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| Name: |
Atreides Management LP |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02109 |
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data |
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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 |
|
MA |
MasterCard Inc A |
8 |
New |
$456.98 |
$120,101,000 |
281,589 |
4.32% |
120,101,000 |
281,589 |
0.028 |
Business Services |
|
|
ORCL |
Oracle Corp |
10 |
New |
$116.67 |
$91,975,000 |
872,383 |
3.31% |
91,975,000 |
872,383 |
0.029 |
Application Software |
|
|
SNE |
Sony Corporation (ADR) |
12 |
New |
$84.84 |
$70,210,000 |
741,475 |
2.52% |
70,210,000 |
741,475 |
0.059 |
Electronic Equipment |
|
|
VEEV |
Veeva Systems Inc |
13 |
New |
$203.78 |
$68,632,000 |
356,492 |
2.47% |
68,632,000 |
356,492 |
0.264 |
Healthcare Informatio... |
|
|
LOW |
Lowes Companies Inc |
14 |
New |
$235.03 |
$68,129,000 |
306,127 |
2.45% |
68,129,000 |
306,127 |
0.041 |
Home Improvement Stores |
|
|
JNPR |
Juniper Networks Inc |
15 |
New |
$36.16 |
$68,066,000 |
2,308,899 |
2.45% |
68,066,000 |
2,308,899 |
0.7 |
Networking & Communic... |
|
|
TOST |
Toast, Inc. |
18 |
New |
$26.83 |
$60,929,000 |
3,336,752 |
2.19% |
60,929,000 |
3,336,752 |
1.03 |
N/A |
|
|
FTNT |
Fortinet Inc |
20 |
New |
$58.16 |
$55,893,000 |
954,939 |
2.01% |
55,893,000 |
954,939 |
0.121 |
Computer Peripherals |
|
|
NU |
Nu Holdings Ord Shs Class A |
23 |
New |
$0.00 |
$47,157,000 |
5,661,100 |
1.7% |
47,157,000 |
5,661,100 |
0.163 |
N/A |
|
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RBLX |
Roblox Corp |
25 |
New |
$0.00 |
$35,061,000 |
766,873 |
1.26% |
35,061,000 |
766,873 |
0.155 |
N/A |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
27 |
New |
$401.59 |
$32,353,000 |
66,027 |
1.16% |
32,353,000 |
66,027 |
0.117 |
Personal Services |
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