Atreides Management portfolio · 2022-12-31
Disclosed long book
$2.48 billion
Long positions
34
Calls / puts
0 / 0
Top 5 concentration
36.6%
Longs with AI data
0 / 34
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC · COM · 007903107 | LONG | 3,637,192 | $235.6 million | 9.5% | NEWLY REPORTED | — | 1Y — 5Y — |
DICKS SPORTING GOODS INC DICKS SPORTING GOODS INC · COM · 253393102 | LONG | 1,622,522 | $195.2 million | 7.9% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 2,530,586 | $159.0 million | 6.4% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 1,318,993 | $158.7 million | 6.4% | NEWLY REPORTED | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 4,236,929 | $156.9 million | 6.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DECKERS OUTDOOR CORP DECKERS OUTDOOR CORP · COM · 243537107 | LONG | 339,361 | $135.5 million | 5.5% | INCREASED | — | 1Y — 5Y — |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM · 070830104 | LONG | 2,762,043 | $116.4 million | 4.7% | NEWLY REPORTED | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 3,271,609 | $109.7 million | 4.4% | NEWLY REPORTED | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · CL A · 74624M102 | LONG | 3,772,288 | $100.9 million | 4.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 10,172,319 | $83.5 million | 3.4% | NEWLY REPORTED | — | 1Y — 5Y — |
TESLA INC TESLA INC · COM · 88160R101 | LONG | 673,945 | $83.0 million | 3.4% | INCREASED | — | 1Y — 5Y — |
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL · COM SER C FRMLA · 531229854 | LONG | 1,303,181 | $77.9 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
VAIL RESORTS INC VAIL RESORTS INC · COM · 91879Q109 | LONG | 323,343 | $77.1 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
HUBSPOT INC HUBSPOT INC · COM · 443573100 | LONG | 266,315 | $77.0 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 725,587 | $75.6 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 692,368 | $75.4 million | 3.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 1,493,069 | $62.1 million | 2.5% | NEWLY REPORTED | — | 1Y — 5Y — |
HYATT HOTELS CORP HYATT HOTELS CORP · COM CL A · 448579102 | LONG | 638,133 | $57.7 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
LAS VEGAS SANDS CORP LAS VEGAS SANDS CORP · COM · 517834107 | LONG | 1,145,413 | $55.1 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NVIDIA CORPORATION NVIDIA CORPORATION · COM · 67066G104 | LONG | 370,529 | $54.1 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
ON HLDG AG ON HLDG AG · NAMEN AKT A · H5919C104 | LONG | 3,123,903 | $53.6 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
DISH NETWORK CORP DISH NETWORK CORP · CL A · 25470M109 | LONG | 3,811,122 | $53.5 million | 2.2% | INCREASED | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 1,060,641 | $50.0 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
INTUIT INTUIT · COM · 461202103 | LONG | 123,830 | $48.2 million | 1.9% | NEWLY REPORTED | — | 1Y — 5Y — |
MARQETA INC MARQETA INC · CLASS A COM · 57142B104 | LONG | 6,988,353 | $42.7 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 482,738 | $40.5 million | 1.6% | NEWLY REPORTED | — | 1Y — 5Y — |
ATLASSIAN CORPORATION ATLASSIAN CORPORATION · CL A · 049468101 | LONG | 255,230 | $32.8 million | 1.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SONDER HOLDINGS INC SONDER HOLDINGS INC · CLASS A COM · 83542D102 | LONG | 20,252,480 | $25.1 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 1,510,436 | $18.8 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 285,223 | $9.4 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 546,328 | $5.5 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 3,426,887 | $4.0 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
JOBY AVIATION INC JOBY AVIATION INC · COMMON STOCK · G65163100 | LONG | 1,000,000 | $3.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
TABOOLA.COM LTD TABOOLA.COM LTD · ORD SHS · M8744T106 | LONG | 725,000 | $2.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |