ATREIDES MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACVA | 12.41M | $99.54M |
 | COMP | 8.72M | $92.21M |
 | U | 6.63M | $292.65M |
 | PSTG | 4.18M | $279.95M |
 | RKT | 3.60M | $69.75M |
 | NU | 3.27M | $54.79M |
 | GTLB | 3.18M | $119.24M |
 | NVDA | 1.93M | $359.06M |
 | ALAB | 1.61M | $268.04M |
 | CHYM | 1.50M | $37.85M |
 | CIEN | 1.43M | $334.02M |
 | AFRM | 1.38M | $103.08M |
 | WIX | 1.25M | $129.60M |
 | COHR | 1.24M | $227.99M |
 | AMSC | 1.04M | $30.05M |
 | SATS | 901K | $97.95M |
 | RBRK | 895K | $68.45M |
 | W | 871K | $87.44M |
 | TTAN | 792K | $84.39M |
 | MU | 739K | $210.89M |
ACV Auctions Inc.
ACVA
Shares Held
12.41M
Value
$99.54M
Compass, Inc.
COMP
Shares Held
8.72M
Value
$92.21M
Unity Software Inc.
U
Shares Held
6.63M
Value
$292.65M
Pure Storage, Inc.
PSTG
Shares Held
4.18M
Value
$279.95M
Rocket Companies, Inc.
RKT
Shares Held
3.60M
Value
$69.75M
Nu Holdings Ltd.
NU
Shares Held
3.27M
Value
$54.79M
GitLab Inc.
GTLB
Shares Held
3.18M
Value
$119.24M
NVIDIA Corporation
NVDA
Shares Held
1.93M
Value
$359.06M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
1.61M
Value
$268.04M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
1.50M
Value
$37.85M
Ciena Corporation
CIEN
Shares Held
1.43M
Value
$334.02M
Affirm Holdings, Inc.
AFRM
Shares Held
1.38M
Value
$103.08M
Wix.com Ltd.
WIX
Shares Held
1.25M
Value
$129.60M
Coherent, Inc.
COHR
Shares Held
1.24M
Value
$227.99M
American Superconductor Corporation
AMSC
Shares Held
1.04M
Value
$30.05M
EchoStar Corporation
SATS
Shares Held
901K
Value
$97.95M
Rubrik, Inc.
RBRK
Shares Held
895K
Value
$68.45M
Wayfair Inc.
W
Shares Held
871K
Value
$87.44M
ServiceTitan, Inc.
TTAN
Shares Held
792K
Value
$84.39M
Micron Technology, Inc.
MU
Shares Held
739K
Value
$210.89M