Notify me when Atreides Management, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 49 | $4,713,341,359 | +$1,565,276,529 | -$1,024,942,929 | +$540,333,600 | NVDA, CIEN, U, PSTG, ALAB | 13F-HR | 17 Feb 2026, 16:13 |
| Q3 2025 | 56 | $3,849,901,897 | +$986,639,571 | -$1,509,977,118 | -$523,337,547 | PSTG, GTLB, U, CIEN, AMZN | 13F-HR | 14 Nov 2025, 16:12 |
| Q2 2025 | 48 | $3,603,662,264 | +$1,621,662,913 | -$1,729,987,342 | -$108,324,429 | AMD, PSTG, GTLB, DKS, GOOGL | 13F-HR | 14 Aug 2025, 16:44 |
| Q1 2025 | 41 | $2,751,140,456 | +$1,139,358,245 | -$1,020,056,358 | +$119,301,887 | ALAB, AMD, U, MSFT, META | 13F-HR | 15 May 2025, 16:42 |
| Q4 2024 | 44 | $3,186,581,958 | +$1,310,351,577 | -$1,891,716,477 | -$581,364,900 | ALAB, AMD, ASML, AMZN, LITE | 13F-HR | 14 Feb 2025, 16:25 |
| Q3 2024 | 35 | $2,961,145,852 | +$941,766,703 | -$1,155,769,650 | -$214,002,947 | ALAB, AMD, AMZN, TSLA, ADBE | 13F-HR | 14 Nov 2024, 16:03 |
| Q2 2024 | 40 | $3,062,155,012 | +$956,846,310 | -$1,241,425,038 | -$284,578,728 | MRVL, CIEN, AMD, ALAB, AMZN | 13F-HR | 14 Aug 2024, 16:26 |
| Q1 2024 | 34 | $3,334,476,239 | +$1,622,697,791 | -$1,468,600,191 | +$154,097,600 | MRVL, SE, ACVA, ALAB, AMD | 13F-HR | 15 May 2024, 16:25 |
| Q4 2023 | 32 | $2,781,740,626 | +$1,090,300,850 | -$1,473,562,446 | -$383,261,596 | RH, SE, AMD, PSTG, ACVA | 13F-HR | 14 Feb 2024, 16:17 |
| Q3 2023 | 27 | $2,876,013,805 | +$1,122,770,857 | -$1,255,156,149 | -$132,385,292 | AMD, SE, RH, PSTG, PYPL | 13F-HR | 14 Nov 2023, 17:03 |
| Q2 2023 | 31 | $3,292,987,957 | +$1,232,460,824 | -$1,263,687,124 | -$31,226,300 | RH, PSTG, PYPL, BBWI, SQ | 13F-HR | 14 Aug 2023, 16:10 |
| Q1 2023 | 30 | $2,815,444,777 | +$889,249,882 | -$1,085,502,829 | -$196,252,947 | AMD, DKS, MRVL, PSTG, RH | 13F-HR | 15 May 2023, 16:12 |
| Q4 2022 | 34 | $2,536,236,372 | +$539,477,125 | -$711,219,504 | -$171,742,379 | AMD, DKS, SQ, META, MRVL | 13F-HR | 14 Feb 2023, 16:15 |
| Q3 2022 | 37 | $2,701,793,000 | +$932,308,630 | -$587,532,937 | +$344,775,693 | AMZN, DKS, AMD, META, DECK | 13F-HR | 14 Nov 2022, 16:26 |
| Q2 2022 | 39 | $2,416,876,000 | +$1,387,048,297 | -$781,072,639 | +$605,975,658 | AMZN, META, DKS, DECK, H | 13F-HR | 15 Aug 2022, 16:50 |
| Q1 2022 | 36 | $2,806,291,000 | +$1,300,732,647 | -$1,273,264,735 | +$27,467,912 | AMZN, GOOGL, TTWO, CRWD, ABNB | 13F-HR | 16 May 2022, 16:20 |
| Q4 2021 | 35 | $3,162,527,000 | +$1,344,934,195 | -$1,987,303,633 | -$642,369,438 | AMZN, INTC, AEO, OKTA, TWLO | 13F-HR | 14 Feb 2022, 16:54 |
| Q3 2021 | 37 | $3,903,489,000 | +$1,302,677,956 | -$1,143,421,822 | +$159,256,134 | DKS, PENN, TWTR, UBER, AEO | 13F-HR | 15 Nov 2021, 16:19 |
| Q2 2021 | 41 | $3,911,464,000 | +$1,563,069,019 | -$1,033,856,213 | +$529,212,806 | TWTR, AEO, DKS, AMD, DISH | 13F-HR | 16 Aug 2021, 16:29 |
| Q1 2021 | 47 | $3,102,796,000 | +$1,852,953,717 | -$391,004,590 | +$1,461,949,127 | TWTR, AMD, AEO, DKS, TGT | Restatement | 28 May 2021, 17:46 |
| Q4 2020 | 36 | $1,506,379,000 | +$721,893,091 | -$360,406,027 | +$361,487,064 | DISH, DKS, UBER, AEO, TGT | 13F-HR | 16 Feb 2021, 16:32 |
| Q3 2020 | 29 | $859,683,000 | +$485,386,423 | -$413,471,942 | +$71,914,481 | AEO, FI, DIS, ATVI, UBER | 13F-HR | 16 Nov 2020, 16:23 |
| Q2 2020 | 25 | $693,898,000 | +$205,501,467 | -$185,356,971 | +$20,144,496 | ATVI, QSR, SQ, RDFN, MU | 13F-HR | 14 Aug 2020, 16:08 |
| Q1 2020 | 24 | $452,218,000 | +$221,863,264 | -$156,678,896 | +$65,184,368 | ATVI, DIS, SQ, GOOGL, QSR | 13F-HR | 15 May 2020, 15:06 |
| Q4 2019 | 25 | $413,422,000 | $0 | $0 | $0 | ATVI, NVDA, TSLA, META, GOOGL | 13F-HR | 14 Feb 2020, 11:08 |