Atreides Management, LPThis page shows the manager's latest published Form 13F holdings, filed Aug 14, 2026, using reported values from the SEC information table.
| Security | Ticker | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORPCLASS A COM STK | SPCX | 27,332,943 | $4.67B | 32.58% |
| INVESCO QQQ TRUNIT SER 1 | QQQ PUT | 3,200,000 | $2.36B | 16.44% |
| MICRON TECHNOLOGY INCCOM | MU | 711,364 | $821.1M | 5.73% |
| CEREBRAS SYSTEMS INCCOM CL A | 15675D103 | 3,110,086 | $687.3M | 4.79% |
| META PLATFORMS INCCL A | META CALL | 1,200,000 | $675.9M | 4.72% |
| ASTERA LABS INCCOM | ALAB | 1,216,795 | $587.7M | 4.10% |
| CIENA CORPCOM NEW | CIEN | 688,521 | $337.8M | 2.36% |
| CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES | CRDO | 1,129,285 | $307.1M | 2.14% |
| PALO ALTO NETWORKS INCCOM | PANW | 876,954 | $299.1M | 2.09% |
| UNITY SOFTWARE INCCOM | U | 10,245,819 | $292.8M | 2.04% |
| COHERENT CORPCOM | COHR | 642,101 | $253.3M | 1.77% |
| NVIDIA CORPORATIONCOM | NVDA | 1,249,291 | $250.0M | 1.74% |
| AMAZON COM INCCOM | AMZN | 969,629 | $231.1M | 1.61% |
| META PLATFORMS INCCL A | META | 402,770 | $226.9M | 1.58% |
| COREWEAVE INCCOM CL A | CRWV | 2,124,845 | $211.5M | 1.48% |
| ALPHABET INCCAP STK CL A | GOOGL | 488,296 | $174.5M | 1.22% |
| CEREBRAS SYSTEMS INCCOM CL A | 15675D103 CALL | 700,000 | $154.7M | 1.08% |
| TWILIO INCCL A | TWLO | 720,338 | $148.6M | 1.04% |
| AMPHENOL CORPCL A | APH | 640,069 | $112.9M | 0.79% |
| AKAMAI TECHNOLOGIES INCCOM | AKAM | 910,583 | $107.6M | 0.75% |
| AFFIRM HLDGS INCCOM CL A | AFRM | 1,273,050 | $103.8M | 0.72% |
| GITLAB INCCLASS A COM | GTLB | 3,373,169 | $103.0M | 0.72% |
| INTEL CORPCOM | INTC | 663,802 | $92.7M | 0.65% |
| SEMTECH CORPCOM | SMTC | 551,214 | $89.2M | 0.62% |
| CIPHER DIGITAL INCCOM | 17253J106 | 3,586,409 | $87.9M | 0.61% |