Atreides Management 13F filings

Advanced Micro Devices Inc

3,637,192 sh

2,507,192 sh
222%

$235,581

$163,984

Dick's Sporting Goods Inc.

1,622,522 sh

-550,947 sh
-25%

$195,173

-$32,259

Block Inc.

2,530,586 sh

1,830,586 sh
262%

$159,022

$120,529

Meta Platforms, Inc.

1,318,993 sh

297,901 sh
29%

$158,728

$20,186

Marvell Technology Inc.

4,236,929 sh

2,766,866 sh
188%

$156,936

$93,856

Deckers Outdoor Corp

339,361 sh

-88,947 sh
-21%

$135,459

$1,566

Bath and Body Works, Inc

2,762,043 sh

469,358 sh
20%

$116,392

$41,650

MGM Resorts International

3,271,609 sh

1,063,090 sh
48%

$109,697

$44,060

Pure Storage Inc

3,772,288 sh

422,177 sh
13%

$100,946

$9,253

ACV Auctions Inc.

10,172,319 sh

37,843 sh
0%

$83,515

$10,648

Tesla Inc

673,945 sh

494,083 sh
275%

$83,017

$35,309

Liberty Media Corp-Liberty SiriusXM

1,303,181 sh

47,641 sh
4%

$77,904

$4,455

Vail Resorts Inc

323,343 sh

48,559 sh
18%

$77,069

$17,815

HubSpot Inc.

266,315 sh

39,600 sh
17%

$77,000

$15,760

Take-Two Interactive Software Inc.

725,587 sh

-390,299 sh
-35%

$75,555

-$46,077

Bill.com Holdings Inc.

692,368 sh

40,228 sh
6%

$75,440

-$10,884

Caesars Entertainment Inc.

1,493,069 sh

-238,249 sh
-14%

$62,112

$6,260

Hyatt Hotels Corp

638,133 sh

-591,482 sh
-48%

$57,719

-$41,831

Las Vegas Sands Corp

1,145,413 sh

1,145,413 sh
NEW

$55,060

NVIDIA Corp.

370,529 sh

370,529 sh
NEW

$54,149

ON HLDG AG NAMEN AKT A Stock

3,123,903 sh

-1,232,982 sh
-28%

$53,606

-$16,322

DISH Network Corp.

3,811,122 sh

-384,295 sh
-9%

$53,508

-$4,515

Procore Technologies Inc.

1,060,641 sh

336,808 sh
47%

$50,041

$14,226

Intuit Inc

123,830 sh

123,830 sh
NEW

$48,197

Marqeta Inc.

6,988,353 sh

-89,511 sh
-1%

$42,699

-$7,695

Amazon.com Inc

482,738 sh

-2,207,120 sh
-82%

$40,550

-$263,404

ATLASSIAN CORPORATION CL A Stock

255,230 sh

255,230 sh
NEW

$32,843

SONDER HOLDINGS INC COMMON STOCK USD.0001

20,252,480 sh

45,372 sh
0%

$25,113

-$8,431

Samsara Inc.

1,510,436 sh

122,353 sh
9%

$18,775

$2,021

Wayfair Inc

285,223 sh

14,065 sh
5%

$9,381

$555

CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999

546,328 sh

$5,491

Opendoor Technologies Inc.

3,426,887 sh

$3,975

Joby Aviation Inc. Common Stock

1,000,000 sh

$3,350

TABOOLA.COM ORD (NMS) COM

725,000 sh

$2,233

SPDR S&P 500 ETF TR TR UNIT

Put options for 0 sh

-2,775,000 sh
-100%

$0

-$991,175

Twilio Inc

0 sh

-1,241,395 sh
-100%

$0

-$85,830

FARFETCH LTD ORD SH CL A

0 sh

-10,912,926 sh
-100%

$0

-$81,301

Crowdstrike Holdings Inc

0 sh

-331,316 sh
-100%

$0

-$54,604

American Eagle Outfitters Inc

0 sh

-3,778,488 sh
-100%

$0

-$36,765

DLOCAL LTD CLASS A COM

0 sh

-1,406,952 sh
-100%

$0

-$28,871

Confluent Inc.

0 sh

-177,894 sh
-100%

$0

-$4,229

STARRY GROUP HOLDINGS INC CL A COM

0 sh

-866,667 sh
-100%

$0

-$1,291

Atreides Management 13F filings

Holdings as of 2022-12-31