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
Other major holders of W: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.4M |
+64.3% |
| $107.6M |
| 2.2% |
| $75.48 |
75 |
| 2025-Q4 | Increased | 870,864 | +1.9% | $87.4M | 1.1% | $101.03 | 49 |
| 2025-Q3 | Increased | 854,390 | +17.5% | $76.3M | 1.5% | $89.19 | 55 |
| 2025-Q2 | Increased | 727,176 | +12.0% | $37.2M | 1.0% | $51.22 | 52 |
| 2025-Q1 | Decreased | 649,070 | -25.7% | $20.8M | 0.6% | $33.85 | 0 |
| 2024-Q4 | Decreased | 873,606 | -37.2% | $38.7M | 0.8% | $44.62 | 0 |
| 2024-Q3 | Decreased | 1.4M | -10.1% | $78.1M | 2.0% | $56.76 | 0 |
| 2024-Q2 | Increased | 1.5M | +72.3% | $81.6M | 2.7% | $52.73 | 77 |