Featured 13F manager
Atreides Management, LP Gavin Baker
- $14.3B
- 46 Positions
- 2026 Q2
- +186.6% QoQ
- Top 5 49.6%
Portfolio
top 5 49.6% · top 10 59.3%
- SPCX - Space Exploration Techn · CLASS A 32.6%
- MU - Micron Technology 5.7%
- CBRS - Cerebras Systems · CL A 4.8%
- ALAB - Astera Labs 4.1%
- CIEN - Ciena 2.4%
- CRDO - Credo Technology 2.1%
- PANW - Palo Alto Networks 2.1%
- U - Unity Software 2.0%
- COHR - Coherent 1.8%
- NVDA - Nvidia 1.7%
- AMZN - Amazon 1.6%
- META - Meta Platforms · CL A 1.6%
- Other 37.5%
AUM over time
Book
| DKS - Dicks Sporting Goods | 9.13% | Hold | 3,228,112 | $119.77 | $387M |
| PENN - Penn Natl Gaming | 8.28% | Hold | 4,836,746 | $72.46 | $350M |
| 8.27% | Hold | 5,796,159 | $60.39 | $350M | |
| UBER - UBER Technologies | 7.69% | Hold | 7,271,668 | $44.80 | $326M |
| AEO — | 5.25% | Hold | 8,621,729 | $25.80 | $222M |
| Dish Network · CL A | 4.78% | Hold | 4,659,604 | $43.46 | $203M |
| DIS - Disney Walt | 3.19% | Hold | 797,934 | $169.17 | $135M |
| TWLO - Twilio · CL A | 3.02% | Hold | 401,172 | $319.05 | $128M |
| AMZN - Amazon | 2.98% | Hold | 38,399 | $3,285 | $126M |
| MTCH - Match Group | 2.86% | Hold | 770,203 | $156.99 | $121M |
| Anaplan | 2.75% | Hold | 1,911,008 | $60.89 | $116M |
| MGM - Mgm Resorts International | 2.71% | Hold | 2,655,170 | $43.15 | $115M |
| COIN - Coinbase Global · CL A | 2.48% | Hold | 461,672 | $227.48 | $105M |
| EA - Electronic Arts | 2.41% | Hold | 717,562 | $142.25 | $102M |
| Elastic | 2.35% | Hold | 668,208 | $148.99 | $100M |
| Goodrx · CL A | 2.24% | Hold | 2,313,994 | $41.02 | $95M |
| II-VI | 2.16% | Hold | 1,539,633 | $59.36 | $91M |
| TTWO - Take Two | 1.95% | Hold | 535,093 | $154.07 | $82M |
| TGT - Target | 1.95% | Hold | 360,130 | $228.77 | $82M |
| DT - Dynatrace | 1.92% | Hold | 1,143,407 | $70.97 | $81M |
| W - Wayfair · CL A | 1.82% | Hold | 302,273 | $255.51 | $77M |
| Liberty Media Del | 1.82% | Hold | 1,495,152 | $51.41 | $77M |
| DECK - Deckers Outdoor | 1.79% | Hold | 210,618 | $360.20 | $76M |
| CZR — | 1.75% | Hold | 658,142 | $112.28 | $74M |
| GOOGL - Alphabet · CL A | 1.53% | Hold | 24,253 | $2,674 | $65M |
| MU - Micron Technology | 1.19% | Hold | 711,812 | $70.98 | $51M |
| Z - Zillow Group · CL C | 0.99% | Hold | 477,469 | $88.14 | $42M |
| TSLA - Tesla | 0.83% | Hold | 45,288 | $775.48 | $35M |
| ACVA - Acv Auctions · CL A | 0.79% | Hold | 1,868,238 | $17.89 | $33M |
| ROKU - ROKU Inc · CL A | 0.46% | Hold | 61,769 | $313.34 | $19M |
| JOBY - Joby Aviation | 0.24% | Hold | 1,000,000 | $10.06 | $10M |
| Taboola | 0.14% | Hold | 725,000 | $8.46 | $6M |
| Holding | 0.12% | Hold | 520,072 | $9.85 | $5M |
| Olaplex | 0.12% | Hold | 200,000 | $24.50 | $5M |
| Altimeter Growth | 0.10% | Hold | 416,057 | $10.65 | $4M |
| MRVL - Marvell Technology | 0.07% | Hold | 51,071 | $60.31 | $3M |
| Owlet · CL A | 0.07% | Hold | 500,000 | $5.59 | $3M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 49 | $14.3B | +186.6% | 13F-HR | 8/14/2026 | 000177781326000009 |
| 2026 Q1 | 54 | $5B | −38.9% | 13F-HR | 5/18/2026 | 000177781326000006 |
| 2025 Q4 | 56 | $8.2B | +59.4% | 13F-HR | 2/17/2026 | 000177781326000003 |
| 2025 Q3 | 58 | $5.1B | +42.5% | 13F-HR | 11/14/2025 | 000177781325000008 |
| 2025 Q2 | 48 | $3.6B | +9.4% | 13F-HR | 8/14/2025 | 000176875725000010 |
| 2025 Q1 | 44 | $3.3B | −27.9% | 13F-HR | 5/15/2025 | 000177781325000005 |
| 2024 Q4 | 45 | $4.6B | +16.3% | 13F-HR | 2/14/2025 | 000176875725000003 |
| 2024 Q3 | 43 | $3.9B | +28.3% | 13F-HR | 11/14/2024 | 000177781324000010 |
| 2024 Q2 | 40 | $3.1B | −30.5% | 13F-HR | 8/14/2024 | 000177781324000008 |
| 2024 Q1 | 38 | $4.4B | +44.7% | 13F-HR | 5/15/2024 | 000177781324000006 |
| 2023 Q4 | 36 | $3B | −0.5% | 13F-HR | 2/14/2024 | 000177781324000002 |
| 2023 Q3 | 29 | $3.1B | −21.4% | 13F-HR | 11/14/2023 | 000177781323000007 |
| 2023 Q2 | 33 | $3.9B | +19.2% | 13F-HR | 8/14/2023 | 000177781323000006 |
| 2023 Q1 | 34 | $3.3B | +28.7% | 13F-HR | 5/15/2023 | 000177781323000005 |
| 2022 Q4 | 34 | $2.5B | −33.3% | 13F-HR | 2/14/2023 | 000177781323000002 |
| 2022 Q3 | 40 | $3.8B | +41.3% | 13F-HR | 11/14/2022 | 000177781322000008 |
| 2022 Q2 | 42 | $2.7B | −17.1% | 13F-HR | 8/15/2022 | 000177781322000006 |
| 2022 Q1 | 38 | $3.2B | +1.4% | 13F-HR | 5/16/2022 | 000177781322000005 |
| 2021 Q4 | 36 | $3.2B | −24.4% | 13F-HR | 2/14/2022 | 000177781322000003 |
| 2021 Q3 | 41 | $4.2B | — | 13F-HR | 11/15/2021 | 000177781321000013 |
About
Atreides Management, LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2