Atreides Management

Latest statistics and disclosures from Atreides Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Atreides Management

Companies in the Atreides Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Activision Blizzard (ATVI) 9.17 697246 +12% 59.48
Walt Disney Company (DIS) 7.67 359020 +123% 96.60
Square Inc cl a 7.61 657422 +172% 52.38
Alphabet Inc Class A cs 6.95 27041 +34% 1161.94
Restaurant Brands Intl Inc Com equity / large cap 5.29 598014 +305% 40.03
Comcast Corporation (CMCSA) 5.22 687200 NEW 34.38
Tesla Motors (TSLA) 5.14 44401 -34% 524.00
Amazon (AMZN) 4.70 10900 NEW 1949.72
Take-Two Interactive Software (TTWO) 4.58 174660 +4% 118.61
Twilio Inc cl a 4.40 222335 +60% 89.49
Elastic N V ord shs 4.32 349800 +101% 55.81
NVIDIA Corporation (NVDA) 4.11 70448 -61% 263.60
Micron Technology (MU) 3.91 420300 +223% 42.06
Redfin Corp 3.64 1.07M 15.42
Ulta Salon, Cosmetics & Fragrance (ULTA) 3.46 89000 +206% 175.70
McDonald's Corporation (MCD) 3.43 93800 NEW 165.35
Dynatrace Inc 2.71 513800 NEW 23.84
Angi Homeservices Inc 2.55 2.19M +16% 5.25
Roku Inc 2.30 118685 +1314% 87.48
Carvana Co cl a 2.20 180700 NEW 55.09
PAR Technology Corporation (PTC) 1.99 699100 NEW 12.86
Chewy Inc cl a 1.85 223564 +2% 37.49
NIKE (NKE) 1.47 80400 -38% 82.74
Crowdstrike Hldgs Inc cl a 1.33 107800 NEW 55.68

Past Filings by Atreides Management

View past SEC 13F filings by Atreides Management

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