Position in ALAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$587,736,320
+$218,846,065 QoQ
Shares Held
1,216,795
-63.8% QoQ
Ownership
0.701%
of shares outstanding
% of Portfolio
5.33%
of 13F equity value
Holder Rank
#20
of 987 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALAB Over Time
Shares Held
Position Value (USD)
Derivatives in ALAB
reported options exposure · as of Sep 30, 2024CallValue
$52,390,000
CallShares
1,000,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Atreides Management, LP holds $2,912,615,986 across 8 Semiconductors names. ALAB ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
711,364 | $821,120,351 | |
| 2 | CBRS |
Cerebras Systems Inc.
|
3,110,086 | $687,329,006 | |
| 3 | ALAB |
Astera Labs, Inc.
This page
|
1,216,795 | $587,736,320 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
1,129,285 | $307,109,055 | |
| 5 | NVDA |
Nvidia Corp
|
1,249,291 | $249,970,636 | |
| 6 | INTC |
Intel Corp
|
663,802 | $92,686,673 | |
| 7 | SMTC |
Semtech Corp
|
551,214 | $89,213,985 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
877,123 | $77,449,960 |
All Filings in ALAB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,736,320 | 1,216,795 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $368,890,255 | 3,365,787 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $268,038,233 | 1,611,194 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,149,390 | 62,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $86,331,478 | 954,783 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $277,600,592 | 4,652,264 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $243,264,292 | 1,836,650 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $243,264,292 | 1,836,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $52,390,000 | 1,000,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $375,557,191 | 7,168,490 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $167,995,667 | 2,776,329 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $197,775,108 | 2,665,792 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||