Atreides Management portfolio · 2023-03-31
Disclosed long book
$2.82 billion
Long positions
30
Calls / puts
3 / 1
Top 5 concentration
42.4%
Longs with AI data
7 / 30
Average AI 1Y
+22.1%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The immediately preceding quarter (2022-12-31) 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 | 3,867,761 | $379.1 million | 13.5% | NOT COMPARABLE | — | 1Y +25.6% 5Y +148.8% · 32 models |
DICKS SPORTING GOODS INC DICKS SPORTING GOODS INC · COM · 253393102 | LONG | 1,664,889 | $236.2 million | 8.4% | NOT COMPARABLE | — | 1Y — 5Y — |
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC · COM · 573874104 | LONG | 5,161,271 | $223.5 million | 7.9% | NOT COMPARABLE | — | 1Y — 5Y — |
PURE STORAGE INC PURE STORAGE INC · CL A · 74624M102 | LONG | 7,261,847 | $185.2 million | 6.6% | NOT COMPARABLE | — | 1Y — 5Y — |
RH RH · COM · 74967X103 | LONG | 698,553 | $170.1 million | 6.0% | NOT COMPARABLE | — | 1Y — 5Y — |
DECK Deckers Brands | LONG | 329,013 | $147.9 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
ACV AUCTIONS INC ACV AUCTIONS INC · COM CL A · 00091G104 | LONG | 10,260,409 | $132.5 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 1,257,295 | $129.9 million | 4.6% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
BATH & BODY WORKS INC BATH & BODY WORKS INC · COM · 070830104 | LONG | 3,286,878 | $120.2 million | 4.3% | NOT COMPARABLE | — | 1Y — 5Y — |
MGM RESORTS INTERNATIONAL MGM RESORTS INTERNATIONAL · COM · 552953101 | LONG | 2,542,579 | $112.9 million | 4.0% | NOT COMPARABLE | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 748,490 | $102.7 million | 3.6% | NOT COMPARABLE | — | 1Y — 5Y — |
TSLA Tesla Inc. | LONG | 461,552 | $95.8 million | 3.4% | NOT COMPARABLE | — | 1Y +17.4% 5Y +116.5% · 33 models |
DDOG Datadog Inc. | LONG | 1,287,691 | $93.6 million | 3.3% | NOT COMPARABLE | — | 1Y +22.8% 5Y +142.3% · 31 models |
CONFLUENT INC CONFLUENT INC · CLASS A COM · 20717M103 | LONG | 3,830,805 | $92.2 million | 3.3% | NOT COMPARABLE | — | 1Y — 5Y — |
CAESARS ENTERTAINMENT INC NE CAESARS ENTERTAINMENT INC NE · COM · 12769G100 | LONG | 1,665,096 | $81.3 million | 2.9% | NOT COMPARABLE | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 979,474 | $79.5 million | 2.8% | NOT COMPARABLE | — | 1Y — 5Y — |
VAIL RESORTS INC VAIL RESORTS INC · COM · 91879Q109 | LONG | 326,300 | $76.2 million | 2.7% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL · COM SER C FRMLA · 531229854 | LONG | 938,049 | $70.2 million | 2.5% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 285,474 | $60.5 million | 2.1% | NOT COMPARABLE | — | 1Y +21.0% 5Y +124.1% · 32 models |
MU Micron Technology Inc. | LONG | 920,958 | $55.6 million | 2.0% | NOT COMPARABLE | — | 1Y +30.4% 5Y +145.3% · 31 models |
PINTEREST INC PINTEREST INC · CL A · 72352L106 | LONG | 1,707,789 | $46.6 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
HYATT HOTELS CORP HYATT HOTELS CORP · COM CL A · 448579102 | LONG | 382,367 | $42.7 million | 1.5% | NOT COMPARABLE | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 75,423 | $21.7 million | 0.8% | NOT COMPARABLE | — | 1Y +16.3% 5Y +98.3% · 32 models |
SONDER HOLDINGS INC SONDER HOLDINGS INC · CLASS A COM · 83542D102 | LONG | 20,252,480 | $15.3 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | LONG | 387,966 | $13.3 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
TAKE-TWO INTERACTIVE SOFTWAR TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 | LONG | 96,251 | $11.5 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
BRUNSWICK CORP BRUNSWICK CORP · COM · 117043109 | LONG | 127,973 | $10.5 million | 0.4% | 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 — |
AMPLITUDE INC AMPLITUDE INC · COM CL A · 03213A104 | LONG | 186,875 | $2.3 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
TABOOLA.COM LTD TABOOLA.COM LTD · ORD SHS · M8744T106 | LONG | 725,000 | $2.0 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
XYZ Block Inc. (formerly Square SQ) | CALL | 1,000,000 | $68.7 million | — | NOT COMPARABLE | — | 1Y +22.9% 5Y +125.3% · 31 models |
GOOGL Alphabet Inc. | CALL | 500,000 | $51.9 million | — | NOT COMPARABLE | — | 1Y +18.6% 5Y +102.1% · 32 models |
WAYFAIR INC WAYFAIR INC · CL A · 94419L101 | CALL | 600,000 | $20.6 million | — | NOT COMPARABLE | — | 1Y — 5Y — |
AMD Advanced Micro Devices Inc. | PUT | 3,150,000 | $308.7 million | — | NOT COMPARABLE | — | 1Y +25.6% 5Y +148.8% · 32 models |