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Atreides Management, LP

SEC CIK
0001777813
Latest filing
Aug 14, 2026

U holding history

Unity Software Inc. in every 13F filed by Atreides Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

U overviewAll 13F holders of UFull Q2 2026 holdings

Shares (Q2 2026)
10,245,819
Value
$292.8M
% of portfolio
2.6%
Quarters held
7
Since Q4 2024
Holdings of U by Atreides Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,245,819$292.8M2.6%−2,139,503−17.3%ReducedHolders
Q1 202612,385,322$271.7M6.6%+5,759,883+86.9%AddedHolders
Q4 20256,625,439$292.6M6.2%+513,886+8.4%AddedHolders
Q3 20256,111,553$244.7M6.4%−59,602−1.0%ReducedHolders
Q2 20256,171,155$149.3M4.1%−3,259,800−34.6%ReducedHolders
Q1 20259,430,955$184.8M6.7%+5,607,572+146.7%AddedHolders
Q4 20243,823,383$85.9M2.7%+3,823,383NewHolders