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Atreides Management, LP

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13F filer, CIK 1777813, BOSTON, MA

Atreides Management, LP reported $5,002,198,244 across 54 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-18. Its ten largest share positions make up 53.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001777813-26-000006

Period
2026-03-31
Reported value
$5B
Holdings
54
Top 10 weight
53.39%
New
16
Sold out
18

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ALABadded+1,754,593$192M
Uadded+5,759,883$126M
ZMnew+1,315,605$106M
CRDOnew+1,091,233$102M
PANWnew+561,797$90.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CIENreduced-751,423-$292M
Pexited-4,177,675-$280M
COHRreduced-604,087-$144M
GTLBexited-3,177,083-$119M
NVDAreduced-676,639-$118M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001777813-26-000006, largest first. % of portfolio is the value over $4,104,676,244, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168,490 shares; 2024Q4: 1,836,650 shares; 2025Q1: 4,652,264 shares; 2025Q2: 954,783 shares; 2025Q3: 62,050 shares; 2025Q4: 1,611,194 shares; 2026Q1: 3,365,787 shares 3,365,787$369M8.99%+1,754,593Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,823,383 shares; 2025Q1: 9,430,955 shares; 2025Q2: 6,171,155 shares; 2025Q3: 6,111,553 shares; 2025Q4: 6,625,439 shares; 2026Q1: 12,385,322 shares 12,385,322$272M6.62%+5,759,883Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219,211 shares; 2024Q4: 74,952 shares; 2025Q1: not reported; 2025Q2: 1,262,818 shares; 2025Q3: 1,400,764 shares; 2025Q4: 1,428,230 shares; 2026Q1: 676,807 shares 676,807$263M6.4%-751,423Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,550 shares; 2024Q4: 240,589 shares; 2025Q1: 889,842 shares; 2025Q2: 70,478 shares; 2025Q3: 724,957 shares; 2025Q4: 738,916 shares; 2026Q1: 760,426 shares 760,426$257M6.26%+21,510Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085,628 shares; 2025Q2: 689,813 shares; 2025Q3: 574,723 shares; 2025Q4: 1,925,231 shares; 2026Q1: 1,248,592 shares 1,248,592$218M5.31%-676,639Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931,107 shares; 2024Q4: 680,737 shares; 2025Q1: 689,231 shares; 2025Q2: 718,465 shares; 2025Q3: 658,886 shares; 2025Q4: 687,799 shares; 2026Q1: 953,560 shares 953,560$199M4.84%+265,761Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691,017 shares; 2024Q4: 1,755,319 shares; 2025Q1: 1,875,257 shares; 2025Q2: 1,757,561 shares; 2025Q3: 656,960 shares; 2025Q4: 382,805 shares; 2026Q1: 267,389 shares 267,389$188M4.58%-115,416Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,517 shares; 2024Q4: 443,621 shares; 2025Q1: 189,077 shares; 2025Q2: 950,859 shares; 2025Q3: 550,260 shares; 2025Q4: 514,339 shares; 2026Q1: 555,023 shares 555,023$160M3.89%+40,684Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913,778 shares; 2025Q4: 1,235,246 shares; 2026Q1: 631,159 shares 631,159$150M3.66%-604,087Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901,084 shares; 2026Q1: 1,000,346 shares 1,000,346$117M2.85%+99,262Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,357 shares; 2025Q2: 730,300 shares; 2025Q3: 965,763 shares; 2025Q4: 716,946 shares; 2026Q1: 921,602 shares 921,602$116M2.82%+204,656Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390,537 shares; 2024Q4: 873,606 shares; 2025Q1: 649,070 shares; 2025Q2: 727,176 shares; 2025Q3: 854,390 shares; 2025Q4: 870,864 shares; 2026Q1: 1,430,997 shares 1,430,997$108M2.62%+560,133Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315,605 shares 1,315,605$106M2.58%newTimeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091,233 shares 1,091,233$102M2.5%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561,797 shares 561,797$90.1M2.19%newTimeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873,137 shares; 2025Q3: 481,386 shares; 2025Q4: 490,828 shares; 2026Q1: 452,531 shares 452,531$89.7M2.19%-38,297Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732,090 shares; 2025Q3: 1,000,657 shares; 2025Q4: 3,602,563 shares; 2026Q1: 6,114,947 shares 6,114,947$87.1M2.12%+2,512,384Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523,788 shares 523,788$78.7M1.92%newTimeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682,837 shares 682,837$78.4M1.91%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887,885 shares; 2024Q4: 608,366 shares; 2025Q1: 2,021,572 shares; 2025Q2: 1,050,542 shares; 2025Q3: 737,007 shares; 2025Q4: 389,571 shares; 2026Q1: 1,383,703 shares 1,383,703$78.3M1.91%+994,132Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569,075 shares; 2024Q4: 308,695 shares; 2025Q1: 195,542 shares; 2025Q2: 321,897 shares; 2025Q3: 206,562 shares; 2025Q4: 186,035 shares; 2026Q1: 200,795 shares 200,795$74.6M1.82%+14,760Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,875,000 shares; 2025Q2: 154,563 shares; 2025Q3: 62,904 shares; 2025Q4: 606,110 shares; 2026Q1: 810,535 shares 810,535$62.8M1.53%+204,425Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247,457 shares; 2026Q1: 650,414 shares 650,414$58.6M1.43%-597,043Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243,434 shares; 2025Q4: not reported; 2026Q1: 232,115 shares 232,115$56.7M1.38%newTimeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,858 