Atreides Management, LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$435.9B
Holdings
25
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 184,048 | $43.3B | 9.93% | Put |
| 2 | AMDADVANCED MICRO DEVICES INC | 816,885 | $37.5B | 8.59% | Put |
| 3 | ATVIEURACTIVISION BLIZZARD INC | 617,046 | $36.7B | 8.41% | |
| 4 | TSLATESLA INC | 67,621 | $28.3B | 6.49% | |
| 5 | METAFACEBOOK INC | 133,827 | $27.5B | 6.30% | |
| 6 | GOOGLALPHABET INC | 20,041 | $26.8B | 6.16% | |
| 7 | DISDISNEY WALT CO | 160,620 | $23.2B | 5.33% | |
| 8 | RDFNREDFIN CORP | 1,081,473 | $22.9B | 5.24% | |
| 9 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 167,560 | $20.5B | 4.71% | |
| 10 | WWAYFAIR INC | 184,619 | $16.7B | 3.83% | |
| 11 | SNAPSNAP INC | 1,001,100 | $16.3B | 3.75% | |
| 12 | LYFTLYFT INC | 378,356 | $16.3B | 3.73% | |
| 13 | ANGI1EURANGI HOMESERVICES INC | 1,883,975 | $16.0B | 3.66% | |
| 14 | XYZSQUARE INC | 241,400 | $15.1B | 3.46% | |
| 15 | TWLOTWILIO INC | 138,935 | $13.7B | 3.13% | |
| 16 | NKENIKE INC | 131,800 | $13.4B | 3.06% | |
| 17 | ESTCELASTIC N V | 173,900 | $11.2B | 2.57% | |
| 18 | ZEN1EURZENDESK INC | 144,268 | $11.1B | 2.54% | |
| 19 | QSRRESTAURANT BRANDS INTL INC | 147,400 | $9.4B | 2.16% | |
| 20 | ULTAULTA BEAUTY INC | 29,000 | $7.3B | 1.68% | |
| 21 | MUMICRON TECHNOLOGY INC | 129,800 | $7.0B | 1.60% | |
| 22 | CHWYCHEWY INC | 217,605 | $6.3B | 1.45% | |
| 23 | WYNNWYNN RESORTS LTD | 32,601 | $4.5B | 1.04% | |
| 24 | TSCOTRACTOR SUPPLY CO | 42,400 | $4.0B | 0.91% | |
| 25 | ROKUROKU INC | 8,388 | $1.1B | 0.26% |