Atreides Management, LP Purchases in Q3 2025

Atreides Management, LP

  • $4.77 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSTG
Pure Storage, Inc.

Technology
546K
+ 15.37%
$54.47 - $88.29 $29.7M - $48.2M
4.1M $343M
HUBS
Hubspot Inc

Technology
243K
New
$420.79 - $560.9 $102M - $137M
243K $114M
MU
Micron Technology Inc

Technology
654K
+ 928.63%
$104.88 - $168.89 $68.6M - $111M
725K $121M
CIEN
Ciena Corp

Technology
138K
+ 10.92%
$77.75 - $145.67 $10.7M - $20.1M
1.4M $204M
INTU
Intuit Inc

Technology
135K
New
$646.03 - $807.39 $87.3M - $109M
135K $92.3M
INTC
Intel Corp

Technology
2.61M
New
$19.31 - $35.5 $50.4M - $92.7M
2.61M $87.6M
GTLB
Gitlab Inc.

Technology
1.53M
+ 38.9%
$38.82 - $50.43 $59.5M - $77.3M
5.47M $247M
PM
Philip Morris International Inc.

Consumer Defensive
279K
New
$157.77 - $183.27 $44M - $51.2M
279K $45.3M
W
Wayfair Inc.

Consumer Cyclical
127K
+ 17.49%
$51.99 - $90.17 $6.61M - $11.5M
854K $76.3M
DECK
Deckers Outdoor Corp

Consumer Cyclical
398K
+ 46.75%
$95.32 - $123.91 $38M - $49.4M
1.25M $127M
IOT
Samsara Inc.

Technology
711K
New
$32.22 - $42.09 $22.9M - $29.9M
711K $26.5M
SNPS
Synopsys Inc

Technology
38.9K
New
$387.78 - $645.35 $15.1M - $25.1M
38.9K $19.2M
FROG
J Frog LTD

Technology
397K
New
$38.79 - $50.43 $15.4M - $20M
397K $18.8M
SMTC
Semtech Corp

Technology
16.2K
+ 2.45%
$42.59 - $71.45 $690K - $1.16M
678K $48.5M
APP
App Lovin Corp

Technology
17.4K
New
$335.1 - $718.54 $5.82M - $12.5M
17.4K $12.5M
AZO
Autozone Inc

Consumer Cyclical
1.27K
+ 13.13%
$3649.42 - $4354.54 $4.63M - $5.52M
10.9K $46.9M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
44.3K
+ 8.97%
$99.92 - $146.67 $4.43M - $6.5M
538K $71.3M
TWLO
Twilio Inc

Communication Services
235K
+ 32.24%
$92.44 - $132.7 $21.8M - $31.2M
966K $96.7M
Gemini Space Sta Inc
70K
New
N/A
70K $0
Rubrik Inc.
281K
+ 59.73%
N/A
753K $0
Ambiq Micro Inc
684K
New
N/A
684K $0
Atlassian Corporation
305K
New
N/A
305K $0
Coherent Corp
914K
New
N/A
914K $0
ACVA
Acv Auctions Inc.

Consumer Cyclical
817K
+ 17.39%
$9.76 - $16.63 $7.97M - $13.6M
5.51M $54.6M
Activity Summary
Buys All Purchases 25 New Holdings 13 Increased Positions 12 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 1 Puts 1
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