shares; 2024Q4: 144,206 shares; 2025Q1: 307,453 shares; 2025Q2: 1,977,882 shares; 2025Q3: 207,905 shares; 2025Q4: 1,384,941 shares; 2026Q1: 1,194,711 shares 1,194,711$54.7M1.33%-190,230Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152,488 shares; 2025Q2: not reported; 2025Q3: 38,876 shares; 2025Q4: not reported; 2026Q1: 136,925 shares 136,925$54.3M1.32%newTimeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,481 shares; 2024Q4: 168,783 shares; 2025Q1: 166,636 shares; 2025Q2: 179,276 shares; 2025Q3: 125,100 shares; 2025Q4: 127,562 shares; 2026Q1: 128,837 shares 128,837$44.3M1.08%+1,275Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,901 shares; 2025Q2: 52,254 shares; 2025Q3: 36,461 shares; 2025Q4: 105,469 shares; 2026Q1: 102,095 shares 102,095$43.4M1.06%-3,374Timeline
WINGWINGSTOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 390,005 shares; 2026Q1: 270,303 shares 270,303$41.9M1.02%-119,702Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661,941 shares; 2025Q3: 678,133 shares; 2025Q4: 691,591 shares; 2026Q1: 541,812 shares 541,812$41.7M1.01%-149,779Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684,445 shares; 2024Q4: 5,022,882 shares; 2025Q1: 4,731,079 shares; 2025Q2: 4,694,234 shares; 2025Q3: 5,510,790 shares; 2025Q4: 12,411,800 shares; 2026Q1: 9,734,467 shares 9,734,467$41.3M1.01%-2,677,333Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,723,434 shares; 2026Q1: 5,561,998 shares 5,561,998$40.7M0.99%-3,161,436Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301,576 shares; 2025Q1: 280,079 shares; 2025Q2: 297,956 shares; 2025Q3: 222,624 shares; 2025Q4: 177,917 shares; 2026Q1: 146,355 shares 146,355$34.1M0.83%-31,562Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 1,503,788 shares; 2026Q1: 1,622,734 shares 1,622,734$30.4M0.74%+118,946Timeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,675 shares 161,675$29.6M0.72%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611,037 shares; 2025Q4: 483,930 shares; 2026Q1: 653,792 shares 653,792$28.9M0.7%+169,862Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471,280 shares; 2025Q3: 752,752 shares; 2025Q4: 895,029 shares; 2026Q1: 566,454 shares 566,454$27.7M0.68%-328,575Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397,244 shares; 2025Q4: 404,276 shares; 2026Q1: 554,987 shares 554,987$26M0.63%+150,711Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,680 shares; 2024Q4: 71,308 shares; 2025Q1: 65,605 shares; 2025Q2: 64,586 shares; 2025Q3: 45,068 shares; 2025Q4: 45,958 shares; 2026Q1: 49,604 shares 49,604$24.8M0.6%+3,646Timeline
AMBQAMBIQ MICRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684,307 shares; 2025Q4: 696,420 shares; 2026Q1: 862,175 shares 862,175$21.9M0.53%+165,755Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756,767 shares; 2025Q1: 608,715 shares; 2025Q2: 525,769 shares; 2025Q3: 469,545 shares; 2025Q4: 478,754 shares; 2026Q1: 144,818 shares 144,818$21.8M0.53%-333,936Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,641 shares 71,641$21.7M0.53%newTimeline
GFSGLOBALFOUNDRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 365,101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 474,593 shares 474,593$21.1M0.51%newTimeline
ROGROGERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,203 shares; 2025Q3: 168,925 shares; 2025Q4: 171,920 shares; 2026Q1: 186,085 shares 186,085$20M0.49%+14,165Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,481,947 shares 2,481,947$20M0.49%newTimeline
WRBYWARBY PARKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393,085 shares; 2026Q1: 686,995 shares 686,995$14.5M0.35%+293,910Timeline
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,923 shares 233,923$7.92M0.19%newTimeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,068 shares 63,068$6.54M0.16%newTimeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213,431 shares 213,431$4.35M0.11%newTimeline
TBLATABOOLA.COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725,000 shares; 2024Q4: 725,000 shares; 2025Q1: 725,000 shares; 2025Q2: 725,000 shares; 2025Q3: 725,000 shares; 2025Q4: 738,210 shares; 2026Q1: 820,797 shares 820,797$2.54M0.06%+82,587Timeline
BTGOBITGO HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,106 shares 29,106$240K0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput1,400,000$808M-2,100,000
RBLXROBLOX CORP Stockcall1,000,000$56.6Mnew
UUNITY SOFTWARE INC Stockcall1,500,000$32.9M-2,200,000

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION3,500,000$653Mcall
PEVERPURE INC4,177,675$280Mshares
MUMICRON TECHNOLOGY INC700,000$200Mput
COHRCOHERENT CORP900,000$166Mcall
GTLBGITLAB INC3,177,083$119Mshares
PEVERPURE INC1,500,000$101Mcall
MSFTMICROSOFT CORP181,468$87.8Mshares
TTANSERVICETITAN INC792,433$84.4Mshares
PMPHILIP MORRIS INTL INC405,759$65.1Mshares
TEAMATLASSIAN CORPORATION398,230$64.6Mshares
NUNU HLDGS LTD3,272,998$54.8Mshares
AZOAUTOZONE INC11,620$39.4Mshares
GTLBGITLAB INC1,000,000$37.5Mcall
SESEA LTD275,439$35.1Mshares
AMSCAMERICAN SUPERCONDUCTOR CORP1,044,193$30.1Mshares
GNRCGENERAC HLDGS INC182,765$24.9Mshares
PFGCPERFORMANCE FOOD GROUP CO125,901$11.3Mshares
MELIMERCADOLIBRE INC4,501$9.07Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001777813-26-000006 base2026-05-18acceptance time not in the bulk data set