Question 1

How many shares of ALAB does Atreides Management, LP own?

Accepted Answer

As of 2026-Q2, Atreides Management, LP holds 1.2M shares of ALAB (ASTERA LABS INC).

Question 2

What is Atreides Management, LP's ALAB position worth?

Accepted Answer

As of 2026-Q2, Atreides Management, LP's ALAB position is worth $587.7M.

Question 3

Is Atreides Management, LP buying or selling ALAB?

Accepted Answer

In 2026-Q2, Atreides Management, LP decreased their ALAB position (-63.9% change in shares).

Question 4

When did Atreides Management, LP first buy ALAB?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in ALAB in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.2M	-63.9%	$587.7M	4.1%	$483.02	0
2026-Q1	Increased	3.4M	+108.9%	$368.9M	7.4%	$109.80	97
2025-Q4	Increased	1.6M	+2496.6%	$268M	3.3%	$170.84	92
2025-Q3	Decreased	62,050	-93.5%	$12.1M	0.2%	$198.80	0
2025-Q2	Decreased	954,783	-79.5%	$86.3M	2.4%	$91.02	0
2025-Q1	Increased	4.7M	+153.3%	$277.6M	8.4%	$60.78	98
2024-Q4	Decreased	1.8M	-74.4%	$243.3M	5.3%	$136.42	0
2024-Q3	Increased	7.2M	+158.2%	$375.6M	9.6%	$53.52	98