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Atreides Management, LP

报告期 2026-03-31 · CIK 0001777813

持仓数

54

前50大市值合计

$4.99B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QQQ INVESCO QQQ TR

UNIT SER 1 · 认沽

$808.1M

1,400,000

16.2%

ALAB ASTERA LABS INC

COM

$368.9M

3,365,787

7.4%

U UNITY SOFTWARE INC

COM

$271.7M

12,385,322

5.4%

CIEN CIENA CORP

COM NEW

$262.8M

676,807

5.3%

MU MICRON TECHNOLOGY INC

COM

$256.9M

760,426

5.1%

NVDA NVIDIA CORPORATION

COM

$217.8M

1,248,592

4.4%

AMZN AMAZON COM INC

COM

$198.6M

953,560

4.0%

LITE LUMENTUM HLDGS INC

COM

$187.9M

267,389

3.8%

GOOGL ALPHABET INC

CAP STK CL A

$159.6M

555,023

3.2%

COHR COHERENT CORP

COM

$150.3M

631,159

3.0%

ECHO ECHOSTAR CORP

CL A

$117.1M

1,000,346

2.3%

TWLO TWILIO INC

CL A

$116.0M

921,602

2.3%

W WAYFAIR INC

CL A

$107.6M

1,430,997

2.2%

ZM ZOOM COMMUNICATIONS INC

CL A

$105.8M

1,315,605

2.1%

— CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES

$102.4M

1,091,233

2.1%

PANW PALO ALTO NETWORKS INC

COM

$90.1M

561,797

1.8%

DKS DICKS SPORTING GOODS INC

COM

$89.7M

452,531

1.8%

RKT ROCKET COS INC

COM CL A

$87.1M

6,114,947

1.7%

VST VISTRA CORP

COM

$78.7M

523,788

1.6%

AKAM AKAMAI TECHNOLOGIES INC

COM

$78.4M

682,837

1.6%

RBLX ROBLOX CORP

CL A

$78.3M

1,383,703

1.6%

TSLA TESLA INC

COM

$74.6M

200,795

1.5%

CRWV COREWEAVE INC

COM CL A

$62.8M

810,535

1.3%

— WIX COM LTD

SHS

$58.6M

650,414

1.2%

HUBS HUBSPOT INC

COM

$56.7M

232,115

1.1%

RBLX ROBLOX CORP

CL A · 认购

$56.6M

1,000,000

1.1%

AFRM AFFIRM HLDGS INC

COM CL A

$54.7M

1,194,711

1.1%

SNPS SYNOPSYS INC

COM

$54.3M

136,925

1.1%

RL RALPH LAUREN CORP

CL A

$44.3M

128,837

0.9%

AXON AXON ENTERPRISE INC

COM

$43.4M

102,095

0.9%

WING WINGSTOP INC

COM

$41.9M

270,303

0.8%

SMTC SEMTECH CORP

COM

$41.7M

541,812

0.8%

ACVA ACV AUCTIONS INC

COM CL A

$41.3M

9,734,467

0.8%

COMP COMPASS INC

CL A

$40.7M

5,561,998

0.8%

FERG FERGUSON ENTERPRISES INC

COMMON STOCK NEW

$34.1M

146,355

0.7%

U UNITY SOFTWARE INC

COM · 认购

$32.9M

1,500,000

0.7%

CHYM CHIME FINL INC

COM SHS CL A

$30.4M

1,622,734

0.6%

AVAV AEROVIRONMENT INC

COM

$29.6M

161,675

0.6%

INTC INTEL CORP

COM

$28.9M

653,792

0.6%

RBRK RUBRIK INC.

CL A

$27.7M

566,454

0.6%

— JFROG LTD

ORD SHS

$26.0M

554,987

0.5%

MA MASTERCARD INCORPORATED

CL A

$24.8M

49,604

0.5%

AMBQ AMBIQ MICRO INC

COMMON STOCK

$21.9M

862,175

0.4%

SNOW SNOWFLAKE INC

COM SHS

$21.8M

144,818

0.4%

V VISA INC

COM CL A

$21.7M

71,641

0.4%

— GLOBALFOUNDRIES INC

ORDINARY SHARES

$21.1M

474,593

0.4%

ROG ROGERS CORP

COM

$20.0M

186,085

0.4%

NOK NOKIA CORP

SPONSORED ADR

$20.0M

2,481,947

0.4%

WRBY WARBY PARKER INC

CL A COM

$14.5M

686,995

0.3%

VECO VEECO INSTRS INC DEL

COM

$7.9M

233,923

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

QQQ16.2%ALAB7.4%U5.4%CIEN5.3%MU5.1%NVDA4.4%

Atreides Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心