Atreides Management, LP: 13F holdings
CIK 17778132026Q2
| Positions | 47 |
|---|
| Reported value | $14.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 47 (-5 vs prior quarter) |
|---|
| Reported value | $14.3bn (+186.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPCX SPACE EXPLORATION TECHN CORP | 27,332,943 | $4.7bn | 32.6% |
| MU MICRON TECHNOLOGY INC | 711,364 | $821.1m | 5.7% |
| CBRS CEREBRAS SYSTEMS INC | 3,110,086 | $687.3m | 4.8% |
| ALAB ASTERA LABS INC | 1,216,795 | $587.7m | 4.1% |
| CIEN CIENA CORP | 688,521 | $337.8m | 2.4% |
| CREDO TECHNOLOGY GROUP HOLDI | 1,129,285 | $307.1m | 2.1% |
| PANW PALO ALTO NETWORKS INC | 876,954 | $299.1m | 2.1% |
| U UNITY SOFTWARE INC | 10,245,819 | $292.8m | 2.0% |
| COHR COHERENT CORP | 642,101 | $253.3m | 1.8% |
| NVDA NVIDIA CORPORATION | 1,249,291 | $250.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1777813")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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