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ROG position history

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

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 188,203 shares, $13M, 0.36% of portfolio, New
  2. 2025 Q3: 168,925 shares, $14M, 0.26% of portfolio, Reduce −10.2%
  3. 2025 Q4: 171,920 shares, $16M, 0.19% of portfolio, Add +1.8%
  4. 2026 Q1: 186,085 shares, $20M, 0.40% of portfolio, Add +8.2%
  5. 2026 Q2: 189,311 shares, $31M, 0.22% of portfolio, Add +1.7%
Holdings date Value % of holdings Shares Filing date All 13F holders