← Atreides Management portfolio

13F-HR filing

VALIDATED

Holdings period 2020-03-31 · Filed 2020-05-15 · Accession 0001777813-20-000005

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#IssuerClass / CUSIPKindSharesValue
1ACTIVISION BLIZZARD INCCOM · 00507V109LONG697,246$41.5 million
2ALPHABET INCCAP STK CL A · 02079K305LONG27,041$31.4 million
3AMAZON COM INCCOM · 023135106LONG10,900$21.3 million
4ANGI HOMESERVICES INCCOM CL A · 00183L102LONG2,193,475$11.5 million
5CARVANA COCL A · 146869102LONG180,700$10.0 million
6CHEWY INCCL A · 16679L109LONG223,564$8.4 million
7COMCAST CORP NEWCL A · 20030N101LONG687,200$23.6 million
8CROWDSTRIKE HLDGS INCCL A · 22788C105LONG107,800$6.0 million
9DISNEY WALT COCOM DISNEY · 254687106LONG359,020$34.7 million
10DYNATRACE INCCOM · 268150109LONG513,800$12.2 million
11ELASTIC N VORD SHS · N14506104LONG349,800$19.5 million
12MCDONALDS CORPCOM · 580135101LONG93,800$15.5 million
13MICRON TECHNOLOGY INCCOM · 595112103LONG420,300$17.7 million
14NIKE INCCL B · 654106103LONG80,400$6.7 million
15NVIDIA CORPORATIONCOM · 67066G104LONG70,448$18.6 million
16PAR TECHNOLOGY CORPCOM · 698884103LONG699,100$9.0 million
17REDFIN CORPCOM · 75737F108LONG1,067,973$16.5 million
18RESTAURANT BRANDS INTL INCCOM · 76131D103LONG598,014$23.9 million
19ROKU INCCOM CL A · 77543R102LONG118,685$10.4 million
20SQUARE INCCL A · 852234103LONG657,422$34.4 million
21TAKE-TWO INTERACTIVE SOFTWARCOM · 874054109LONG174,660$20.7 million
22TESLA INCCOM · 88160R101LONG44,401$23.3 million
23TWILIO INCCL A · 90138F102LONG222,335$19.9 million
24ULTA BEAUTY INCCOM · 90384S303LONG89,000$15.6 million