Atreides Management, LP Buys Penn National Gaming Inc, Uber Technologies Inc, Match Group Inc, Sells Advanced Micro Devices Inc, Boston Beer Co Inc, Square Inc

Investment company Atreides Management, LP (Current Portfolio) buys Penn National Gaming Inc, Uber Technologies Inc, Match Group Inc, Anaplan Inc, Twilio Inc, sells Advanced Micro Devices Inc, Boston Beer Co Inc, Square Inc, Netflix Inc, Tapestry Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Atreides Management, LP. As of 2021Q3, Atreides Management, LP owns 41 stocks with a total value of $4.2 billion. These are the details of the buys and sells.

For the details of Atreides Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/atreides+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Atreides Management, LP
  1. Dick's Sporting Goods Inc (DKS) - 3,228,112 shares, 9.13% of the total portfolio. Shares added by 11.61%
  2. Penn National Gaming Inc (PENN) - 4,836,746 shares, 8.28% of the total portfolio. New Position
  3. Twitter Inc (TWTR) - 5,796,159 shares, 8.27% of the total portfolio. Shares added by 3.75%
  4. Uber Technologies Inc (UBER) - 7,271,668 shares, 7.69% of the total portfolio. Shares added by 259.76%
  5. American Eagle Outfitters Inc (AEO) - 8,621,729 shares, 5.25% of the total portfolio. Shares added by 2.85%
New Purchase: Penn National Gaming Inc (PENN)

Atreides Management, LP initiated holding in Penn National Gaming Inc. The purchase prices were between $65.08 and $84.84, with an estimated average price of $73.65. The stock is now traded at around $54.640000. The impact to a portfolio due to this purchase was 8.28%. The holding were 4,836,746 shares as of 2021-09-30.

New Purchase: Match Group Inc (MTCH)

Atreides Management, LP initiated holding in Match Group Inc. The purchase prices were between $130.97 and $165.86, with an estimated average price of $152.33. The stock is now traded at around $145.710000. The impact to a portfolio due to this purchase was 2.86%. The holding were 770,203 shares as of 2021-09-30.

New Purchase: Anaplan Inc (PLAN)

Atreides Management, LP initiated holding in Anaplan Inc. The purchase prices were between $52.62 and $67.96, with an estimated average price of $59.58. The stock is now traded at around $60.630000. The impact to a portfolio due to this purchase was 2.75%. The holding were 1,911,008 shares as of 2021-09-30.

New Purchase: Take-Two Interactive Software Inc (TTWO)

Atreides Management, LP initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $145.25 and $178.97, with an estimated average price of $162.18. The stock is now traded at around $179.750000. The impact to a portfolio due to this purchase was 1.95%. The holding were 535,093 shares as of 2021-09-30.

New Purchase: Caesars Entertainment Inc (CZR)

Atreides Management, LP initiated holding in Caesars Entertainment Inc. The purchase prices were between $82.47 and $116.35, with an estimated average price of $97.83. The stock is now traded at around $99.970000. The impact to a portfolio due to this purchase was 1.75%. The holding were 658,142 shares as of 2021-09-30.

New Purchase: Joby Aviation Inc (JOBY)

Atreides Management, LP initiated holding in Joby Aviation Inc. The purchase prices were between $0 and $12.78, with an estimated average price of $9.82. The stock is now traded at around $9.325000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,000,000 shares as of 2021-09-30.

Added: Uber Technologies Inc (UBER)

Atreides Management, LP added to a holding in Uber Technologies Inc by 259.76%. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $45.925000. The impact to a portfolio due to this purchase was 5.55%. The holding were 7,271,668 shares as of 2021-09-30.

Added: Twilio Inc (TWLO)

Atreides Management, LP added to a holding in Twilio Inc by 423.07%. The purchase prices were between $312.8 and $409.84, with an estimated average price of $364.56. The stock is now traded at around $309.430000. The impact to a portfolio due to this purchase was 2.44%. The holding were 401,172 shares as of 2021-09-30.

Added: MGM Resorts International (MGM)

Atreides Management, LP added to a holding in MGM Resorts International by 217.65%. The purchase prices were between $36.63 and $45.09, with an estimated average price of $40.81. The stock is now traded at around $45.035000. The impact to a portfolio due to this purchase was 1.86%. The holding were 2,655,170 shares as of 2021-09-30.

Added: ACV Auctions Inc (ACVA)

Atreides Management, LP added to a holding in ACV Auctions Inc by 444.28%. The purchase prices were between $17.89 and $25.18, with an estimated average price of $21.27. The stock is now traded at around $20.490000. The impact to a portfolio due to this purchase was 0.64%. The holding were 1,868,238 shares as of 2021-09-30.

Sold Out: Advanced Micro Devices Inc (AMD)

Atreides Management, LP sold out a holding in Advanced Micro Devices Inc. The sale prices were between $85.89 and $118.77, with an estimated average price of $102.22.

Sold Out: Boston Beer Co Inc (SAM)

Atreides Management, LP sold out a holding in Boston Beer Co Inc. The sale prices were between $509.75 and $979.41, with an estimated average price of $682.12.

Sold Out: Square Inc (SQ)

Atreides Management, LP sold out a holding in Square Inc. The sale prices were between $233.69 and $281.81, with an estimated average price of $256.82.

Sold Out: Netflix Inc (NFLX)

Atreides Management, LP sold out a holding in Netflix Inc. The sale prices were between $510.72 and $610.34, with an estimated average price of $550.68.

Sold Out: Tapestry Inc (TPR)

Atreides Management, LP sold out a holding in Tapestry Inc. The sale prices were between $37.02 and $44.7, with an estimated average price of $41.16.

Sold Out: Wix.com Ltd (WIX)

Atreides Management, LP sold out a holding in Wix.com Ltd. The sale prices were between $193.88 and $304.71, with an estimated average price of $248.11.



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