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
0 / 35
Average AI 1Y
—
| 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% | NEWLY REPORTED | — | 1Y — 5Y — |
INTEL CORP INTEL CORP · COM · 458140100 | LONG | 4,165,110 | $214.5 million | 6.8% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN EAGLE OUTFITTERS NE AMERICAN EAGLE OUTFITTERS NE · COM · 02553E106 | LONG | 7,563,888 | $191.5 million | 6.1% | INCREASED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 779,392 | $174.7 million | 5.6% | NEWLY REPORTED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 659,353 | $173.6 million | 5.5% | INCREASED | — | 1Y — 5Y — |
DISH NETWORK CORP DISH NETWORK CORP · CL A · 25470M109 | LONG | 5,187,126 | $168.3 million | 5.4% | INCREASED | — | 1Y — 5Y — |
DICKS SPORTING GOODS INC DICKS SPORTING GOODS INC · COM · 253393102 | LONG | 1,289,398 | $148.3 million | 4.7% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 893,292 | $144.3 million | 4.6% | INCREASED | — | 1Y — 5Y — |
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 3,429,612 | $143.8 million | 4.6% | INCREASED | — | 1Y — 5Y — |
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC · COM · 595112103 | LONG | 1,469,677 | $136.9 million | 4.4% | INCREASED | — | 1Y — 5Y — |
ALPHABET INC ALPHABET INC · CAP STK CL A · 02079K305 | LONG | 47,115 | $136.5 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ROKU INC ROKU INC · COM CL A · 77543R102 | LONG | 539,765 | $123.2 million | 3.9% | INCREASED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 336,645 | $121.0 million | 3.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DISNEY WALT CO DISNEY WALT CO · COM · 254687106 | LONG | 733,927 | $113.7 million | 3.6% | INCREASED | — | 1Y — 5Y — |
DECKERS OUTDOOR CORP DECKERS OUTDOOR CORP · COM · 243537107 | LONG | 275,512 | $100.9 million | 3.2% | INCREASED | — | 1Y — 5Y — |
TARGET CORP TARGET CORP · COM · 87612E106 | LONG | 410,151 | $94.9 million | 3.0% | REDUCED | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 1,012,755 | $94.7 million | 3.0% | NEWLY REPORTED | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 2,042,504 | $91.7 million | 2.9% | NEWLY REPORTED | — | 1Y — 5Y — |
COINBASE GLOBAL INC COINBASE GLOBAL INC · COM CL A · 19260Q107 | LONG | 276,938 | $69.9 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL · COM SER C FRMLA · 531229854 | LONG | 1,001,538 | $63.3 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 312,968 | $59.5 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 49,788 | $52.6 million | 1.7% | INCREASED | — | 1Y — 5Y — |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 1,244,736 | $44.4 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
ELASTIC N V ELASTIC N V · ORD SHS · N14506104 | LONG | 318,648 | $39.2 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 217,695 | $38.7 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 1,956,573 | $36.9 million | 1.2% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · CLASS A ORD · G4124C109 | LONG | 2,940,660 | $21.0 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC · CL A COM · 70614W100 | LONG | 323,120 | $11.6 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
JOBY AVIATION INC JOBY AVIATION INC · COMMON STOCK · G65163100 | LONG | 1,000,000 | $7.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
HASHICORP INC HASHICORP INC · COM CL A · 418100103 | LONG | 75,000 | $6.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TABOOLA.COM LTD TABOOLA.COM LTD · ORD SHS · M8744T106 | LONG | 725,000 | $5.6 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 550,473 | $5.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
BIRD GLOBAL INC BIRD GLOBAL INC · COM CL A · 09077J107 | LONG | 219,451 | $1.4 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
OWLET INC OWLET INC · COM CL A · 69120X107 | LONG | 500,000 | $1.3 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
GRAB HOLDINGS LIMITED GRAB HOLDINGS LIMITED · *W EXP 12/01/202 · G4124C117 | LONG | 88,131 | $186,000 | — | NEWLY REPORTED | — | 1Y — 5Y — |
FIVE9 INC FIVE9 INC · COM · 338307101 | CALL | 275,000 | $37.8 million | — | NEWLY REPORTED | — | 1Y — 5Y — |