Loading...
Loading...
BOSTON, MA · CIK 0001777813
New positions
13
Added to
26
Trimmed
7
Exited
17
Atreides Management, LP (BOSTON, MA) reported a portfolio value of $11.15B across 46 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 76.3% 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 | 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 |
Get alerts when Atreides Management, LP files new 13F holdings.