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Disclosery

Atreides Management, LP: W position timeline

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

Atreides Management, LP held 843,860 W 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 843,860 shares
    Change vs previous 13F -587,137 shares

    0.7% of the 13F portfolio, value $77,989,541.

    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 1,430,997 shares
    Change vs previous 13F +560,133 shares

    2.62% of the 13F portfolio, value $107,625,284.

    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 870,864 shares
    Change vs previous 13F +16,474 shares

    1.86% of the 13F portfolio, value $87,443,454.

    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 854,390 shares
    Change vs previous 13F +127,214 shares

    1.98% of the 13F portfolio, value $76,322,659.

    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 727,176 shares
    Change vs previous 13F +78,106 shares

    1.03% of the 13F portfolio, value $37,187,781.

    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 649,070 shares
    Change vs previous 13F -224,536 shares

    0.76% of the 13F portfolio, value $20,789,712.

    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 873,606 shares
    Change vs previous 13F -516,931 shares

    1.22% of the 13F portfolio, value $38,718,218.

    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 1,390,537 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $78,120,369.

    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).