ATREIDES MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | U | 12.39M | $271.73M |
 | ACVA | 9.73M | $41.27M |
 | RKT | 6.11M | $87.14M |
 | COMP | 5.56M | $40.66M |
 | ALAB | 3.37M | $368.89M |
 | NOK | 2.48M | $19.95M |
 | CHYM | 1.62M | $30.39M |
 | W | 1.43M | $107.63M |
 | RBLX | 1.38M | $78.26M |
 | ZM | 1.32M | $105.76M |
 | NVDA | 1.25M | $217.75M |
 | AFRM | 1.19M | $54.74M |
 | CRDO | 1.09M | $102.43M |
 | SATS | 1.00M | $117.11M |
 | AMZN | 954K | $198.60M |
 | TWLO | 922K | $115.96M |
 | AMBQ | 862K | $21.91M |
 | TBLA | 821K | $2.54M |
 | CRWV | 811K | $62.79M |
 | MU | 760K | $256.90M |
Unity Software Inc.
U
Shares Held
12.39M
Value
$271.73M
ACV Auctions Inc.
ACVA
Shares Held
9.73M
Value
$41.27M
Rocket Companies, Inc.
RKT
Shares Held
6.11M
Value
$87.14M
Compass, Inc.
COMP
Shares Held
5.56M
Value
$40.66M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
3.37M
Value
$368.89M
Nokia Oyj
NOK
Shares Held
2.48M
Value
$19.95M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
1.62M
Value
$30.39M
Wayfair Inc.
W
Shares Held
1.43M
Value
$107.63M
Roblox Corporation
RBLX
Shares Held
1.38M
Value
$78.26M
Zoom Communications, Inc.
ZM
Shares Held
1.32M
Value
$105.76M
NVIDIA Corporation
NVDA
Shares Held
1.25M
Value
$217.75M
Affirm Holdings, Inc.
AFRM
Shares Held
1.19M
Value
$54.74M
Credo Technology Group Holding Ltd
CRDO
Shares Held
1.09M
Value
$102.43M
EchoStar Corporation
SATS
Shares Held
1.00M
Value
$117.11M
Amazon.com, Inc.
AMZN
Shares Held
954K
Value
$198.60M
Twilio Inc.
TWLO
Shares Held
922K
Value
$115.96M
Ambiq Micro, Inc.
AMBQ
Shares Held
862K
Value
$21.91M
Taboola.com Ltd.
TBLA
Shares Held
821K
Value
$2.54M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
811K
Value
$62.79M
Micron Technology, Inc.
MU
Shares Held
760K
Value
$256.90M