ALAB position history
The shares of Astera Labs (ALAB) that Atreides Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q1: 2,665,792 shares, $198M, 4.5% of portfolio, New
- 2024 Q2: 2,776,329 shares, $168M, 5.5% of portfolio, Add +4.1%
- 2024 Q3: 7,168,490 shares, $376M, 9.6% of portfolio, Add +158.2%
- 2024 Q4: 1,836,650 shares, $243M, 5.3% of portfolio, Reduce −74.4%
- 2025 Q1: 4,652,264 shares, $278M, 8.4% of portfolio, Add +153.3%
- 2025 Q2: 954,783 shares, $86M, 2.4% of portfolio, Reduce −79.5%
- 2025 Q3: 62,050 shares, $12M, 0.24% of portfolio, Reduce −93.5%
- 2025 Q4: 1,611,194 shares, $268M, 3.3% of portfolio, Add +2496.6%
- 2026 Q1: 3,365,787 shares, $369M, 7.4% of portfolio, Add +108.9%
- 2026 Q2: 1,216,795 shares, $588M, 4.1% of portfolio, Reduce −63.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|