Universe · entity
Atreides Management, LP
Institutional manager (13F) · CIK 1777813
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ASTERA LABS INC | $369M | 3,365,787 |
| 2 | UNITY SOFTWARE INC | $272M | 12,385,322 |
| 3 | CIENA CORP | $263M | 676,807 |
| 4 | MICRON TECHNOLOGY INC | $257M | 760,426 |
| 5 | NVIDIA CORPORATION | $218M | 1,248,592 |
| 6 | AMAZON COM INC | $199M | 953,560 |
| 7 | LUMENTUM HLDGS INC | $188M | 267,389 |
| 8 | ALPHABET INC | $160M | 555,023 |
| 9 | COHERENT CORP | $150M | 631,159 |
| 10 | ECHOSTAR CORP | $117M | 1,000,346 |
| 11 | TWILIO INC | $116M | 921,602 |
| 12 | WAYFAIR INC | $108M | 1,430,997 |
| 13 | ZOOM COMMUNICATIONS INC | $106M | 1,315,605 |
| 14 | CREDO TECHNOLOGY GROUP HOLDI | $102M | 1,091,233 |
| 15 | PALO ALTO NETWORKS INC | $90M | 561,797 |
| 16 | DICKS SPORTING GOODS INC | $90M | 452,531 |
| 17 | ROCKET COS INC | $87M | 6,114,947 |
| 18 | VISTRA CORP | $79M | 523,788 |
| 19 | AKAMAI TECHNOLOGIES INC | $78M | 682,837 |
| 20 | ROBLOX CORP | $78M | 1,383,703 |
| 21 | TESLA INC | $75M | 200,795 |
| 22 | COREWEAVE INC | $63M | 810,535 |
| 23 | WIX COM LTD | $59M | 650,414 |
| 24 | HUBSPOT INC | $57M | 232,115 |
| 25 | AFFIRM HLDGS INC | $55M | 1,194,711 |
| 26 | SYNOPSYS INC | $54M | 136,925 |
| 27 | RALPH LAUREN CORP | $44M | 128,837 |
| 28 | AXON ENTERPRISE INC | $43M | 102,095 |
| 29 | WINGSTOP INC | $42M | 270,303 |
| 30 | SEMTECH CORP | $42M | 541,812 |
| 31 | ACV AUCTIONS INC | $41M | 9,734,467 |
| 32 | COMPASS INC | $41M | 5,561,998 |
| 33 | FERGUSON ENTERPRISES INC | $34M | 146,355 |
| 34 | CHIME FINL INC | $30M | 1,622,734 |
| 35 | AEROVIRONMENT INC | $30M | 161,675 |
| 36 | INTEL CORP | $29M | 653,792 |
| 37 | RUBRIK INC. | $28M | 566,454 |
| 38 | JFROG LTD | $26M | 554,987 |
| 39 | MASTERCARD INCORPORATED | $25M | 49,604 |
| 40 | AMBIQ MICRO INC | $22M | 862,175 |
| 41 | SNOWFLAKE INC | $22M | 144,818 |
| 42 | VISA INC | $22M | 71,641 |
| 43 | GLOBALFOUNDRIES INC | $21M | 474,593 |
| 44 | ROGERS CORP | $20M | 186,085 |
| 45 | NOKIA CORP | $20M | 2,481,947 |
| 46 | WARBY PARKER INC | $14M | 686,995 |
| 47 | VEECO INSTRS INC DEL | $8M | 233,923 |
| 48 | NEBIUS GROUP N.V. | $7M | 63,068 |
| 49 | EQUIPMENTSHARE COM INC | $4M | 213,431 |
| 50 | TABOOLA.COM LTD | $3M | 820,797 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.