Atreides Management — W

How Atreides Management's position in Wayfair Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$77,989,541

Latest weight

0.7%

Peak weight

2.6%

Shares since first

-3.1%

Position Trend

Shares, value, and weight from first report to latest report.

Atreides Management first reported 870,864 shares in Q4 2025 and most recently reported 843,860 shares in Q2 2026. Portfolio weight peaked at 2.6% in Q1 2026; the low reported weight was 0.7% in Q2 2026.

Since the first report, shares are -3.1% and reported value is -10.8%. Latest move: TRIM