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ATREIDES MANAGEMENT, LP

AUM: $4.69 B

13-F Portfolio Value: $5.13 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 56.09%

Stock	Company	Change in Shares	% Change	Source
CHYM	CHIME FINL INC	-10,000	Exited	13F
CFLT	CONFLUENT INC	-3,012,215	Exited	13F
FSLR	FIRST SOLAR INC	-393,464	Exited	13F
S	SENTINELONE INC	-1,902,821	Exited	13F
VOYG	VOYAGER TECHNOLOGIES INC	-10,000	Exited	13F