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Atreides Management, Lp Top Holdings and 13F Report (2026)

About Atreides Management, Lp

Investment Activity

  • Atreides Management, Lp has $14.34 billion in total holdings as of June 30, 2026.
  • Atreides Management, Lp owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 60.10% of the portfolio was purchased this quarter.
  • About 17.20% of the portfolio was sold this quarter.
  • This quarter, Atreides Management, Lp has purchased 52 new stocks and bought additional shares in 27 stocks.
  • Atreides Management, Lp sold shares of 7 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

SPACE EXPLORATION TECHN CORP
$4,670,106,641
Invesco QQQ
$2,356,480,000
Meta Platforms
$902,824,313
CEREBRAS SYSTEMS INC
$842,029,006
Micron Technology
$821,120,352

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$4,670,106,641 Holding
30303M102 - Meta Platforms
$902,824,313 Holding
15675D103 - CEREBRAS SYSTEMS INC
$842,029,006 Holding
032095101 - Amphenol
$112,856,966 Holding
37637K108 - GitLab
$102,982,850 Holding

Largest Purchases this Quarter

SPACE EXPLORATION TECHN CORP
27,332,943 shares (about $4.67B)
Invesco QQQ
1,800,000 shares (about $1.33B)
Meta Platforms
1,602,770 shares (about $902.82M)
CEREBRAS SYSTEMS INC
3,810,086 shares (about $842.03M)
COREWEAVE INC
1,314,310 shares (about $130.83M)

