ATREIDES MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | U | 6.11M | $244.71M |
 | ACVA | 5.51M | $54.61M |
 | GTLB | 5.47M | $246.60M |
 | PSTG | 4.10M | $343.48M |
 | INTC | 2.61M | $87.60M |
 | NU | 2.51M | $40.18M |
 | CIEN | 1.40M | $204.05M |
 | DECK | 1.25M | $126.76M |
 | RKT | 1.00M | $19.39M |
 | TWLO | 966K | $96.66M |
 | SOND | 961K | $1.22M |
 | COHR | 914K | $98.43M |
 | W | 854K | $76.32M |
 | AMSC | 771K | $45.82M |
 | JOBY | 769K | $12.42M |
 | RBRK | 753K | $61.91M |
 | RBLX | 737K | $102.09M |
 | FIVN | 735K | $17.79M |
 | TBLA | 725K | $2.47M |
 | MU | 725K | $121.30M |
Unity Software Inc.
U
Shares Held
6.11M
Value
$244.71M
ACV Auctions Inc.
ACVA
Shares Held
5.51M
Value
$54.61M
GitLab Inc.
GTLB
Shares Held
5.47M
Value
$246.60M
Pure Storage, Inc.
PSTG
Shares Held
4.10M
Value
$343.48M
Intel Corporation
INTC
Shares Held
2.61M
Value
$87.60M
Nu Holdings Ltd.
NU
Shares Held
2.51M
Value
$40.18M
Ciena Corporation
CIEN
Shares Held
1.40M
Value
$204.05M
Deckers Outdoor Corporation
DECK
Shares Held
1.25M
Value
$126.76M
Rocket Companies, Inc.
RKT
Shares Held
1.00M
Value
$19.39M
Twilio Inc.
TWLO
Shares Held
966K
Value
$96.66M
Sonder Holdings Inc.
SOND
Shares Held
961K
Value
$1.22M
Coherent, Inc.
COHR
Shares Held
914K
Value
$98.43M
Wayfair Inc.
W
Shares Held
854K
Value
$76.32M
American Superconductor Corporation
AMSC
Shares Held
771K
Value
$45.82M
Joby Aviation, Inc.
JOBY
Shares Held
769K
Value
$12.42M
Rubrik, Inc.
RBRK
Shares Held
753K
Value
$61.91M
Roblox Corporation
RBLX
Shares Held
737K
Value
$102.09M
Five9, Inc.
FIVN
Shares Held
735K
Value
$17.79M
Taboola.com Ltd.
TBLA
Shares Held
725K
Value
$2.47M
Micron Technology, Inc.
MU
Shares Held
725K
Value
$121.30M