Atreides Management, LP holdings history

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161 is the total number of securities Atreides Management, LP has owned. The longest Atreides Management, LP has owned a single stock is 16 quarters.

Atreides Management, LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
TSLA TESLA INC16160.55%2.26%6.49%Q4 2019Q3 202316
SQ SQUARE INC721.38%3.99%7.62%Q4 2019Q3 202314
MU MICRON TECHNOLOGY INC1031.19%2.51%6.02%Q4 2019Q3 202313
DECK DECKERS OUTDOOR CORP12121.46%3.04%5.34%Q3 2020Q2 202312
TTWO TAKE-TWO INTERACTIVE S...840.23%2.95%7.47%Q4 2019Q2 202312
TWLO TWILIO INC12120.54%2.34%5.43%Q4 2019Q3 202212
W WAYFAIR INC1110.23%1.41%3.83%Q4 2019Q3 202312
AMZN AMAZON COM INC921.60%5.75%11.66%Q1 2020Q2 202311
DKS DICKS SPORTING GOODS INC11111.38%5.27%9.13%Q4 2020Q2 202311
ACVA ACV AUCTIONS INC11110.16%2.27%5.37%Q1 2021Q3 202311
MGM MGM RESORTS INTERNATIONAL11110.50%1.92%4.32%Q1 2021Q3 202311
ROKU ROKU INC11110.17%1.47%4.86%Q4 2019Q2 202211
DISH DISH NETWORK CORPORATION10101.48%3.28%5.26%Q3 2020Q4 202210
TBLA TABOOLA.COM LTD10100.03%0.10%0.18%Q2 2021Q3 202310
GOOGL ALPHABET INC511.20%4.55%8.31%Q4 2019Q3 20239
AEO AMERICAN EAGLE OUTFITT...990.97%4.47%9.62%Q3 2020Q3 20229
DIS DISNEY WALT CO991.66%4.32%7.67%Q4 2019Q4 20219
FWONK LIBERTY MEDIA CORP DEL991.13%1.85%3.07%Q2 2021Q2 20239
JOBY AVIATION INC990.11%0.19%0.26%Q3 2021Q3 20239
AMD ADVANCED MICRO DEVICES...513.31%6.98%11.61%Q4 2019Q3 20238
CRWD CROWDSTRIKE HLDGS INC321.33%3.07%5.87%Q1 2020Q3 20238
TGT TARGET CORP771.89%2.71%3.43%Q2 2020Q4 20217
RDFN REDFIN CORP770.30%2.58%6.21%Q4 2019Q2 20217
CZR CAESARS ENTERTAINMENT ...771.47%2.44%3.20%Q3 2021Q1 20237
ESTC ELASTIC N V411.23%2.24%4.32%Q4 2019Q2 20237
CPARU CATALYST PARTNRS ACQUI...770.09%0.16%0.22%Q2 2021Q4 20227
ATVI ACTIVISION BLIZZARD INC660.72%5.42%9.17%Q4 2019Q1 20216
FB META PLATFORMS INC411.85%5.08%8.74%Q4 2019Q3 20236
UBER UBER TECHNOLOGIES INC661.81%4.11%7.69%Q3 2020Q4 20216
MRVL MARVELL TECHNOLOGY INC420.05%2.88%6.84%Q2 2021Q2 20236
BILL BILL HOLDINGS INC661.75%2.38%3.07%Q1 2022Q2 20236
DT DYNATRACE INC421.09%1.64%2.71%Q1 2020Q3 20216
SONDER HOLDINGS INC660.28%0.67%1.09%Q1 2022Q2 20236
SPY SPDR S&P 500 ETF TR419.88%19.31%26.06%Q3 2020Q3 20225
PSTG PURE STORAGE INC552.41%5.72%9.07%Q3 2022Q3 20235
BATH & BODY WORKS INC551.96%4.12%5.43%Q3 2022Q3 20235
