Atreides Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$3062.2T
Holdings
40
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY INC | 2,531,792 | $177.0T | 5.78% | |
| 2 | CIENCIENA CORP | 3,592,318 | $173.1T | 5.65% | |
| 3 | AMDADVANCED MICRO DEVICES INC | 1,040,233 | $168.7T | 5.51% | |
| 4 | ALABASTERA LABS INC | 2,776,329 | $168.0T | 5.49% | |
| 5 | AMZNAMAZON COM INC | 783,594 | $151.4T | 4.95% | |
| 6 | ADBEADOBE INC | 261,014 | $145.0T | 4.74% | |
| 7 | ACVAACV AUCTIONS INC | 7,832,630 | $142.9T | 4.67% | |
| 8 | TSLATESLA INC | 702,705 | $139.1T | 4.54% | |
| 9 | BBWIBATH & BODY WORKS INC | 3,339,380 | $130.4T | 4.26% | |
| 10 | HPEHEWLETT PACKARD ENTERPRISE C | 5,979,283 | $126.6T | 4.13% | |
| 11 | SESEA LTD | 1,739,219 | $124.2T | 4.06% | |
| 12 | ESTCELASTIC N V | 1,073,482 | $122.3T | 3.99% | |
| 13 | PSTGPURE STORAGE INC | 1,547,138 | $99.3T | 3.24% | |
| 14 | GOOGLALPHABET INC | 537,435 | $97.9T | 3.20% | |
| 15 | MUMICRON TECHNOLOGY INC | 726,900 | $95.6T | 3.12% | |
| 16 | WWAYFAIR INC | 1,547,386 | $81.6T | 2.66% | |
| 17 | RHRH | 306,000 | $74.8T | 2.44% | |
| 18 | CFLTCONFLUENT INC | 2,522,045 | $74.5T | 2.43% | |
| 19 | AAPLAPPLE INC | 327,083 | $68.9T | 2.25% | |
| 20 | LITELUMENTUM HLDGS INC | 1,315,628 | $67.0T | 2.19% | |
| 21 | SHWSHERWIN WILLIAMS CO | 222,951 | $66.5T | 2.17% | |
| 22 | DDOGDATADOG INC | 458,684 | $59.5T | 1.94% | |
| 23 | XYZBLOCK INC | 842,008 | $54.3T | 1.77% | |
| 24 | MAMASTERCARD INCORPORATED | 120,117 | $53.0T | 1.73% | |
| 25 | RLRALPH LAUREN CORP | 294,132 | $51.5T | 1.68% | |
| 26 | IOTSAMSARA INC | 1,473,747 | $49.7T | 1.62% | |
| 27 | MLB1MERCADOLIBRE INC | 26,610 | $43.7T | 1.43% | |
| 28 | METAMETA PLATFORMS INC | 83,611 | $42.2T | 1.38% | |
| 29 | RBLXROBLOX CORP | 1,021,940 | $38.0T | 1.24% | |
| 30 | GRABGRAB HOLDINGS LIMITED | 10,012,764 | $35.5T | 1.16% | |
| 31 | SSENTINELONE INC | 1,602,310 | $33.7T | 1.10% | |
| 32 | KVYOKLAVIYO INC | 901,811 | $22.4T | 0.73% | |
| 33 | SBUXSTARBUCKS CORP | 280,473 | $21.8T | 0.71% | |
| 34 | RDDTREDDIT INC | 281,942 | $18.0T | 0.59% | |
| 35 | AMTAMERICAN TOWER CORP NEW | 76,564 | $14.9T | 0.49% | |
| 36 | AMKRAMKOR TECHNOLOGY INC | 212,388 | $8.5T | 0.28% | |
| 37 | DKNGDRAFTKINGS INC NEW | 216,141 | $8.3T | 0.27% | |
| 38 | JOBYJOBY AVIATION INC | 1,000,000 | $5.1T | 0.17% | |
| 39 | SONDQSONDER HOLDINGS INC | 1,012,621 | $4.7T | 0.15% | |
| 40 | TBLATABOOLA.COM LTD | 725,000 | $2.5T | 0.08% |