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Atreides Management Portfolio & 13F Holdings
Review Atreides Management's latest 13F holdings, top disclosed positions, portfolio value, and recent reported changes.
Atreides Management portfolio Top Holdings
Atreides Management portfolio and Atreides Management 13F holdings indexed by Finoriq. Latest filing 2026-08-14.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | $4.7B | 2026-08-14 |
| 2 | MUMICRON TECHNOLOGY INC | $821.1M | 2026-08-14 |
| 3 | CBRSCerebras Systems Inc. | $687.3M | 2026-08-14 |
| 4 | ALABAstera Labs, Inc. | $587.7M | 2026-08-14 |
| 5 | CIENCIENA CORP | $337.8M | 2026-08-14 |
| 6 | PANWPalo Alto Networks Inc | $299.1M | 2026-08-14 |
| 7 | UUnity Software Inc. | $292.8M | 2026-08-14 |
| 8 | COHRCOHERENT CORP. | $253.3M | 2026-08-14 |
| 9 | NVDANVIDIA CORP | $250M | 2026-08-14 |
| 10 | AMZNAMAZON COM INC | $231.1M | 2026-08-14 |
| 11 | METAMeta Platforms, Inc. | $226.9M | 2026-08-14 |
| 12 | CRWVCoreWeave, Inc. | $211.5M | 2026-08-14 |
| 13 | GOOGLAlphabet Inc. | $174.5M | 2026-08-14 |
| 14 | TWLOTWILIO INC | $148.6M | 2026-08-14 |
| 15 | APHAMPHENOL CORP /DE/ | $112.9M | 2026-08-14 |
| 16 | AKAMAKAMAI TECHNOLOGIES INC | $107.6M | 2026-08-14 |
| 17 | AFRMAffirm Holdings, Inc. | $103.8M | 2026-08-14 |
| 18 | GTLBGitlab Inc. | $103M | 2026-08-14 |
| 19 | INTCINTEL CORP | $92.7M | 2026-08-14 |
| 20 | SMTCSEMTECH CORP | $89.2M | 2026-08-14 |
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