Atreides Management
$3.8B Assets Reported
61 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ALAB | ASTERA LABS INC | 3,365,787 | $369M | 9.8% |
| CIEN | CIENA CORP | 676,807 | $263M | 7.0% |
| MU | MICRON TECHNOLOGY INC | 760,426 | $257M | 6.8% |
| NVDA | NVIDIA CORPORATION | 1,248,592 | $218M | 5.8% |
| AMZN | AMAZON COM INC | 953,560 | $199M | 5.3% |
| LITE | LUMENTUM HLDGS INC | 267,389 | $188M | 5.0% |
| GOOGL | ALPHABET INC | 555,023 | $160M | 4.3% |
| COHR | COHERENT CORP | 631,159 | $150M | 4.0% |
| SATS | ECHOSTAR CORP | 1,000,346 | $117M | 3.1% |
| TWLO | TWILIO INC | 921,602 | $116M | 3.1% |
Track Atreides Management's 13F portfolio: $3.8B in reported holdings, 61 positions. Top holdings, AUM, and quarterly changes on SentiSense.