Managed by Atreides Management, Lp • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | N NVDA — | $652.8M | 3.50M | 0.00% | — |
| 6 | Q QQQ — | $554.1M | 1.50M | 0.00% | — |
| 7 | Q QQQ — | $488.1M | 1.00M | 0.00% | — |
| 8 | A AMD — | $379.1M | 3.87M | 0.00% | — |
| 9 | A AMZN — | $375.6M | 7.17M | 0.00% | — |
| 10 | N NVDA — | $359.1M | 1.93M | 0.00% | — |
| 11 | A AMD — | $351.9M | 3.42M | 0.00% | — |
| 12 | R RH — | $348.2M | 1.06M | 0.00% | — |
| 13 | ? N/A — | $343.5M | 4.10M | 0.00% | — |
| 14 | A AMD — | $338.7M | 2.06M | 0.00% | — |
| 15 | C CIEN — | $334M | 1.43M | 0.00% | — |
| 16 | S SE — | $311.4M | 7.08M | 0.00% | — |
| 17 | A AMD — | $308.7M | 3.15M | 0.00% | — |
| 18 | R RH — | $305.5M | 1.05M | 0.00% | — |
| 19 | S SE — | $305.2M | 7.54M | 0.00% | — |
| 20 | M MRVL — | $298.1M | 4.21M | 0.00% | — |