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Disclosery

Atreides Management, LP: U position timeline

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

Atreides Management, LP held 10,245,819 U 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 10,245,819 shares
    Change vs previous 13F -2,139,503 shares

    2.63% of the 13F portfolio, value $292,825,507.

    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 12,385,322 shares
    Change vs previous 13F +5,759,883 shares

    6.62% of the 13F portfolio, value $271,733,965.

    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 6,625,439 shares
    Change vs previous 13F +513,886 shares

    6.21% of the 13F portfolio, value $292,645,641.

    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 6,111,553 shares
    Change vs previous 13F -59,602 shares

    6.36% of the 13F portfolio, value $244,706,582.

    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 6,171,155 shares
    Change vs previous 13F -3,259,800 shares

    4.14% of the 13F portfolio, value $149,341,951.

    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 9,430,955 shares
    Change vs previous 13F +5,607,572 shares

    6.72% of the 13F portfolio, value $184,752,408.

    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 3,823,383 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $85,911,416.

    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).