← Atreides Management portfolio

13F-HR filing

VALIDATED

Holdings period 2020-06-30 · Filed 2020-08-14 · Accession 0001777813-20-000010

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#IssuerClass / CUSIPKindSharesValue
1ACTIVISION BLIZZARD INCCOM · 00507V109LONG629,446$47.8 million
2ALPHABET INCCAP STK CL A · 02079K305LONG29,611$42.0 million
3AMAZON COM INCCOM · 023135106LONG12,290$33.9 million
4ANGI HOMESERVICES INCCOM CL A · 00183L102LONG2,193,475$26.7 million
5BOSTON BEER INCCL A · 100557107LONG50,700$27.2 million
6CHEWY INCCL A · 16679L109LONG223,564$10.0 million
7CROWDSTRIKE HLDGS INCCL A · 22788C105LONG246,300$24.7 million
8DISNEY WALT COCOM DISNEY · 254687106LONG379,220$42.3 million
9DYNATRACE INCCOM · 268150109LONG222,213$9.0 million
10INTEL CORPCOM · 458140100LONG425,000$25.4 million
11MICRON TECHNOLOGY INCCOM · 595112103LONG826,850$42.6 million
12NVIDIA CORPORATIONCOM · 67066G104LONG60,748$23.1 million
13PAR TECHNOLOGY CORPCOM · 698884103LONG816,803$24.4 million
14REDFIN CORPCOM · 75737F108LONG1,049,796$44.0 million
15RESTAURANT BRANDS INTL INCCOM · 76131D103LONG860,814$47.0 million
16ROKU INCCOM CL A · 77543R102LONG295,585$34.4 million
17SONOS INCCOM · 83570H108LONG697,200$10.2 million
18SQUARE INCCL A · 852234103PUT136,500$14.3 million
19SQUARE INCCL A · 852234103LONG445,622$46.8 million
20TAKE-TWO INTERACTIVE SOFTWARCOM · 874054109LONG233,760$32.6 million
21TARGET CORPCOM · 87612E106LONG157,600$18.9 million
22TESLA INCCOM · 88160R101LONG18,377$19.8 million
23TWILIO INCCL A · 90138F102LONG47,635$10.5 million
24ULTA BEAUTY INCCOM · 90384S303LONG104,500$21.3 million
25VROOM INCCOM · 92918V109LONG64,000$3.3 million
26XILINX INCCOM · 983919101LONG263,900$26.0 million