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
4 / 37
Average AI 1Y
+22.5%
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 | 2,689,858 | $304.0 million | 11.6% | NOT COMPARABLE | — | 1Y — 5Y — |
DICKS SPORTING GOODS INC DICKS SPORTING GOODS INC · COM · 253393102 | LONG | 2,173,469 | $227.4 million | 8.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AMD Advanced Micro Devices Inc. | LONG | 3,327,042 | $210.8 million | 8.0% | NOT COMPARABLE | — | 1Y +26.1% 5Y +157.0% · 25 models |
META Meta Platforms Inc. | LONG | 1,021,092 | $138.5 million | 5.3% | NOT COMPARABLE | — | 1Y +22.4% 5Y +133.8% · 25 models |
DECK Deckers Brands | LONG | 428,308 | $133.9 million | 5.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 2,296,232 | $126.3 million | 4.8% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 1,115,886 | $121.6 million | 4.6% | NOT COMPARABLE | — | 1Y — 5Y — |
HYATT HOTELS CORP HYATT HOTELS CORP · COM CL A · 448579102 | LONG | 1,229,615 | $99.5 million | 3.8% | NOT COMPARABLE | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · CL A · 74624M102 | LONG | 3,350,111 | $91.7 million | 3.5% | NOT COMPARABLE | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 652,140 | $86.3 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TWLO Twilio Inc. | LONG | 1,241,395 | $85.8 million | 3.3% | NOT COMPARABLE | — | 1Y +21.0% 5Y +109.2% · 24 models |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 10,912,926 | $81.3 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM · 070830104 | LONG | 2,292,685 | $74.7 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL · COM SER C FRMLA · 531229854 | LONG | 1,255,540 | $73.4 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 10,134,476 | $72.9 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ON HLDG AG ON HLDG AG · NAMEN AKT A · H5919C104 | LONG | 4,356,885 | $69.9 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 2,208,519 | $65.6 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 1,470,063 | $63.1 million | 2.4% | NOT COMPARABLE | — | 1Y — 5Y — |
HUBSPOT INC HUBSPOT INC · COM · 443573100 | LONG | 226,715 | $61.2 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
VAIL RESORTS INC VAIL RESORTS INC · COM · 91879Q109 | LONG | 274,784 | $59.3 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DISH NETWORK CORP DISH NETWORK CORP · CL A · 25470M109 | LONG | 4,195,417 | $58.0 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 1,731,318 | $55.9 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 331,316 | $54.6 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
MARQETA INC MARQETA INC · CLASS A COM · 57142B104 | LONG | 7,077,864 | $50.4 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
TSLA Tesla Inc. | LONG | 179,862 | $47.7 million | 1.8% | NOT COMPARABLE | — | 1Y +20.8% 5Y +138.0% · 25 models |
AMERICAN EAGLE OUTFITTERS NE AMERICAN EAGLE OUTFITTERS NE · COM · 02553E106 | LONG | 3,778,488 | $36.8 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 723,833 | $35.8 million | 1.4% | NOT COMPARABLE | — | 1Y — 5Y — |
SONDER HOLDINGS INC SONDER HOLDINGS INC · CLASS A COM · 83542D102 | LONG | 20,207,108 | $33.5 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DLOCAL LTD DLOCAL LTD · CLASS A COM · G29018101 | LONG | 1,406,952 | $28.9 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 1,388,083 | $16.8 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 3,426,887 | $10.7 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 271,158 | $8.8 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 546,328 | $5.4 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
JOBY AVIATION INC JOBY AVIATION INC · COMMON STOCK · G65163100 | LONG | 1,000,000 | $4.3 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 177,894 | $4.2 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
TABOOLA.COM LTD TABOOLA.COM LTD · ORD SHS · M8744T106 | LONG | 725,000 | $1.3 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
STARRY GROUP HOLDINGS INC STARRY GROUP HOLDINGS INC · CL A COM · 85572U102 | LONG | 866,667 | $1.3 million | 0.0% | NOT COMPARABLE | — | 1Y — 5Y — |
AMD Advanced Micro Devices Inc. | CALL | 1,130,000 | $71.6 million | — | NOT COMPARABLE | — | 1Y +26.1% 5Y +157.0% · 25 models |
SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR · TR UNIT · 78462F103 | PUT | 2,775,000 | $991.2 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | PUT | 700,000 | $38.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |