Atreides Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $5.0B in reported equity holdings across 52 positions. The largest holdings are IWM (16.2%), ALAB (7.4%), U (6.1%), CIEN (5.3%), MU (5.1%). The portfolio is concentrated in Other (92.9%), Communication Services (3.2%), Consumer Cyclical (1.8%). Data sourced from SEC EDGAR 13F filings (CIK 1777813).