Atreides Management portfolio · 2020-03-31
Disclosed long book
$452.2 million
Long positions
24
Calls / puts
0 / 0
Top 5 concentration
36.7%
Longs with AI data
0 / 24
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 | 697,246 | $41.5 million | 9.2% | INCREASED | — | 1Y — 5Y — |
DISNEY WALT CO DISNEY WALT CO · COM DISNEY · 254687106 | LONG | 359,020 | $34.7 million | 7.7% | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 657,422 | $34.4 million | 7.6% | INCREASED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 27,041 | $31.4 million | 6.9% | INCREASED | — | 1Y — 5Y — |
RESTAURANT BRANDS INTL INC RESTAURANT BRANDS INTL INC · COM · 76131D103 | LONG | 598,014 | $23.9 million | 5.3% | INCREASED | — | 1Y — 5Y — |
COMCAST CORP NEW COMCAST CORP NEW · CL A · 20030N101 | LONG | 687,200 | $23.6 million | 5.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 44,401 | $23.3 million | 5.1% | REDUCED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 10,900 | $21.3 million | 4.7% | NEWLY REPORTED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 174,660 | $20.7 million | 4.6% | INCREASED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 222,335 | $19.9 million | 4.4% | INCREASED | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 349,800 | $19.5 million | 4.3% | INCREASED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 70,448 | $18.6 million | 4.1% | REDUCED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 420,300 | $17.7 million | 3.9% | INCREASED | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 1,067,973 | $16.5 million | 3.6% | REDUCED | — | 1Y — 5Y — |
ULTA BEAUTY INC ULTA BEAUTY INC · COM · 90384S303 | LONG | 89,000 | $15.6 million | 3.5% | INCREASED | — | 1Y — 5Y — |
MCDONALDS CORP MCDONALDS CORP · COM · 580135101 | LONG | 93,800 | $15.5 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 513,800 | $12.2 million | 2.7% | NEWLY REPORTED | — | 1Y — 5Y — |
ANGI HOMESERVICES INC ANGI HOMESERVICES INC · COM CL A · 00183L102 | LONG | 2,193,475 | $11.5 million | 2.5% | INCREASED | — | 1Y — 5Y — |
ROKU INC ROKU INC · COM CL A · 77543R102 | LONG | 118,685 | $10.4 million | 2.3% | INCREASED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 180,700 | $10.0 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
PAR TECHNOLOGY CORP PAR TECHNOLOGY CORP · COM · 698884103 | LONG | 699,100 | $9.0 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CHEWY INC CHEWY INC · CL A · 16679L109 | LONG | 223,564 | $8.4 million | 1.9% | INCREASED | — | 1Y — 5Y — |
NIKE INC NIKE INC · CL B · 654106103 | LONG | 80,400 | $6.7 million | 1.5% | REDUCED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 107,800 | $6.0 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |