Atreides Management, LP Purchases and Sells in Q2 2025

Atreides Management, LP

$3.31 Billion
Q2 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTLB	3.53M + 867.31%	$40.52 - $53.43 $143M - $189M	3.94M $178M
GOOGL	762K + 402.9%	$144.7 - $178.6 $110M - $136M	951K $168M
AFRM	1.67M + 543.31%	$35.75 - $69.14 $59.7M - $115M	1.98M $137M
TWLO	615K + 533.08%	$81.34 - $124.36 $50M - $76.5M	730K $90.8M
TSLA	126K + 64.62%	$221.86 - $362.89 $28M - $45.9M	322K $102M
CFLT	1.36M + 82.01%	$19.44 - $24.93 $26.4M - $33.8M	3.01M $75.1M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSTG	3.55M New	$37.18 - $57.58 $132M - $205M	3.55M $205M
DKS	873K New	$167.22 - $212.42 $146M - $185M	873K $173M
CIEN	1.26M New	$53.5 - $83.89 $67.6M - $106M	1.26M $103M
FSLR	393K New	$120.38 - $192.98 $47.4M - $75.9M	393K $65.1M
ELF	494K New	$49.95 - $128.54 $24.7M - $63.5M	494K $61.5M
SE	341K New	$105.57 - $170.4 $36M - $58.1M	341K $54.6M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MU	-819K - 92.08%	$64.72 - $127.91 $53M - $105M	70.5K $8.69M
U	-3.26M - 34.56%	$16.75 - $26.24 $54.6M - $85.5M	6.17M $149M
DECK	-227K - 21.0%	$100.44 - $129.37 $22.8M - $29.3M	852K $87.8M
META	-95.5K - 39.81%	$484.66 - $738.09 $46.3M - $70.5M	144K $107M
S	-1.45M - 43.33%	$16.17 - $20.34 $23.5M - $29.6M	1.9M $34.8M
NVDA	-396K - 36.46%	$94.31 - $157.99 $37.3M - $62.5M	690K $109M

Activity Summary All Purchases 30 New Holdings 17 Increased Positions 13 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atreides Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Atreides Management, LP with notifications on news.