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  Name: Atreides Management LP
  City: BOSTON
  State: MA
  Zip: 02109
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,334,476,000
  Total Value Change : $552,734,000
  Securities Held Change : 2
   
All Securities Held : 34
  New Positions : 13
  Closed Positions : 13
  Increased Positions : 11
  Unchanged Positions : 3
  Decreased Positions : 7

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 1 New $76.68 $298,092,000 4,205,582 8.94% 298,092,000 4,205,582 0.513    N/A
   (MDB)1 Year Chart         MDB Mongodb Inc 14 New $349.74 $105,647,000 294,577 3.17% 105,647,000 294,577 0.429    N/A
   (RL)1 Year Chart         RL Ralph Lauren Corporation 16 New $173.45 $82,911,000 441,580 2.49% 82,911,000 441,580 0.858    Textile - Apparel Clo...
   (ESTC)1 Year Chart         ESTC Elastic N.v. 18 New $0.00 $71,860,000 716,878 2.16% 71,860,000 716,878 0.826    N/A
   (LITE)1 Year Chart         LITE Lumentum Holdings Inc. 21 New $46.28 $57,544,000 1,215,299 1.73% 57,544,000 1,215,299 1.61    N/A
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 23 New $0.00 $51,637,000 417,777 1.55% 51,637,000 417,777 0.162    N/A
   (STZ)1 Year Chart         STZ Constellation Brands Inc 24 New $248.51 $45,558,000 167,641 1.37% 45,558,000 167,641 0.099    Beverage - Wineries &...
   (KVYO)1 Year Chart         KVYO Klaviyo, Inc. 25 New $23.52 $44,547,000 1,748,315 1.34% 44,547,000 1,748,315 0.789    N/A
   (ONON)1 Year Chart         ONON On Holding AG 26 New $40.23 $42,147,000 1,191,261 1.26% 42,147,000 1,191,261 0.397    N/A
   (WSC)1 Year Chart         WSC Willscot Mobile Mini Holdin... 27 New $39.27 $41,079,000 883,419 1.23% 41,079,000 883,419 0.388    N/A
   (CCI)1 Year Chart         CCI Crown Castle International ... 28 New $98.12 $29,756,000 281,168 0.89% 29,756,000 281,168 0.065    Integrated Telecommun...
   (RDDT)1 Year Chart         RDDT Reddit, Inc. 31 New $54.72 $19,505,000 395,477 0.58% 19,505,000 395,477 0.984    N/A
      12 Records Found
  1    
Page 1 of 1
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