Atreides Management, LP
Atreides Management, LP reported 49 holdings worth US$14.3B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Atreides Management, LP reported 49 holdings worth US$14.3B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Micron Technology, Inc. and Cerebras Systems Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$14.3B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Space Exploration Technologies Corp | 27.3M | US$4.67B | 32.6% |
| Micron Technology, Inc. | 711K | US$821M | 5.7% |
| Cerebras Systems Inc. | 3.11M | US$687M | 4.8% |
| Astera Labs, Inc. | 1.22M | US$588M | 4.1% |
| Ciena Corporation | 689K | US$338M | 2.4% |
| Credo Technology Group Holding Ltd | 1.13M | US$307M | 2.1% |
| Palo Alto Networks, Inc. | 877K | US$299M | 2.1% |
| Unity Software Inc. | 10.2M | US$293M | 2.0% |
| Coherent Corp. | 642K | US$253M | 1.8% |
| Nvidia Corporation | 1.25M | US$250M | 1.7% |
| Amazon.com, Inc. | 970K | US$231M | 1.6% |
| Meta Platforms, Inc. | 403K | US$227M | 1.6% |
| Coreweave, Inc. | 2.12M | US$212M | 1.5% |
| Alphabet Inc (google) Class C | 488K | US$175M | 1.2% |
| Twilio Inc. | 720K | US$149M | 1.0% |
| Amphenol Corporation | 640K | US$113M | 0.79% |
| Akamai Technologies, Inc. | 911K | US$108M | 0.75% |
| Affirm Holdings, Inc. | 1.27M | US$104M | 0.72% |
| Gitlab Inc. | 3.37M | US$103M | 0.72% |
| Intel Corporation | 664K | US$92.7M | 0.65% |
| Semtech Corporation | 551K | US$89.2M | 0.62% |
| Cipher Digital Inc. | 3.59M | US$87.9M | 0.61% |
| Tesla, Inc. | 204K | US$85.9M | 0.60% |
| Dick's Sporting Goods Inc | 375K | US$85.1M | 0.59% |
| Wayfair Inc. | 844K | US$78M | 0.54% |
| Ambiq Micro, Inc. | 877K | US$77.4M | 0.54% |
| Samsara Inc. | 2.31M | US$74.9M | 0.52% |
| Acv Auctions Inc. | 9.9M | US$71.2M | 0.50% |
| Compass, Inc. | 5.66M | US$69.8M | 0.49% |
| Mastercard Incorporated | 93,629 | US$48.1M | 0.34% |
| Pdf Solutions, Inc. | 659K | US$46.6M | 0.33% |
| Servicetitan, Inc. | 542K | US$38.3M | 0.27% |
| Ferguson Enterprises Inc. | 148K | US$35.1M | 0.24% |
| Nokia Oyj | 2.52M | US$33.5M | 0.23% |
| Rogers Corporation | 189K | US$31M | 0.22% |
| Natera, Inc. | 104K | US$28.3M | 0.20% |
| Warby Parker Inc. | 699K | US$21.2M | 0.15% |
| Veeco Instruments Inc. | 238K | US$18M | 0.13% |
| Equipmentshare.com Inc | 217K | US$4.27M | 0.03% |
| Quantinuum Inc. | 39,853 | US$3.26M | 0.02% |
| Fervo Energy Company | 9,959 | US$291K | <0.01% |
| Bitgo Holdings, Inc. | 29,611 | US$153K | <0.01% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
| Vistra Corp. | 0 | US$0 | 0.00% |
| Wingstop Inc. | 0 | US$0 | 0.00% |
| Zoom Communications, Inc. | 0 | US$0 | 0.00% |
| Aerovironment, Inc. | 0 | US$0 | 0.00% |
| Axon Enterprise, Inc. | 0 | US$0 | 0.00% |
| Chime Financial, Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Globalfoundries Inc. | 0 | US$0 | 0.00% |
| Hubspot, Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Ralph Lauren Corporation | 0 | US$0 | 0.00% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Rocket Companies, Inc. | 0 | US$0 | 0.00% |
| Rubrik, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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