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Disclosery

Atreides Management, LP: ROG position timeline

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

Atreides Management, LP held 189,311 ROG 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 189,311 shares
    Change vs previous 13F +3,226 shares

    0.28% of the 13F portfolio, value $30,995,890.

    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 186,085 shares
    Change vs previous 13F +14,165 shares

    0.49% of the 13F portfolio, value $19,972,503.

    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 171,920 shares
    Change vs previous 13F +2,995 shares

    0.33% of the 13F portfolio, value $15,742,714.

    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 168,925 shares
    Change vs previous 13F -19,278 shares

    0.35% of the 13F portfolio, value $13,591,706.

    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 188,203 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,888,141.

    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).