§ 13F · FUND PROFILE
Atreides Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 56Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8183.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 3.50M | $2150.1T | 26.3% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 3.50M | $652.8T | 8.0% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 1.93M | $359.1T | 4.4% | NEW |
| 4 | CIEN | CIENA CORP | 1.43M | $334.0T | 4.1% | NEW |
| 5 | U | UNITY SOFTWARE INC | 6.63M | $292.6T | 3.6% | NEW |
| 6 | PSTG | PURE STORAGE INC | 4.18M | $279.9T | 3.4% | NEW |
| 7 | ALAB | ASTERA LABS INC | 1.61M | $268.0T | 3.3% | NEW |
| 8 | COHR | COHERENT CORP | 1.24M | $228.0T | 2.8% | NEW |
| 9 | MU | MICRON TECHNOLOGY INC | 739K | $210.9T | 2.6% | NEW |
| 10 | MU | MICRON TECHNOLOGY INC | 700K | $199.8T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATREIDES SIGNAL
AC read
Atreides Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed