Long-term investor

Atreides Management, LP @atreidesmanagementlp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001777813).

Record

  • Tracked since 2025-12-31 (249 days), 94 trades recorded
  • Returns: week n/a · month n/a · 90 days +18.3% · 6 months n/a · 1 year n/a · all +0.5%
  • Max drawdown n/a · win rate 6% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SPCX · 32.6% · long · since 2026-06-30
  • QQQ · 16.4% · long · since 2025-12-31
  • META · 6.3% · long · since 2026-06-30
  • CBRS · 5.9% · long · since 2026-06-30
  • MU · 5.7% · long · since 2025-12-31
  • ALAB · 4.1% · long · since 2025-12-31
  • CIEN · 2.4% · long · since 2025-12-31
  • CRDO · 2.1% · long · since 2026-03-31
  • PANW · 2.1% · long · since 2026-03-31
  • U · 2.0% · long · since 2025-12-31
  • COHR · 1.8% · long · since 2025-12-31
  • NVDA · 1.7% · long · since 2025-12-31

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