Atreides Management, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.47 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Advanced Micro Devices Inc with a value of $339M, Amazon Com Inc with a value of $173M, Tesla, Inc. with a value of $149M, Adobe Inc. with a value of $146M, and Ciena Corp with a value of $137M.

Examining the 13F form we can see an increase of $623M in the current position value, from $2.85B to 3.47B.

Atreides Management, LP is based out at Boston, MA

Below you can find more details about Atreides Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $3.47 Billion
Technology: $1.33 Billion
Consumer Cyclical: $1.22 Billion
ETFs: $632 Million
Communication Services: $78.1 Million
Consumer Defensive: $50.7 Million
Real Estate: $43.3 Million
Energy: $42 Million
Financial Services: $39.8 Million
Other: $41.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $3.47 Billion
  • Prior Value $2.85 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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