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2026
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Atreides Management — Full Portfolio Deep Dive
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companies
Folder: research/2026/atreides/companies
59 items under this folder.
Jun 10, 2026
ACV Auctions (ACVA)
Jun 10, 2026
AeroVironment (AVAV)
Jun 10, 2026
Affirm (AFRM)
Jun 10, 2026
Akamai (AKAM)
Jun 10, 2026
Alphabet (GOOGL)
Jun 10, 2026
Amazon.com (AMZN)
Jun 10, 2026
Ambiq Micro (AMBQ)
Jun 10, 2026
Astera Labs (ALAB)
Jun 10, 2026
Axon Enterprise (AXON)
Jun 10, 2026
BitGo Holdings (BTGO)
Jun 10, 2026
Cerebras Systems (CBRS)
Jun 10, 2026
Chime Financial (CHYM)
Jun 10, 2026
Ciena (CIEN)
Jun 10, 2026
Cognition AI (private)
Jun 10, 2026
Coherent (COHR)
Jun 10, 2026
Compass (COMP)
Jun 10, 2026
CoreWeave (CRWV)
Jun 10, 2026
Credo Technology (CRDO)
Jun 10, 2026
Crusoe Energy (private)
Jun 10, 2026
Decart AI (private)
Jun 10, 2026
Dick's Sporting Goods (DKS)
Jun 10, 2026
EchoStar (SATS)
Jun 10, 2026
Enfabrica (private)
Jun 10, 2026
EquipmentShare (EQPT)
Jun 10, 2026
Ferguson (FERG)
Jun 10, 2026
GlobalFoundries (GFS)
Jun 10, 2026
HubSpot (HUBS)
Jun 10, 2026
Intel (INTC)
Jun 10, 2026
JFrog (FROG)
Jun 10, 2026
Lumentum (LITE)
Jun 10, 2026
Mastercard (MA)
Jun 10, 2026
Micron Technology (MU)
Jun 10, 2026
Nebius Group (NBIS)
Jun 10, 2026
Nokia ADR (NOK)
Jun 10, 2026
NVIDIA (NVDA)
Jun 10, 2026
Palo Alto Networks (PANW)
Jun 10, 2026
The QQQ Hedge (QQQ puts)
Jun 10, 2026
Ralph Lauren (RL)
Jun 10, 2026
Roblox (RBLX)
Jun 10, 2026
Rocket Companies (RKT)
Jun 10, 2026
Rogers Corp (ROG)
Jun 10, 2026
Rubrik (RBRK)
Jun 10, 2026
Semtech (SMTC)
Jun 10, 2026
SiFive (private)
Jun 10, 2026
Snowflake (SNOW)
Jun 10, 2026
SpaceX (private)
Jun 10, 2026
Synopsys (SNPS)
Jun 10, 2026
Taboola (TBLA)
Jun 10, 2026
Tesla (TSLA)
Jun 10, 2026
Twilio (TWLO)
Jun 10, 2026
Unity Software (U)
Jun 10, 2026
Veeco Instruments (VECO)
Jun 10, 2026
Visa (V)
Jun 10, 2026
Vistra (VST)
Jun 10, 2026
Warby Parker (WRBY)
Jun 10, 2026
Wayfair (W)
Jun 10, 2026
Wingstop (WING)
Jun 10, 2026
Wix.com (WIX)
Jun 10, 2026
Zoom Communications (ZM)