Atreides Management, LP

FundBoston · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$14.3B

Reported value of US stock holdings on Jun 30, the filing's own figure

47 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

13, biggest 4

SPCX SPACE EXPLORATION TECHN CORP 27.3M shares32.6% of this fund's holdings

META META PLATFORMS INC 1.6M shares6.3% of this fund's holdings

CBRS CEREBRAS SYSTEMS INC 3.8M shares5.9% of this fund's holdings

APH AMPHENOL CORP 640K shares0.8% of this fund's holdings

Sold out

18, biggest 4

LITE LUMENTUM HLDGS INC All 267K shares

RBLX ROBLOX CORP All 2.4M shares

ECHO ECHOSTAR CORP All 1.0M shares

ZM ZOOM COMMUNICATIONS INC All 1.3M shares

Added to

8, biggest 4

QQQ INVESCO QQQ TR +1.8M shares+129%

CRDO CREDO TECHNOLOGY GROUP HOLDI +38,052 shares+3%

PANW PALO ALTO NETWORKS INC +315K shares+56%

CRWV COREWEAVE INC +1.3M shares+162%

Trimmed

7, biggest 4

MU MICRON TECHNOLOGY INC −49,062 shares−6%

ALAB ASTERA LABS INC −2.1M shares−64%

U UNITY SOFTWARE INC −3.6M shares−26%

GOOGL ALPHABET INC −66,727 shares−12%

Top holdings

Reference, not news

Top holdings · 47 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 SPCX SPACE EXPLORATION TECHN CORP 27.3M 32.6% New

2 QQQ INVESCO QQQ TR 3.2M 16.4% +129%

3 META META PLATFORMS INC 1.6M 6.3% New

4 CBRS CEREBRAS SYSTEMS INC 3.8M 5.9% New

5 MU MICRON TECHNOLOGY INC 711K 5.7% −6%

6 ALAB ASTERA LABS INC 1.2M 4.1% −64%

7 CIEN CIENA CORP 689K 2.4% +2%

8 CRDO CREDO TECHNOLOGY GROUP HOLDI 1.1M 2.1% +3%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.