Atreides Management, LP Portfolio Holdings

Atreides Management, LP

  • $2.88 Billion
  • Q1 2025

Atreides Management, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.88 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Advanced Micro Devices Inc with a value of $216M, Unity Software Inc. with a value of $185M, Microsoft Corp with a value of $158M, Meta Platforms, Inc. with a value of $138M, and Amazon Com Inc with a value of $131M.

Examining the 13F form we can see an decrease of $1.35B in the current position value, from $4.24B to 2.88B.

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 $2.88 Billion
Technology: $1.6 Billion
Consumer Cyclical: $657 Million
Communication Services: $331 Million
ETFs: $211 Million
Industrials: $54.1 Million
Financial Services: $36 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $2.88 Billion
  • Prior Value $4.24 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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