account_balance
Investment manager · 13F filer · SEC CIK 1777813
Atreides Management, LP
Reported value$11.1Bas of Jun 30, 2026
Positions46 13 new, 18 sold out
Top 10 weight76.3%SPCX alone is 42%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPCXSpace Exploration Techn Corp
41.9%New
MUMicron Technology Inc
7.4%Trimmed −6%
CBRSCerebras Systems Inc
6.2%New
ALABAstera Labs Inc
5.3%Trimmed −64%
CIENCiena Corp
3.0%
CRDOCredo Technology Group Holdi
2.8%Added +3%
PANWPalo Alto Networks Inc
2.7%Added +56%
UUnity Software Inc
2.6%Trimmed −17%
COHRCoherent Corp
2.3%
NVDA2.2%AMZN2.1%METAMeta Platforms Inc
2.0%New
SPCXSpace Exploration Techn Corp
41.9%New
MU7.4%CBRS6.2%ALAB5.3%CIEN3.0%CRDO2.8%PANW2.7%U2.6%COHR2.3%NVDA2.2%AMZN2.1%META2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 41.9% NewMU Micron Technology Inc 7.4% Trimmed −6%CBRS Cerebras Systems Inc 6.2% NewALAB Astera Labs Inc 5.3% Trimmed −64%CIEN Ciena Corp 3.0% HeldCRDO Credo Technology Group Holdi 2.8% Added +3%PANW Palo Alto Networks Inc 2.7% Added +56%U Unity Software Inc 2.6% Trimmed −17%COHR Coherent Corp 2.3% HeldNVDA Nvidia Corporation 2.2% HeldAMZN Amazon Com Inc 2.1% HeldMETA Meta Platforms Inc 2.0% New
What changed