NVDA NVIDIA CORPORATION411.53%3.73%7.64%Q4 2019Q4 20225
SAM BOSTON BEER INC550.79%2.64%3.88%Q2 2020Q2 20215
H HYATT HOTELS CORP551.31%2.49%3.51%Q1 2022Q1 20235
MTN VAIL RESORTS INC551.56%2.37%3.04%Q1 2022Q1 20235
CFLT CONFLUENT INC320.11%2.22%3.64%Q2 2022Q3 20235
PAR PAR TECHNOLOGY CORP550.34%1.92%3.45%Q1 2020Q1 20215
Z ZILLOW GROUP INC550.99%1.65%2.78%Q3 2020Q3 20215
SONO SONOS INC550.49%0.89%1.44%Q2 2020Q2 20215
QQQ INVESCO QQQ TR216.25%11.00%14.24%Q1 2021Q2 20234
INTC INTEL CORP210.52%3.35%6.70%Q2 2020Q4 20214
SNAP SNAP INC212.11%3.17%4.55%Q4 2019Q1 20224
ZEN ZENDESK INC311.05%2.11%2.87%Q4 2019Q1 20214
COIN COINBASE GLOBAL INC441.70%2.06%2.48%Q2 2021Q1 20224
DLO DLOCAL LTD440.76%1.87%2.86%Q4 2021Q3 20224
FTCH FARFETCH LTD220.92%1.85%2.59%Q4 2020Q3 20224
SAMSARA INC440.33%0.51%0.74%Q1 2022Q4 20224
AGCUU ALTIMETER GROWTH CORP440.09%0.13%0.23%Q4 2020Q3 20214
OWLET INC440.03%0.05%0.07%Q3 2021Q2 20224
RH RH335.21%7.77%9.16%Q1 2023Q3 20233
TWTR TWITTER INC336.75%7.30%8.27%Q1 2021Q3 20213
QSR RESTAURANT BRANDS INTL...332.16%4.70%6.64%Q4 2019Q2 20203
GOOGL ALPHABET INC211.59%4.29%6.54%Q2 2021Q1 20233
ANGI ANGI HOMESERVICES INC332.55%3.32%3.76%Q4 2019Q2 20203
ULTA ULTA BEAUTY INC331.68%2.71%3.46%Q4 2019Q2 20203
LYFT LYFT INC211.13%2.14%3.73%Q4 2019Q1 20213
EA ELECTRONIC ARTS INC331.12%1.97%2.41%Q1 2021Q3 20213
PINS PINTEREST INC211.43%1.87%2.36%Q4 2020Q2 20233
MQ MARQETA INC331.32%1.72%2.15%Q2 2022Q4 20223
IIVI II-VI INC330.91%1.69%2.16%Q1 2021Q3 20213
LVS LAS VEGAS SANDS CORP211.12%1.62%2.17%Q4 2022Q3 20233
MAR MARRIOTT INTL INC NEW210.59%1.59%2.62%Q4 2020Q1 20223
CHWY CHEWY INC331.41%1.57%1.85%Q4 2019Q2 20203
WYNN WYNN RESORTS LTD211.04%1.22%1.59%Q4 2019Q1 20213
OPEN OPENDOOR TECHNOLOGIES INC330.16%0.79%1.94%Q2 2022Q4 20223
HASHICORP INC210.12%0.45%1.03%Q4 2021Q3 20233
STARRY GROUP HOLDINGS INC330.03%0.13%0.22%Q1 2022Q3 20223
AMPLITUDE INC330.04%0.10%0.21%Q1 2023Q3 20233
BIRD GLOBAL INC330.00%0.02%0.04%Q4 2021Q2 20223
PYPL PAYPAL HLDGS INC226.55%7.26%7.98%Q2 2023Q3 20232
SE SEA LTD223.14%6.66%10.18%Q2 2023Q3 20232
AMD ADVANCED MICRO DEVICES...112.86%6.16%9.46%Q4 2019Q1 20232
FISV FISERV INC223.26%5.06%6.85%Q3 2020Q4 20202
MSFT MICROSOFT CORP110.67%3.68%6.70%Q1 2023Q3 20232
DIS DISNEY WALT CO221.19%3.53%5.87%Q3 2020Q4 20202
ABNB AIRBNB INC221.85%3.47%5.10%Q1 2022Q2 20222
