S Sporting Goods$89,732,372$7,593,912 â–¼-7.8%452,5311.8%Retail/WholesaleRKTRocket Companies$87,137,995$35,801,472 â–²69.7%6,114,9471.7%FinanceVSTVistra$78,741,050$78,741,050 â–²New Holding523,7881.6%UtilitiesAKAMAkamai Technologies$78,423,829$78,423,829 â–²New Holding682,8371.6%Computer and TechnologyTSLATesla$74,645,541$5,487,030 â–²7.9%200,7951.5%Auto/Tires/TrucksCOREWEAVE INC$62,792,146$15,836,805 â–²33.7%810,5351.3%COM CL AWIXWix.com$58,582,789$53,775,663 â–¼-47.9%650,4141.2%Computer and TechnologyHUBSHubSpot$56,659,272$56,659,272 â–²New Holding232,1151.1%Computer and TechnologyAFRMAffirm$54,741,658$8,716,339 â–¼-13.7%1,194,7111.1%Computer and TechnologySNPSSynopsys$54,288,024$54,288,024 â–²New Holding136,9251.1%Computer and TechnologyRLRalph Lauren$44,318,640$438,587 â–²1.0%128,8370.9%Consumer DiscretionaryAXONAxon Enterprise$43,358,726$1,432,904 â–¼-3.2%102,0950.9%AerospaceWINGWingstop$41,888,856$18,550,219 â–¼-30.7%270,3030.8%Retail/WholesaleSMTCSemtech$41,659,925$11,516,507 â–¼-21.7%541,8120.8%Computer and TechnologyACV AUCTIONS INC$41,274,140$11,351,892 â–¼-21.6%9,734,4670.8%COM CL ACOMPCompass$40,658,205$23,110,097 â–¼-36.2%5,561,9980.8%Computer and TechnologyFERGUSON ENTERPRISES INC$34,138,767$7,362,152 â–¼-17.7%146,3550.7%COMMON STOCK NEWCHIME FINL INC$30,393,808$2,227,859 â–²7.9%1,622,7340.6%COM SHS CL AAVAVAeroVironment$29,594,609$29,594,609 â–²New Holding161,6750.6%AerospaceINTCIntel$28,851,841$7,496,010 â–²35.1%653,7920.6%Computer and TechnologyRUBRIK INC.$27,739,252$16,090,318 â–¼-36.7%566,4540.6%CL AFROGJFrog$26,045,540$7,072,867 â–²37.3%554,9870.5%Computer and TechnologyMAMastercard$24,785,135$1,821,760 â–²7.9%49,6040.5%Business ServicesAMBIQ MICRO INC$21,907,867$4,211,835 â–²23.8%862,1750.4%COMMON STOCKSNOWSnowflake$21,841,451$50,364,228 â–¼-69.8%144,8180.4%Computer and TechnologyVVisa$21,652,776$21,652,776 â–²New Holding71,6410.4%Business ServicesGFSGlobalFoundries$21,109,897$21,109,897 â–²New Holding474,5930.4%Computer and TechnologyROGRogers$19,972,503$1,520,329 â–²8.2%186,0850.4%Computer and TechnologyNOKNokia$19,954,854$19,954,854 â–²New Holding2,481,9470.4%Computer and TechnologyWRBYWarby Parker$14,474,985$6,192,684 â–²74.8%686,9950.3%Consumer StaplesVECOVeeco Instruments$7,920,633$7,920,633 â–²New Holding233,9230.2%Computer and TechnologyYNDXYandex$6,543,936$6,543,936 â–²New Holding63,0680.1%Computer and TechnologyEQUIPMENTSHARE COM INC$4,347,589$4,347,589 â–²New Holding213,4310.1%COM CL ATBLATaboola.com$2,544,471$256,020 â–²11.2%820,7970.1%Computer and TechnologyBITGO HOLDINGS INC$239,542$239,542 â–²New Holding29,1060.0%COM SHS CL APURE STORAGE INC$0$380,461,002 â–¼-100.0%00.0%CL AGTLBGitLab$0$156,765,925 â–¼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$87,761,554 â–¼-100.0%00.0%Computer and TechnologySERVICETITAN INC$0$84,394,115 â–¼-100.0%00.0%SHS CL APMPhilip Morris International$0$65,083,744 â–¼-100.0%00.0%Consumer StaplesTEAMAtlassian$0$64,569,012 â–¼-100.0%00.0%Computer and TechnologyNUNU$0$54,789,987 â–¼-100.0%00.0%FinanceAZOAutoZone$0$39,409,230 â–¼-100.0%00.0%Retail/WholesaleSESEA$0$35,137,753 â–¼-100.0%00.0%Computer and TechnologyAMSCAmerican Superconductor$0$30,051,875 â–¼-100.0%00.0%Computer and TechnologyGNRCGenerac$0$24,923,663 â–¼-100.0%00.0%IndustrialsPFGCPerformance Food Group$0$11,321,018 â–¼-100.0%00.0%Retail/WholesaleMELIMercadoLibre$0$9,066,184 â–¼-100.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
