· by fundfollower.bsky.social ·17h ago · view on bsky.app ↗

Atreides Management just filed its Q2 2026 13F. 🐋 Managed by Gavin Baker · $14.3B across 49 holdings 🟢 Bought: $SPCX, $QQQ, Cerebras Systems INC, $META +38 more 🔴 Sold: $MU, $ALAB, $LITE, $SATS +23 more

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Atreides Management 13F

#$alab #$lite #$meta #$mu #$qqq #$sats #$spcx

1 comments — live from bluesky

fundfollower.bsky.social · 0 · 17h ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/atreides-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.