News + Filings Holdings
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Atreides Management, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | UNIT SER 1 | 1,500,000 | 1,500,000 | 554,130,000,000 | 554,130,000,000 | 14.24 | |
Hist
| 06/30/2023 |
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RH
| RH | Common Stock | 1,056,497 | 1,056,497 | 348,210,846,000 | 348,210,846,000 | 8.95 | 4.79 |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 3,819,109 | 3,819,109 | 254,849,144,000 | 254,849,144,000 | 6.55 | |
Hist
| 06/30/2023 |
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CrowdStrike Holdings, Inc.
| CRWD | Common | 1,084,254 | 1,084,254 | 159,244,385,000 | 159,244,385,000 | 4.09 | |
Hist
| 06/30/2023 |
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Confluent, Inc.
| CFLT | Common | 4,007,143 | 4,007,143 | 141,492,219,000 | 141,492,219,000 | 3.63 | |
Hist
| 06/30/2023 |
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Sea Ltd
| SE | Common | 2,106,432 | 2,106,432 | 122,257,313,000 | 122,257,313,000 | 3.14 | 0.37 |
Hist
| 06/30/2023 |
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PINTEREST, INC.
| PINS | Common | 3,366,448 | 3,366,448 | 92,038,688,000 | 92,038,688,000 | 2.36 | |
Hist
| 06/30/2023 |
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Planet Fitness, Inc.
| PLNT | CL A | 1,220,212 | 1,220,212 | 82,291,097,000 | 82,291,097,000 | 2.11 | |
Hist
| 06/30/2023 |
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Elastic N.V.
| ESTC | Common | 1,229,740 | 1,229,740 | 78,850,929,000 | 78,850,929,000 | 2.03 | 1.26 |
Hist
| 06/30/2023 |
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MICRON TECHNOLOGY INC
| MU | Common | 1,223,167 | 1,223,167 | 77,194,069,000 | 77,194,069,000 | 1.98 | 0.11 |
Hist
| 06/30/2023 |
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Hewlett Packard Enterprise Co
| HPE | COM | 3,101,513 | 3,101,513 | 52,105,418,000 | 52,105,418,000 | 1.34 | 0.24 |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | COM | 400,000 | 400,000 | 45,564,000,000 | 45,564,000,000 | 1.17 | |
Hist
| 06/30/2023 |
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BRUNSWICK CORP
| BC | Common | 239,761 | 239,761 | 20,772,893,000 | 20,772,893,000 | 0.53 | 0.34 |
Hist
| 06/30/2023 |
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Amplitude, Inc.
| AMPL | COM CL A | 727,480 | 727,480 | 8,002,280,000 | 8,002,280,000 | 0.21 | |
Hist
| 06/30/2023 |
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