Atreides Management 13F Holdings & Portfolio Activity

Review Atreides Management's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Atreides Management Top Current Holdings

Atreides Management's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-18. Reported value $5B.

Rank	Holding	Value	Portfolio	Latest Filing
1	QQQINVESCO QQQ TRUNIT SER 1 \| 46090E103	$808.1M	16.2%	2026-05-18
2	ALABASTERA LABS INCCOM \| 04626A103	$368.9M	7.4%	2026-05-18
3	UUNITY SOFTWARE INCCOM \| 91332U101	$271.7M	5.4%	2026-05-18
4	CIENCIENA CORPCOM NEW \| 171779309	$262.8M	5.3%	2026-05-18
5	MUMICRON TECHNOLOGY INCCOM \| 595112103	$256.9M	5.1%	2026-05-18
6	NVDANVIDIA CORPORATIONCOM \| 67066G104	$217.8M	4.4%	2026-05-18
7	AMZNAMAZON COM INCCOM \| 023135106	$198.6M	4.0%	2026-05-18
8	LITELUMENTUM HLDGS INCCOM \| 55024U109	$187.9M	3.8%	2026-05-18
9	GOOGLALPHABET INCCAP STK CL A \| 02079K305	$159.6M	3.2%	2026-05-18
10	COHRCOHERENT CORPCOM \| 19247G107	$150.3M	3.0%	2026-05-18
11	SATSECHOSTAR CORPCL A \| 278768106	$117.1M	2.3%	2026-05-18
12	TWLOTWILIO INCCL A \| 90138F102	$116M	2.3%	2026-05-18
13	WWAYFAIR INCCL A \| 94419L101	$107.6M	2.2%	2026-05-18
14	ZMZOOM COMMUNICATIONS INCCL A \| 98980L101	$105.8M	2.1%	2026-05-18
15	CRDOCREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES \| G25457105	$102.4M	2.0%	2026-05-18
16	PANWPALO ALTO NETWORKS INCCOM \| 697435105	$90.1M	1.8%	2026-05-18
17	DKSDICKS SPORTING GOODS INCCOM \| 253393102	$89.7M	1.8%	2026-05-18
18	RKTROCKET COS INCCOM CL A \| 77311W101	$87.1M	1.7%	2026-05-18
19	VSTVISTRA CORPCOM \| 92840M102	$78.7M	1.6%	2026-05-18
20	AKAMAKAMAI TECHNOLOGIES INCCOM \| 00971T101	$78.4M	1.6%	2026-05-18

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