U position history
The shares of Unity Software (U) that Atreides Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q4: 3,823,383 shares, $86M, 1.9% of portfolio, New
- 2025 Q1: 9,430,955 shares, $185M, 5.6% of portfolio, Add +146.7%
- 2025 Q2: 6,171,155 shares, $149M, 4.1% of portfolio, Reduce −34.6%
- 2025 Q3: 6,111,553 shares, $245M, 4.8% of portfolio, Reduce −1.0%
- 2025 Q4: 6,625,439 shares, $293M, 3.6% of portfolio, Add +8.4%
- 2026 Q1: 12,385,322 shares, $272M, 5.4% of portfolio, Add +86.9%
- 2026 Q2: 10,245,819 shares, $293M, 2.0% of portfolio, Reduce −17.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|