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Atreides Management, LP
upravljavec premoženja · portfelj $14.3 mrd. · 49 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 46
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 27 332 943 | $4.67 mrd. | 41.89% | nova |
| Micron Technology Inc US:MU | 711 364 | $821 mio. | 7.37% | nova |
| Cerebras Systems Inc. US:CBRS | 3 110 086 | $687 mio. | 6.17% | nova |
| Astera Labs, Inc. US:ALAB | 1 216 795 | $588 mio. | 5.27% | nova |
| CIENA CORP US:CIEN | 688 521 | $338 mio. | 3.03% | nova |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 1 129 285 | $307 mio. | 2.75% | nova |
| Palo Alto Networks Inc US:PANW | 876 954 | $299 mio. | 2.68% | nova |
| Unity Software Inc US:U | 10 245 819 | $293 mio. | 2.63% | nova |
| Coherent Inc US:COHR | 642 101 | $253 mio. | 2.27% | nova |
| NVIDIA Corporation US:NVDA | 1 249 291 | $250 mio. | 2.24% | nova |
| Amazon.com, Inc. US:AMZN | 969 629 | $231 mio. | 2.07% | nova |
| Meta Platforms, Inc. US:META | 402 770 | $227 mio. | 2.04% | nova |
| CoreWeave, Inc. US:CRWV | 2 124 845 | $212 mio. | 1.90% | nova |
| Alphabet Inc. US:GOOGL | 488 296 | $175 mio. | 1.57% | nova |
| Twilio Inc US:TWLO | 720 338 | $149 mio. | 1.33% | nova |
| Amphenol Corporation US:APH | 640 069 | $113 mio. | 1.01% | nova |
| AKAMAI TECHNOLOGIES INC US:AKAM | 910 583 | $108 mio. | 0.97% | nova |
| Affirm Holdings Inc US:AFRM | 1 273 050 | $104 mio. | 0.93% | nova |
| Gitlab Inc US:GTLB | 3 373 169 | $103 mio. | 0.92% | nova |
| Intel Corporation US:INTC | 663 802 | $92.7 mio. | 0.83% | nova |
| SEMTECH CORP US:SMTC | 551 214 | $89.2 mio. | 0.80% | nova |
| Cipher Digital Inc. US:CIFR | 3 586 409 | $87.9 mio. | 0.79% | nova |
| Tesla, Inc. US:TSLA | 204 275 | $85.9 mio. | 0.77% | nova |
| DICK'S SPORTING GOODS, INC. US:DKS | 375 118 | $85.1 mio. | 0.76% | nova |
| Wayfair Inc US:W | 843 860 | $78.0 mio. | 0.70% | nova |
| Ambiq Micro, Inc. US:AMBQ | 877 123 | $77.4 mio. | 0.69% | nova |
| Samsara Inc US:IOT | 2 308 649 | $74.9 mio. | 0.67% | nova |
| ACV Auctions Inc. US:ACVA | 9 903 239 | $71.2 mio. | 0.64% | nova |
| Compass Inc US:COMP | 5 658 421 | $69.8 mio. | 0.63% | nova |
| WIX COM LTD CUSIP M98068105 | 1 458 458 | $66.2 mio. | 0.59% | nova |
| Mastercard Inc US:MA | 93 629 | $48.1 mio. | 0.43% | nova |
| PDF Solutions Inc US:PDFS | 658 536 | $46.6 mio. | 0.42% | nova |
| ServiceTitan, Inc. Class A US:TTAN | 542 092 | $38.3 mio. | 0.34% | nova |
| Ferguson Plc US:FERG | 147 759 | $35.1 mio. | 0.31% | nova |
| Nokia Corp ADR US:NOK · potrdilo o deponiranju | 2 524 974 | $33.5 mio. | 0.30% | nova |
| Rogers Corporation US:ROG | 189 311 | $31.0 mio. | 0.28% | nova |
| Natera, Inc. US:NTRA | 104 385 | $28.3 mio. | 0.25% | nova |
| Warby Parker Inc US:WRBY | 698 903 | $21.2 mio. | 0.19% | nova |
| Veeco Instruments Inc US:VECO | 237 919 | $18.0 mio. | 0.16% | nova |
| NEBIUS GROUP N.V. CUSIP N97284108 | 64 125 | $17.7 mio. | 0.16% | nova |
| INNIO NV CUSIP N52A8C105 | 348 696 | $13.8 mio. | 0.12% | nova |
| EquipmentShare.com Inc Class… US:EQPT | 217 131 | $4.27 mio. | 0.04% | nova |
| TABOOLA.COM LTD CUSIP M8744T106 | 835 026 | $4.18 mio. | 0.04% | nova |
| Quantinuum Inc. Class A US:QNT | 39 853 | $3.26 mio. | 0.03% | nova |
| Fervo Energy Company Class A US:FRVO | 9 959 | $291 tis. | 0.00% | nova |
| BITGO HOLDINGS, INC. US:BTGO | 29 611 | $153 tis. | 0.00% | nova |
V podjetjih iz naše baze podatkov 2
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| 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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