StockDriftsStockDriftsTop 41 Atreides Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 7.37% | 711.4K | $821.1M | -6.45%(-49.06K) | $145.92(+565.89%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 5.27% | 1.22M | $587.7M | -63.85%(-2.15M) | $156.81(+105.10%) | 2026-06-30 | |
| CIEN | CIENA CORP | 3.03% | 688.5K | $337.8M | +1.73%(+11.71K) | $82.43(+420.18%) | 2026-06-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2.75% | 1.13M | $307.1M | +3.49%(+38.05K) | $120.94(+114.91%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.68% | 877.0K | $299.1M | +56.10%(+315.16K) | $199.37(+92.75%) | 2026-06-30 | |
| U | UNITY SOFTWARE INC | 2.63% | 10.25M | $292.8M | -17.27%(-2.14M) | $27.80(+66.37%) | 2026-06-30 | |
| COHR | COHERENT CORP | 2.27% | 642.1K | $253.3M | +1.73%(+10.94K) | $114.22(+185.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.24% | 1.25M | $250.0M | +0.06%(+699) | $167.08(+34.76%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.07% | 969.6K | $231.1M | +1.69%(+16.07K) | $173.02(+51.80%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.04% | 402.8K | $226.9M | new | $533.56(+10.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +64.32% | +343.67% |
| Top 20 Holdings Unweighted | +45.96% | +210.98% |
Atreides Management LP reports $14.34B in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are MU (7.4%), ALAB (5.3%) and CIEN (3.0%). The top 20 holdings account for 43.4% of reported assets. Its disclosed equity book has returned +343.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atreides Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1777813). View Atreides Management LP’s 13F filings on SEC EDGAR. For how we turn filings into the analysis above, see our research methodology.