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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Ferguson Enterprises Inc. /DE/
Shares:
280079(-7.1%)
Value:
$44.9B(-14.3%)
Elastic N.V.
Shares:
493598(-10.2%)
Value:
$44.0B(-19.2%)
Confluent, Inc.
Shares:
1654969(+6.8%)
Value:
$38.8B(-10.5%)
RALPH LAUREN CORP
Shares:
166636(-1.3%)
Value:
$36.8B(-5.6%)
Mastercard Inc
Shares:
65605(-8.0%)
Value:
$36.0B(-4.2%)
AXON ENTERPRISE, INC.
Shares:
62901
Value:
$33.1B
MongoDB, Inc.
Shares:
184907(-47.4%)
Value:
$32.4B(-60.4%)
ZILLOW GROUP, INC.
Shares:
469061
Value:
$32.2B
Norwegian Cruise Line Holdings Ltd.
Shares:
1623483
Value:
$30.8B
Alphabet Inc.
Shares:
189077(-57.4%)
Value:
$29.2B(-65.2%)
Wayfair Inc.
Shares:
649070(-25.7%)
Value:
$20.8B(-46.3%)
Gitlab Inc.
Shares:
407128(-14.4%)
Value:
$19.1B(-28.6%)
Five9, Inc.
Shares:
616796(+54.9%)
Value:
$16.7B(+3.5%)
Reddit, Inc.
Shares:
146363
Value:
$15.4B
AMERICAN SUPERCONDUCTOR CORP /DE/
Shares:
824040
Value:
$14.9B
Affirm Holdings, Inc.
Shares:
307453(+113.2%)
Value:
$13.9B(+58.2%)
ASML HOLDING NV
Shares:
19657(-93.3%)
Value:
$13.0B(-93.6%)
TWILIO INC
Shares:
115357
Value:
$11.3B
Bath & Body Works, Inc.
Shares:
298000(-14.5%)
Value:
$9.0B(-33.1%)
Joby Aviation, Inc.
Shares:
1000000(+0.0%)
Value:
$6.0B(-25.9%)