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
| PSTG - Pure Storage · CL A | 6.69% | Add +15.4% | 4,098,376 | $83.81 | $343M | +545,890 | +$139M |
| GTLB - Gitlab · CLASS A | 4.80% | Add +38.9% | 5,470,305 | $45.08 | $247M | +1,532,107 | +$69M |
| U - Unity Software | 4.77% | Reduce −1.0% | 6,111,553 | $40.04 | $245M | −59,602 | +$95M |
| CIEN - Ciena | 3.97% | Add +10.9% | 1,400,764 | $145.67 | $204M | +137,946 | +$101M |
| AMZN - Amazon | 2.82% | Reduce −8.3% | 658,886 | $219.57 | $145M | −59,579 | −$13M |
| GOOGL - Alphabet · CL A | 2.61% | Reduce −42.1% | 550,260 | $243.10 | $134M | −400,599 | −$34M |
| DECK - Deckers Outdoor | 2.47% | Add +46.8% | 1,250,516 | $101.37 | $127M | +398,396 | +$39M |
| MU - Micron Technology | 2.36% | Add +928.6% | 724,957 | $167.32 | $121M | +654,479 | +$113M |
| HUBS - Hubspot | 2.22% | New | 243,434 | $467.80 | $114M | +243,434 | +$114M |
| NVDA - Nvidia | 2.09% | Reduce −16.7% | 574,723 | $186.58 | $107M | −115,090 | −$2M |
| DKS - Dicks Sporting Goods | 2.08% | Reduce −44.9% | 481,386 | $222.22 | $107M | −391,751 | −$66M |
| LITE - Lumentum | 2.08% | Reduce −62.6% | 656,960 | $162.71 | $107M | −1,100,601 | −$60M |
| SNOW - Snowflake | 2.06% | Reduce −10.7% | 469,545 | $225.55 | $106M | −56,224 | −$12M |
| RBLX - Roblox · CL A | 1.99% | Reduce −29.8% | 737,007 | $138.52 | $102M | −313,535 | −$8M |
| COHR - Coherent | 1.92% | New | 913,778 | $107.72 | $98M | +913,778 | +$98M |
| TWLO - Twilio · CL A | 1.88% | Add +32.2% | 965,763 | $100.09 | $97M | +235,463 | +$6M |
| INTU - Intuit | 1.80% | New | 135,178 | $682.91 | $92M | +135,178 | +$92M |
| TSLA - Tesla | 1.79% | Reduce −35.8% | 206,562 | $444.72 | $92M | −115,335 | −$10M |
| INTC - Intel | 1.71% | New | 2,611,037 | $33.55 | $88M | +2,611,037 | +$88M |
| W - Wayfair · CL A | 1.49% | Add +17.5% | 854,390 | $89.33 | $76M | +127,214 | +$39M |
| ELF - E L F Beauty | 1.39% | Add +9.0% | 538,348 | $132.48 | $71M | +44,301 | +$10M |
| TTAN - Servicetitan · CL A | 1.23% | Reduce −2.3% | 626,227 | $100.83 | $63M | −14,551 | −$6M |
| RBRK - Rubrik · CL A | 1.21% | Add +59.7% | 752,752 | $82.25 | $62M | +281,472 | +$20M |
| AMD - Advanced Micro Devices | 1.07% | Reduce −80.5% | 339,358 | $161.79 | $55M | −1,397,006 | −$191M |
| ACVA - Acv Auctions · CL A | 1.06% | Add +17.4% | 5,510,790 | $9.91 | $55M | +816,556 | −$22M |
| FERG - Ferguson Enterprises | 0.97% | Reduce −25.3% | 222,624 | $224.58 | $50M | −75,332 | −$15M |
| TEAM - Atlassian · CL A | 0.95% | New | 305,231 | $159.70 | $49M | +305,231 | +$49M |
| META - Meta Platforms · CL A | 0.95% | Reduce −54.2% | 66,093 | $734.38 | $49M | −78,240 | −$58M |
| SMTC - Semtech | 0.94% | Add +2.4% | 678,133 | $71.45 | $48M | +16,192 | +$19M |
| SE - SEA | 0.94% | Reduce −20.8% | 270,173 | $178.73 | $48M | −70,910 | −$6M |
