Atreides Management
$11.1B 13F equity value
64 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Atreides Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 27,332,943 | $4.7B | 41.9% |
| MU | MICRON TECHNOLOGY INC | 711,364 | $821M | 7.4% |
| CBRS | CEREBRAS SYSTEMS INC | 3,110,086 | $687M | 6.2% |
| ALAB | ASTERA LABS INC | 1,216,795 | $588M | 5.3% |
| CIEN | CIENA CORP | 688,521 | $338M | 3.0% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1,129,285 | $307M | 2.8% |
| PANW | PALO ALTO NETWORKS INC | 876,954 | $299M | 2.7% |
| U | UNITY SOFTWARE INC | 10,245,819 | $293M | 2.6% |
| COHR | COHERENT CORP | 642,101 | $253M | 2.3% |
| NVDA | NVIDIA CORPORATION | 1,249,291 | $250M | 2.2% |
Track Atreides Management's 13F portfolio: $11.1B in reported holdings, 64 positions. Top holdings and quarterly changes on SentiSense.
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