Largest Sales this Quarter

ASTERA LABS INC
2,148,992 shares (about $1.04B)
Unity Software
3,639,503 shares (about $104.02M)
Micron Technology
49,062 shares (about $56.63M)
Wayfair
587,137 shares (about $54.26M)
Twilio
201,264 shares (about $41.53M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtreides Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPACE EXPLORATION TECHN CORP
$4,670,106,641$4,670,106,641 ▲New Holding27,332,94332.6%CLASS A COM STK
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,356,480,000$1,325,520,000 ▲128.6%3,200,00016.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$902,824,313$902,824,313 ▲New Holding1,602,7706.3%Communication Services
CEREBRAS SYSTEMS INC
$842,029,006$842,029,006 ▲New Holding3,810,0865.9%COM CL A
Micron Technology, Inc. stock logo
MU
Micron Technology
$821,120,352$56,631,776 ▼-6.5%711,3645.7%Technology
ASTERA LABS INC
$587,736,321$1,038,006,116 ▼-63.8%1,216,7954.1%COM
Ciena Corporation stock logo
CIEN
Ciena
$337,760,862$5,746,420 ▲1.7%688,5212.4%Technology
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$307,109,056$10,348,241 ▲3.5%1,129,2852.1%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$299,058,853$107,474,840 ▲56.1%876,9542.1%Technology
Unity Software Inc. stock logo
U
Unity Software
$292,825,507$104,016,996 ▼-26.2%10,245,8192.0%Technology
Coherent Corp. stock logo
COHR
Coherent
$253,289,581$4,316,291 ▲1.7%642,1011.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$249,970,636$139,863 ▲0.1%1,249,2911.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$231,101,376$3,829,885 ▲1.7%969,6291.6%Consumer Discretionary
COREWEAVE INC
$211,507,071$130,826,417 ▲162.2%2,124,8451.5%COM CL A
Alphabet Inc. stock logo
GOOGL
Alphabet
$174,502,342$23,846,228 ▼-12.0%488,2961.2%Communication Services
Twilio Inc. stock logo
TWLO
Twilio
$148,627,340$41,526,801 ▼-21.8%720,3381.0%Technology
Amphenol Corporation stock logo
APH
Amphenol
$112,856,966$112,856,966 ▲New Holding640,0690.8%Technology
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$107,640,016$26,921,855 ▲33.4%910,5830.8%Technology
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$103,817,228$6,388,545 ▲6.6%1,273,0500.7%Finance
GitLab Inc. stock logo
GTLB
GitLab
$102,982,850$102,982,850 ▲New Holding3,373,1690.7%Technology
Intel Corporation stock logo
INTC
Intel
$92,686,673$1,397,696 ▲1.5%663,8020.6%Technology
Semtech Corporation stock logo
SMTC
Semtech
$89,213,986$1,521,714 ▲1.7%551,2140.6%Technology
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
$87,867,021$87,867,021 ▲New Holding3,586,4090.6%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$85,918,065$1,463,688 ▲1.7%204,2750.6%Consumer Discretionary
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$85,080,514$17,558,043 ▼-17.1%375,1180.6%Consumer Discretionary
Wayfair Inc. stock logo
W
Wayfair
$77,989,541$54,263,201 ▼-41.0%843,8600.5%Consumer Discretionary
AMBIQ MICRO INC
$77,449,961$1,319,908 ▲1.7%877,1230.5%COMMON STOCK
Samsara Inc. stock logo
IOT
Samsara
$74,869,487$74,869,487 ▲New Holding2,308,6490.5%Technology
ACV AUCTIONS INC
$71,204,288$1,213,471 ▲1.7%9,903,2390.5%COM CL A
Compass, Inc. stock logo
COMP
Compass
$69,768,331$1,188,896 ▲1.7%5,658,4210.5%Real Estate
Wix.com Ltd. stock logo
WIX
Wix.com
$66,170,239$36,660,956 ▲124.2%1,458,4580.5%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$48,087,854$22,611,240 ▲88.8%93,6290.3%Finance
PDF Solutions, Inc. stock logo
PDFS
PDF Solutions
$46,617,763$46,617,763 ▲New Holding658,5360.3%Technology
SERVICETITAN INC
$38,331,325$38,331,325 ▲New Holding542,0920.3%SHS CL A
FERGUSON ENTERPRISES INC
$35,067,643$333,211 ▲1.0%147,7590.2%COMMON STOCK NEW
Nokia Corporation stock logo
NOK
Nokia
$33,531,655$571,399 ▲1.7%2,524,9740.2%Technology
Rogers Corporation stock logo
ROG
Rogers
$30,995,890$528,193 ▲1.7%189,3110.2%Technology
Natera, Inc. stock logo
NTRA
Natera
$28,335,308$28,335,308 ▲New Holding104,3850.2%Healthcare
Warby Parker Inc. stock logo
WRBY
Warby Parker
$21,204,717$361,289 ▲1.7%698,9030.1%Consumer Discretionary
Veeco Instruments Inc. stock logo
VECO
Veeco Instruments
$18,034,260$302,897 ▲1.7%237,9190.1%Technology
Yandex stock logo
YNDX
Yandex
$17,709,401$291,912 ▲1.7%64,1250.1%Technology
INNIO NV
$13,790,927$13,790,927 ▲New Holding348,6960.1%ORDINARY SHARES
EQUIPMENTSHARE COM INC
$4,268,795$72,742 ▲1.7%217,1310.0%COM CL A
Taboola.com Ltd. stock logo
TBLA
Taboola.com
$4,175,130$71,145 ▲1.7%835,0260.0%Communication Services
QUANTINUUM INC
$3,257,584$3,257,584 ▲New Holding39,8530.0%CL A COM
FERVO ENERGY CO
$291,102$291,102 ▲New Holding9,9590.0%CL A COM
BITGO HOLDINGS INC
$153,385$2,616 ▲1.7%29,6110.0%COM SHS CL A
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$0$187,910,294 ▼-100.0%00.0%Technology
Roblox Corporation stock logo
RBLX
Roblox
$0$134,822,242 ▼-100.0%00.0%Communication Services
ECHOSTAR CORP
$0$117,110,506 ▼-100.0%00.0%CL A
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$0$105,761,486 ▼-100.0%00.0%Technology
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$0$87,137,995 ▼-100.0%00.0%Finance
Vistra Corp. stock logo
VST
Vistra
$0$78,741,050 ▼-100.0%00.0%Utilities
HubSpot, Inc. stock logo
HUBS
HubSpot
$0$56,659,272 ▼-100.0%00.0%Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$0$54,288,024 ▼-100.0%00.0%Technology
Ralph Lauren Corporation stock logo
RL
Ralph Lauren
$0$44,318,640 ▼-100.0%00.0%Consumer Discretionary
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$0$43,358,726 ▼-100.0%00.0%Industrials
Wingstop Inc. stock logo
WING
Wingstop
$0$41,888,856 ▼-100.0%00.0%Consumer Discretionary
CHIME FINL INC
$0$30,393,808 ▼-100.0%00.0%COM SHS CL A
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$0$29,594,609 ▼-100.0%00.0%Industrials
RUBRIK INC.
$0$27,739,252 ▼-100.0%00.0%CL A
JFrog Ltd. stock logo
FROG
JFrog
$0$26,045,540 ▼-100.0%00.0%Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$0$21,841,451 ▼-100.0%00.0%Technology
Visa Inc. stock logo
V
Visa
$0$21,652,776 ▼-100.0%00.0%Finance
GlobalFoundries Inc. stock logo
GFS
GlobalFoundries
$0$21,109,897 ▼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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