SEC EDGAR Form 13F
Atreides Management
Atreides Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 52 long U.S. equity positions, $5.0B reported value for the period ended Mar 31, 2026, led by INVESCO QQQ TR, ASTERA LABS INC, and UNITY SOFTWARE INC.
CIK: 1777813 · Filed: May 18, 2026 · Period: Mar 31, 2026
Reported value
$5.0B
Positions
52
Key person
13F reporting manager
Style
Institutional 13F
Top holding
QQQ · INVESCO QQQ TR
Period
Mar 31, 2026
Filed
May 18, 2026
CIK
1777813
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →QQQ
INVESCO QQQ TR
Portfolio weight
16.15%
ALAB
ASTERA LABS INC
Portfolio weight
7.37%
U
UNITY SOFTWARE INC
Portfolio weight
6.09%
CIEN
CIENA CORP
Portfolio weight
5.25%
MU
MICRON TECHNOLOGY INC
Portfolio weight
5.14%
Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-18.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 1.4M | $808M | 16.15% | -60.0% |
| 2 | ALAB | ASTERA LABS INC | 3.4M | $369M | 7.37% | +108.9% |
| 3 | U | UNITY SOFTWARE INC | 13.9M | $305M | 6.09% | +34.5% |
| 4 | CIEN | CIENA CORP | 676.8K | $263M | 5.25% | -52.6% |
| 5 | MU | MICRON TECHNOLOGY INC | 760.4K | $257M | 5.14% | -47.1% |
| 6 | NVDA | NVIDIA CORPORATION | 1.2M | $218M | 4.35% | -77.0% |
| 7 | AMZN | AMAZON COM INC | 953.6K | $199M | 3.97% | +38.6% |
| 8 | LITE | LUMENTUM HLDGS INC | 267.4K | $188M | 3.76% | -30.1% |
| 9 | GOOGL | ALPHABET INC | 555.0K | $160M | 3.19% | +7.9% |
| 10 | COHR | COHERENT CORP | 631.2K | $150M | 3.01% | -70.4% |
| 11 | RBLX | ROBLOX CORP | 2.4M | $135M | 2.70% | +511.9% |
| 12 | SATS | ECHOSTAR CORP | 1.0M | $117M | 2.34% | +11.0% |
| 13 | TWLO | TWILIO INC | 921.6K | $116M | 2.32% | +28.6% |
| 14 | W | WAYFAIR INC | 1.4M | $108M | 2.15% | +64.3% |
| 15 | ZM | ZOOM COMMUNICATIONS INC | 1.3M | $106M | 2.11% | -- |
| 16 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 1.1M | $102M | 2.05% | -- |
| 17 | PANW | PALO ALTO NETWORKS INC | 561.8K | $90M | 1.80% | -- |
| 18 | DKS | DICKS SPORTING GOODS INC | 452.5K | $90M | 1.79% | -7.8% |
| 19 | RKT | ROCKET COS INC | 6.1M | $87M | 1.74% | +69.7% |
| 20 | VST | VISTRA CORP | 523.8K | $79M | 1.57% | -- |
| 21 | AKAM | AKAMAI TECHNOLOGIES INC | 682.8K | $78M | 1.57% | -- |
| 22 | TSLA | TESLA INC | 200.8K | $75M | 1.49% | +7.9% |
| 23 | CRWV | COREWEAVE INC | 810.5K | $63M | 1.26% | +33.7% |
| 24 | WIX | WIX COM LTD | 650.4K | $59M | 1.17% | -47.9% |
| 25 | HUBS | HUBSPOT INC | 232.1K | $57M | 1.13% | -- |
| 26 | AFRM | AFFIRM HLDGS INC | 1.2M | $55M | 1.09% | -13.7% |
| 27 | SNPS | SYNOPSYS INC | 136.9K | $54M | 1.09% | -- |
| 28 | RL | RALPH LAUREN CORP | 128.8K | $44M | 0.89% | +1.0% |
| 29 | AXON | AXON ENTERPRISE INC | 102.1K | $43M | 0.87% | -3.2% |
| 30 | WING | WINGSTOP INC | 270.3K | $42M | 0.84% | -30.7% |
| 31 | SMTC | SEMTECH CORP | 541.8K | $42M | 0.83% | -21.7% |
| 32 | ACVA | ACV AUCTIONS INC | 9.7M | $41M | 0.83% | -21.6% |
| 33 | COMP | COMPASS INC | 5.6M | $41M | 0.81% | -36.2% |
| 34 | FERG | FERGUSON ENTERPRISES INC | 146.4K | $34M | 0.68% | -17.7% |
| 35 | CHYM | CHIME FINL INC | 1.6M | $30M | 0.61% | +7.9% |
| 36 | AVAV | AEROVIRONMENT INC | 161.7K | $30M | 0.59% | -- |
| 37 | INTC | INTEL CORP | 653.8K | $29M | 0.58% | +35.1% |
| 38 | RBRK | RUBRIK INC. | 566.5K | $28M | 0.55% | -36.7% |
| 39 | FROG | JFROG LTD | 555.0K | $26M | 0.52% | +37.3% |
| 40 | MA | MASTERCARD INCORPORATED | 49.6K | $25M | 0.50% | +7.9% |
| 41 | AMBQ | AMBIQ MICRO INC | 862.2K | $22M | 0.44% | +23.8% |
| 42 | SNOW | SNOWFLAKE INC | 144.8K | $22M | 0.44% | -69.8% |
| 43 | V | VISA INC | 71.6K | $22M | 0.43% | -- |
| 44 | GFS | GLOBALFOUNDRIES INC | 474.6K | $21M | 0.42% | -- |
| 45 | ROG | ROGERS CORP | 186.1K | $20M | 0.40% | +8.2% |
| 46 | NOK | NOKIA CORP | 2.5M | $20M | 0.40% | -- |
| 47 | WRBY | WARBY PARKER INC | 687.0K | $14M | 0.29% | +74.8% |
| 48 | VECO | VEECO INSTRS INC DEL | 233.9K | $8M | 0.16% | -- |
| 49 | NBIS | NEBIUS GROUP N.V. | 63.1K | $7M | 0.13% | -- |
| 50 | EQPT | EQUIPMENTSHARE COM INC | 213.4K | $4M | 0.09% | -- |
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