Quarter snapshot
Atreides Management
- Quarter
- Q1 2026
- Filed
- 2026-05-18
- Portfolio value
- $4,104,676,244
- Positions
- 51
- Source
- 13F on EDGAR ↗
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | ALAB | +109% | 8.99% |
| ≡ | U | +87% | 6.62% |
| ≡ | CIEN | −53% | 6.4% |
| ≡ | MU | +3% | 6.26% |
| ≡ | NVDA | −35% | 5.31% |
| ≡ | AMZN | +39% | 4.84% |
| ≡ | LITE | −30% | 4.58% |
| ≡ | GOOG | +8% | 3.89% |
| ≡ | COHR | −49% | 3.66% |
| ≡ | SATS | +11% | 2.85% |
| ≡ | TWLO | +29% | 2.82% |
| ≡ | W | +64% | 2.62% |
| ≡ | ZM | NEW | 2.58% |
| ≡ | CRDO | NEW | 2.5% |
| ≡ | PANW | NEW | 2.19% |
| ≡ | DKS | −8% | 2.19% |
| ≡ | RKT | +70% | 2.12% |
| ≡ | VST | NEW | 1.92% |
| ≡ | AKAM | NEW | 1.91% |
| ≡ | RBLX | +255% | 1.91% |
| ≡ | TSLA | +8% | 1.82% |
| ≡ | CRWV | +34% | 1.53% |
| ≡ | WIX | −48% | 1.43% |
| ≡ | HUBS | NEW | 1.38% |
| ≡ | AFRM | −14% | 1.33% |
| ≡ | SNPS | NEW | 1.32% |
| ≡ | RL | +1% | 1.08% |
| ≡ | AXON | −3% | 1.06% |
| ≡ | WING | −31% | 1.02% |
| ≡ | SMTC | −22% | 1.01% |
| ≡ | ACVA | −22% | 1.01% |
| ≡ | COMP | −36% | 0.99% |
| ≡ | FERG | −18% | 0.83% |
| ≡ | CHYM | +8% | 0.74% |
| ≡ | AVAV | NEW | 0.72% |
| ≡ | INTC | +35% | 0.7% |
| ≡ | RBRK | −37% | 0.68% |
| ≡ | FROG | +37% | 0.63% |
| ≡ | MA | +8% | 0.6% |
| ≡ | AMBQ | +24% | 0.53% |
| ≡ | SNOW | −70% | 0.53% |
| ≡ | V | NEW | 0.53% |
| ≡ | GFS | NEW | 0.51% |
| ≡ | ROG | +8% | 0.49% |
| ≡ | NOK | NEW | 0.49% |
| ≡ | WRBY | +75% | 0.35% |
| ≡ | VECO | NEW | 0.19% |
| ≡ | NBIS | NEW | 0.16% |
| ≡ | EQPT | NEW | 0.11% |
| ≡ | TBLA | +11% | 0.06% |
| ≡ | BTGO | NEW | 0.01% |
| ≡ | MELI | SOLD | — |
| ≡ | PFGC | SOLD | — |
| ≡ | GNRC | SOLD | — |
| ≡ | AMSC | SOLD | — |
| ≡ | SE | SOLD | — |
| ≡ | AZO | SOLD | — |
| ≡ | NU | SOLD | — |
| ≡ | TEAM | SOLD | — |
| ≡ | PM | SOLD | — |
| ≡ | TTAN | SOLD | — |
| ≡ | MSFT | SOLD | — |
| ≡ | GTLB | SOLD | — |
| ≡ | P | SOLD | — |