Atreides Management, LP Portfolio Holdings
Atreides Management, LP
- $4.77 Billion
- Q3 2025
Atreides Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.77 Billion distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pure Storage, Inc. with a value of $343M, Gitlab Inc. with a value of $247M, Unity Software Inc. with a value of $245M, Ciena Corp with a value of $204M, and Amazon Com Inc with a value of $145M.
Examining the 13F form we can see an increase of $1.45B in the current position value, from $3.31B to 4.77B.
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
$4.77 Billion
Technology: $2.12 Billion
ETFs: $1.2 Billion
Consumer Cyclical: $749 Million
Communication Services: $393 Million
Consumer Defensive: $117 Million
Industrials: $101 Million
Financial Services: $85.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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