Atreides Management, LP
BOSTON MA · SEC CIK 0001777813
$143.35亿2026Q2 申报市值
49持仓数
77.0%前十大占比 · 第一大 32.6%
13 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$46.70亿
CBRS 新建仓+$6.87亿
META 新建仓+$2.27亿
CRWV 加仓+$1.31亿
APH 新建仓+$1.13亿
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$10.38亿
LITE 清仓-$1.88亿
ECHO 清仓-$1.17亿
ZM 清仓-$1.06亿
RKT 清仓-$8,713.80万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -267,389 | -100.0% | -$1.88亿 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -1,000,346 | -100.0% | -$1.17亿 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,315,605 | -100.0% | -$1.06亿 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -6,114,947 | -100.0% | -$8,713.80万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -523,788 | -100.0% | -$7,874.10万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -1,383,703 | -100.0% | -$7,826.22万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -232,115 | -100.0% | -$5,665.93万 | 清仓 |
| RBLX | ROBLOX CORP 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$5,656.00万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -136,925 | -100.0% | -$5,428.80万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -128,837 | -100.0% | -$4,431.86万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -102,095 | -100.0% | -$4,335.87万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -270,303 | -100.0% | -$4,188.89万 | 清仓 |
| U | UNITY SOFTWARE INC 看涨期权 | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$3,291.00万 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -1,622,734 | -100.0% | -$3,039.38万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -161,675 | -100.0% | -$2,959.46万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -566,454 | -100.0% | -$2,773.93万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -554,987 | -100.0% | -$2,604.55万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -144,818 | -100.0% | -$2,184.15万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -71,641 | -100.0% | -$2,165.28万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -474,593 | -100.0% | -$2,110.99万 | 清仓 |
| BTGO | BITGO HOLDINGS INC | $15.34万 | 0.00% | 29,611 | 505 | 1.7% | $2,616 | 加仓 |
| FRVO | FERVO ENERGY CO | $29.11万 | 0.00% | 9,959 | 9,959 | — | $29.11万 | 新建仓 |
| QNT | QUANTINUUM INC | $325.76万 | 0.02% | 39,853 | 39,853 | — | $325.76万 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $417.51万 | 0.03% | 835,026 | 14,229 | 1.7% | $7.11万 | 加仓 |
| EQPT | EQUIPMENTSHARE COM INC | $426.88万 | 0.03% | 217,131 | 3,700 | 1.7% | $7.27万 | 加仓 |
| INIO | INNIO NV | $1,379.09万 | 0.10% | 348,696 | 348,696 | — | $1,379.09万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $1,770.94万 | 0.12% | 64,125 | 1,057 | 1.7% | $29.19万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $1,803.43万 | 0.13% | 237,919 | 3,996 | 1.7% | $30.29万 | 加仓 |
| WRBY | WARBY PARKER INC | $2,120.47万 | 0.15% | 698,903 | 11,908 | 1.7% | $36.13万 | 加仓 |
| NTRA | NATERA INC | $2,833.53万 | 0.20% | 104,385 | 104,385 | — | $2,833.53万 | 新建仓 |
| ROG | ROGERS CORP | $3,099.59万 | 0.22% | 189,311 | 3,226 | 1.7% | $52.82万 | 加仓 |
| NOK | NOKIA CORP | $3,353.17万 | 0.23% | 2,524,974 | 43,027 | 1.7% | $57.14万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,506.76万 | 0.24% | 147,759 | 1,404 | 1.0% | $33.32万 | 加仓 |
| TTAN | SERVICETITAN INC | $3,833.13万 | 0.27% | 542,092 | -250,341 | -31.6% | -$1,770.16万 | 重新持有 |
| PDFS | PDF SOLUTIONS INC | $4,661.78万 | 0.33% | 658,536 | 658,536 | — | $4,661.78万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $4,808.79万 | 0.34% | 93,629 | 44,025 | 88.8% | $2,261.12万 | 加仓 |
| WIX | WIX COM LTD | $6,617.02万 | 0.46% | 1,458,458 | 808,044 | 124.2% | $3,666.10万 | 加仓 |
| COMP | COMPASS INC | $6,976.83万 | 0.49% | 5,658,421 | 96,423 | 1.7% | $118.89万 | 加仓 |
| — | ACV AUCTIONS INC | $7,120.43万 | 0.50% | 9,903,239 | 168,772 | 1.7% | $121.35万 | 加仓 |
| IOT | SAMSARA INC | $7,486.95万 | 0.52% | 2,308,649 | 2,308,649 | — | $7,486.95万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $7,745.00万 | 0.54% | 877,123 | 14,948 | 1.7% | $131.99万 | 加仓 |
| W | WAYFAIR INC | $7,798.95万 | 0.54% | 843,860 | -587,137 | -41.0% | -$5,426.32万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $8,508.05万 | 0.59% | 375,118 | -77,413 | -17.1% | -$1,755.80万 | 减仓 |
| TSLA | TESLA INC | $8,591.81万 | 0.60% | 204,275 | 3,480 | 1.7% | $146.37万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $8,786.70万 | 0.61% | 3,586,409 | 3,586,409 | — | $8,786.70万 | 新建仓 |
| SMTC | SEMTECH CORP | $8,921.40万 | 0.62% | 551,214 | 9,402 | 1.7% | $152.17万 | 加仓 |
| INTC | INTEL CORP | $9,268.67万 | 0.65% | 663,802 | 10,010 | 1.5% | $139.77万 | 加仓 |
| GTLB | GITLAB INC | $1.03亿 | 0.72% | 3,373,169 | 196,086 | 6.2% | $598.65万 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $1.04亿 | 0.72% | 1,273,050 | 78,339 | 6.6% | $638.85万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.08亿 | 0.75% | 910,583 | 227,746 | 33.4% | $2,692.19万 | 加仓 |
| APH | AMPHENOL CORP | $1.13亿 | 0.79% | 640,069 | 640,069 | — | $1.13亿 | 新建仓 |
| TWLO | TWILIO INC | $1.49亿 | 1.04% | 720,338 | -201,264 | -21.8% | -$4,152.68万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC 看涨期权 | $1.55亿 | 1.08% | 700,000 | 700,000 | — | $1.55亿 | 新建仓 |
| GOOGL | ALPHABET INC | $1.75亿 | 1.22% | 488,296 | -66,727 | -12.0% | -$2,384.62万 | 减仓 |
| CRWV | COREWEAVE INC | $2.12亿 | 1.48% | 2,124,845 | 1,314,310 | 162.2% | $1.31亿 | 加仓 |
| META | META PLATFORMS INC | $2.27亿 | 1.58% | 402,770 | 402,770 | — | $2.27亿 | 新建仓 |
| AMZN | AMAZON COM INC | $2.31亿 | 1.61% | 969,629 | 16,069 | 1.7% | $382.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.50亿 | 1.74% | 1,249,291 | 699 | 0.1% | $13.99万 | 加仓 |
| COHR | COHERENT CORP | $2.53亿 | 1.77% | 642,101 | 10,942 | 1.7% | $431.63万 | 加仓 |
| U | UNITY SOFTWARE INC | $2.93亿 | 2.04% | 10,245,819 | -2,139,503 | -17.3% | -$6,114.70万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.99亿 | 2.09% | 876,954 | 315,157 | 56.1% | $1.07亿 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.07亿 | 2.14% | 1,129,285 | 38,052 | 3.5% | $1,034.82万 | 加仓 |
| CIEN | CIENA CORP | $3.38亿 | 2.36% | 688,521 | 11,714 | 1.7% | $574.64万 | 加仓 |
| ALAB | ASTERA LABS INC | $5.88亿 | 4.10% | 1,216,795 | -2,148,992 | -63.8% | -$10.38亿 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $6.76亿 | 4.72% | 1,200,000 | 1,200,000 | — | $6.76亿 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $6.87亿 | 4.79% | 3,110,086 | 3,110,086 | — | $6.87亿 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $8.21亿 | 5.73% | 711,364 | -49,062 | -6.5% | -$5,663.18万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $23.56亿 | 16.44% | 3,200,000 | 1,800,000 | 128.6% | $13.26亿 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $46.70亿 | 32.58% | 27,332,943 | 27,332,943 | — | $46.70亿 | 新建仓 |