Atreides Management, LP - Q42025 Holdings

Atreides Management, LP holds 50 stocks with a total portfolio value of $ 8.18B as of Q42025. In Q42025, Atreides Management, LP added 9 new positions, increased stakes in 32 stocks, reduced 9 holdings, and fully exited 17 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 26.27% of the total portfolio.