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Atreides Management, LP: ACVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atreides Management, LP on ACVA, newest first. How the timeline and the estimate are built.

Atreides Management, LP held 9,903,239 ACVA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,903,239 shares
    Change vs previous 13F +168,772 shares

    0.64% of the 13F portfolio, value $71,204,288.

    13F-HR 0001777813-26-000009 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,734,467 shares
    Change vs previous 13F -2,677,333 shares

    1.01% of the 13F portfolio, value $41,274,140.

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

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,411,800 shares
    Change vs previous 13F +6,901,010 shares

    2.11% of the 13F portfolio, value $99,542,636.

    13F-HR 0001777813-26-000003 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,510,790 shares
    Change vs previous 13F +816,556 shares

    1.42% of the 13F portfolio, value $54,611,929.

    13F-HR 0001777813-25-000008 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,694,234 shares
    Change vs previous 13F -36,845 shares

    2.11% of the 13F portfolio, value $76,140,475.

    13F-HR 0001768757-25-000010 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,731,079 shares
    Change vs previous 13F -291,803 shares

    2.42% of the 13F portfolio, value $66,660,903.

    13F-HR 0001777813-25-000005 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,022,882 shares
    Change vs previous 13F -661,563 shares

    3.4% of the 13F portfolio, value $108,494,251.

    13F-HR 0001768757-25-000003 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,684,445 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $115,564,767.

    13F-HR 0001777813-24-000010 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).