Atreides Management, LP

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$3.6B
Signature - Title
Laura Malone - General Counsel/Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Atreides Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atreides Management, LP reported 48 stock holdings with total value $3.6B as of Q2 2025. Top holdings included AMD, PSTG, GTLB, DKS, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 48 $3.6B +$1.62B -$1.73B -$108M AMD, PSTG, GTLB, DKS, GOOGL 13F-HR 8/14/2025, 04:44 PM
Q1 2025 41 $2.75B +$1.14B -$1.02B +$119M ALAB, AMD, U, MSFT, META 13F-HR 5/15/2025, 04:42 PM
Q4 2024 44 $3.19B +$1.31B -$1.89B -$581M ALAB, AMD, ASML, AMZN, LITE 13F-HR 2/14/2025, 04:25 PM
Q3 2024 35 $2.96B +$942M -$1.16B -$214M ALAB, AMD, AMZN, TSLA, ADBE 13F-HR 11/14/2024, 04:03 PM
Q2 2024 40 $3.06B +$957M -$1.24B -$285M MRVL, CIEN, AMD, ALAB, AMZN 13F-HR 8/14/2024, 04:26 PM
Q1 2024 34 $3.33B +$1.62B -$1.47B +$154M MRVL, SE, ACVA, ALAB, AMD 13F-HR 5/15/2024, 04:25 PM
Q4 2023 32 $2.78B +$1.09B -$1.47B -$383M RH, SE, AMD, PSTG, ACVA 13F-HR 2/14/2024, 04:17 PM
Q3 2023 44 $3.06B +$1.31B -$1.85B -$549M AMD, SE, RH, PSTG, PYPL 13F-HR 11/14/2023, 05:03 PM
Q2 2023 43 $3.89B +$1.83B -$1.71B +$119M QQQ, RH, PSTG, PYPL, BBWI 13F-HR 8/14/2023, 05:10 PM
Q1 2023 34 $3.27B +$1.34B -$431M +$908M AMD, AMD, DKS, MRVL, PSTG 13F-HR 5/15/2023, 04:12 PM
Q4 2022 34 $2.54B +$539M -$418M +$121M AMD, DKS, SQ, META, MRVL 13F-HR 2/14/2023, 03:15 PM
Q3 2022 40 $3.8B +$2.03B -$261M +$1.77B SPY, AMZN, DKS, AMD, META 13F-HR 11/14/2022, 03:26 PM
Q2 2022 42 $2.69B +$1.49B -$619M +$874M AMZN, META, QQQ, DKS, DECK 13F-HR 8/15/2022, 04:50 PM
Q1 2022 38 $3.25B +$1.74B -$378M +$1.36B QQQ, AMZN, GOOGL, TTWO, CRWD 13F-HR 5/16/2022, 04:20 PM
Q4 2021 36 $3.2B +$1.38B -$625M +$757M AMZN, INTC, AEO, OKTA, TWLO 13F-HR 2/14/2022, 03:54 PM
Q3 2021 37 $3.9B +$1.3B -$1.14B +$159M DKS, PENN, TWTR, UBER, AEO 13F-HR 11/15/2021, 04:19 PM
Q2 2021 41 $3.91B +$1.56B -$1.03B +$529M TWTR, AEO, DKS, AMD, DISH 13F-HR 8/16/2021, 04:29 PM
Q1 2021 47 $3.1B +$1.85B -$391M +$1.46B TWTR, AMD, AEO, DKS, TGT Restatement 5/28/2021, 05:46 PM
Q4 2020 41 $2.28B +$1.35B -$313M +$1.04B SPY, TGT, DISH, DKS, UBER 13F-HR 2/16/2021, 03:32 PM
Q3 2020 33 $1.06B +$683M -$170M +$514M SPY, AEO, FI, DIS, DIS 13F-HR 11/16/2020, 03:23 PM
Q2 2020 26 $708M +$220M -$110M +$110M ATVI, QSR, SQ, RDFN, MU 13F-HR 8/14/2020, 04:08 PM
Q1 2020 24 $452M +$222M -$35.4M +$186M ATVI, DIS, SQ, GOOGL, QSR 13F-HR 5/15/2020, 03:06 PM
Q4 2019 27 $436M ATVI, NVDA, TSLA, META, GOOGL 13F-HR 2/14/2020, 10:08 AM