CIEN position history
The shares of Ciena (CIEN) that Atreides Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q3: 1,647,965 shares, $78M, 2.5% of portfolio, New
- 2023 Q4: 2,550,380 shares, $115M, 3.8% of portfolio, Add +54.8%
- 2024 Q1: 3,190,753 shares, $158M, 3.6% of portfolio, Add +25.1%
- 2024 Q2: 3,592,318 shares, $173M, 5.7% of portfolio, Add +12.6%
- 2024 Q3: 2,219,211 shares, $137M, 3.5% of portfolio, Reduce −38.2%
- 2024 Q4: 74,952 shares, $6.4M, 0.14% of portfolio, Reduce −96.6%
- 2025 Q1: not held, Exit
- 2025 Q2: 1,262,818 shares, $103M, 2.9% of portfolio, New
- 2025 Q3: 1,400,764 shares, $204M, 4.0% of portfolio, Add +10.9%
- 2025 Q4: 1,428,230 shares, $334M, 4.1% of portfolio, Add +2.0%
- 2026 Q1: 676,807 shares, $263M, 5.3% of portfolio, Reduce −52.6%
- 2026 Q2: 688,521 shares, $338M, 2.4% of portfolio, Add +1.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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