Atreides Management, LP
- SEC CIK
- 0001777813
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Jun 1, 2021. Long positions only.
- Positions
- 47
- No 13F data for Q4 2020
- Portfolio value
- $3.10B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWTRTwitter, Inc. | COM | 4,705,400 | $299.4M | 9.6% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,027,900 | $237.7M | 7.7% | – | – | History |
| AEOAmerican Eagle Outfitters Inc | COM | 6,792,531 | $198.6M | 6.4% | – | – | History |
| DKSDick's Sporting Goods, Inc. | Stock | 2,502,482 | $190.6M | 6.1% | – | – | History |
| TGTTarget Corp | Stock | 673,800 | $133.5M | 4.3% | – | – | History |
| DISHDISH Network CORP | CL A | 3,569,600 | $129.2M | 4.2% | – | – | History |
| ZZillow Group, Inc. | CL C CAP STK | 951,400 | $123.3M | 4.0% | – | – | History |
| TJXTJX Companies Inc | Stock | 1,478,800 | $97.8M | 3.2% | – | – | History |
| WIXWix.com Ltd. | SHS | 336,300 | $93.9M | 3.0% | – | – | History |
| UBERUber Technologies, Inc | Stock | 1,670,429 | $91.1M | 2.9% | – | – | History |
| XYZBlock, Inc. | CL A | 391,702 | $88.9M | 2.9% | – | – | History |
| WWayfair Inc. | CL A | 273,214 | $86.0M | 2.8% | – | – | History |
| TPRTapestry, Inc. | COM | 1,998,647 | $82.4M | 2.7% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,461,878 | $77.5M | 2.5% | – | – | – |
| MUMicron Technology Inc | Stock | 845,902 | $74.6M | 2.4% | – | – | History |
| DISWalt Disney Co | Stock | 399,320 | $73.7M | 2.4% | – | – | History |
| LYFTLyft, Inc. | CL A COM | 1,097,700 | $69.4M | 2.2% | – | – | History |
| DECKDeckers Outdoor Corp | COM | 195,400 | $64.6M | 2.1% | – | – | History |
| CARGCarGurus, Inc. | COM CL A | 2,667,368 | $63.6M | 2.0% | – | – | History |
| EAElectronic Arts Inc. | COM | 367,300 | $49.7M | 1.6% | – | – | History |
| DTDynatrace, Inc. | Stock | 1,000,100 | $48.2M | 1.6% | – | – | History |
| FLFoot Locker, Inc. | COM | 831,600 | $46.8M | 1.5% | – | – | History |
| ZENZendesk, Inc. | COM | 352,000 | $46.7M | 1.5% | – | – | History |
| WYNNWynn Resorts Ltd | COM | 370,700 | $46.5M | 1.5% | – | – | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 893,303 | $41.4M | 1.3% | – | – | History |
| NTNXNutanix, Inc. | Stock | 1,528,600 | $40.6M | 1.3% | – | – | History |
| COHRCoherent Corp. | COM | 590,800 | $40.4M | 1.3% | – | – | History |
| PLNTPlanet Fitness, Inc. | CL A | 521,200 | $40.3M | 1.3% | – | – | History |
| MGMMGM Resorts International | Stock | 1,016,500 | $38.6M | 1.2% | – | – | History |
| SAMBoston Beer Co Inc | CL A | 29,100 | $35.1M | 1.1% | – | – | History |
| TWLOTwilio Inc | CL A | 102,335 | $34.9M | 1.1% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 343,146 | $31.9M | 1.0% | – | – | History |
| TSLATesla, Inc. | Stock | 45,288 | $30.2M | 1.0% | – | – | History |
| SONOSonos Inc | COM | 755,300 | $28.3M | 0.9% | – | – | History |
| RDFNRedfin Corp | COM | 393,896 | $26.2M | 0.8% | – | – | History |
| MARMarriott International Inc | Stock | 177,000 | $26.2M | 0.8% | – | – | History |
| RVLVRevolve Group, Inc. | CL A | 535,500 | $24.1M | 0.8% | – | – | History |
| INTCIntel Corp | Stock | 362,200 | $23.2M | 0.7% | – | – | History |
| TRIPTripAdvisor, Inc. | COM | 419,000 | $22.5M | 0.7% | – | – | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 366,700 | $21.2M | 0.7% | – | – | History |
| LAMRLamar Advertising Co | REIT | 172,400 | $16.2M | 0.5% | – | – | History |
| DRIDarden Restaurants Inc | COM | 105,800 | $15.0M | 0.5% | – | – | History |
| PARPar Technology Corp | COM | 227,589 | $14.9M | 0.5% | – | – | History |
| ACVAACV Auctions Inc. | COM CL A | 330,000 | $11.4M | 0.4% | – | – | History |
| ROKURoku, Inc | COM CL A | 33,485 | $10.9M | 0.4% | – | – | History |
| PSFEPaysafe Ltd | ORD | 800,000 | $10.8M | 0.3% | – | – | History |
| Altimeter Growth CorpG0370L124 | UNIT 99/99/9999 | 400,000 | $4.89M | 0.2% | – | – | – |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.