Fund Update: Atreides Management, LP Just Disclosed New Holdings

Atreides Management, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 649,253 shares of $MU (~$57,070,401). This was a increase of ~269.86% from their previous position.
• An increase of 1,413,206 shares of $RBLX (~$82,637,375). This was a increase of ~232.30% from their previous position.
• A decrease of 254,544 shares of $GOOGL (~$54,738,588). This was a increase of ~-57.38% from their previous position.
• A decrease of 166,952 shares of $MDB (~$49,483,606). This was a increase of ~-47.45% from their previous position.
• An increase of 2,815,614 shares of $ALAB (~$34,336,300). This was a increase of ~153.30% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Atreides Management, LP for more details.