Atreides Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $14.3B in reported equity holdings across 47 positions. The largest holdings are SPCX (32.6%), IWM (16.4%), META (6.3%), CBRS (5.9%), MU (5.7%). The portfolio is concentrated in Other (91.3%), Communication Services (7.5%), Technology (0.6%). Data sourced from SEC EDGAR 13F filings (CIK 1777813).