Atreides Management, LP

Position in CIEN — Ciena Corp

CIK 1777813 BOSTON, MA

Position in CIEN

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$262,756,781

-$71,263,369 QoQ

Shares Held

676,807

-52.6% QoQ

Ownership

0.478%

of shares outstanding

% of Portfolio

6.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Atreides Management, LP holds $470,621,927 across 3 Communication Equipment names. CIEN ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIEN	Ciena Corp This page	676,807	$262,756,781
2	LITE	Lumentum Holdings Inc.	267,389	$187,910,293
3	NOK	Nokia Corp	2,481,947	$19,954,853

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$262,756,781	676,807	-52.6%	Shares	Sole	2026-05-18
2025-12-31	$334,020,150	1,428,230	+2.0%	Shares	Sole	2026-02-17
2025-09-30	$204,049,291	1,400,764	+10.9%	Shares	Sole	2025-11-14
2025-06-30	$102,704,987	1,262,818	+1584.8%	Shares	Sole	2025-08-14
2024-12-31	$6,356,679	74,952	-96.6%	Shares	Sole	2025-02-14
2024-09-30	$136,681,205	2,219,211	-38.2%	Shares	Sole	2024-11-14
2024-06-30	$173,077,881	3,592,318	+12.6%	Shares	Sole	2024-08-14
2024-03-31	$157,782,735	3,190,753	+25.1%	Shares	Sole	2024-05-15
2023-12-31	$114,792,603	2,550,380	+54.8%	Shares	Sole	2024-02-14
2023-09-30	$77,882,825	1,647,965	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.