Atreides Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 42
- Total Value
- 3094224093
- Accession Number
- 0001777813-25-000005
- Form Type
- 13F-HR
- CIK
- 0001777813
- Manager Name
- Atreides Management, LP
Data Enrichment
95% identified40 identified2 unidentified
Holdings
42 positions
Manager:
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92189F676
Shares:
1000000
Value:
$211.5B
21873S108
Shares:
1875000
Value:
$69.5B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.7M | All Managers (Combined) | $277.6M | |||
Nvidia Corp(NVDAcusip67066G104) | 2.3M | QoQ NEW(+2.3M) YoY NEW(+2.3M) | All Managers (Combined) | $249.3M | QoQ NEW(+$249.3M) YoY NEW(+$249.3M) |
2.1M | All Managers (Combined) | $216.1M | |||
(cusip92189F676)✕ | 1.0M | QoQ NEW(+1.0M) YoY NEW(+1.0M) | All Managers (Combined) | $211.5M | QoQ NEW(+$211.5M) YoY NEW(+$211.5M) |
9.4M | YoY NEW(+9.4M) | All Managers (Combined) | $184.8M | YoY NEW(+$184.8M) | |
Microsoft Corp(MSFTcusip594918104) | 420.1K | All Managers (Combined) | $157.7M | ||
239.8K | QoQ NEW(+239.8K) YoY NEW(+239.8K) | All Managers (Combined) | $138.2M | QoQ NEW(+$138.2M) YoY NEW(+$138.2M) | |
Amazon Com Inc(AMZNcusip023135106) | 689.2K | All Managers (Combined) | $131.1M | ||
1.1M | YoY NEW(+1.1M) | All Managers (Combined) | $120.6M | YoY NEW(+$120.6M) | |
Roblox Corp(RBLXcusip771049103) | 2.0M | YoY NEW(+2.0M) | All Managers (Combined) | $117.8M | YoY NEW(+$117.8M) |
1.9M | All Managers (Combined) | $116.9M | |||
473.3K | All Managers (Combined) | $111.0M | |||
Snowflake Inc.(SNOWcusip833445109) | 608.7K | YoY NEW(+608.7K) | All Managers (Combined) | $89.0M | YoY NEW(+$89.0M) |
217.5K | YoY NEW(+217.5K) | All Managers (Combined) | $79.7M | YoY NEW(+$79.7M) | |
889.8K | All Managers (Combined) | $77.3M | |||
(cusip21873S108)✕ | 1.9M | QoQ NEW(+1.9M) YoY NEW(+1.9M) | All Managers (Combined) | $69.5M | QoQ NEW(+$69.5M) YoY NEW(+$69.5M) |
4.7M | All Managers (Combined) | $66.7M | |||
Synopsys Inc(SNPScusip871607107) | 152.5K | QoQ NEW(+152.5K) YoY NEW(+152.5K) | All Managers (Combined) | $65.4M | QoQ NEW(+$65.4M) YoY NEW(+$65.4M) |
Sentinelone, Inc.(Scusip81730H109) | 3.4M | YoY NEW(+3.4M) | All Managers (Combined) | $61.0M | YoY NEW(+$61.0M) |
Tesla, Inc.(TSLAcusip88160R101) | 195.5K | All Managers (Combined) | $50.7M |