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BOSTON, MA · CIK 0001777813
New positions
15
Added to
20
Trimmed
16
Exited
14
Atreides Management, LP (BOSTON, MA) reported a portfolio value of $4.10B across 51 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 53.4% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ALABASTERA LABS INC | $368.89M | 8.99% | +108.9% |
| 2 | UUNITY SOFTWARE INC | $271.73M | 6.62% | +19.9% |
| 3 | CIENCIENA CORP | $262.76M | 6.40% | -52.6% |
| 4 | MUMICRON TECHNOLOGY INC | $256.90M | 6.26% | -47.2% |
| 5 | NVDANVIDIA CORPORATION | $217.75M | 5.31% | -77.0% |
| 6 | AMZNAMAZON COM INC | $198.60M | 4.84% | +38.6% |
| 7 | LITELUMENTUM HLDGS INC | $187.91M | 4.58% | -30.2% |
| 8 | GOOGLALPHABET INC | $159.60M | 3.89% | +7.9% |
| 9 | COHRCOHERENT CORP | $150.35M | 3.66% | -70.4% |
| 10 | SATSECHOSTAR CORP | $117.11M | 2.85% | +11.0% |
| Stock | Value | Shares |
|---|---|---|
| ZMZOOM COMMUNICATIONS INC | $105.76M | 1,315,605 |
| CRDOCREDO TECHNOLOGY GROUP HOLDI | $102.43M | 1,091,233 |
| PANWPALO ALTO NETWORKS INC | $90.07M | 561,797 |
| VSTVISTRA CORP | $78.74M | 523,788 |
| AKAMAKAMAI TECHNOLOGIES INC | $78.42M | 682,837 |
| HUBSHUBSPOT INC | $56.66M | 232,115 |
| SNPSSYNOPSYS INC | $54.29M | 136,925 |
| AVAVAEROVIRONMENT INC | $29.59M | 161,675 |
| VVISA INC | $21.65M | 71,641 |
| GFSGLOBALFOUNDRIES INC | $21.11M | 474,593 |
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