§ 13F · FUND PROFILE
Atreides Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 54Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$678M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 1.40M | $808M | 16.2% | −60% |
| 2 | ALAB | ASTERA LABS INC | 3.37M | $369M | 7.4% | +109% |
| 3 | U | UNITY SOFTWARE INC | 12.39M | $272M | 5.4% | +34% |
| 4 | CIEN | CIENA CORP | 677K | $263M | 5.3% | −53% |
| 5 | MU | MICRON TECHNOLOGY INC | 760K | $257M | 5.1% | −47% |
| 6 | NVDA | NVIDIA CORPORATION | 1.25M | $218M | 4.4% | −77% |
| 7 | AMZN | AMAZON COM INC | 954K | $199M | 4.0% | +39% |
| 8 | LITE | LUMENTUM HLDGS INC | 267K | $188M | 3.8% | −30% |
| 9 | GOOGL | ALPHABET INC | 555K | $160M | 3.2% | +8% |
| 10 | COHR | COHERENT CORP | 631K | $150M | 3.0% | −70% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed