Atreides Management 13F filings
Company
Investment Type
Change
Value (x$1000)
increase or decrease
SPACE EXPLORATION Common Stock
27,332,943 sh
27,332,943 sh
NEW
NEW
$4,670,107
$4,670,107
INVESCO QQQ TR UNIT SER 1
Put options for 3,200,000 sh
1,800,000 sh
129%
129%
$2,356,480
$1,548,428
CEREBRAS SYSTEMS INC COM CL A
3,110,086 sh
3,110,086 sh
NEW
NEW
$687,329
$687,329
ASTERA LABS INC COM
1,216,795 sh
-2,148,992 sh
-64%
-64%
$587,736
$218,846
COREWEAVE INC COM CL A
2,124,845 sh
1,314,310 sh
162%
162%
$211,507
$148,715
CEREBRAS SYSTEMS INC COM CL A
Call options for 700,000 sh
700,000 sh
NEW
NEW
$154,700
$154,700
Cipher Mining Inc. COM
3,586,409 sh
3,586,409 sh
NEW
NEW
$87,867
$87,867
AMBIQ MICRO INC COMMON STOCK
877,123 sh
14,948 sh
2%
2%
$77,450
$55,542
WIX COM LTD SHS
1,458,458 sh
808,044 sh
124%
124%
$66,170
$7,587
SERVICETITAN INC SHS CL A
542,092 sh
542,092 sh
NEW
NEW
$38,331
$38,331
NOKIA CORP SPONSORED ADR
2,524,974 sh
43,027 sh
2%
2%
$33,532
$13,577
YANDEX N V SHS CLASS A
64,125 sh
1,057 sh
2%
2%
$17,709
$11,165
INNIO NV ORDINARY SHARES
348,696 sh
348,696 sh
NEW
NEW
$13,791
$13,791
EQUIPMENTSHARE.COM COM
217,131 sh
3,700 sh
2%
2%
$4,269
-$79
TABOOLA.COM ORD (NMS) COM
835,026 sh
14,229 sh
2%
2%
$4,175
$1,631
QUANTINUUM INC CL A COM
39,853 sh
39,853 sh
NEW
NEW
$3,258
$3,258
FERVO ENERGY CO COM
9,959 sh
9,959 sh
NEW
NEW
$291
$291
BITGO HOLDINGS INC COM SHS CL A
29,611 sh
505 sh
2%
2%
$153
-$87
CHIME FINL INC COM SHS CL A
0 sh
-1,622,734 sh
-100%
-100%
$0
-$30,394
RUBRIK INC. CL A
0 sh
-566,454 sh
-100%
-100%
$0
-$27,739
GLOBAL FOUNDRIES INC COMMON STOCK
0 sh
-474,593 sh
-100%
-100%
$0
-$21,110