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Atreides Management, LP

CIK Number: 0001777813

4.57B
Market Value
43
# of Holdings
4 months
Avg. Holding Period
37.29%
Win Rate
40.23%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 ALAB Astera Labs, In...
66.07
-0.06% 1.84M -74.38% 243.26M 59.43 5.33%
2 AMD Advanced Micro ...
96.41
-0.25% 1.92M -6.88% 232.17M 127.39 5.08%
3 ASML ASML Holding N....
672.77
-0.66% 293.64K +100.00% 203.51M 693.08 4.46%
4 AMZN Amazon.com, Inc...
187.90
-0.58% 680.74K -26.89% 149.35M 169.28 3.27%
5 LITE Lumentum Holdin...
60.13
+0.23% 1.76M +3.80% 147.36M 52.91 3.23%

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