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Atreides Management, LP
kapitalforvalter · portefølje $14.3 mia. · 49 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 46
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 27 332 943 | $4.67 mia. | 41.89% | ny |
| Micron Technology Inc US:MU | 711 364 | $821 mio. | 7.37% | ny |
| Cerebras Systems Inc. US:CBRS | 3 110 086 | $687 mio. | 6.17% | ny |
| Astera Labs, Inc. US:ALAB | 1 216 795 | $588 mio. | 5.27% | ny |
| CIENA CORP US:CIEN | 688 521 | $338 mio. | 3.03% | ny |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 1 129 285 | $307 mio. | 2.75% | ny |
| Palo Alto Networks Inc US:PANW | 876 954 | $299 mio. | 2.68% | ny |
| Unity Software Inc US:U | 10 245 819 | $293 mio. | 2.63% | ny |
| Coherent Inc US:COHR | 642 101 | $253 mio. | 2.27% | ny |
| NVIDIA Corporation US:NVDA | 1 249 291 | $250 mio. | 2.24% | ny |
| Amazon.com, Inc. US:AMZN | 969 629 | $231 mio. | 2.07% | ny |
| Meta Platforms, Inc. US:META | 402 770 | $227 mio. | 2.04% | ny |
| CoreWeave, Inc. US:CRWV | 2 124 845 | $212 mio. | 1.90% | ny |
| Alphabet Inc. US:GOOGL | 488 296 | $175 mio. | 1.57% | ny |
| Twilio Inc US:TWLO | 720 338 | $149 mio. | 1.33% | ny |
| Amphenol Corporation US:APH | 640 069 | $113 mio. | 1.01% | ny |
| AKAMAI TECHNOLOGIES INC US:AKAM | 910 583 | $108 mio. | 0.97% | ny |
| Affirm Holdings Inc US:AFRM | 1 273 050 | $104 mio. | 0.93% | ny |
| Gitlab Inc US:GTLB | 3 373 169 | $103 mio. | 0.92% | ny |
| Intel Corporation US:INTC | 663 802 | $92.7 mio. | 0.83% | ny |
| SEMTECH CORP US:SMTC | 551 214 | $89.2 mio. | 0.80% | ny |
| Cipher Digital Inc. US:CIFR | 3 586 409 | $87.9 mio. | 0.79% | ny |
| Tesla, Inc. US:TSLA | 204 275 | $85.9 mio. | 0.77% | ny |
| DICK'S SPORTING GOODS, INC. US:DKS | 375 118 | $85.1 mio. | 0.76% | ny |
| Wayfair Inc US:W | 843 860 | $78.0 mio. | 0.70% | ny |
| Ambiq Micro, Inc. US:AMBQ | 877 123 | $77.4 mio. | 0.69% | ny |
| Samsara Inc US:IOT | 2 308 649 | $74.9 mio. | 0.67% | ny |
| ACV Auctions Inc. US:ACVA | 9 903 239 | $71.2 mio. | 0.64% | ny |
| Compass Inc US:COMP | 5 658 421 | $69.8 mio. | 0.63% | ny |
| WIX COM LTD CUSIP M98068105 | 1 458 458 | $66.2 mio. | 0.59% | ny |
| Mastercard Inc US:MA | 93 629 | $48.1 mio. | 0.43% | ny |
| PDF Solutions Inc US:PDFS | 658 536 | $46.6 mio. | 0.42% | ny |
| ServiceTitan, Inc. Class A US:TTAN | 542 092 | $38.3 mio. | 0.34% | ny |
| Ferguson Plc US:FERG | 147 759 | $35.1 mio. | 0.31% | ny |
| Nokia Corp ADR US:NOK · depotbevis | 2 524 974 | $33.5 mio. | 0.30% | ny |
| Rogers Corporation US:ROG | 189 311 | $31.0 mio. | 0.28% | ny |
| Natera, Inc. US:NTRA | 104 385 | $28.3 mio. | 0.25% | ny |
| Warby Parker Inc US:WRBY | 698 903 | $21.2 mio. | 0.19% | ny |
| Veeco Instruments Inc US:VECO | 237 919 | $18.0 mio. | 0.16% | ny |
| NEBIUS GROUP N.V. CUSIP N97284108 | 64 125 | $17.7 mio. | 0.16% | ny |
| INNIO NV CUSIP N52A8C105 | 348 696 | $13.8 mio. | 0.12% | ny |
| EquipmentShare.com Inc Class… US:EQPT | 217 131 | $4.27 mio. | 0.04% | ny |
| TABOOLA.COM LTD CUSIP M8744T106 | 835 026 | $4.18 mio. | 0.04% | ny |
| Quantinuum Inc. Class A US:QNT | 39 853 | $3.26 mio. | 0.03% | ny |
| Fervo Energy Company Class A US:FRVO | 9 959 | $291 t. | 0.00% | ny |
| BITGO HOLDINGS, INC. US:BTGO | 29 611 | $153 t. | 0.00% | ny |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Unity Software Inc | 2.33% | 10 245 819 | 2026-06-30 |
| Gitlab Inc | 2.04% | 3 373 169 | 2026-06-30 |
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