Atreides Management, LP
CIK Number: 0001777813
3.29B
Market Value
43
# of Holdings
5 months
Avg. Holding Period
37.29%
Win Rate
34.91%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALAB | Astera Labs, In... | 95.31 | +0.23% | 1.84M | -74.38% | 243.26M | 59.43 | 5.33% |
| 2 | AMD | Advanced Micro ... | 118.66 | +1.15% | 1.92M | -6.88% | 232.17M | 127.39 | 5.08% |
| 3 | ASML | ASML Holding N.... | 742.91 | -0.58% | 293.64K | +100.00% | 203.51M | 693.08 | 4.46% |
| 4 | AMZN | Amazon.com, Inc... | 207.37 | +0.81% | 680.74K | -26.89% | 149.35M | 169.28 | 3.27% |
| 5 | LITE | Lumentum Holdin... | 80.33 | +3.45% | 1.76M | +3.80% | 147.36M | 52.91 | 3.23% |
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