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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 2026-05-18.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | ALABAstera Labs, Inc. | $368.9M | 2026-05-18 |
| 2 | UUnity Software Inc. | $271.7M | 2026-05-18 |
| 3 | CIENCIENA CORP | $262.8M | 2026-05-18 |
| 4 | MUMICRON TECHNOLOGY INC | $256.9M | 2026-05-18 |
| 5 | NVDANVIDIA CORP | $217.8M | 2026-05-18 |
| 6 | AMZNAMAZON COM INC | $198.6M | 2026-05-18 |
| 7 | LITELumentum Holdings Inc. | $187.9M | 2026-05-18 |
| 8 | GOOGLAlphabet Inc. | $159.6M | 2026-05-18 |
| 9 | COHRCOHERENT CORP. | $150.3M | 2026-05-18 |
| 10 | SATSEchoStar CORP | $117.1M | 2026-05-18 |
| 11 | TWLOTWILIO INC | $116M | 2026-05-18 |
| 12 | WWayfair Inc. | $107.6M | 2026-05-18 |
| 13 | ZMZoom Communications, Inc. | $105.8M | 2026-05-18 |
| 14 | PANWPalo Alto Networks Inc | $90.1M | 2026-05-18 |
| 15 | DKSDICK'S SPORTING GOODS, INC. | $89.7M | 2026-05-18 |
| 16 | RKTRocket Companies, Inc. | $87.1M | 2026-05-18 |
| 17 | VSTVistra Corp. | $78.7M | 2026-05-18 |
| 18 | AKAMAKAMAI TECHNOLOGIES INC | $78.4M | 2026-05-18 |
| 19 | RBLXRoblox Corp | $78.3M | 2026-05-18 |
| 20 | TSLATesla, Inc. | $74.6M | 2026-05-18 |
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