ATREIDES MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IOT | 711K | $26.49M |
 | AMBQ | 684K | $20.47M |
 | SMTC | 678K | $48.45M |
 | AMZN | 659K | $144.67M |
 | VRNS | 658K | $37.84M |
 | LITE | 657K | $106.89M |
 | TTAN | 626K | $63.14M |
 | NVDA | 575K | $107.23M |
 | GOOGL | 550K | $133.77M |
 | ELF | 538K | $71.32M |
 | DKS | 481K | $106.97M |
 | SNOW | 470K | $105.91M |
 | FROG | 397K | $18.80M |
 | AMD | 339K | $54.90M |
 | TEAM | 305K | $48.75M |
 | PM | 279K | $45.27M |
 | SE | 270K | $48.29M |
 | HUBS | 243K | $113.88M |
 | FERG | 223K | $50.00M |
 | AFRM | 208K | $15.19M |
Samsara Inc.
IOT
Shares Held
711K
Value
$26.49M
Ambiq Micro, Inc.
AMBQ
Shares Held
684K
Value
$20.47M
Semtech Corporation
SMTC
Shares Held
678K
Value
$48.45M
Amazon.com, Inc.
AMZN
Shares Held
659K
Value
$144.67M
Varonis Systems, Inc.
VRNS
Shares Held
658K
Value
$37.84M
Lumentum Holdings Inc.
LITE
Shares Held
657K
Value
$106.89M
ServiceTitan, Inc.
TTAN
Shares Held
626K
Value
$63.14M
NVIDIA Corporation
NVDA
Shares Held
575K
Value
$107.23M
Alphabet Inc.
GOOGL
Shares Held
550K
Value
$133.77M
e.l.f. Beauty, Inc.
ELF
Shares Held
538K
Value
$71.32M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
481K
Value
$106.97M
Snowflake Inc.
SNOW
Shares Held
470K
Value
$105.91M
JFrog Ltd.
FROG
Shares Held
397K
Value
$18.80M
Advanced Micro Devices, Inc.
AMD
Shares Held
339K
Value
$54.90M
Atlassian Corporation
TEAM
Shares Held
305K
Value
$48.75M
Philip Morris International Inc.
PM
Shares Held
279K
Value
$45.27M
Sea Limited
SE
Shares Held
270K
Value
$48.29M
HubSpot, Inc.
HUBS
Shares Held
243K
Value
$113.88M
Ferguson plc
FERG
Shares Held
223K
Value
$50.00M
Affirm Holdings, Inc.
AFRM
Shares Held
208K
Value
$15.19M