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Position history for Atreides Management, LPAtreides Management, LP's holdings in ASTERA LABS INC

Atreides Management, LP holds 1.2M shares of ALAB (ASTERA LABS INC), worth $587.7M as of 2026-Q2. The position was decreased (-63.9% shares). ALAB represents 4.1% of Atreides Management, LP's portfolio.

Current Value

$587.7M

Current Shares

1.2M

Total Value Change

+$212.2M

Total Shares Change

-6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-63.9%
$587.7M4.1%$483.02
0
2026-Q1
Increased
3.4M
+108.9%
$368.9M7.4%$109.60
97
2025-Q4
Increased
1.6M
+2496.6%
$268M3.3%$166.36
92
2025-Q3
Decreased
62,050
-93.5%
$12.1M0.2%$195.80
0
2025-Q2
Decreased
954,783
-79.5%
$86.3M2.4%$90.42
0
2025-Q1
Increased
4.7M
+153.3%
$277.6M8.4%$59.67
98
2024-Q4
Decreased
1.8M
-74.4%
$243.3M5.3%$132.45
0
2024-Q3
Increased
7.2M
+158.2%
$375.6M9.6%$52.39
98

Other major holders of ALAB: FMR LLC, BlackRock, Inc., VANGUARD PORTFOLIO MANAGEMENT LLC

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