§ 13F · FUND PROFILE
Atreides Management, LP.
AUM · $14.3B (13F)Positions · 49Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6.5B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 27.33M | $4.7B | 32.6% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 3.20M | $2.4B | 16.4% | +129% |
| 3 | MU | MICRON TECHNOLOGY INC | 711K | $821M | 5.7% | −6% |
| 4 | CBRS | CEREBRAS SYSTEMS INC | 3.11M | $687M | 4.8% | NEW |
| 5 | META | META PLATFORMS INC | 1.20M | $676M | 4.7% | NEW |
| 6 | ALAB | ASTERA LABS INC | 1.22M | $588M | 4.1% | −64% |
| 7 | CIEN | CIENA CORP | 689K | $338M | 2.4% | +2% |
| 8 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1.13M | $307M | 2.1% | +3% |
| 9 | PANW | PALO ALTO NETWORKS INC | 877K | $299M | 2.1% | +56% |
| 10 | U | UNITY SOFTWARE INC | 10.25M | $293M | 2.0% | −26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATREIDES SIGNAL
AC read
Atreides Management, LP is a Other fund managing $14.3 billion in assets. The fund runs a portfolio of 49 positions.
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