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 | 3.7 | $16M | 1.9M | 8.47 | |
| Square Inc cl a (XYZ) | 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 |
