Stock Taper 
ATREIDES MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Twilio Inc. | TWLO | 720.34K | $148.63M |
 Micron Technology, Inc. | MU | 711.36K | $821.12M |
 Warby Parker Inc. | WRBY | 698.9K | $21.2M |
 Ciena Corporation | CIEN | 688.52K | $337.76M |
 Intel Corp. | INTC | 663.8K | $92.69M |
 PDF Solutions, Inc. | PDFS | 658.54K | $46.62M |
 Coherent, Inc. | COHR | 642.1K | $253.29M |
 Amphenol Corporation | APH | 640.07K | $112.86M |
 Semtech Corporation | SMTC | 551.21K | $89.21M |
 ServiceTitan, Inc. | TTAN | 542.09K | $38.33M |
 Alphabet Inc. | GOOGL | 488.3K | $174.5M |
 Meta Platforms, Inc. | META | 402.77K | $226.88M |
 DICK'S Sporting Goods, Inc. | DKS | 375.12K | $85.08M |
 INNIO N.V. Ordinary Shares | INIO | 348.7K | $13.79M |
 Veeco Instruments Inc. | VECO | 237.92K | $18.03M |
 EquipmentShare.com Inc. | EQPT | 217.13K | $4.27M |
 Tesla, Inc. | TSLA | 204.28K | $85.92M |
 Rogers Corporation | ROG | 189.31K | $31M |
 Ferguson plc | FERG | 147.76K | $35.07M |
 Natera, Inc. | NTRA | 104.39K | $28.34M |