Follow The Filings

COMP position history

The shares of Compass (COMP) that Atreides Management, LP reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q4: 8,723,434 shares, $92M, 1.1% of portfolio, New
  2. 2026 Q1: 5,561,998 shares, $41M, 0.81% of portfolio, Reduce −36.2%
  3. 2026 Q2: 5,658,421 shares, $70M, 0.49% of portfolio, Add +1.7%
Holdings date Value % of holdings Shares Filing date All 13F holders