Atreides Management, LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Sonder Holdings Inc.
SOND
$3M9.151.01M0%+$00.09
ACV Auctions Inc.
ACVA
$207.24M6.6911.04M+0.25%+$522,782.046.22
Ciena Corporation
CIEN
$157.78M2.213.19M+25.11%+$31.67M4.73
Lumentum Holdings Inc.
LITE
$57.54M1.81.22MNew+$57.54M1.73
Astera Labs, Inc. Common Stock
ALAB
$197.78M1.712.67MNew+$197.78M5.93
Bath & Body Works, Inc.
BBWI
$169.51M1.523.39M+12.98%+$19.47M5.08
RH
RH
$84.89M1.33243,755-76.74%-$280.09M2.55
Sea Limited
SE
$263.37M0.854.9M-34.93%-$141.36M7.9
Pure Storage, Inc.
PSTG
$140.55M0.832.7M-50.8%-$145.1M4.22
Wayfair Inc.
W
$60.98M0.74898,349+92.12%+$29.24M1.83
Elastic N.V.
ESTC
$71.86M0.71716,878New+$71.86M2.16
Ralph Lauren Corporation
RL
$82.91M0.71441,580New+$82.91M2.49
Klaviyo, Inc.
KVYO
$44.55M0.661.75MNew+$44.55M1.34
Confluent, Inc.
CFLT
$62.02M0.642.03M+0.27%+$167,737.921.86
WillScot Mobile Mini Holdings Corp.
WSC
$41.08M0.47883,419New+$41.08M1.23
MongoDB, Inc.
MDB
$105.65M0.4294,577New+$105.65M3.17
On Holding AG
ONON
$42.15M0.371.19MNew+$42.15M1.26
Taboola.com Ltd.
TBLA
$3.22M0.25725,0000%+$00.1
Reddit, Inc.
RDDT
$19.5M0.24395,477New+$19.5M0.59
Block, Inc.
SQ
$120.26M0.231.42M+71.28%+$50.04M3.61
Veeva Systems Inc.
VEEV
$52.8M0.14227,881-36.08%-$29.8M1.58
Joby Aviation, Inc.
JOBY
$5.36M0.141M0%+$00.16
Micron Technology, Inc.
MU
$181.41M0.141.54MNew+$181.41M5.44
Datadog, Inc.
DDOG
$51.64M0.13417,777New+$51.64M1.55
Constellation Brands, Inc.
STZ
$45.56M0.09167,641New+$45.56M1.37
Formula One Group
FWONK
$28.32M0.07431,747New+$28.32M0.85
Crown Castle Inc.
CCI
$29.76M0.07281,168New+$29.76M0.89
Advanced Micro Devices, Inc.
AMD
$183.58M0.061.02M-28.05%-$71.56M5.51
Marvell Technology, Inc.
MRVL
$298.09M0.034.21MNew+$298.09M8.94
Mastercard Incorporated
MA
$135.81M0.03282,020+0.15%+$207,556.674.07
Amazon.com, Inc.
AMZN
$148.49M0.01823,179+94.77%+$72.25M4.45
Alphabet Inc.
GOOGL
$135.11M0.01895,210New+$135.11M4.05
Tesla, Inc.
TSLA
$26.88M0.01152,915-72.65%-$71.39M0.81
Microsoft Corporation
MSFT
$75.82M<0.01180,225+23.74%+$14.55M2.27