Atreides Management
$4.1B 13F equity value
64 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ALAB | ASTERA LABS INC | 3,365,787 | $369M | 9.0% |
| U | UNITY SOFTWARE INC | 12,385,322 | $272M | 6.6% |
| CIEN | CIENA CORP | 676,807 | $263M | 6.4% |
| MU | MICRON TECHNOLOGY INC | 760,426 | $257M | 6.3% |
| NVDA | NVIDIA CORPORATION | 1,248,592 | $218M | 5.3% |
| AMZN | AMAZON COM INC | 953,560 | $199M | 4.8% |
| LITE | LUMENTUM HLDGS INC | 267,389 | $188M | 4.6% |
| GOOGL | ALPHABET INC | 555,023 | $160M | 3.9% |
| COHR | COHERENT CORP | 631,159 | $150M | 3.7% |
| SATS | ECHOSTAR CORP | 1,000,346 | $117M | 2.9% |
Track Atreides Management's 13F portfolio: $4.1B in reported holdings, 64 positions. Top holdings and quarterly changes on SentiSense.