CIK 1777813
Atreides Management, LP
Institutional 13F holdings & portfolio
Holdings
50
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 50
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 3.5M | $1M+ | SH (Put) |
| NVDA | NVIDIA CORPORATION | 1.9M | $1M+ | SH |
| CIEN | CIENA CORP | 1.4M | $1M+ | SH |
| ALAB | ASTERA LABS INC | 1.6M | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 700K | $1M+ | SH (Put) |
| COHR | COHERENT CORP | 900K | $1M+ | SH (Call) |
| U | UNITY SOFTWARE INC | 3.7M | $1M+ | SH (Call) |
| GOOGL | ALPHABET INC | 514K | $1M+ | SH |
| AMZN | AMAZON COM INC | 688K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 383K | $1M+ | SH |
| WIX | WIX COM LTD | 1.2M | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 479K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 1.4M | $1M+ | SH |
| TWLO | TWILIO INC | 717K | $1M+ | SH |
| PSTG | PURE STORAGE INC | 1.5M | $1M+ | SH (Call) |
| ACVA | ACV AUCTIONS INC | 12.4M | $1M+ | SH |
| SATS | ECHOSTAR CORP | 901K | $1M+ | SH |
| DKS | DICKS SPORTING GOODS INC | 491K | $1M+ | SH |
| WING | WINGSTOP INC | 390K | $1M+ | SH |
| COMP | COMPASS INC | 8.7M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 181K | $1M+ | SH |
| W | WAYFAIR INC | 871K | $1M+ | SH |
| TTAN | SERVICETITAN INC | 792K | $1M+ | SH |
| TSLA | TESLA INC | 186K | $1M+ | SH |
| RKT | ROCKET COS INC | 3.6M | $1M+ | SH |
| RBRK | RUBRIK INC. | 895K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 406K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 398K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 105K | $1M+ | SH |
| NU | NU HLDGS LTD | 3.3M | $1M+ | SH |
| SMTC | SEMTECH CORP | 692K | $1M+ | SH |
| RL | RALPH LAUREN CORP | 128K | $1M+ | SH |
| CRWV | COREWEAVE INC | 606K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 178K | $1M+ | SH |
| AZO | AUTOZONE INC | 12K | $1M+ | SH |
| CHYM | CHIME FINL INC | 1.5M | $1M+ | SH |
| GTLB | GITLAB INC | 1.0M | $1M+ | SH (Call) |
| SE | SEA LTD | 275K | $1M+ | SH |
| RBLX | ROBLOX CORP | 390K | $1M+ | SH |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | 1.0M | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 46K | $1M+ | SH |
| FROG | JFROG LTD | 404K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC | 183K | $1M+ | SH |
| AMBQ | AMBIQ MICRO INC | 696K | $1M+ | SH |
| INTC | INTEL CORP | 484K | $1M+ | SH |
| ROG | ROGERS CORP | 172K | $1M+ | SH |
| PFGC | PERFORMANCE FOOD GROUP CO | 126K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 5K | $1M+ | SH |
| WRBY | WARBY PARKER INC | 393K | $1M+ | SH |
| TBLA | TABOOLA.COM LTD | 738K | $1M+ | SH |