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Atreides Management, LP: NVDA position timeline

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

Atreides Management, LP held 1,249,291 NVDA 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 1,249,291 shares
    Change vs previous 13F +699 shares

    2.24% of the 13F portfolio, value $249,970,636.

    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 1,248,592 shares
    Change vs previous 13F -676,639 shares

    5.31% of the 13F portfolio, value $217,754,445.

    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 1,925,231 shares
    Change vs previous 13F +1,350,508 shares

    7.62% of the 13F portfolio, value $359,055,582.

    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 574,723 shares
    Change vs previous 13F -115,090 shares

    2.79% of the 13F portfolio, value $107,231,817.

    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 689,813 shares
    Change vs previous 13F -395,815 shares

    3.02% of the 13F portfolio, value $108,983,556.

    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 1,085,628 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $117,660,363.

    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).