Manager
Gavin Baker
SEC filing name: Atreides Management, LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/18/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | INVESCO QQQ TR | -2,100,000 | -10.12 pp |
| Exit | NVIDIA CORPORATION | -3,500,000 | -7.98 pp |
| Exit | PURE STORAGE INC | -4,177,675 | -3.42 pp |
| Exit | MICRON TECHNOLOGY INC | -700,000 | -2.44 pp |
| Exit | COHERENT CORP | -900,000 | -2.03 pp |
| Reduce | NVIDIA CORPORATION | -676,639 | -0.03 pp |
| Reduce | UNITY SOFTWARE INC | -2,200,000 | -1.34 pp |
| Exit | GITLAB INC | -3,177,083 | -1.46 pp |
| New | ZOOM COMMUNICATIONS INC | +1,315,605 | +2.11 pp |
| New | CREDO TECHNOLOGY GROUP HOLDI | +1,091,233 | +2.05 pp |
| Add | ASTERA LABS INC | +1,754,593 | +4.10 pp |
| Exit | PURE STORAGE INC | -1,500,000 | -1.23 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000177781326000006 | Q1 2026 | 54 | 5,002,198,244 | 13F-HR | 5/18/2026 | Atreides Management, LP |
| 000177781326000003 | Q4 2025 | 56 | 8,183,550,359 | 13F-HR | 2/17/2026 | Atreides Management, LP |
| 000177781325000008 | Q3 2025 | 58 | 5,134,711,897 | 13F-HR | 11/14/2025 | Atreides Management, LP |
| 000176875725000010 | Q2 2025 | 48 | 3,603,662,264 | 13F-HR | 8/14/2025 | Atreides Management, LP |
| 000177781325000005 | Q1 2025 | 44 | 3,294,076,456 | 13F-HR | 5/15/2025 | Atreides Management, LP |
| 000176875725000003 | Q4 2024 | 45 | 4,566,902,958 | 13F-HR | 2/14/2025 | Atreides Management, LP |
| 000177781324000010 | Q3 2024 | 43 | 3,927,673,352 | 13F-HR | 11/14/2024 | Atreides Management, LP |