Atreides Management, LP Reduced Holdings in Q3 2025

Atreides Management, LP

  • $4.77 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-1.4M
- 80.46%
$134.8 - $184.42 $188M - $258M
339K $54.9M
AFRM
Affirm Holdings, Inc.

Technology
-1.77M
- 89.49%
$64.05 - $92.18 $113M - $163M
208K $15.2M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-392K
- 44.87%
$201.83 - $230.93 $79.1M - $90.5M
481K $107M
LITE
Lumentum Holdings Inc.

Technology
-1.1M
- 62.62%
$90.44 - $171.5 $99.5M - $189M
657K $107M
META
Meta Platforms, Inc.

Communication Services
-78.2K
- 54.21%
$695.21 - $791.73 $54.4M - $61.9M
66.1K $48.5M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-738K
- 86.2%
$71.0 - $90.32 $52.4M - $66.6M
118K $9.1M
GOOGL
Alphabet Inc.

Communication Services
-401K
- 42.13%
$174.36 - $254.72 $69.8M - $102M
550K $134M
MELI
Mercadolibre Inc

Consumer Cyclical
-12K
- 67.1%
$2292.04 - $2514.05 $27.6M - $30.2M
5.9K $13.8M
BLDR
Builders First Source, Inc.

Industrials
-185K
- 57.43%
$116.91 - $149.21 $21.6M - $27.6M
137K $16.6M
AXON
Axon Enterprise, Inc.

Industrials
-15.8K
- 30.22%
$698.02 - $870.97 $11M - $13.8M
36.5K $26.2M
SNOW
Snowflake Inc.

Technology
-56.2K
- 10.69%
$191.73 - $241.0 $10.8M - $13.5M
470K $106M
MA
Mastercard Inc

Financial Services
-19.5K
- 30.22%
$550.18 - $598.96 $10.7M - $11.7M
45.1K $25.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-115K
- 35.83%
$293.94 - $444.72 $33.9M - $51.3M
207K $91.9M
RL
Ralph Lauren Corp

Consumer Cyclical
-54.2K
- 30.22%
$272.1 - $320.75 $14.7M - $17.4M
125K $39.2M
RBLX
Roblox Corp

Communication Services
-314K
- 29.85%
$100.65 - $141.56 $31.6M - $44.4M
737K $102M
FIVN
Five9, Inc.

Technology
-220K
- 23.07%
$24.05 - $29.16 $5.3M - $6.43M
735K $17.8M
SE
Sea LTD

Consumer Cyclical
-70.9K
- 20.79%
$146.23 - $196.5 $10.4M - $13.9M
270K $48.3M
RKT
Rocket Companies, Inc.

Financial Services
-731K
- 42.23%
$13.31 - $21.16 $9.74M - $15.5M
1M $19.4M
NVDA
Nvidia Corp

Technology
-115K
- 16.68%
$153.3 - $186.58 $17.6M - $21.5M
575K $107M
Astera Labs Inc
-893K
- 93.5%
N/A
62.1K $0
Ferguson Enterprises Inc
-75.3K
- 25.28%
N/A
223K $0
Servicetitan Inc
-14.6K
- 2.27%
N/A
626K $0
Coreweave Inc
-91.7K
- 59.3%
N/A
62.9K $0
ROG
Rogers Corp

Technology
-19.3K
- 10.24%
$64.78 - $83.94 $1.25M - $1.62M
169K $13.6M
JOBY
Joby Aviation, Inc.

Industrials
-231K
- 23.06%
$9.81 - $20.39 $2.26M - $4.7M
769K $12.4M
NU
Nu Holdings Ltd.

Financial Services
-235K
- 8.56%
$11.92 - $16.3 $2.8M - $3.83M
2.51M $40.2M
AMSC
American Superconductor Corp

Industrials
-333K
- 30.15%
$35.98 - $64.63 $12M - $21.5M
771K $45.4M
U
Unity Software Inc.

Technology
-59.6K
- 0.97%
$24.01 - $46.53 $1.43M - $2.77M
6.11M $245M
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
Track This Portfolio

Track Atreides Management, LP Portfolio

Follow Atreides Management, LP and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email