SEC Form 13F

Atreides Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$14,335,417,162
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPACE EXPLORATION TECHN CORPSPCXCLASS A COM STK$4,670,106,64127,332,943
INVESCO QQQ TRQQQUNIT SER 1$2,356,480,0003,200,000
MICRON TECHNOLOGY INCMUCOM$821,120,352711,364
CEREBRAS SYSTEMS INCCBRSCOM CL A$687,329,0063,110,086
META PLATFORMS INCMETACL A$675,948,0001,200,000
ASTERA LABS INCALABCOM$587,736,3211,216,795
CIENA CORPCIENCOM NEW$337,760,862688,521
CREDO TECHNOLOGY GROUP HOLDICRDOORDINARY SHARES$307,109,0561,129,285
PALO ALTO NETWORKS INCPANWCOM$299,058,853876,954
UNITY SOFTWARE INCUCOM$292,825,50710,245,819

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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