Atreides Management, LP - Portfolio Stock Holdings
Atreides Management, LP disclosed 63 stock positions in a recent SEC 13F filing. $4,062,301,931 of stock holdings were filed, with the largest holdings including ALAB, U, and CIEN. This filing represented positions held on March 31, 2026, and was filed on May 18, 2026.We estimate the fund has a total AUM of $8,943,718,846 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
March 31, 2026No. of Stocks:
63Est. Stock Holding Value:
$4,062,301,931Top Stock Holdings By Sector
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Portfolio Stock Holdings - Atreides Management, LP
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Portfolio Options Holdings - Atreides Management, LP
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