Stock Taper 
ATREIDES MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ciena Corporation | CIEN | 688.52K | $337.76M |
 Warby Parker Inc. | WRBY | 698.9K | $21.2M |
 Micron Technology, Inc. | MU | 711.36K | $821.12M |
 Twilio Inc. | TWLO | 720.34K | $148.63M |
 Wayfair Inc. | W | 843.86K | $77.99M |
 Palo Alto Networks, Inc. | PANW | 876.95K | $299.06M |
 Ambiq Micro, Inc. | AMBQ | 877.12K | $77.45M |
 Akamai Technologies, Inc. | AKAM | 910.58K | $107.64M |
 Amazon.com, Inc. | AMZN | 969.63K | $231.1M |
 Credo Technology Group Holding Ltd | CRDO | 1.13M | $307.11M |
 Astera Labs, Inc. Common Stock | ALAB | 1.22M | $587.74M |
 NVIDIA Corporation | NVDA | 1.25M | $249.97M |
 Affirm Holdings, Inc. | AFRM | 1.27M | $103.82M |
 Wix.com Ltd. | WIX | 1.46M | $66.17M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 2.12M | $211.51M |
 Samsara Inc. | IOT | 2.31M | $74.87M |
 Nokia Oyj | NOK | 2.52M | $33.53M |
 Cerebras Systems Inc. | CBRS | 3.11M | $687.33M |
 GitLab Inc. | GTLB | 3.37M | $102.98M |
 Cipher Mining Inc. | CIFR | 3.59M | $87.87M |