Atreides Management, LP Purchases and Sells in Q4 2024

Atreides Management, LP

$4.24 Billion
Q4 2024

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ULTA	142K + 75.78%	$338.38 - $446.21 $48.1M - $63.5M	330K $144M
GOOGL	224K + 102.09%	$161.86 - $196.66 $36.3M - $44.1M	444K $84M
LITE	64.3K + 3.8%	$61.49 - $94.9 $3.95M - $6.1M	1.76M $147M
NTNX	366K + 261.76%	$56.46 - $73.18 $20.7M - $26.8M	506K $31M
ADBE	29.2K + 10.35%	$437.39 - $552.96 $12.8M - $16.1M	311K $138M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ASML	294K New	$658.43 - $872.27 $193M - $256M	294K $204M
MSFT	319K New	$406.35 - $454.46 $130M - $145M	319K $135M
SNOW	757K New	$109.65 - $186.51 $83M - $141M	757K $117M
AVGO	453K New	$159.67 - $250.0 $72.3M - $113M	453K $105M
SBUX	977K New	$87.44 - $102.5 $85.4M - $100M	977K $89M
U	3.82M New	$17.34 - $27.72 $66.3M - $106M	3.82M $85.9M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CIEN	-2.14M - 96.62%	$61.45 - $91.14 $132M - $195M	75K $6.36M
AMD	-142K - 6.88%	$118.88 - $172.8 $16.9M - $24.5M	1.92M $232M
ESTC	-1.14M - 67.44%	$75.01 - $116.22 $85.4M - $132M	550K $54.4M
W	-517K - 37.17%	$37.77 - $56.94 $19.5M - $29.4M	874K $38.7M
RL	-209K - 55.29%	$192.23 - $233.41 $40.1M - $48.7M	169K $39M
TSLA	-260K - 45.75%	$213.65 - $479.86 $55.6M - $125M	309K $125M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.7M + 170.0%	$481.22 - $538.17 $818M - $915M	2.7M $1.38B

Activity Summary All Purchases 22 New Holdings 17 Increased Positions 5 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 1

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