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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
280.1K | YoY NEW(+280.1K) | All Managers (Combined) | $44.9M | YoY NEW(+$44.9M) | |
Elastic N.V.(ESTCcusipN14506104) | 493.6K | All Managers (Combined) | $44.0M | ||
Confluent, Inc.(CFLTcusip20717M103) | 1.7M | All Managers (Combined) | $38.8M | ||
Ralph Lauren Corp(RLcusip751212101) | 166.6K | All Managers (Combined) | $36.8M | ||
Mastercard Inc(MAcusip57636Q104) | 65.6K | All Managers (Combined) | $36.0M | ||
62.9K | QoQ NEW(+62.9K) YoY NEW(+62.9K) | All Managers (Combined) | $33.1M | QoQ NEW(+$33.1M) YoY NEW(+$33.1M) | |
Mongodb, Inc.(MDBcusip60937P106) | 184.9K | All Managers (Combined) | $32.4M | ||
Zillow Group, Inc.(Zcusip98954M200) | 469.1K | QoQ NEW(+469.1K) YoY NEW(+469.1K) | All Managers (Combined) | $32.2M | QoQ NEW(+$32.2M) YoY NEW(+$32.2M) |
1.6M | QoQ NEW(+1.6M) YoY NEW(+1.6M) | All Managers (Combined) | $30.8M | QoQ NEW(+$30.8M) YoY NEW(+$30.8M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 189.1K | All Managers (Combined) | $29.2M | ||
Wayfair Inc.(Wcusip94419L101) | 649.1K | All Managers (Combined) | $20.8M | ||
Gitlab Inc.(GTLBcusip37637K108) | 407.1K | YoY NEW(+407.1K) | All Managers (Combined) | $19.1M | YoY NEW(+$19.1M) |
Five9, Inc.(FIVNcusip338307101) | 616.8K | YoY NEW(+616.8K) | All Managers (Combined) | $16.7M | YoY NEW(+$16.7M) |
Reddit, Inc.(RDDTcusip75734B100) | 146.4K | QoQ NEW(+146.4K) | All Managers (Combined) | $15.4M | QoQ NEW(+$15.4M) |
824.0K | QoQ NEW(+824.0K) YoY NEW(+824.0K) | All Managers (Combined) | $14.9M | QoQ NEW(+$14.9M) YoY NEW(+$14.9M) | |
307.5K | YoY NEW(+307.5K) | All Managers (Combined) | $13.9M | YoY NEW(+$13.9M) | |
Asml Holding Nv(ASMLcusipN07059210) | 19.7K | YoY NEW(+19.7K) | All Managers (Combined) | $13.0M | YoY NEW(+$13.0M) |
Twilio Inc(TWLOcusip90138F102) | 115.4K | QoQ NEW(+115.4K) YoY NEW(+115.4K) | All Managers (Combined) | $11.3M | QoQ NEW(+$11.3M) YoY NEW(+$11.3M) |
298.0K | All Managers (Combined) | $9.0M | |||
1.0M | All Managers (Combined) | $6.0M |