Quarter snapshot
Atreides Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $4,713,341,359
- Positions
- 49
- Source
- 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 | NEW | 7.62% |
| ≡ | CIEN | NEW | 7.09% |
| ≡ | U | NEW | 6.21% |
| ≡ | P | NEW | 5.94% |
| ≡ | ALAB | NEW | 5.69% |
| ≡ | COHR | NEW | 4.84% |
| ≡ | MU | NEW | 4.47% |
| ≡ | GOOG | NEW | 3.42% |
| ≡ | AMZN | NEW | 3.37% |
| ≡ | LITE | NEW | 2.99% |
| ≡ | WIX | NEW | 2.75% |
| ≡ | GTLB | NEW | 2.53% |
| ≡ | SNOW | NEW | 2.23% |
| ≡ | AFRM | NEW | 2.19% |
| ≡ | TWLO | NEW | 2.16% |
| ≡ | ACVA | NEW | 2.11% |
| ≡ | SATS | NEW | 2.08% |
| ≡ | DKS | NEW | 2.06% |
| ≡ | WING | NEW | 1.97% |
| ≡ | COMP | NEW | 1.96% |
| ≡ | MSFT | NEW | 1.86% |
| ≡ | W | NEW | 1.86% |
| ≡ | TTAN | NEW | 1.79% |
| ≡ | TSLA | NEW | 1.78% |
| ≡ | RKT | NEW | 1.48% |
| ≡ | RBRK | NEW | 1.45% |
| ≡ | PM | NEW | 1.38% |
| ≡ | TEAM | NEW | 1.37% |
| ≡ | AXON | NEW | 1.27% |
| ≡ | NU | NEW | 1.16% |
| ≡ | SMTC | NEW | 1.08% |
| ≡ | RL | NEW | 0.96% |
| ≡ | CRWV | NEW | 0.92% |
| ≡ | FERG | NEW | 0.84% |
| ≡ | AZO | NEW | 0.84% |
| ≡ | CHYM | NEW | 0.8% |
| ≡ | SE | NEW | 0.75% |
| ≡ | RBLX | NEW | 0.67% |
| ≡ | AMSC | NEW | 0.64% |
| ≡ | MA | NEW | 0.56% |
| ≡ | FROG | NEW | 0.54% |
| ≡ | GNRC | NEW | 0.53% |
| ≡ | AMBQ | NEW | 0.42% |
| ≡ | INTC | NEW | 0.38% |
| ≡ | ROG | NEW | 0.33% |
| ≡ | PFGC | NEW | 0.24% |
| ≡ | MELI | NEW | 0.19% |
| ≡ | WRBY | NEW | 0.18% |
| ≡ | TBLA | NEW | 0.07% |