Atreides Management, LP

Q2 2024 13F Holdings

  • Location
    boston, MA
  • Num holdings

    40

  • Value ($000)

    $3,062,155

  • Date Filed
    08/14/2024
  • Form type
    13F-HR
  • CIK
    0001777813
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MRVL
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$176.97 M
6 %

2,531,792

CIEN
CIEN

CIENA CORP

COM NEW
171779309
$173.08 M
6 %

3,592,318

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$168.74 M
6 %

1,040,233

ALAB
ALAB

ASTERA LABS INC

COM
04626A103
$168.00 M
6 %

2,776,329

AMZN
AMZN

AMAZON COM INC

COM
023135106
$151.43 M
5 %

783,594

ADBE
ADBE

ADOBE INC

COM
00724F101
$145.00 M
5 %

261,014

ACVA
ACVA

ACV AUCTIONS INC

COM CL A
00091G104
$142.95 M
5 %

7,832,630

TSLA
TSLA

TESLA INC

COM
88160R101
$139.05 M
5 %

702,705

BBWI
BBWI

BATH & BODY WORKS INC

COM
070830104
$130.40 M
4 %

3,339,380

HPE
HPE

HEWLETT PACKARD ENTERPRISE C

COM
42824C109
$126.58 M
4 %

5,979,283

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