Atreides Management, LP

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Notable People
    Gavin Baker
  • Location
    boston, MA
  • CIK
    0001777813
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

44

$3.29B
ALAB, NVDA, AMD, SMH
13F-HR
May 15, 2025
000177781325000005

45

$4.57B
NDQ, ALAB, AMD, ASML HOLDING N V
13F-HR
Feb 14, 2025
000176875725000003

43

$3.93B
NDQ, ALAB, AMD, AMZN
13F-HR
Nov 14, 2024
000177781324000010

40

$3.06B
MRVL, CIEN, AMD, ALAB
13F-HR
Aug 14, 2024
000177781324000008

38

$4.41B
NDQ, MRVL, SE, ACVA
13F-HR
May 15, 2024
000177781324000006

36

$3.04B
RH, SE, AMD, PSTG
13F-HR
Feb 14, 2024
000177781324000002

29

$3.06B
AMD, SE, RH, PSTG
13F-HR
Nov 14, 2023
000177781323000007

33

$3.89B
NDQ, RH, PSTG, PYPL
13F-HR
Aug 14, 2023
000177781323000006

34

$3.27B
AMD, AMD, DKS, MRVL
13F-HR
May 15, 2023
000177781323000005

34

$2.54B
AMD, DKS, XYZ, META
13F-HR
Feb 14, 2023
000177781323000002

40

$3.80B
SPY, AMZN, DKS, AMD
13F-HR
Nov 14, 2022
000177781322000008

42

$2.69B
AMZN, META, NDQ, DKS
13F-HR
Aug 15, 2022
000177781322000006

38

$3.25B
NDQ, AMZN, GOOGL, TTWO
13F-HR
May 16, 2022
000177781322000005

36

$3.20B
AMZN, 1848782D, AEO, OKTA
13F-HR
Feb 14, 2022
000177781322000003

41

$4.23B
DKS, PENN, TWTR, UBER
13F-HR
Nov 15, 2021
000177781321000013

44

$5.60B
SPY, TWTR, GOOGL, AEO
13F-HR
Aug 16, 2021
000177781321000011

53

$4.43B
SPY, NDQ, TWTR, AMD
RESTATEMENT
Jun 1, 2021
000177781321000006

41

$2.28B
SPY, DYH, DISH, DKS
13F-HR
Feb 16, 2021
000177781321000002

33

$1.06B
SPY, AEO, FI, DIS
13F-HR
Nov 16, 2020
000177781320000013

26

$708.22M
AIY, QSR, XYZ, RDFN
13F-HR
Aug 14, 2020
000177781320000010

24

$452.22M
AIY, DIS, XYZ, GOOGL
13F-HR
May 15, 2020
000177781320000005

27

$435.90M
AIY, NVDA, TSLA, META
13F-HR
Feb 14, 2020
000177781320000003