Atreides Management 13F filings

ASTERA LABS INC COM

4,652,264 sh

3,652,264 sh
365%

$277,601

$225,211

NVIDIA Corp.

Call options for 2,300,000 sh

2,300,000 sh
NEW

$249,274

Advanced Micro Devices Inc

2,102,963 sh

1,602,963 sh
321%

$216,058

$134,018

VANECK VECTORS ETF TRUST SEMICONDUCTOR ET

Put options for 1,000,000 sh

1,000,000 sh
NEW

$211,470

Unity Software Inc.

9,430,955 sh

9,430,955 sh
NEW

$184,752

Microsoft Corp

420,136 sh

420,136 sh
NEW

$157,715

Meta Platforms, Inc.

239,789 sh

239,789 sh
NEW

$138,205

Amazon.com Inc

689,231 sh

-241,876 sh
-26%

$131,133

-$42,360

Deckers Outdoor Corp

1,078,693 sh

487,549 sh
82%

$120,609

$26,351

ROBLOX Corp.

2,021,572 sh

1,133,687 sh
128%

$117,837

$78,539

NVIDIA Corp.

1,085,628 sh

885,628 sh
443%

$117,660

$93,372

Lumentum Holdings Inc

1,875,257 sh

184,240 sh
11%

$116,904

$9,727

Rh

473,321 sh

223,321 sh
89%

$110,951

$27,343

Snowflake Inc.

608,715 sh

608,715 sh
NEW

$88,970

Advanced Micro Devices Inc

Call options for 800,000 sh

800,000 sh
NEW

$82,192

Ulta Beauty Inc

217,541 sh

29,761 sh
16%

$79,737

$6,668

Micron Technology Inc

889,842 sh

503,292 sh
130%

$77,318

$37,229

COREWEAVE INC COM CL A

1,875,000 sh

1,875,000 sh
NEW

$69,525

ACV Auctions Inc.

4,731,079 sh

-953,366 sh
-17%

$66,661

-$48,904

Synopsys Inc

152,488 sh

152,488 sh
NEW

$65,394

SENTINELONE INC CL A

3,357,817 sh

-445,087 sh
-12%

$61,045

-$29,920

Tesla Inc

195,542 sh

-373,533 sh
-66%

$50,677

-$98,210

FERGUSON PLC NEW COMMON STOCK NEW

280,079 sh

280,079 sh
NEW

$44,877

Elastic NV

493,598 sh

-1,194,193 sh
-71%

$43,980

-$85,575

Confluent Inc.

1,654,969 sh

-1,051,941 sh
-39%

$38,792

-$16,375

Ralph Lauren Corp

166,636 sh

-210,845 sh
-56%

$36,783

-$36,399

Mastercard Inc

65,605 sh

-15,075 sh
-19%

$35,959

-$3,881

Axon Enterprise Inc

62,901 sh

62,901 sh
NEW

$33,083

MongoDB Inc.

184,907 sh

184,907 sh
NEW

$32,433

Zillow Group Inc.

469,061 sh

469,061 sh
NEW

$32,159

Norwegian Cruise Line Holdings Ltd

1,623,483 sh

1,623,483 sh
NEW

$30,781

Alphabet Inc

189,077 sh

-30,440 sh
-14%

$29,239

-$7,168

Wayfair Inc

649,070 sh

-741,467 sh
-53%

$20,790

-$57,330

Gitlab Inc.

407,128 sh

-89,667 sh
-18%

$19,135

-$6,470

Five9 Inc.

616,796 sh

616,796 sh
NEW

$16,746

REDDIT INC COM

146,363 sh

-196,167 sh
-57%

$15,353

-$7,227

American Superconductor Corp

824,040 sh

824,040 sh
NEW

$14,948

Affirm Holdings Inc.

307,453 sh

-192,405 sh
-38%

$13,894

-$6,510

ASML HOLDING N V N Y REGISTRY SHS

19,657 sh

19,657 sh
NEW

$13,025

Twilio Inc

115,357 sh

115,357 sh
NEW

$11,295

Bath and Body Works, Inc

298,000 sh

-645,926 sh
-68%

$9,035

-$21,095

Joby Aviation Inc. Common Stock

1,000,000 sh

$6,020

TABOOLA.COM ORD (NMS) COM

725,000 sh

$2,139

SONDER HOLDINGS INC CL A NEW

960,533 sh

-52,088 sh
-5%

$1,921

-$2,818

INVESCO QQQ TR UNIT SER 1

Put options for 0 sh

-1,000,000 sh
-100%

$0

-$488,070

Adobe Inc.

0 sh

-281,890 sh
-100%

$0

-$145,957

SPDR S&P 500 ETF TR TR UNIT

Put options for 0 sh

-250,000 sh
-100%

$0

-$143,440

Ciena Corp

0 sh

-2,219,211 sh
-100%

$0

-$136,681

SEA LTD SPONSORED ADS

0 sh

-1,074,456 sh
-100%

$0

-$101,300

Apple Inc

0 sh

-424,965 sh
-100%

$0

-$99,017

Five Below Inc

0 sh

-777,011 sh
-100%

$0

-$68,649

MERCADOLIBRE INC COM

0 sh

-28,662 sh
-100%

$0

-$58,813

Dollar General Corp

Call options for 0 sh

-600,000 sh
-100%

$0

-$50,742

American Tower Corp.

0 sh

-186,136 sh
-100%

$0

-$43,288

Schlumberger Ltd

Call options for 0 sh

-1,000,000 sh
-100%

$0

-$41,950

Sherwin-Williams Co.

0 sh

-94,634 sh
-100%

$0

-$36,119

GRAB HOLDINGS LIMITED CLASS A ORD Stock

0 sh

-6,677,707 sh
-100%

$0

-$25,375

Nutanix Inc

0 sh

-139,912 sh
-100%

$0

-$8,290

Atreides Management 13F filings

Holdings as of 2025-03-31