Atreides Management, LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$452.2B
Holdings
24
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATVIEURACTIVISION BLIZZARD INC | 697,246 | $41.5B | 9.17% | |
| 2 | DISDISNEY WALT CO | 359,020 | $34.7B | 7.67% | |
| 3 | XYZSQUARE INC | 657,422 | $34.4B | 7.61% | |
| 4 | GOOGLALPHABET INC | 27,041 | $31.4B | 6.95% | |
| 5 | QSRRESTAURANT BRANDS INTL INC | 598,014 | $23.9B | 5.29% | |
| 6 | CMCSACOMCAST CORP NEW | 687,200 | $23.6B | 5.22% | |
| 7 | TSLATESLA INC | 44,401 | $23.3B | 5.14% | |
| 8 | AMZNAMAZON COM INC | 10,900 | $21.3B | 4.70% | |
| 9 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 174,660 | $20.7B | 4.58% | |
| 10 | TWLOTWILIO INC | 222,335 | $19.9B | 4.40% | |
| 11 | ESTCELASTIC N V | 349,800 | $19.5B | 4.32% | |
| 12 | NVDANVIDIA CORP | 70,448 | $18.6B | 4.11% | |
| 13 | MUMICRON TECHNOLOGY INC | 420,300 | $17.7B | 3.91% | |
| 14 | RDFNREDFIN CORP | 1,067,973 | $16.5B | 3.64% | |
| 15 | ULTAULTA BEAUTY INC | 89,000 | $15.6B | 3.46% | |
| 16 | MCDMCDONALDS CORP | 93,800 | $15.5B | 3.43% | |
| 17 | DTDYNATRACE INC | 513,800 | $12.2B | 2.71% | |
| 18 | ANGI1EURANGI HOMESERVICES INC | 2,193,475 | $11.5B | 2.55% | |
| 19 | ROKUROKU INC | 118,685 | $10.4B | 2.30% | |
| 20 | CVNACARVANA CO | 180,700 | $10.0B | 2.20% | |
| 21 | PARPAR TECHNOLOGY CORP | 699,100 | $9.0B | 1.99% | |
| 22 | CHWYCHEWY INC | 223,564 | $8.4B | 1.85% | |
| 23 | NKENIKE INC | 80,400 | $6.7B | 1.47% | |
| 24 | CRWDCROWDSTRIKE HLDGS INC | 107,800 | $6.0B | 1.33% |