NVDA NVIDIA CORPORATION111.52%2.68%3.84%Q3 2020Q3 20232
HUBS HUBSPOT INC221.61%2.32%3.04%Q3 2022Q4 20222
NKE NIKE INC221.47%2.27%3.06%Q4 2019Q1 20202
GDRX GOODRX HLDGS INC222.21%2.22%2.24%Q2 2021Q3 20212
AMZN AMAZON COM INC111.41%1.99%2.57%Q2 2021Q2 20222
ON HLDG AG221.84%1.98%2.11%Q3 2022Q4 20222
SQ BLOCK INC111.37%1.74%2.10%Q2 2022Q1 20232
CARG CARGURUS INC221.43%1.61%1.78%Q4 2020Q1 20212
TPR TAPESTRY INC221.35%1.60%1.86%Q1 2021Q2 20212
WIX WIX COM LTD221.07%1.60%2.12%Q1 2021Q2 20212
AMD ADVANCED MICRO DEVICES...111.17%1.53%1.88%Q3 2022Q2 20232
SQ SQUARE INC111.01%1.52%2.02%Q2 2020Q3 20222
PLNT PLANET FITNESS INC110.91%1.51%2.11%Q1 2021Q2 20232
PCOR PROCORE TECHNOLOGIES INC220.94%1.46%1.97%Q3 2022Q4 20222
TWTR TWITTER INC111.43%1.43%1.44%Q1 2021Q3 20212
PAGS PAGSEGURO DIGITAL LTD220.93%1.26%1.59%Q4 2020Q1 20212
NTNX NUTANIX INC220.86%0.89%0.92%Q1 2021Q2 20212
W WAYFAIR INC110.63%0.78%0.92%Q1 2021Q1 20232
NET CLOUDFLARE INC220.68%0.75%0.82%Q3 2020Q4 20202
RVLV REVOLVE GROUP INC220.54%0.66%0.77%Q4 2020Q1 20212
LAMR LAMAR ADVERTISING CO NEW110.36%0.63%0.90%Q3 2020Q1 20212
BC BRUNSWICK CORP220.32%0.43%0.53%Q1 2023Q2 20232
PENN PENN NATL GAMING INC118.28%8.28%8.28%Q3 2021Q3 20211
TGT TARGET CORP115.81%5.81%5.81%Q4 2020Q4 20201
OKTA OKTA INC115.46%5.46%5.46%Q4 2021Q4 20211
CMCSA COMCAST CORP NEW115.22%5.22%5.22%Q1 2020Q1 20201
MA MASTERCARD INCORPORATED113.78%3.78%3.78%Q4 2021Q4 20211
XLNX XILINX INC113.67%3.67%3.67%Q2 2020Q2 20201
MCD MCDONALDS CORP113.43%3.43%3.43%Q1 2020Q1 20201
ORCL ORACLE CORP113.42%3.42%3.42%Q2 2022Q2 20221
SHOP SHOPIFY INC113.20%3.20%3.20%Q2 2022Q2 20221
TREE LENDINGTREE INC NEW112.99%2.99%2.99%Q4 2020Q4 20201
DDOG DATADOG INC112.86%2.86%2.86%Q1 2023Q1 20231
MTCH MATCH GROUP INC NEW112.86%2.86%2.86%Q3 2021Q3 20211
PLAN ANAPLAN INC112.75%2.75%2.75%Q3 2021Q3 20211
CIEN CIENA CORP112.55%2.55%2.55%Q3 2023Q3 20231
UBER UBER TECHNOLOGIES INC112.42%2.42%2.42%Q4 2020Q4 20201
NVDA NVIDIA CORP112.29%2.29%2.29%Q4 2019Q4 20191
TJX TJX COS INC NEW112.21%2.21%2.21%Q1 2021Q1 20211
CVNA CARVANA CO112.20%2.20%2.20%Q1 2020Q1 20201
SE SEA LTD112.16%2.16%2.16%Q3 2023Q3 20231
BKNG BOOKING HOLDINGS INC111.90%1.90%1.90%Q3 2020Q3 20201
INTU INTUIT111.90%1.90%1.90%Q4 2022Q4 20221
NFLX NETFLIX INC111.83%1.83%1.83%Q2 2021Q2 20211
NOW SERVICENOW INC111.44%1.44%1.44%Q2 2022Q2 20221
