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
5 / 34
Average AI 1Y
+23.8%
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 |
|---|---|---|---|---|---|---|---|
AMD Advanced Micro Devices Inc. | LONG | 3,637,192 | $235.6 million | 9.5% | NOT COMPARABLE | — | 1Y +26.1% 5Y +157.0% · 27 models |
DICKS SPORTING GOODS INC DICKS SPORTING GOODS INC · COM · 253393102 | LONG | 1,622,522 | $195.2 million | 7.9% | NOT COMPARABLE | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 2,530,586 | $159.0 million | 6.4% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 1,318,993 | $158.7 million | 6.4% | NOT COMPARABLE | — | 1Y +22.1% 5Y +130.9% · 27 models |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 4,236,929 | $156.9 million | 6.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DECK Deckers Brands | LONG | 339,361 | $135.5 million | 5.5% | NOT COMPARABLE | — | 1Y — 5Y — |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM · 070830104 | LONG | 2,762,043 | $116.4 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 3,271,609 | $109.7 million | 4.4% | NOT COMPARABLE | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · CL A · 74624M102 | LONG | 3,772,288 | $100.9 million | 4.1% | NOT COMPARABLE | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 10,172,319 | $83.5 million | 3.4% | NOT COMPARABLE | — | 1Y — 5Y — |
TSLA Tesla Inc. | LONG | 673,945 | $83.0 million | 3.4% | NOT COMPARABLE | — | 1Y +21.0% 5Y +131.9% · 27 models |
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL · COM SER C FRMLA · 531229854 | LONG | 1,303,181 | $77.9 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
VAIL RESORTS INC VAIL RESORTS INC · COM · 91879Q109 | LONG | 323,343 | $77.1 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
HUBSPOT INC HUBSPOT INC · COM · 443573100 | LONG | 266,315 | $77.0 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 725,587 | $75.6 million | 3.1% | NOT COMPARABLE | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 692,368 | $75.4 million | 3.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 1,493,069 | $62.1 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
HYATT HOTELS CORP HYATT HOTELS CORP · COM CL A · 448579102 | LONG | 638,133 | $57.7 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
LAS VEGAS SANDS CORP LAS VEGAS SANDS CORP · COM · 517834107 | LONG | 1,145,413 | $55.1 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 370,529 | $54.1 million | 2.2% | NOT COMPARABLE | — | 1Y +34.1% 5Y +197.4% · 27 models |
ON HLDG AG ON HLDG AG · NAMEN AKT A · H5919C104 | LONG | 3,123,903 | $53.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
DISH NETWORK CORP DISH NETWORK CORP · CL A · 25470M109 | LONG | 3,811,122 | $53.5 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM · 74275K108 | LONG | 1,060,641 | $50.0 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
INTU Intuit Inc. | LONG | 123,830 | $48.2 million | 1.9% | NOT COMPARABLE | — | 1Y +15.7% 5Y +94.7% · 24 models |
MARQETA INC MARQETA INC · CLASS A COM · 57142B104 | LONG | 6,988,353 | $42.7 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 482,738 | $40.5 million | 1.6% | NOT COMPARABLE | — | 1Y — 5Y — |
ATLASSIAN CORPORATION ATLASSIAN CORPORATION · CL A · 049468101 | LONG | 255,230 | $32.8 million | 1.3% | NOT COMPARABLE | — | 1Y — 5Y — |
SONDER HOLDINGS INC SONDER HOLDINGS INC · CLASS A COM · 83542D102 | LONG | 20,252,480 | $25.1 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
SAMSARA INC SAMSARA INC · COM CL A · 79589L106 | LONG | 1,510,436 | $18.8 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 285,223 | $9.4 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
CATALYST PARTNRS ACQUISITN C CATALYST PARTNRS ACQUISITN C · UNIT 99/99/9999 · G19550113 | LONG | 546,328 | $5.5 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC · COM · 683712103 | LONG | 3,426,887 | $4.0 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
JOBY AVIATION INC JOBY AVIATION INC · COMMON STOCK · G65163100 | LONG | 1,000,000 | $3.4 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TABOOLA.COM LTD TABOOLA.COM LTD · ORD SHS · M8744T106 | LONG | 725,000 | $2.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |