Atreides Management portfolio · 2019-12-31
Disclosed long book
$413.4 million
Long positions
25
Calls / puts
0 / 2
Top 5 concentration
36.9%
Longs with AI data
0 / 25
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
ACTIVISION BLIZZARD INC ACTIVISION BLIZZARD INC · COM · 00507V109 | LONG | 617,046 | $36.7 million | 8.9% | NOT COMPARABLE | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 141,548 | $33.3 million | 8.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 67,621 | $28.3 million | 6.8% | NOT COMPARABLE | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 133,827 | $27.5 million | 6.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 20,041 | $26.8 million | 6.5% | NOT COMPARABLE | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 544,885 | $25.0 million | 6.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DISNEY WALT CO DISNEY WALT CO · COM DISNEY · 254687106 | LONG | 160,620 | $23.2 million | 5.6% | NOT COMPARABLE | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 1,081,473 | $22.9 million | 5.5% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 167,560 | $20.5 million | 5.0% | NOT COMPARABLE | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 184,619 | $16.7 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SNAP INC SNAP INC · CL A · 83304A106 | LONG | 1,001,100 | $16.3 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
LYFT INC LYFT INC · CL A COM · 55087P104 | LONG | 378,356 | $16.3 million | 3.9% | NOT COMPARABLE | — | 1Y — 5Y — |
ANGI HOMESERVICES INC ANGI HOMESERVICES INC · COM CL A · 00183L102 | LONG | 1,883,975 | $16.0 million | 3.9% | NOT COMPARABLE | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 241,400 | $15.1 million | 3.7% | NOT COMPARABLE | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 138,935 | $13.7 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
NIKE INC NIKE INC · CL B · 654106103 | LONG | 131,800 | $13.4 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 173,900 | $11.2 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
ZENDESK INC ZENDESK INC · COM · 98936J101 | LONG | 144,268 | $11.1 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
RESTAURANT BRANDS INTL INC RESTAURANT BRANDS INTL INC · COM · 76131D103 | LONG | 147,400 | $9.4 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ULTA BEAUTY INC ULTA BEAUTY INC · COM · 90384S303 | LONG | 29,000 | $7.3 million | 1.8% | NOT COMPARABLE | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 129,800 | $7.0 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
CHEWY INC CHEWY INC · CL A · 16679L109 | LONG | 217,605 | $6.3 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
WYNN RESORTS LTD WYNN RESORTS LTD · COM · 983134107 | LONG | 32,601 | $4.5 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TRACTOR SUPPLY CO TRACTOR SUPPLY CO · COM · 892356106 | LONG | 42,400 | $4.0 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
ROKU INC ROKU INC · COM CL A · 77543R102 | LONG | 8,388 | $1.1 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | PUT | 272,000 | $12.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | PUT | 42,500 | $10.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |