Atreides Management as of Dec. 31, 2019
Portfolio Holdings for Atreides Management
Atreides Management holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
NVIDIA Corporation (NVDA) | 9.9 | $43M | 184k | 235.29 | |
Advanced Micro Devices (AMD) | 8.6 | $38M | 817k | 45.86 | |
Activision Blizzard | 8.4 | $37M | 617k | 59.42 | |
Tesla Motors (TSLA) | 6.5 | $28M | 68k | 418.33 | |
Facebook Inc cl a (META) | 6.3 | $28M | 134k | 205.25 | |
Alphabet Inc Class A cs (GOOGL) | 6.2 | $27M | 20k | 1339.40 | |
Walt Disney Company (DIS) | 5.3 | $23M | 161k | 144.63 | |
Redfin Corp (RDFN) | 5.2 | $23M | 1.1M | 21.14 | |
Take-Two Interactive Software (TTWO) | 4.7 | $21M | 168k | 122.43 | |
Wayfair (W) | 3.8 | $17M | 185k | 90.37 | |
Snap Inc cl a (SNAP) | 3.8 | $16M | 1.0M | 16.33 | |
Lyft (LYFT) | 3.7 | $16M | 378k | 43.02 | |
Angi Homeservices (ANGI) | 3.7 | $16M | 1.9M | 8.47 | |
Square Inc cl a (SQ) | 3.5 | $15M | 241k | 62.56 | |
Twilio Inc cl a (TWLO) | 3.1 | $14M | 139k | 98.28 | |
Nike (NKE) | 3.1 | $13M | 132k | 101.31 | |
Elastic N V ord (ESTC) | 2.6 | $11M | 174k | 64.30 | |
Zendesk | 2.5 | $11M | 144k | 76.63 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.2 | $9.4M | 147k | 63.77 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.7 | $7.3M | 29k | 253.14 | |
Micron Technology (MU) | 1.6 | $7.0M | 130k | 53.78 | |
Chewy Inc cl a (CHWY) | 1.4 | $6.3M | 218k | 29.00 | |
Wynn Resorts (WYNN) | 1.0 | $4.5M | 33k | 138.86 | |
Tractor Supply Company (TSCO) | 0.9 | $4.0M | 42k | 93.44 | |
Roku (ROKU) | 0.3 | $1.1M | 8.4k | 133.88 |