Question 1

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

Accepted Answer

As of 2026-Q2, Atreides Management, LP holds 688,521 shares of CIEN (CIENA CORP).

Question 2

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

Accepted Answer

As of 2026-Q2, Atreides Management, LP's CIEN position is worth $337.8M.

Question 3

Is Atreides Management, LP buying or selling CIEN?

Accepted Answer

In 2026-Q2, Atreides Management, LP increased their CIEN position (+1.7% change in shares).

Question 4

When did Atreides Management, LP first buy CIEN?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in CIEN in 2024-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	688,521	+1.7%	$337.8M	2.4%	$490.56	55
2026-Q1	Decreased	676,807	-52.6%	$262.8M	5.3%	$388.23	0
2025-Q4	Increased	1.4M	+2.0%	$334M	4.1%	$233.87	59
2025-Q3	Increased	1.4M	+10.9%	$204M	4.0%	$145.67	62
2025-Q2	New	1.3M	—	$102.7M	2.9%	$81.33	79
2025-Q1	Exited	0	-100.0%	$0	0.0%	$60.43	0
2024-Q4	Decreased	74,952	-96.6%	$6.4M	0.1%	$84.81	0
2024-Q3	Decreased	2.2M	-38.2%	$136.7M	3.5%	$61.59	0