Investor
Atreides Management, LP
CIK 0001777813 · filed 2026-05-18 · SEC filing
13F book
$5B
Positions
51
15 new · 13 sold
Largest name
7.4%
Astera Labs, Inc. · ALAB
Est. mark
−$256.3M
Price effect on 36 names still held. Flow −$352.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Astera Labs, Inc. | ALAB | 3.37M | $368.9M | 7.4% | −$91.5M | Added$100.9M |
| Unity Software Inc. | U | 12.4M | $271.7M | 5.4% | −$147.3M | Added−$20.9M |
| Ciena Corp | CIEN | 676.8K | $262.8M | 5.3% | $104.5M | Cut−$71.3M |
| Micron Technology Inc | MU | 760.4K | $256.9M | 5.1% | $38.7M | Added$46M |
| Nvidia Corp | NVDA | 1.25M | $217.8M | 4.4% | −$15.1M | Cut−$141.3M |
| Amazon Com Inc | AMZN | 953.6K | $198.6M | 4.0% | −$15.5M | Added$39.8M |
| Lumentum Hldgs Inc | — | 267.4K | $187.9M | 3.8% | $89.4M | Cut$46.8M |
| Alphabet Inc | — | 555K | $159.6M | 3.2% | −$13.1M | Added−$1.39M |
| Coherent Corp. | COHR | 631.2K | $150.3M | 3.0% | $33.9M | Cut−$77.6M |
| Echostar Corp | ECHO | 1M | $117.1M | 2.3% | $7.54M | Added$19.2M |
| Twilio Inc | TWLO | 921.6K | $116M | 2.3% | −$11.8M | Added$14M |
| Wayfair Inc. | W | 1.43M | $107.6M | 2.2% | −$21.9M | Added$20.2M |
| Zoom Communications, Inc. | ZM | 1.32M | $105.8M | 2.1% | — | New |
| Credo Technology Group Holdi | — | 1.09M | $102.4M | 2.0% | — | New |
| Palo Alto Networks Inc | PANW | 561.8K | $90.1M | 1.8% | — | New |
| Dicks Sporting Goods Inc | — | 452.5K | $89.7M | 1.8% | $144.8K | Cut−$7.44M |
| Rocket Cos Inc | — | 6.11M | $87.1M | 1.7% | −$18.4M | Added$17.4M |
| Vistra Corp. | VST | 523.8K | $78.7M | 1.6% | — | New |
| Akamai Technologies Inc | AKAM | 682.8K | $78.4M | 1.6% | — | New |
| Roblox Corp | RBLX | 1.38M | $78.3M | 1.6% | −$9.53M | Added$46.7M |
| Tesla, Inc. | TSLA | 200.8K | $74.6M | 1.5% | −$14.5M | Added−$9.02M |
| CoreWeave, Inc. | CRWV | 810.5K | $62.8M | 1.3% | $3.55M | Added$19.4M |
| Wix.com Ltd. | WIX | 650.4K | $58.6M | 1.2% | −$8.99M | Cut−$71M |
| Hubspot Inc | HUBS | 232.1K | $56.7M | 1.1% | — | New |
| Affirm Hldgs Inc | — | 1.19M | $54.7M | 1.1% | −$34.2M | Cut−$48.3M |
| Synopsys Inc | SNPS | 136.9K | $54.3M | 1.1% | — | New |
| Ralph Lauren Corp | RL | 128.8K | $44.3M | 0.9% | −$1.23M | Added−$788.6K |
| Axon Enterprise, Inc. | AXON | 102.1K | $43.4M | 0.9% | −$14.6M | Cut−$16.5M |
| Wingstop Inc. | WING | 270.3K | $41.9M | 0.8% | −$22.6M | Cut−$51.1M |
| Semtech Corp | SMTC | 541.8K | $41.7M | 0.8% | $1.73M | Cut−$9.3M |
| ACV Auctions Inc. | ACVA | 9.73M | $41.3M | 0.8% | −$36.8M | Cut−$58.3M |
| Compass, Inc. | COMP | 5.56M | $40.7M | 0.8% | −$18.1M | Cut−$51.5M |
| Ferguson Enterprises Inc | — | 146.4K | $34.1M | 0.7% | $1.56M | Cut−$5.47M |
| Chime Finl Inc | — | 1.62M | $30.4M | 0.6% | −$9.68M | Added−$7.46M |
| Aerovironment Inc | AVAV | 161.7K | $29.6M | 0.6% | — | New |
| Intel Corp | INTC | 653.8K | $28.9M | 0.6% | $3.5M | Added$11M |
| Rubrik, Inc. | RBRK | 566.5K | $27.7M | 0.6% | −$15.6M | Cut−$40.7M |
| Jfrog Ltd | FROG | 555K | $26M | 0.5% | −$6.28M | Added$794.5K |
| Mastercard Inc | MA | 49.6K | $24.8M | 0.5% | −$3.27M | Added−$1.45M |
| Ambiq Micro, Inc. | AMBQ | 862.2K | $21.9M | 0.4% | −$2.15M | Added$2.06M |
| Snowflake Inc. | SNOW | 144.8K | $21.8M | 0.4% | −$9.93M | Cut−$83.2M |
| Visa Inc. | V | 71.6K | $21.7M | 0.4% | — | New |
| GLOBALFOUNDRIES Inc. | GFS | 474.6K | $21.1M | 0.4% | — | New |
| Rogers Corp | ROG | 186.1K | $20M | 0.4% | $2.71M | Added$4.23M |
| Nokia Corp | — | 2.48M | $20M | 0.4% | — | New |
| Warby Parker Inc. | WRBY | 687K | $14.5M | 0.3% | −$283K | Added$5.91M |
| Veeco Instrs Inc Del | — | 233.9K | $7.92M | 0.2% | — | New |
| Nebius Group N.V. | NBIS | 63.1K | $6.54M | 0.1% | — | New |
| EquipmentShare.com Inc | EQPT | 213.4K | $4.35M | 0.1% | — | New |
| Taboola.com Ltd. | TBLA | 820.8K | $2.54M | 0.1% | −$1.11M | Added−$858.7K |
| Bitgo Holdings, Inc. | BTGO | 29.1K | $239.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.