Holdings
Atreides Management, LP
As of Jun 30, 2026, Atreides Management, LP reported 42 positions worth US$11B. Largest: Space Exploration Technologies Corp, Micron Technology, Inc. and Cerebras Systems Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Space Exploration Technologies Corp | 27.3M | US$4.67B | new | Jun 30, 2026 |
| Micron Technology, Inc. | 711K | US$821M | −49,062 | Jun 30, 2026 |
| Cerebras Systems Inc. | 3.11M | US$687M | new | Jun 30, 2026 |
| Astera Labs, Inc. | 1.22M | US$588M | −2.15M | Jun 30, 2026 |
| Ciena Corporation | 689K | US$338M | +11,714 | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 1.13M | US$307M | +38,052 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 877K | US$299M | +315K | Jun 30, 2026 |
| Unity Software Inc. | 10.2M | US$293M | −2.14M | Jun 30, 2026 |
| Coherent Corp. | 642K | US$253M | +10,942 | Jun 30, 2026 |
| Nvidia Corporation | 1.25M | US$250M | +699 | Jun 30, 2026 |