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BOSTON, MA · CIK 0001777813
New positions
13
Added to
26
Trimmed
7
Exited
17
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | $4.67B | 41.89% | New |
| 2 | MUMICRON TECHNOLOGY INC | $821.12M | 7.37% | -6.5% |
| 3 | CBRSCEREBRAS SYSTEMS INC | $687.33M | 6.17% | New |
| 4 | ALABASTERA LABS INC | $587.74M | 5.27% | -63.8% |
| 5 | CIENCIENA CORP | $337.76M | 3.03% | +1.7% |
| 6 | CRDOCREDO TECHNOLOGY GROUP HOLDI | $307.11M | 2.75% | +3.5% |
| 7 | PANWPALO ALTO NETWORKS INC | $299.06M | 2.68% | +56.1% |
| 8 | UUNITY SOFTWARE INC | $292.83M | 2.63% | -17.3% |
| 9 | COHRCOHERENT CORP | $253.29M | 2.27% | +1.7% |
| 10 | NVDANVIDIA CORPORATION | $249.97M | 2.24% | +0.1% |
| Stock | Value | Shares |
|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | $4.67B | 27,332,943 |
| CBRSCEREBRAS SYSTEMS INC | $687.33M | 3,110,086 |
| METAMETA PLATFORMS INC | $226.88M | 402,770 |
| APHAMPHENOL CORP | $112.86M | 640,069 |
| GTLBGITLAB INC | $102.98M | 3,373,169 |
| CIFRCIPHER DIGITAL INC | $87.87M | 3,586,409 |
| IOTSAMSARA INC | $74.87M | 2,308,649 |
| PDFSPDF SOLUTIONS INC | $46.62M | 658,536 |
| TTANSERVICETITAN INC | $38.33M | 542,092 |
| NTRANATERA INC | $28.34M | 104,385 |
As of Q2 2026, Atreides Management, LP reported a portfolio value of $11.15B across 46 positions in their 13F filing.
Atreides Management, LP's largest holding is SPCX with a position worth $4.67B. Their top holdings include SPCX, MU, CBRS, ALAB, CIEN.
In Q2 2026, Atreides Management, LP made the following changes to their portfolio: 13 new positions, 17 positions sold out, 26 positions increased, 7 positions reduced.
Atreides Management, LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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