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Atreides Management, LP: AFRM position timeline

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

Atreides Management, LP held 1,273,050 AFRM 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 1,273,050 shares
    Change vs previous 13F +78,339 shares

    0.93% of the 13F portfolio, value $103,817,228.

    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 1,194,711 shares
    Change vs previous 13F -190,230 shares

    1.33% of the 13F portfolio, value $54,741,658.

    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 1,384,941 shares
    Change vs previous 13F +1,177,036 shares

    2.19% of the 13F portfolio, value $103,081,159.

    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 207,905 shares
    Change vs previous 13F -1,769,977 shares

    0.39% of the 13F portfolio, value $15,193,697.

    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 1,977,882 shares
    Change vs previous 13F +1,670,429 shares

    3.79% of the 13F portfolio, value $136,750,761.

    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 307,453 shares
    Change vs previous 13F +163,247 shares

    0.51% of the 13F portfolio, value $13,893,801.

    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 144,206 shares
    Change vs previous 13F -355,652 shares

    0.28% of the 13F portfolio, value $8,782,145.

    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 499,858 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $20,404,204.

    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).