Atreides Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$5.1T
Holdings
58
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 2,000,000 | $1.2T | 23.38% | Put |
| 2 | PSTGPURE STORAGE INC | 4,098,376 | $343.5B | 6.69% | |
| 3 | GTLBGITLAB INC | 5,470,305 | $246.6B | 4.80% | |
| 4 | UUNITY SOFTWARE INC | 6,111,553 | $244.7B | 4.77% | |
| 5 | CIENCIENA CORP | 1,400,764 | $204.0B | 3.97% | |
| 6 | AMZNAMAZON COM INC | 658,886 | $144.7B | 2.82% | |
| 7 | GOOGLALPHABET INC | 550,260 | $133.8B | 2.61% | |
| 8 | DECKDECKERS OUTDOOR CORP | 1,250,516 | $126.8B | 2.47% | |
| 9 | MUMICRON TECHNOLOGY INC | 724,957 | $121.3B | 2.36% | |
| 10 | HUBSHUBSPOT INC | 243,434 | $113.9B | 2.22% | |
| 11 | NVDANVIDIA CORPORATION | 574,723 | $107.2B | 2.09% | |
| 12 | DKSDICKS SPORTING GOODS INC | 481,386 | $107.0B | 2.08% | |
| 13 | LITELUMENTUM HLDGS INC | 656,960 | $106.9B | 2.08% | |
| 14 | SNOWSNOWFLAKE INC | 469,545 | $105.9B | 2.06% | |
| 15 | RBLXROBLOX CORP | 737,007 | $102.1B | 1.99% | |
| 16 | COHRCOHERENT CORP | 913,778 | $98.4B | 1.92% | |
| 17 | TWLOTWILIO INC | 965,763 | $96.7B | 1.88% | |
| 18 | INTUINTUIT | 135,178 | $92.3B | 1.80% | |
| 19 | TSLATESLA INC | 206,562 | $91.9B | 1.79% | |
| 20 | INTCINTEL CORP | 2,611,037 | $87.6B | 1.71% | |
| 21 | MRVLMARVELL TECHNOLOGY INC | 1,000,000 | $84.1B | 1.64% | Call |
| 22 | WWAYFAIR INC | 854,390 | $76.3B | 1.49% | |
| 23 | ELFE L F BEAUTY INC | 538,348 | $71.3B | 1.39% | |
| 24 | TTANSERVICETITAN INC | 626,227 | $63.1B | 1.23% | |
| 25 | RBRKRUBRIK INC. | 752,752 | $61.9B | 1.21% | |
| 26 | AMDADVANCED MICRO DEVICES INC | 339,358 | $54.9B | 1.07% | |
| 27 | ACVAACV AUCTIONS INC | 5,510,790 | $54.6B | 1.06% | |
| 28 | FERGFERGUSON ENTERPRISES INC | 222,624 | $50.0B | 0.97% | |
| 29 | TEAMATLASSIAN CORPORATION | 305,231 | $48.7B | 0.95% | |
| 30 | METAMETA PLATFORMS INC | 66,093 | $48.5B | 0.95% | |
| 31 | SMTCSEMTECH CORP | 678,133 | $48.5B | 0.94% | |
| 32 | SESEA LTD | 270,173 | $48.3B | 0.94% | |
| 33 | AZOAUTOZONE INC | 10,928 | $46.9B | 0.91% | |
| 34 | AMSCAMERICAN SUPERCONDUCTOR CORP | 771,495 | $45.8B | 0.89% | |
| 35 | 4I1PHILIP MORRIS INTL INC | 279,097 | $45.3B | 0.88% | |
| 36 | NUNU HLDGS LTD | 2,509,389 | $40.2B | 0.78% | |
| 37 | RLRALPH LAUREN CORP | 125,100 | $39.2B | 0.76% | |
| 38 | VRNSVARONIS SYS INC | 658,415 | $37.8B | 0.74% | |
| 39 | IOTSAMSARA INC | 711,215 | $26.5B | 0.52% | |
| 40 | AXONAXON ENTERPRISE INC | 36,461 | $26.2B | 0.51% | |
| 41 | MAMASTERCARD INCORPORATED | 45,068 | $25.6B | 0.50% | |
| 42 | AMBQAMBIQ MICRO INC | 684,307 | $20.5B | 0.40% | |
| 43 | RKTROCKET COS INC | 1,000,657 | $19.4B | 0.38% | |
| 44 | SNPSSYNOPSYS INC | 38,876 | $19.2B | 0.37% | |
| 45 | FROGJFROG LTD | 397,244 | $18.8B | 0.37% | |
| 46 | FIVNFIVE9 INC | 735,151 | $17.8B | 0.35% | |
| 47 | BLDRBUILDERS FIRSTSOURCE INC | 137,154 | $16.6B | 0.32% | |
| 48 | AFRMAFFIRM HLDGS INC | 207,905 | $15.2B | 0.30% | |
| 49 | MLB1MERCADOLIBRE INC | 5,896 | $13.8B | 0.27% | |
| 50 | RG6ROGERS CORP | 168,925 | $13.6B | 0.26% | |
| 51 | APPAPPLOVIN CORP | 17,378 | $12.5B | 0.24% | |
| 52 | JOBYJOBY AVIATION INC | 769,407 | $12.4B | 0.24% | |
| 53 | ALABASTERA LABS INC | 62,050 | $12.1B | 0.24% | |
| 54 | ZZILLOW GROUP INC | 118,098 | $9.1B | 0.18% | |
| 55 | CRWVCOREWEAVE INC | 62,904 | $8.6B | 0.17% | |
| 56 | TBLATABOOLA.COM LTD | 725,000 | $2.5B | 0.05% | |
| 57 | GEMIGEMINI SPACE STA INC | 70,000 | $1.7B | 0.03% | |
| 58 | SONDQSONDER HOLDINGS INC | 960,533 | $1.2B | 0.02% |