MU MICRON TECHNOLOGY INC111.44%1.44%1.44%Q3 2020Q3 20201
HPE HEWLETT PACKARD ENTERP...111.34%1.34%1.34%Q2 2023Q2 20231
ATLASSIAN CORPORATION111.30%1.30%1.30%Q4 2022Q4 20221
MSFT MICROSOFT CORP111.28%1.28%1.28%Q1 2021Q1 20211
NCLH NORWEGIAN CRUISE LINE ...111.27%1.27%1.27%Q3 2020Q3 20201
WH WYNDHAM HOTELS & RESOR...111.26%1.26%1.26%Q4 2020Q4 20201
SNAP SNAP INC111.25%1.25%1.25%Q4 2020Q4 20201
FIVN FIVE9 INC111.18%1.18%1.18%Q4 2021Q4 20211
UBER UBER TECHNOLOGIES INC111.06%1.06%1.06%Q3 2021Q3 20211
FL FOOT LOCKER INC111.06%1.06%1.06%Q1 2021Q1 20211
RCL ROYAL CARIBBEAN GROUP111.05%1.05%1.05%Q3 2020Q3 20201
ZM ZOOM VIDEO COMMUNICATI...111.01%1.01%1.01%Q2 2021Q2 20211
RSI RUSH STREET INTERACTIV...110.95%0.95%0.95%Q4 2020Q4 20201
TSCO TRACTOR SUPPLY CO110.91%0.91%0.91%Q4 2019Q4 20191
LIBERTY MEDIA CORP DEL110.90%0.90%0.90%Q3 2023Q3 20231
SOFI SOFI TECHNOLOGIES INC110.86%0.86%0.86%Q2 2021Q2 20211
ABNB AIRBNB INC110.84%0.84%0.84%Q1 2022Q1 20221
T AT&T INC110.80%0.80%0.80%Q2 2022Q2 20221
TDOC TELADOC HEALTH INC110.67%0.67%0.67%Q3 2020Q3 20201
GRAB HOLDINGS LIMITED110.66%0.66%0.66%Q4 2021Q4 20211
ANF ABERCROMBIE & FITCH CO110.65%0.65%0.65%Q4 2020Q4 20201
SAM BOSTON BEER INC110.60%0.60%0.60%Q3 2021Q3 20211
TRIP TRIPADVISOR INC110.51%0.51%0.51%Q1 2021Q1 20211
BIGC BIGCOMMERCE HLDGS INC110.48%0.48%0.48%Q1 2021Q1 20211
VRM VROOM INC110.47%0.47%0.47%Q2 2020Q2 20201
TJX TJX COS INC NEW110.37%0.37%0.37%Q1 2021Q1 20211
PTON PELOTON INTERACTIVE INC110.36%0.36%0.36%Q4 2021Q4 20211
DRI DARDEN RESTAURANTS INC110.34%0.34%0.34%Q1 2021Q1 20211
SONDER HOLDINGS INC110.27%0.27%0.27%Q3 2023Q3 20231
HAS HASBRO INC110.25%0.25%0.25%Q3 2023Q3 20231
PSFE PAYSAFE LIMITED110.24%0.24%0.24%Q1 2021Q1 20211
COHERENT CORP110.19%0.19%0.19%Q3 2023Q3 20231
OLAPLEX HLDGS INC110.12%0.12%0.12%Q3 2021Q3 20211
S SENTINELONE INC110.02%0.02%0.02%Q2 2021Q2 20211
GRAB HOLDINGS LIMITED110.01%0.01%0.01%Q4 2021Q4 20211
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The securities at the top of the list , including TESLA INC, SQUARE INC, and MICRON TECHNOLOGY INC, are the highest-conviction holdings of Atreides Management, LP.

The conviction is calculated by counting the number of quarters a security has been reported by Atreides Management, LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Atreides Management, LP owns currently or has owned in the past.