Atreides Management portfolio · 2021-12-31
Disclosed long book
$3.14 billion
Long positions
35
Calls / puts
1 / 0
Top 5 concentration
34.4%
Longs with AI data
4 / 35
Average AI 1Y
+20.4%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
This quarter is marked source summary variance, so change classifications are withheld.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 97,446 | $324.9 million | 10.4% | NOT COMPARABLE | — | 1Y — 5Y — |
INTEL CORP INTEL CORP · COM · 458140100 | LONG | 4,165,110 | $214.5 million | 6.8% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN EAGLE OUTFITTERS NE AMERICAN EAGLE OUTFITTERS NE · COM · 02553E106 | LONG | 7,563,888 | $191.5 million | 6.1% | NOT COMPARABLE | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 779,392 | $174.7 million | 5.6% | NOT COMPARABLE | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 659,353 | $173.6 million | 5.5% | NOT COMPARABLE | — | 1Y +21.0% 5Y +109.2% · 24 models |
DISH NETWORK CORP DISH NETWORK CORP · CL A · 25470M109 | LONG | 5,187,126 | $168.3 million | 5.4% | NOT COMPARABLE | — | 1Y — 5Y — |
DICKS SPORTING GOODS INC DICKS SPORTING GOODS INC · COM · 253393102 | LONG | 1,289,398 | $148.3 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 893,292 | $144.3 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 3,429,612 | $143.8 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 1,469,677 | $136.9 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 47,115 | $136.5 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ROKU Roku Inc | LONG | 539,765 | $123.2 million | 3.9% | NOT COMPARABLE | — | 1Y +25.3% 5Y +117.1% · 24 models |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 336,645 | $121.0 million | 3.9% | NOT COMPARABLE | — | 1Y — 5Y — |
DIS Walt Disney Co. | LONG | 733,927 | $113.7 million | 3.6% | NOT COMPARABLE | — | 1Y +14.7% 5Y +71.8% · 25 models |
DECK Deckers Brands | LONG | 275,512 | $100.9 million | 3.2% | NOT COMPARABLE | — | 1Y — 5Y — |
TARGET CORP TARGET CORP · COM · 87612E106 | LONG | 410,151 | $94.9 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 1,012,755 | $94.7 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 2,042,504 | $91.7 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
COINBASE GLOBAL INC COINBASE GLOBAL INC · COM CL A · 19260Q107 | LONG | 276,938 | $69.9 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL · COM SER C FRMLA · 531229854 | LONG | 1,001,538 | $63.3 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 312,968 | $59.5 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
TSLA Tesla Inc. | LONG | 49,788 | $52.6 million | 1.7% | NOT COMPARABLE | — | 1Y +20.8% 5Y +138.0% · 25 models |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 1,244,736 | $44.4 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 318,648 | $39.2 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 217,695 | $38.7 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 1,956,573 | $36.9 million | 1.2% | NOT COMPARABLE | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 2,940,660 | $21.0 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 323,120 | $11.6 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
JOBY AVIATION INC JOBY AVIATION INC · COMMON STOCK · G65163100 | LONG | 1,000,000 | $7.3 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
HASHICORP INC HASHICORP INC · COM CL A · 418100103 | LONG | 75,000 | $6.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
TABOOLA.COM LTD TABOOLA.COM LTD · ORD SHS · M8744T106 | LONG | 725,000 | $5.6 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 550,473 | $5.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
BIRD GLOBAL INC BIRD GLOBAL INC · COM CL A · 09077J107 | LONG | 219,451 | $1.4 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
OWLET INC OWLET INC · COM CL A · 69120X107 | LONG | 500,000 | $1.3 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · *W EXP 12/01/202 · G4124C117 | LONG | 88,131 | $186,000 | — | NOT COMPARABLE | — | 1Y — 5Y — |
FIVE9 INC FIVE9 INC · COM · 338307101 | CALL | 275,000 | $37.8 million | — | NOT COMPARABLE | — | 1Y — 5Y — |