Hedge Fund - Atreides Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MRVL | 2,531,792 | $176,972,261 | -40% | 5.77% | ||
| 2. | CIEN | 3,592,318 | $173,077,881 | +13% | 5.65% | ||
| 3. | AMD | 1,040,233 | $168,736,195 | +3% | 5.51% | ||
| 4. | Astera Labs Inc | 2,776,329 | $167,995,668 | +5% | 5.48% | ||
| 5. | AMZN | 783,594 | $151,429,541 | -5% | 4.94% |
