Atreides Management portfolio · 2022-09-30
Disclosed long book
$2.63 billion
Long positions
37
Calls / puts
1 / 2
Top 5 concentration
38.6%
Longs with AI data
0 / 37
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 | 2,689,858 | $304.0 million | 11.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DICKS SPORTING GOODS INC DICKS SPORTING GOODS INC · COM · 253393102 | LONG | 2,173,469 | $227.4 million | 8.7% | INCREASED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 3,327,042 | $210.8 million | 8.0% | NEWLY REPORTED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 1,021,092 | $138.5 million | 5.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DECKERS OUTDOOR CORP DECKERS OUTDOOR CORP · COM · 243537107 | LONG | 428,308 | $133.9 million | 5.1% | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 2,296,232 | $126.3 million | 4.8% | INCREASED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 1,115,886 | $121.6 million | 4.6% | NEWLY REPORTED | — | 1Y — 5Y — |
HYATT HOTELS CORP HYATT HOTELS CORP · COM CL A · 448579102 | LONG | 1,229,615 | $99.5 million | 3.8% | NEWLY REPORTED | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · CL A · 74624M102 | LONG | 3,350,111 | $91.7 million | 3.5% | NEWLY REPORTED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 652,140 | $86.3 million | 3.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TWILIO INC TWILIO INC · CL A · 90138F102 | LONG | 1,241,395 | $85.8 million | 3.3% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 10,912,926 | $81.3 million | 3.1% | INCREASED | — | 1Y — 5Y — |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM · 070830104 | LONG | 2,292,685 | $74.7 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL · COM SER C FRMLA · 531229854 | LONG | 1,255,540 | $73.4 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 10,134,476 | $72.9 million | 2.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ON HLDG AG ON HLDG AG · NAMEN AKT A · H5919C104 | LONG | 4,356,885 | $69.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 2,208,519 | $65.6 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 1,470,063 | $63.1 million | 2.4% | NEWLY REPORTED | — | 1Y — 5Y — |
HUBSPOT INC HUBSPOT INC · COM · 443573100 | LONG | 226,715 | $61.2 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
VAIL RESORTS INC VAIL RESORTS INC · COM · 91879Q109 | LONG | 274,784 | $59.3 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DISH NETWORK CORP DISH NETWORK CORP · CL A · 25470M109 | LONG | 4,195,417 | $58.0 million | 2.2% | INCREASED | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 1,731,318 | $55.9 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 331,316 | $54.6 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
MARQETA INC MARQETA INC · CLASS A COM · 57142B104 | LONG | 7,077,864 | $50.4 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 179,862 | $47.7 million | 1.8% | INCREASED | — | 1Y — 5Y — |
AMERICAN EAGLE OUTFITTERS NE AMERICAN EAGLE OUTFITTERS NE · COM · 02553E106 | LONG | 3,778,488 | $36.8 million | 1.4% | REDUCED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 723,833 | $35.8 million | 1.4% | NEWLY REPORTED | — | 1Y — 5Y — |
SONDER HOLDINGS INC SONDER HOLDINGS INC · CLASS A COM · 83542D102 | LONG | 20,207,108 | $33.5 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 1,406,952 | $28.9 million | 1.1% | NEWLY REPORTED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 1,388,083 | $16.8 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 3,426,887 | $10.7 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 271,158 | $8.8 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 546,328 | $5.4 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
JOBY AVIATION INC JOBY AVIATION INC · COMMON STOCK · G65163100 | LONG | 1,000,000 | $4.3 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 177,894 | $4.2 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
TABOOLA.COM LTD TABOOLA.COM LTD · ORD SHS · M8744T106 | LONG | 725,000 | $1.3 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
STARRY GROUP HOLDINGS INC STARRY GROUP HOLDINGS INC · CL A COM · 85572U102 | LONG | 866,667 | $1.3 million | 0.0% | NEWLY REPORTED | — | 1Y — 5Y — |
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | CALL | 1,130,000 | $71.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR · TR UNIT · 78462F103 | PUT | 2,775,000 | $991.2 million | — | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | PUT | 700,000 | $38.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |