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Name: |
Atreides Management LP |
City: |
BOSTON |
State: |
MA |
Zip: |
02109 |
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Holdings
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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 |
|
SE |
Sea Limited |
2 |
- |
$71.98 |
$263,373,000 |
4,903,612 |
7.9% |
-41,814,000 |
-2,631,860 |
1.461 |
N/A |
|
AMD |
Advanced Micro Devices Inc |
5 |
- |
$166.36 |
$183,581,000 |
1,017,124 |
5.51% |
-24,797,000 |
-396,468 |
0.085 |
Semiconductor- Broad... |
|
PSTG |
Pure Storage, Inc. |
10 |
- |
$61.05 |
$140,546,000 |
2,703,336 |
4.21% |
-55,377,000 |
-2,790,864 |
1.008 |
N/A |
|
RH |
Restoration Hardware Holdin... |
15 |
- |
$254.71 |
$84,890,000 |
243,755 |
2.55% |
-220,586,000 |
-804,261 |
1.018 |
Home Furnishing Stores |
|
VEEV |
Veeva Systems Inc |
22 |
- |
$203.89 |
$52,798,000 |
227,881 |
1.58% |
-15,834,000 |
-128,611 |
0.169 |
Healthcare Informatio... |
|
FWONK |
Liberty Media Corporation |
29 |
- |
$0.00 |
$28,323,000 |
431,747 |
0.85% |
-30,444,000 |
-499,138 |
0.207 |
N/A |
|
TSLA |
Tesla Motors Inc |
30 |
- |
$177.81 |
$26,881,000 |
152,915 |
0.81% |
-112,025,000 |
-406,108 |
0.005 |
Auto Manufacturers |
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