Atreides Management, LP
- SEC CIK
- 0001777813
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/6/1 申報。只含多頭部位。
- 持股檔數
- 47
- 2020 年第 4 季沒有 13F 資料
- 總值
- $31.0 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TWTRTwitter, Inc. | COM | 4,705,400 | $2.99 億 | 9.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,027,900 | $2.38 億 | 7.7% | – | – | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 6,792,531 | $1.99 億 | 6.4% | – | – | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 2,502,482 | $1.91 億 | 6.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 673,800 | $1.33 億 | 4.3% | – | – | 歷史 |
| DISHDISH Network CORP | CL A | 3,569,600 | $1.29 億 | 4.2% | – | – | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 951,400 | $1.23 億 | 4.0% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 1,478,800 | $9,782 萬 | 3.2% | – | – | 歷史 |
| WIXWix.com Ltd. | SHS | 336,300 | $9,390 萬 | 3.0% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,670,429 | $9,106 萬 | 2.9% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 391,702 | $8,894 萬 | 2.9% | – | – | 歷史 |
| WWayfair Inc. | CL A | 273,214 | $8,599 萬 | 2.8% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 1,998,647 | $8,236 萬 | 2.7% | – | – | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,461,878 | $7,751 萬 | 2.5% | – | – | – |
| MUMicron Technology Inc | Stock | 845,902 | $7,462 萬 | 2.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 399,320 | $7,368 萬 | 2.4% | – | – | 歷史 |
| LYFTLyft, Inc. | CL A COM | 1,097,700 | $6,935 萬 | 2.2% | – | – | 歷史 |
| DECKDeckers Outdoor Corp | COM | 195,400 | $6,456 萬 | 2.1% | – | – | 歷史 |
| CARGCarGurus, Inc. | COM CL A | 2,667,368 | $6,356 萬 | 2.0% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 367,300 | $4,972 萬 | 1.6% | – | – | 歷史 |
| DTDynatrace, Inc. | Stock | 1,000,100 | $4,825 萬 | 1.6% | – | – | 歷史 |
| FLFoot Locker, Inc. | COM | 831,600 | $4,678 萬 | 1.5% | – | – | 歷史 |
| ZENZendesk, Inc. | COM | 352,000 | $4,668 萬 | 1.5% | – | – | 歷史 |
| WYNNWynn Resorts Ltd | COM | 370,700 | $4,648 萬 | 1.5% | – | – | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 893,303 | $4,136 萬 | 1.3% | – | – | 歷史 |
| NTNXNutanix, Inc. | Stock | 1,528,600 | $4,060 萬 | 1.3% | – | – | 歷史 |
| COHRCoherent Corp. | COM | 590,800 | $4,039 萬 | 1.3% | – | – | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 521,200 | $4,029 萬 | 1.3% | – | – | 歷史 |
| MGMMGM Resorts International | Stock | 1,016,500 | $3,862 萬 | 1.2% | – | – | 歷史 |
| SAMBoston Beer Co Inc | CL A | 29,100 | $3,510 萬 | 1.1% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 102,335 | $3,487 萬 | 1.1% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 343,146 | $3,191 萬 | 1.0% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 45,288 | $3,025 萬 | 1.0% | – | – | 歷史 |
| SONOSonos Inc | COM | 755,300 | $2,830 萬 | 0.9% | – | – | 歷史 |
| RDFNRedfin Corp | COM | 393,896 | $2,623 萬 | 0.8% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 177,000 | $2,622 萬 | 0.8% | – | – | 歷史 |
| RVLVRevolve Group, Inc. | CL A | 535,500 | $2,406 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 362,200 | $2,318 萬 | 0.7% | – | – | 歷史 |
| TRIPTripAdvisor, Inc. | COM | 419,000 | $2,254 萬 | 0.7% | – | – | 歷史 |
| CMRCCommerce.com, Inc. | COM SER 1 | 366,700 | $2,120 萬 | 0.7% | – | – | 歷史 |
| LAMRLamar Advertising Co | REIT | 172,400 | $1,619 萬 | 0.5% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 105,800 | $1,502 萬 | 0.5% | – | – | 歷史 |
| PARPar Technology Corp | COM | 227,589 | $1,489 萬 | 0.5% | – | – | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 330,000 | $1,142 萬 | 0.4% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 33,485 | $1,091 萬 | 0.4% | – | – | 歷史 |
| PSFEPaysafe Ltd | ORD | 800,000 | $1,080 萬 | 0.3% | – | – | 歷史 |
| Altimeter Growth CorpG0370L124 | UNIT 99/99/9999 | 400,000 | $489.2 萬 | 0.2% | – | – | – |
選擇權（6 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。