Atreides Management, LP
CIK 1777813
13F filing for Q2 2026・No. 456
- Holdings
- US$14.34B
- Quarter change
- +US$9.33B
- Entries
- 49
- Net bought (estimate)
- +US$5.15B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 18
- Cut 6
- Added 27
- Corporate actions 0
- Unchanged 0
Largest holdings
46 stocks worth US$11.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 27,332,943 | US$4.67B | 41.89% |
| MUMicronCOM | Cut | 711,364 | US$821.12M | 7.37% |
| CBRSCEREBRAS SYSTEMS INCCOM CL A | New | 3,110,086 | US$687.33M | 6.17% |
| ALABASTERA LABS INCCOM | AddedSplit 1:3 | 1,216,795 | US$587.74M | 5.27% |
| CIENCIENA CORPCOM NEW | Added | 688,521 | US$337.76M | 3.03% |
| CRDOCREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES | Added | 1,129,285 | US$307.11M | 2.75% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 876,954 | US$299.06M | 2.68% |
| UUNITY SOFTWARE INCCOM | Cut | 10,245,819 | US$292.83M | 2.63% |
| COHRCOHERENT CORPCOM | Added | 642,101 | US$253.29M | 2.27% |
| NVDANvidiaCOM | Added | 1,249,291 | US$249.97M | 2.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.