Atreides Management, LP
Atreides Management, LP reported 49 positions worth $14.34B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (32.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPCX | SH | $4.67B | 32.58% | 27,332,943 | — | — | |
| ▸ 2 | QQQ | PUT | $2.36B | 16.44% | 3,200,000 | — | — | |
| ▸ 3 | MU | SH | $821.1M | 5.73% | 711,364 | — | — | |
| ▸ 4 | CBRS | SH | $687.3M | 4.79% | 3,110,086 | — | — | |
| ▸ 5 | META | CALL | $675.9M | 4.72% | 1,200,000 | — | — | |
| ▸ 6 | ALAB | SH | $587.7M | 4.10% | 1,216,795 | — | — | |
| ▸ 7 | CIEN | SH | $337.8M | 2.36% | 688,521 | — | — | |
| ▸ 8 | CRDO | SH | $307.1M | 2.14% | 1,129,285 | — | — | |
| ▸ 9 | PANW | SH | $299.1M | 2.09% | 876,954 | — | — | |
| ▸ 10 | U | SH | $292.8M | 2.04% | 10,245,819 | — | — |
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Frequently Asked Questions
What stocks does Atreides Management, LP hold as of Q2 2026?
Atreides Management, LP reported 49 positions worth $14.34B in its Q2 2026 13F filing. Largest positions: SPCX (32.6%), QQQ (16.4%), MU (5.7%), CBRS (4.8%) and META (4.7%).
What did Atreides Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Atreides Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.