| AZO - Autozone | 0.91% | Add +13.1% | 10,928 | $4,290 | $47M | +1,268 | +$11M |
| AMSC — | 0.89% | Reduce −30.1% | 771,495 | $59.39 | $46M | −332,963 | +$5M |
| PM - Philip Morris Intl | 0.88% | New | 279,097 | $162.20 | $45M | +279,097 | +$45M |
| NU — · CL A | 0.78% | Reduce −8.6% | 2,509,389 | $16.01 | $40M | −234,795 | +$3M |
| RL - Ralph Lauren · CL A | 0.76% | Reduce −30.2% | 125,100 | $313.56 | $39M | −54,176 | −$10M |
| VRNS - Varonis Sys | 0.74% | New | 658,415 | $57.47 | $38M | +658,415 | +$38M |
| IOT - Samsara · CL A | 0.52% | New | 711,215 | $37.25 | $26M | +711,215 | +$26M |
| AXON - Axon Enterprise | 0.51% | Reduce −30.2% | 36,461 | $717.64 | $26M | −15,793 | −$17M |
| MA - Mastercard · CL A | 0.50% | Reduce −30.2% | 45,068 | $568.81 | $26M | −19,518 | −$11M |
| AMBQ - Ambiq Micro | 0.40% | New | 684,307 | $29.92 | $20M | +684,307 | +$20M |
| RKT - Rocket Cos · CL A | 0.38% | Reduce −42.2% | 1,000,657 | $19.38 | $19M | −731,433 | −$5M |
| SNPS - Synopsys | 0.37% | New | 38,876 | $493.39 | $19M | +38,876 | +$19M |
| FROG - Jfrog | 0.37% | New | 397,244 | $47.33 | $19M | +397,244 | +$19M |
| FIVN - FIVE9 | 0.35% | Reduce −23.1% | 735,151 | $24.20 | $18M | −220,462 | −$8M |
| BLDR - Builders Firstsource | 0.32% | Reduce −57.4% | 137,154 | $121.25 | $17M | −184,997 | −$21M |
| AFRM - Affirm · CL A | 0.30% | Reduce −89.5% | 207,905 | $73.08 | $15M | −1,769,977 | −$122M |
| MELI - Mercadolibre | 0.27% | Reduce −67.1% | 5,896 | $2,337 | $14M | −12,027 | −$33M |
| ROG - Rogers | 0.26% | Reduce −10.2% | 168,925 | $80.46 | $14M | −19,278 | +$704K |
| APP - Applovin · CL A | 0.24% | New | 17,378 | $718.54 | $12M | +17,378 | +$12M |
| JOBY - Joby Aviation | 0.24% | Reduce −23.1% | 769,407 | $16.14 | $12M | −230,593 | +$2M |
| ALAB - Astera Labs | 0.24% | Reduce −93.5% | 62,050 | $195.80 | $12M | −892,733 | −$74M |
| Z - Zillow Group · CL C | 0.18% | Reduce −86.2% | 118,098 | $77.05 | $9M | −737,910 | −$51M |
| CRWV - Coreweave · CL A | 0.17% | Reduce −59.3% | 62,904 | $136.85 | $9M | −91,659 | −$17M |
| Taboola | 0.05% | Hold | 725,000 | $3.41 | $2M | — | — |
| GEMI - Gemini Space Sta · CL A | 0.03% | New | 70,000 | $23.96 | $2M | +70,000 | +$2M |
| Sonder · CL A | 0.02% | Hold | 960,533 | $1.27 | $1M | — | — |
Showing top 50 of 56 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Confluent · CLASS A | 2.08% | Exit | 0 | $24.93 | $75M | −3,012,215 | −$75M |
| FSLR - First Solar | 1.81% | Exit | 0 | $165.54 | $65M | −393,464 | −$65M |
| S - Sentinelone · CL A | 0.97% | Exit | 0 | $18.28 | $35M | −1,902,821 | −$35M |
| VOYG - Voyager Technologies · CL A | 0.01% | Exit | 0 | $39.30 | $393K | −10,000 | −$393K |
| CHYM - Chime Finl · CL A | 0.01% | Exit | 0 | $34.50 | $345K | −10,000 | −$345K |
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