Activity Feed

Free — 5 of 65

Data as of Q4 2025

All position changes for Atreides Management, LP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	NVDA NVIDIA Corp	Increased	1.9M	+235.0%	$359.1M	4.4%	93
2025-Q4	CIEN Ciena Corp	Increased	1.4M	+2.0%	$334M	4.1%	59
2025-Q4	U Unity Software Inc	Increased	6.6M	+8.4%	$292.6M	3.6%	63
2025-Q4	PSTG Pure Storage Inc	Increased	4.2M	+1.9%	$279.9M	3.4%	59
2025-Q4	ALAB Astera Labs Inc	Increased	1.6M	+2496.6%	$268M	3.3%	92
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