Atreides Management

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