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Disclosery

Atreides Management, LP: Z position timeline

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

Atreides Management, LP held 0 Z shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -118,098 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 118,098 shares
    Change vs previous 13F -737,910 shares

    0.24% of the 13F portfolio, value $9,099,451.

    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).

  3. period ended2025-06-30
    13F 856,008 shares
    Change vs previous 13F +386,947 shares

    1.66% of the 13F portfolio, value $59,963,360.

    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).

  4. period ended2025-03-31
    13F 469,061 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $32,158,822.

    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).