Long-term investor
Atreides Management, LP @atreidesmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001777813).
Record
- Tracked since 2025-06-30 (478 days), 206 trades recorded
- Returns: week n/a · month n/a · 90 days -6.1% · 6 months +40.8% · 1 year +50.6% · all +50.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPCX · 32.6% · long · since 2026-06-30
- QQQ_PUT · 16.4% · long · since 2025-09-30
- MU · 5.7% · long · since 2025-06-30
- CBRS · 4.8% · long · since 2026-06-30
- META_CALL · 4.7% · long · since 2026-06-30
- ALAB · 4.1% · long · since 2025-06-30
- CIEN · 2.4% · long · since 2025-06-30
- CRDO · 2.1% · long · since 2026-03-31
- PANW · 2.1% · long · since 2026-03-31
- 91332U101 · 2.0% · long · since 2025-06-30
- COHR · 1.8% · long · since 2025-09-30
- NVDA · 1.7% · long · since 2025-06-30