Atreides Management, LP - Portfolio Stock Holdings
Atreides Management, LP disclosed 64 stock positions in a recent SEC 13F filing. $11,148,289,163 of stock holdings were filed, with the largest holdings including SPCX, MU, and CBRS. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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:
June 30, 2026No. of Stocks:
64Est. Stock Holding Value:
$11,148,289,163Top 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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