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U
6 quarters

Position history for Atreides Management, LP's holdings in UNITY SOFTWARE INC

Atreides Management, LP holds 12.4M shares of U (UNITY SOFTWARE INC), worth $271.7M as of 2026-Q1. The position was increased (+86.9% shares). U represents 5.4% of Atreides Management, LP's portfolio.

Current Value

$271.7M

Current Shares

12.4M

Total Value Change

+$185.8M

Total Shares Change

+8.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
12.4M
+86.9%
$271.7M5.4%$20.02
93
2025-Q4
Increased
6.6M
+8.4%
$292.6M3.6%$45.13
63
2025-Q3
Decreased
6.1M
-1.0%
$244.7M4.8%$42.94
0
2025-Q2
Decreased
6.2M
-34.6%
$149.3M4.1%$24.32
0
2025-Q1
Increased
9.4M
+146.7%
$184.8M5.6%$20.54
97
2024-Q4
New
3.8M
-
$85.9M1.9%$22.51
69

Other major holders of U: SC US (TTGP), LTD.

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