Filed: 5/18/2026ACC: 0001777813-26-000006
📋 What this filing means
ATREIDES MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $5.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$5.00B
Total AUM (reported)
69.81M
Total Shares
Allocation by class
COM$2.42B48.4%
UNIT SER 1$808.05M16.2%
CL A$718.78M14.4%
COM CL A$271.95M5.4%
COM NEW$262.76M5.3%
CAP STK CL A$159.60M3.2%
ORDINARY SHARES$123.54M2.5%
Portfolio Concentration
Top 3$1.48B29.6%
4–10$1.43B28.7%
11–25$1.36B27.2%
Rest$726.25M14.5%
Top 3 weight
29.6%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 67.31M
Sole
Full voting authority
67.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
INVESCO QQQ TR
SOLEShares1.40M
TypeSH
Market value$808.05M
16.15%
Sole
1.40M
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares3.37M
TypeSH
Market value$368.89M
7.37%
Sole
3.37M
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares13.89M
TypeSH
Market value$304.64M
6.09%
Sole
12.39M
Shared
0.00
None
0.00
CIENA CORP
SOLEShares676.81K
TypeSH
Market value$262.76M
5.25%
Sole
676.81K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares760.43K
TypeSH
Market value$256.90M
5.14%
Sole
760.43K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.25M
TypeSH
Market value$217.75M
4.35%
Sole
1.25M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares953.56K
TypeSH
Market value$198.60M
3.97%
Sole
953.56K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares267.39K
TypeSH
Market value$187.91M
3.76%
Sole
267.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares555.02K
TypeSH
Market value$159.60M
3.19%
Sole
555.02K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares631.16K
TypeSH
Market value$150.35M
3.01%
Sole
631.16K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares2.38M
TypeSH
Market value$134.82M
2.70%
Sole
1.38M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares1M
TypeSH
Market value$117.11M
2.34%
Sole
1M
Shared
0.00
None
0.00
TWILIO INC
SOLEShares921.60K
TypeSH
Market value$115.96M
2.32%
Sole
921.60K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares1.43M
TypeSH
Market value$107.63M
2.15%
Sole
1.43M
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
SOLEShares1.32M
TypeSH
Market value$105.76M
2.11%
Sole
1.32M
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares1.09M
TypeSH
Market value$102.43M
2.05%
Sole
1.09M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares561.80K
TypeSH
Market value$90.07M
1.80%
Sole
561.80K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares452.53K
TypeSH
Market value$89.73M
1.79%
Sole
452.53K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares6.11M
TypeSH
Market value$87.14M
1.74%
Sole
6.11M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares523.79K
TypeSH
Market value$78.74M
1.57%
Sole
523.79K
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares682.84K
TypeSH
Market value$78.42M
1.57%
Sole
682.84K
Shared
0.00
None
0.00
TESLA INC
SOLEShares200.79K
TypeSH
Market value$74.65M
1.49%
Sole
200.79K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares810.53K
TypeSH
Market value$62.79M
1.26%
Sole
810.53K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares650.41K
TypeSH
Market value$58.58M
1.17%
Sole
650.41K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares232.12K
TypeSH
Market value$56.66M
1.13%
Sole
232.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.40M | SH | $808.05M 16.15% | 1.40M | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 3.37M | SH | $368.89M 7.37% | 3.37M | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 13.89M | SH | $304.64M 6.09% | 12.39M | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 676.81K | SH | $262.76M 5.25% | 676.81K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 760.43K | SH | $256.90M 5.14% | 760.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.25M | SH | $217.75M 4.35% | 1.25M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 953.56K | SH | $198.60M 3.97% | 953.56K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 267.39K | SH | $187.91M 3.76% | 267.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 555.02K | SH | $159.60M 3.19% | 555.02K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 631.16K | SH | $150.35M 3.01% | 631.16K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 2.38M | SH | $134.82M 2.70% | 1.38M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 1M | SH | $117.11M 2.34% | 1M | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 921.60K | SH | $115.96M 2.32% | 921.60K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 1.43M | SH | $107.63M 2.15% | 1.43M | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCSOLE | CL A | 1.32M | SH | $105.76M 2.11% | 1.32M | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 1.09M | SH | $102.43M 2.05% | 1.09M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 561.80K | SH | $90.07M 1.80% | 561.80K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 452.53K | SH | $89.73M 1.79% | 452.53K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 6.11M | SH | $87.14M 1.74% | 6.11M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 523.79K | SH | $78.74M 1.57% | 523.79K | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 682.84K | SH | $78.42M 1.57% | 682.84K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 200.79K | SH | $74.65M 1.49% | 200.79K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 810.53K | SH | $62.79M 1.26% | 810.53K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 650.41K | SH | $58.58M 1.17% | 650.41K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 232.12K | SH | $56.66M 1.13% | 232.12K | 0.00 | 0.00 |
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