Quarter snapshot
Atreides Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $4,713,341,359
- Positions
- 49
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | NVDA | No prior filing | 7.62% |
| ≡ | CIEN | No prior filing | 7.09% |
| ≡ | U | No prior filing | 6.21% |
| ≡ | P | No prior filing | 5.94% |
| ≡ | ALAB | No prior filing | 5.69% |
| ≡ | COHR | No prior filing | 4.84% |
| ≡ | MU | No prior filing | 4.47% |
| ≡ | GOOG | No prior filing | 3.42% |
| ≡ | AMZN | No prior filing | 3.37% |
| ≡ | LITE | No prior filing | 2.99% |
| ≡ | WIX | No prior filing | 2.75% |
| ≡ | GTLB | No prior filing | 2.53% |
| ≡ | SNOW | No prior filing | 2.23% |
| ≡ | AFRM | No prior filing | 2.19% |
| ≡ | TWLO | No prior filing | 2.16% |
| ≡ | ACVA | No prior filing | 2.11% |
| ≡ | ECHO | No prior filing | 2.08% |
| ≡ | DKS | No prior filing | 2.06% |
| ≡ | WING | No prior filing | 1.97% |
| ≡ | COMP | No prior filing | 1.96% |
| ≡ | MSFT | No prior filing | 1.86% |
| ≡ | W | No prior filing | 1.86% |
| ≡ | TTAN | No prior filing | 1.79% |
| ≡ | TSLA | No prior filing | 1.78% |
| ≡ | RKT | No prior filing | 1.48% |
| ≡ | RBRK | No prior filing | 1.45% |
| ≡ | PM | No prior filing | 1.38% |
| ≡ | TEAM | No prior filing | 1.37% |
| ≡ | AXON | No prior filing | 1.27% |
| ≡ | NU | No prior filing | 1.16% |
| ≡ | SMTC | No prior filing | 1.08% |
| ≡ | RL | No prior filing | 0.96% |
| ≡ | CRWV | No prior filing | 0.92% |
| ≡ | FERG | No prior filing | 0.84% |
| ≡ | AZO | No prior filing | 0.84% |
| ≡ | CHYM | No prior filing | 0.8% |
| ≡ | SE | No prior filing | 0.75% |
| ≡ | RBLX | No prior filing | 0.67% |
| ≡ | AMSC | No prior filing | 0.64% |
| ≡ | MA | No prior filing | 0.56% |
| ≡ | FROG | No prior filing | 0.54% |
| ≡ | GNRC | No prior filing | 0.53% |
| ≡ | AMBQ | No prior filing | 0.42% |
| ≡ | INTC | No prior filing | 0.38% |
| ≡ | ROG | No prior filing | 0.33% |
| ≡ | PFGC | No prior filing | 0.24% |
| ≡ | MELI | No prior filing | 0.19% |
| ≡ | WRBY | No prior filing | 0.18% |
| ≡ | TBLA | No prior filing | 0.07% |