Atreides Management, LP

Position in PDFS — Pdf Solutions Inc

CIK 1777813 BOSTON, MA

Position in PDFS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$46,617,763

New position

Shares Held

658,536

first reported quarter

Ownership

1.56%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#16

of 280 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Atreides Management, LP holds $381,032,179 across 4 Software - Application names. PDFS ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	U	Unity Software Inc.	10,245,819	$292,825,507
2	PDFS	Pdf Solutions Inc This page	658,536	$46,617,763
3	TTAN	ServiceTitan, Inc.	542,092	$38,331,325
4	QNT	Quantinuum Inc.	39,853	$3,257,584

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,617,763	658,536	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.