Question 1

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

Accepted Answer

As of 2026-Q2, Atreides Management, LP holds 10.2M shares of U (UNITY SOFTWARE INC).

Question 2

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

Accepted Answer

As of 2026-Q2, Atreides Management, LP's U position is worth $292.8M.

Question 3

Is Atreides Management, LP buying or selling U?

Accepted Answer

In 2026-Q2, Atreides Management, LP decreased their U position (-17.3% change in shares).

Question 4

When did Atreides Management, LP first buy U?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in U in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	10.2M	-17.3%	$292.8M	2.0%	$28.58	0
2026-Q1	Increased	12.4M	+86.9%	$271.7M	5.4%	$20.02	93
2025-Q4	Increased	6.6M	+8.4%	$292.6M	3.6%	$45.13	63
2025-Q3	Decreased	6.1M	-1.0%	$244.7M	4.8%	$42.94	0
2025-Q2	Decreased	6.2M	-34.6%	$149.3M	4.1%	$24.32	0
2025-Q1	Increased	9.4M	+146.7%	$184.8M	5.6%	$20.54	97
2024-Q4	New	3.8M	—	$85.9M	1.9%	$22.51	69