ATREIDES MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 207K | $91.86M |
 | ROG | 169K | $13.59M |
 | BLDR | 137K | $16.63M |
 | INTU | 135K | $92.31M |
 | RL | 125K | $39.23M |
 | Z | 118K | $9.10M |
 | META | 66K | $48.54M |
 | CRWV | 63K | $8.61M |
 | ALAB | 62K | $12.15M |
 | MA | 45K | $25.64M |
 | SNPS | 39K | $19.18M |
 | AXON | 36K | $26.17M |
 | APP | 17K | $12.49M |
 | AZO | 11K | $46.88M |
 | MELI | 6K | $13.78M |
Tesla, Inc.
TSLA
Shares Held
207K
Value
$91.86M
Rogers Corporation
ROG
Shares Held
169K
Value
$13.59M
Builders FirstSource, Inc.
BLDR
Shares Held
137K
Value
$16.63M
Intuit Inc.
INTU
Shares Held
135K
Value
$92.31M
Ralph Lauren Corporation
RL
Shares Held
125K
Value
$39.23M
Zillow Group, Inc. Class C
Z
Shares Held
118K
Value
$9.10M
Meta Platforms, Inc.
META
Shares Held
66K
Value
$48.54M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
63K
Value
$8.61M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
62K
Value
$12.15M
Mastercard Incorporated
MA
Shares Held
45K
Value
$25.64M
Synopsys, Inc.
SNPS
Shares Held
39K
Value
$19.18M
Axon Enterprise, Inc.
AXON
Shares Held
36K
Value
$26.17M
AppLovin Corporation
APP
Shares Held
17K
Value
$12.49M
AutoZone, Inc.
AZO
Shares Held
11K
Value
$46.88M
MercadoLibre, Inc.
MELI
Shares Held
6K
Value
$13.78M