Atreides Management, LP

Filing Details

13F-HR2025-03-31
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
Manager Name
Atreides Management, LP
Data Enrichment
95% identified
40 identified2 unidentified

Holdings

42 positions
Manager:
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Astera Labs, Inc.
Shares:
4652264(+153.3%)
Value:
$277.6B(+14.1%)
NVIDIA CORP
Shares:
2300000
Value:
$249.3B
ADVANCED MICRO DEVICES INC
Shares:
2102963(+9.4%)
Value:
$216.1B(-6.9%)
92189F676
Shares:
1000000
Value:
$211.5B
Unity Software Inc.
Shares:
9430955(+146.7%)
Value:
$184.8B(+115.0%)
MICROSOFT CORP
Shares:
420136(+31.6%)
Value:
$157.7B(+17.2%)
Meta Platforms, Inc.
Shares:
239789
Value:
$138.2B
AMAZON COM INC
Shares:
689231(+1.2%)
Value:
$131.1B(-12.2%)
DECKERS OUTDOOR CORP
Shares:
1078693(+123.6%)
Value:
$120.6B(+23.1%)
Roblox Corp
Shares:
2021572(+232.3%)
Value:
$117.8B(+234.8%)
Lumentum Holdings Inc.
Shares:
1875257(+6.8%)
Value:
$116.9B(-20.7%)
Shares:
473321(+69.1%)
Value:
$111.0B(+0.7%)
Snowflake Inc.
Shares:
608715(-19.6%)
Value:
$89.0B(-23.9%)
Ulta Beauty, Inc.
Shares:
217541(-34.1%)
Value:
$79.7B(-44.5%)
MICRON TECHNOLOGY INC
Shares:
889842(+269.9%)
Value:
$77.3B(+281.9%)
21873S108
Shares:
1875000
Value:
$69.5B
ACV Auctions Inc.
Shares:
4731079(-5.8%)
Value:
$66.7B(-38.5%)
SYNOPSYS INC
Shares:
152488
Value:
$65.4B
SentinelOne, Inc.
Shares:
3357817(+1.7%)
Value:
$61.0B(-16.7%)
Tesla, Inc.
Shares:
195542(-36.6%)
Value:
$50.7B(-59.3%)