Atreides Management
Long / Short- Manager
- Atreides Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $11.15B
- Positions
- 46
- CIK
- 0001777813
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Space Exploration Techn CorpSPCXHISTORY | 41.89% | NEW | $4.67B | 27,332,943 | +27,332,943 | 0.56% | 13F |
| 2 | Micron Technology IncMUHISTORY | 7.37% | (6.5%) | $0.82B | 711,364 | (49,062) | 0.06% | 13F |
| 3 | Cerebras Systems IncCBRSHISTORY | 6.17% | NEW | $0.69B | 3,110,086 | +3,110,086 | 10.70% | 13F+13G |
| 4 | Astera Labs IncALABHISTORY | 5.27% | (63.8%) | $0.59B | 1,216,795 | (2,148,992) | 0.70% | 13F |
| 5 | Ciena CorpCIENHISTORY | 3.03% | +1.7% | $0.34B | 688,521 | +11,714 | 0.49% | 13F |
| 6 | Credo Technology Group HoldiCRDOHISTORY | 2.75% | +3.5% | $0.31B | 1,129,285 | +38,052 | 0.60% | 13F |
| 7 | Palo Alto Networks IncPANWHISTORY | 2.68% | +56.1% | $0.30B | 876,954 | +315,157 | 0.11% | 13F |
| 8 | Unity Software IncUHISTORY | 2.63% | (17.3%) | $0.29B | 10,245,819 | (2,139,503) | 2.33% | 13F |
| 9 | Coherent CorpCOHRHISTORY | 2.27% | +1.7% | $0.25B | 642,101 | +10,942 | 0.33% | 13F |
| 10 | Nvidia CorporationNVDAHISTORY | 2.24% | +0.1% | $0.25B | 1,249,291 | +699 | 0.01% | 13F |
| 11 | Amazon Com IncAMZNHISTORY | 2.07% | +1.7% | $0.23B | 969,629 | +16,069 | 0.01% | 13F |
| 12 | Meta Platforms IncMETAHISTORY | 2.04% | NEW | $0.23B | 402,770 | +402,770 | 0.02% | 13F |
| 13 | Coreweave IncCRWVHISTORY | 1.90% | +162.2% | $0.21B | 2,124,845 | +1,314,310 | 0.39% | 13F |
| 14 | Alphabet IncGOOGLHISTORY | 1.57% | (12.0%) | $0.17B | 488,296 | (66,727) | 0.00% | 13F |
| 15 | Twilio IncTWLOHISTORY | 1.33% | (21.8%) | $0.15B | 720,338 | (201,264) | 0.47% | 13F |
| 16 | Amphenol CorpAPHHISTORY | 1.01% | NEW | $0.11B | 640,069 | +640,069 | 0.05% | 13F |
| 17 | Akamai Technologies IncAKAMHISTORY | 0.97% | +33.4% | $0.11B | 910,583 | +227,746 | 0.63% | 13F |
| 18 | Affirm Hldgs IncAFRMHISTORY | 0.93% | +6.6% | $0.10B | 1,273,050 | +78,339 | 0.38% | 13F |
| 19 | Gitlab IncGTLBHISTORY | 0.92% | NEW | $0.10B | 3,373,169 | +3,373,169 | 1.99% | 13F |
| 20 | Intel CorpINTCHISTORY | 0.83% | +1.5% | $0.09B | 663,802 | +10,010 | 0.01% | 13F |
| 21 | Semtech CorpSMTCHISTORY | 0.80% | +1.7% | $0.09B | 551,214 | +9,402 | 0.59% | 13F |
| 22 | Cipher Digital IncCIFRHISTORY | 0.79% | NEW | $0.09B | 3,586,409 | +3,586,409 | 0.86% | 13F |
| 23 | Tesla IncTSLAHISTORY | 0.77% | +1.7% | $0.09B | 204,275 | +3,480 | 0.01% | 13F |
| 24 | Dicks Sporting Goods IncDKSHISTORY | 0.76% | (17.1%) | $0.09B | 375,118 | (77,413) | 0.42% | 13F |
| 25 | Wayfair IncWHISTORY | 0.70% | (41.0%) | $0.08B | 843,860 | (587,137) | 0.64% | 13F |
| 26 | Ambiq Micro IncAMBQHISTORY | 0.69% | +1.7% | $0.08B | 877,123 | +14,948 | 3.63% | 13F |
| 27 | Samsara IncIOTHISTORY | 0.67% | NEW | $0.07B | 2,308,649 | +2,308,649 | 0.40% | 13F |
| 28 | Acv Auctions IncACVAHISTORY | 0.64% | +1.7% | $0.07B | 9,903,239 | +168,772 | 5.70% | 13F+13G |
| 29 | Compass IncCOMPHISTORY | 0.63% | +1.7% | $0.07B | 5,658,421 | +96,423 | — | 13F |
| 30 | Wix Com LTDWIXHISTORY | 0.59% | +124.2% | $0.07B | 1,458,458 | +808,044 | 2.65% | 13F |
| 31 | Mastercard IncorporatedMAHISTORY | 0.43% | +88.8% | $0.05B | 93,629 | +44,025 | 0.08% | 13F |
| 32 | PDF Solutions IncPDFSHISTORY | 0.42% | NEW | $0.05B | 658,536 | +658,536 | 1.56% | 13F |
| 33 | Servicetitan IncTTANHISTORY | 0.34% | NEW | $0.04B | 542,092 | +542,092 | 0.57% | 13F |
| 34 | Ferguson Enterprises IncFERGHISTORY | 0.31% | +1.0% | $0.04B | 147,759 | +1,404 | 0.08% | 13F |
| 35 | Nokia CorpNOKHISTORY | 0.30% | +1.7% | $0.03B | 2,524,974 | +43,027 | 0.04% | 13F |
| 36 | Rogers CorpROGHISTORY | 0.28% | +1.7% | $0.03B | 189,311 | +3,226 | — | 13F |
| 37 | Natera IncNTRAHISTORY | 0.25% | NEW | $0.03B | 104,385 | +104,385 | 0.07% | 13F |
| 38 | Warby Parker IncWRBYHISTORY | 0.19% | +1.7% | $0.02B | 698,903 | +11,908 | 0.62% | 13F |
| 39 | Veeco Instrs Inc DelVECOHISTORY | 0.16% | +1.7% | $0.02B | 237,919 | +3,996 | 0.39% | 13F |
| 40 | Nebius Group N.V.NBISHISTORY | 0.16% | +1.7% | $0.02B | 64,125 | +1,057 | 0.03% | 13F |
| 41 | Innio NVINIOHISTORY | 0.12% | NEW | $0.01B | 348,696 | +348,696 | 0.05% | 13F |
| 42 | Equipmentshare Com IncEQPTHISTORY | 0.04% | +1.7% | $<0.01B | 217,131 | +3,700 | 0.28% | 13F |
| 43 | Taboola.com LTDTBLAHISTORY | 0.04% | +1.7% | $<0.01B | 835,026 | +14,229 | 0.25% | 13F |
| 44 | Quantinuum IncQNTHISTORY | 0.03% | NEW | $<0.01B | 39,853 | +39,853 | 0.12% | 13F |
| 45 | Fervo Energy CoFRVOHISTORY | <0.01% | NEW | $<0.01B | 9,959 | +9,959 | 0.01% | 13F |
| 46 | Bitgo Holdings IncBTGOHISTORY | <0.01% | +1.7% | $<0.01B | 29,611 | +505 | — | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology