Atreides Management, LP - Q12026 Holdings

Atreides Management, LP holds 52 stocks with a total portfolio value of $ 5B as of Q12026. In Q12026, Atreides Management, LP added 15 new positions, increased stakes in 20 stocks, reduced 17 holdings, and fully exited 13 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 16.15% of the total portfolio.