Atreides Management, LP — 13F holdings

Atreides Management, LP reported 49 holdings worth $14.3B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $4.67B (32.6%)
2. QQQ Invesco Qqq Tr — $2.36B (16.4%)
3. META META PLATFORMS INC — $903M (6.3%)
4. CBRS CEREBRAS SYSTEMS INC — $842M (5.9%)
5. MU MICRON TECHNOLOGY INC — $821M (5.7%)
6. ALAB ASTERA LABS INC — $588M (4.1%)
7. CIEN CIENA CORP — $338M (2.4%)
8. CRDO CREDO TECHNOLOGY GROUP HOLDI — $307M (2.1%)
9. PANW PALO ALTO NETWORKS INC — $299M (2.1%)
10. U UNITY SOFTWARE INC — $293M (2.0%)