Atreides Management, LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$4.5B
Holdings
50
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (50 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $673.8M |
NDQINVESCO QQQ TR | $478.7M |
TWTRUSDTWITTER INC | $363.0M |
AMDADVANCED MICRO DEVICES INC | $237.7M |
AEOAMERICAN EAGLE OUTFITTERS IN | $198.6M |
DKSDICKS SPORTING GOODS INC | $190.6M |
DYHTARGET CORP | $133.5M |
DISHDISH NETWORK CORPORATION | $129.2M |
WWAYFAIR INC | $126.9M |
ZZILLOW GROUP INC | $123.3M |
TJXTJX COS INC NEW | $114.4M |
WIXWIX COM LTD | $93.9M |
UBERUBER TECHNOLOGIES INC | $91.1M |
XYZSQUARE INC | $88.9M |
TPRTAPESTRY INC | $82.4M |
FTCHQFARFETCH LTD | $77.5M |
MUMICRON TECHNOLOGY INC | $74.6M |
DISDISNEY WALT CO | $73.7M |
LYFTLYFT INC | $69.4M |
DECKDECKERS OUTDOOR CORP | $64.6M |
CARGCARGURUS INC | $63.6M |
MSFTMICROSOFT CORP | $56.7M |
EAELECTRONIC ARTS INC | $49.7M |
DTDYNATRACE INC | $48.2M |
WOOFOOT LOCKER INC | $46.8M |
ZEN1EURZENDESK INC | $46.7M |
WYNNWYNN RESORTS LTD | $46.5M |
PAGSPAGSEGURO DIGITAL LTD | $41.4M |
NTNXNUTANIX INC | $40.6M |
COHRII-VI INC | $40.4M |
PLNTPLANET FITNESS INC | $40.3M |
MGMMGM RESORTS INTERNATIONAL | $38.6M |
SAMBOSTON BEER INC | $35.1M |
TWLOTWILIO INC | $34.9M |
ACVAACV AUCTIONS INC | $32.9M |
ATVIEURACTIVISION BLIZZARD INC | $31.9M |
TSLATESLA INC | $30.2M |
SONOSONOS INC | $28.3M |
RDFNREDFIN CORP | $26.2M |
MARMARRIOTT INTL INC NEW | $26.2M |
RVLVREVOLVE GROUP INC | $24.1M |
INTCINTEL CORP | $23.2M |
TRIPTRIPADVISOR INC | $22.5M |
CMRCBIGCOMMERCE HLDGS INC | $21.2M |
LAMRLAMAR ADVERTISING CO NEW | $16.2M |
DRIDARDEN RESTAURANTS INC | $15.0M |
PARPAR TECHNOLOGY CORP | $14.9M |
ROKUROKU INC | $10.9M |
PSFEPAYSAFE LIMITED | $10.8M |
—ALTIMETER GROWTH CORP | $4.9M |