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Atreides Management, LP

13F
Atreides Management, LP
Last update 2025-05-16 44 Stocks (10 new)
Value $3.29 Bil Turnover 35 %
Countries:
Atreides Management, LP Top Holdings of 2025-03-31 View Full List
Ticker
ALAB
NVDA CALL
AMD
SMH PUT
U
MSFT
META
AMZN
DECK
RBLX
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ALAB
Astera Labs Inc
4,652,264
277,600.6
+153.30%
8.430
+5.10%
2.820
+59.49%
-27.60%
15,815.5
Semiconductors
NVDA CALL
NVIDIA Corp
2,300,000
249,274.0
0%
7.570
0%
0.010
+48.68%
+22.83%
4,021,995.9
Semiconductors
AMD
Advanced Micro Devices Inc
2,102,963
216,058.4
+9.41%
6.560
+0.56%
0.130
+56.77%
+21.22%
237,406.0
Semiconductors
SMH PUT
VanEck Vectors Semiconductor ETF
1,000,000
211,470.0
0%
6.420
0%
1.120
+42.81%
+18.71%
26,835.3
 
U
Unity Software Inc
9,430,955
184,752.4
+146.67%
5.610
+3.34%
2.270
+50.44%
+28.75%
12,026.0
Software
MSFT
Microsoft Corp
420,136
157,714.9
+31.56%
4.790
+1.15%
0.010
+29.81%
+19.87%
3,740,948.0
Software
META
Meta Platforms Inc
239,789
138,204.8
New Holding
4.200
+4.20%
0.010
+32.10%
+22.75%
1,804,054.9
Interactive Media
AMZN
Amazon.com Inc
689,231
131,133.1
+1.25%
3.980
+0.05%
0.010
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
DECK
Deckers Outdoor Corp
1,078,693
120,608.7
+123.64%
3.660
+2.02%
0.710
-6.71%
-49.91%
15,202.1
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
RBLX
Roblox Corp
2,021,572
117,837.4
+232.30%
3.580
+2.50%
0.300
+84.58%
+82.67%
71,687.9
Interactive Media

Atreides Management, LP's Historical Top Holdings Breakdowns

Atreides Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALAB
Astera Labs Inc
2025-03-31
Add
Add
+5.10%
59.67 ($92.51) 143.64
$95.90
3.66%
Add 153.3%
4,652,264
2,815,614
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+4.20%
576.36 ($645.17) 736.67
$717.51
11.21%
New holding
239,789
239,789
ASML
ASML Holding NV
2025-03-31
Reduce
Reduce
-4.16%
662.63 ($727.48) 776.99
$801.93
10.23%
Reduce -93.31%
19,657
-273,979
NVDA
NVIDIA Corp
2025-03-31
New Buy
New Buy
+3.57%
106.98 ($126.74) 149.43
$164.92
30.12%
New holding
1,085,628
1,085,628
U
Unity Software Inc
2025-03-31
Add
Add
+3.34%
19.44 ($22.58) 28.34
$28.93
28.12%
Add 146.67%
9,430,955
5,607,572
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-3.03%
377.84 ($428.84) 464.11
$363.35
-15.27%
Sold Out
0
-311,053
RBLX
Roblox Corp
2025-03-31
Add
Add
+2.50%
53.77 ($62.86) 75.47
$105.69
68.14%
Add 232.3%
2,021,572
1,413,206
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-2.30%
167.43 ($211.65) 244.7
$274.38
29.64%
Sold Out
0
-452,645
CRWV
CoreWeave Inc
2025-03-31
New Buy
New Buy
+2.11%
37.08 ($38.54) 40
$125.84
226.52%
New holding
1,875,000
1,875,000
DECK
Deckers Outdoor Corp
2025-03-31
Add
Add
+2.02%
111.56 ($161.52) 223.11
$101.73
-37.02%
Add 123.64%
1,078,693
596,359

Atreides Management, LP Total Holding History ($B)

To

Atreides Management, LP's Asset Allocation

To

Atreides Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Atreides Management, LP's Hypothetical Growth since 2025-03-31

Atreides Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Atreides Management, LP's Holdings Heat Map

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Atreides Management, LP's Holdings Bubble Chart

Atreides Management, LP News

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