Atreides Management, LP
Top Portfolio Positions
52 positions ·
$5,002,198,212 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
1,400,000 | $808,052,000 | 16.15% | |
| ALAB |
Astera Labs, Inc.
Technology
|
3,365,787 | $368,890,255 | 7.37% | |
| U |
Unity Software Inc.
Technology
|
13,885,322 | $304,643,964 | 6.09% | |
| CIEN |
Ciena Corp
Technology
|
676,807 | $262,756,781 | 5.25% | |
| MU |
Micron Technology Inc
Technology
|
760,426 | $256,902,319 | 5.14% | |
| NVDA |
Nvidia Corp
Technology
|
1,248,592 | $217,754,444 | 4.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
953,560 | $198,597,941 | 3.97% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
267,389 | $187,910,293 | 3.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
555,023 | $159,602,413 | 3.19% | |
| COHR |
Coherent Corp.
Technology
|
631,159 | $150,348,385 | 3.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TWLO
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,955,963 | 921,602 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $101,978,399 | 716,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,663,218 | 965,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $90,820,108 | 730,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,294,603 | 115,357 | Shares | Sole | 2025-05-15 | |
| 2022-09-30 | $85,830,050 | 1,241,395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $40,520,207 | 483,477 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $132,685,399 | 805,081 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $173,634,019 | 659,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $127,993,926 | 401,172 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,230,101 | 76,695 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,871,674 | 102,335 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,499,647 | 42,835 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,928,597 | 36,135 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,452,071 | 47,635 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,896,759 | 222,335 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||