Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atreides Management, LP (CIK 1777813) reported $5.00B across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($808.1M, 16.15%), ALAB ($368.9M, 7.37%), U ($304.6M, 6.09%), CIEN ($262.8M, 5.25%), MU ($256.9M, 5.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $808.1M | 16.15% | 1.4M | Trimmed |
| 2 | ALAB | ASTERA LABS INC | $368.9M | 7.37% | 3.4M | Added |
| 3 | U | UNITY SOFTWARE INC | $304.6M | 6.09% | 13.9M | Added |
| 4 | CIEN | CIENA CORP | $262.8M | 5.25% | 676,807 | Trimmed |
| 5 | MU | MICRON TECHNOLOGY INC | $256.9M | 5.14% | 760,426 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $217.8M | 4.35% | 1.2M | Trimmed |
| 7 | AMZN | AMAZON COM INC | $198.6M | 3.97% | 953,560 | Added |
| 8 | LITE | LUMENTUM HLDGS INC | $187.9M | 3.76% | 267,389 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $159.6M | 3.19% | 555,023 | Added |
| 10 | COHR | COHERENT CORP | $150.3M | 3.01% | 631,159 | Trimmed |
| 11 | RBLX | ROBLOX CORP | $134.8M | 2.70% | 2.4M | Added |
| 12 | SATS | ECHOSTAR CORP | $117.1M | 2.34% | 1.0M | Added |
| 13 | TWLO | TWILIO INC | $116.0M | 2.32% | 921,602 | Added |
| 14 | W | WAYFAIR INC | $107.6M | 2.15% | 1.4M | Added |
| 15 | ZM | ZOOM COMMUNICATIONS INC | $105.8M | 2.11% | 1.3M | New |
| 16 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $102.4M | 2.05% | 1.1M | New |
| 17 | PANW | PALO ALTO NETWORKS INC | $90.1M | 1.80% | 561,797 | New |
| 18 | DKS | DICKS SPORTING GOODS INC | $89.7M | 1.79% | 452,531 | Trimmed |
| 19 | RKT | ROCKET COS INC | $87.1M | 1.74% | 6.1M | Added |
| 20 | VST | VISTRA CORP | $78.7M | 1.57% | 523,788 | New |
| 21 | AKAM | AKAMAI TECHNOLOGIES INC | $78.4M | 1.57% | 682,837 | New |
| 22 | TSLA | TESLA INC | $74.6M | 1.49% | 200,795 | Added |
| 23 | CRWV | COREWEAVE INC | $62.8M | 1.26% | 810,535 | Added |
| 24 | WIX | WIX COM LTD | $58.6M | 1.17% | 650,414 | Trimmed |
| 25 | HUBS | HUBSPOT INC | $56.7M | 1.13% | 232,115 | New |
Source: SEC Form 13F filings · as of 2026-03-31