Atreides Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.6T
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 1,736,364 | $246.4B | 6.84% | |
| 2 | PSTGPURE STORAGE INC | 3,552,486 | $204.6B | 5.68% | |
| 3 | GTLBGITLAB INC | 3,938,198 | $177.7B | 4.93% | |
| 4 | DKSDICKS SPORTING GOODS INC | 873,137 | $172.7B | 4.79% | |
| 5 | GOOGLALPHABET INC | 950,859 | $167.6B | 4.65% | |
| 6 | LITELUMENTUM HLDGS INC | 1,757,561 | $167.1B | 4.64% | |
| 7 | AMZNAMAZON COM INC | 718,465 | $157.6B | 4.37% | |
| 8 | UUNITY SOFTWARE INC | 6,171,155 | $149.3B | 4.14% | |
| 9 | AFRMAFFIRM HLDGS INC | 1,977,882 | $136.8B | 3.79% | |
| 10 | SNOWSNOWFLAKE INC | 525,769 | $117.7B | 3.26% | |
| 11 | RBLXROBLOX CORP | 1,050,542 | $110.5B | 3.07% | |
| 12 | NVDANVIDIA CORPORATION | 689,813 | $109.0B | 3.02% | |
| 13 | METAMETA PLATFORMS INC | 144,333 | $106.5B | 2.96% | |
| 14 | CIENCIENA CORP | 1,262,818 | $102.7B | 2.85% | |
| 15 | TSLATESLA INC | 321,897 | $102.3B | 2.84% | |
| 16 | TWLOTWILIO INC | 730,300 | $90.8B | 2.52% | |
| 17 | DECKDECKERS OUTDOOR CORP | 852,120 | $87.8B | 2.44% | |
| 18 | ALABASTERA LABS INC | 954,783 | $86.3B | 2.40% | |
| 19 | ACVAACV AUCTIONS INC | 4,694,234 | $76.1B | 2.11% | |
| 20 | CFLTCONFLUENT INC | 3,012,215 | $75.1B | 2.08% | |
| 21 | TTANSERVICETITAN INC | 640,778 | $68.7B | 1.91% | |
| 22 | FSLRFIRST SOLAR INC | 393,464 | $65.1B | 1.81% | |
| 23 | FERGFERGUSON ENTERPRISES INC | 297,956 | $64.9B | 1.80% | |
| 24 | ELFE L F BEAUTY INC | 494,047 | $61.5B | 1.71% | |
| 25 | ZZILLOW GROUP INC | 856,008 | $60.0B | 1.66% | |
| 26 | SESEA LTD | 341,083 | $54.6B | 1.51% | |
| 27 | RLRALPH LAUREN CORP | 179,276 | $49.2B | 1.36% | |
| 28 | MLB1MERCADOLIBRE INC | 17,923 | $46.8B | 1.30% | |
| 29 | AXONAXON ENTERPRISE INC | 52,254 | $43.3B | 1.20% | |
| 30 | RBRKRUBRIK INC. | 471,280 | $42.2B | 1.17% | |
| 31 | AMSCAMERICAN SUPERCONDUCTOR CORP | 1,104,458 | $40.5B | 1.12% | |
| 32 | NUNU HLDGS LTD | 2,744,184 | $37.7B | 1.04% | |
| 33 | BLDRBUILDERS FIRSTSOURCE INC | 322,151 | $37.6B | 1.04% | |
| 34 | WWAYFAIR INC | 727,176 | $37.2B | 1.03% | |
| 35 | MAMASTERCARD INCORPORATED | 64,586 | $36.3B | 1.01% | |
| 36 | AZOAUTOZONE INC | 9,660 | $35.9B | 1.00% | |
| 37 | SSENTINELONE INC | 1,902,821 | $34.8B | 0.97% | |
| 38 | SMTCSEMTECH CORP | 661,941 | $29.9B | 0.83% | |
| 39 | FIVNFIVE9 INC | 955,613 | $25.3B | 0.70% | |
| 40 | CRWVCOREWEAVE INC | 154,563 | $25.2B | 0.70% | |
| 41 | RKTROCKET COS INC | 1,732,090 | $24.6B | 0.68% | |
| 42 | RG6ROGERS CORP | 188,203 | $12.9B | 0.36% | |
| 43 | JOBYJOBY AVIATION INC | 1,000,000 | $10.6B | 0.29% | |
| 44 | MUMICRON TECHNOLOGY INC | 70,478 | $8.7B | 0.24% | |
| 45 | TBLATABOOLA.COM LTD | 725,000 | $2.7B | 0.07% | |
| 46 | SONDQSONDER HOLDINGS INC | 960,533 | $2.6B | 0.07% | |
| 47 | VOYGVOYAGER TECHNOLOGIES INC | 10,000 | $392.5M | 0.01% | |
| 48 | CHYMCHIME FINL INC | 10,000 | $345.1M | 0.01% |