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

Atreides Management, LP holds 1.4M shares of W (WAYFAIR INC), worth $107.6M as of 2026-Q1. The position was increased (+64.3% shares). W represents 2.2% of Atreides Management, LP's portfolio.

Current Value

$107.6M

Current Shares

1.4M

Total Value Change

+$26M

Total Shares Change

-116,389

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+64.3%
$107.6M2.2%$75.48
75
2025-Q4
Increased
870,864
+1.9%
$87.4M1.1%$101.03
49
2025-Q3
Increased
854,390
+17.5%
$76.3M1.5%$89.19
55
2025-Q2
Increased
727,176
+12.0%
$37.2M1.0%$51.22
52
2025-Q1
Decreased
649,070
-25.7%
$20.8M0.6%$33.85
0
2024-Q4
Decreased
873,606
-37.2%
$38.7M0.8%$44.62
0
2024-Q3
Decreased
1.4M
-10.1%
$78.1M2.0%$56.76
0
2024-Q2
Increased
1.5M
+72.3%
$81.6M2.7%$52.73
77

Other major holders of W: BAILLIE GIFFORD & CO

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