Atreides Management portfolio · 2020-06-30
Disclosed long book
$693.9 million
Long positions
25
Calls / puts
0 / 1
Top 5 concentration
32.9%
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 | 629,446 | $47.8 million | 6.9% | INCREASED | — | 1Y — 5Y — |
RESTAURANT BRANDS INTL INC RESTAURANT BRANDS INTL INC · COM · 76131D103 | LONG | 860,814 | $47.0 million | 6.8% | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 445,622 | $46.8 million | 6.7% | INCREASED | — | 1Y — 5Y — |
REDFIN CORP REDFIN CORP · COM · 75737F108 | LONG | 1,049,796 | $44.0 million | 6.3% | REDUCED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 826,850 | $42.6 million | 6.1% | INCREASED | — | 1Y — 5Y — |
DISNEY WALT CO DISNEY WALT CO · COM DISNEY · 254687106 | LONG | 379,220 | $42.3 million | 6.1% | INCREASED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 29,611 | $42.0 million | 6.1% | INCREASED | — | 1Y — 5Y — |
ROKU INC ROKU INC · COM CL A · 77543R102 | LONG | 295,585 | $34.4 million | 5.0% | INCREASED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 12,290 | $33.9 million | 4.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 233,760 | $32.6 million | 4.7% | INCREASED | — | 1Y — 5Y — |
BOSTON BEER INC BOSTON BEER INC · CL A · 100557107 | LONG | 50,700 | $27.2 million | 3.9% | NEWLY REPORTED | — | 1Y — 5Y — |
ANGI HOMESERVICES INC ANGI HOMESERVICES INC · COM CL A · 00183L102 | LONG | 2,193,475 | $26.7 million | 3.8% | INCREASED | — | 1Y — 5Y — |
XILINX INC XILINX INC · COM · 983919101 | LONG | 263,900 | $26.0 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
INTEL CORP INTEL CORP · COM · 458140100 | LONG | 425,000 | $25.4 million | 3.7% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 246,300 | $24.7 million | 3.6% | NEWLY REPORTED | — | 1Y — 5Y — |
PAR TECHNOLOGY CORP PAR TECHNOLOGY CORP · COM · 698884103 | LONG | 816,803 | $24.4 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 60,748 | $23.1 million | 3.3% | REDUCED | — | 1Y — 5Y — |
ULTA BEAUTY INC ULTA BEAUTY INC · COM · 90384S303 | LONG | 104,500 | $21.3 million | 3.1% | INCREASED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 18,377 | $19.8 million | 2.9% | REDUCED | — | 1Y — 5Y — |
TARGET CORP TARGET CORP · COM · 87612E106 | LONG | 157,600 | $18.9 million | 2.7% | NEWLY REPORTED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 47,635 | $10.5 million | 1.5% | REDUCED | — | 1Y — 5Y — |
SONOS INC SONOS INC · COM · 83570H108 | LONG | 697,200 | $10.2 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
CHEWY INC CHEWY INC · CL A · 16679L109 | LONG | 223,564 | $10.0 million | 1.4% | INCREASED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 222,213 | $9.0 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
VROOM INC VROOM INC · COM · 92918V109 | LONG | 64,000 | $3.3 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | PUT | 136,500 | $14.3 million | — | NEWLY REPORTED | — | 1Y — 5Y — |