Atreides Management

Q4 2019 13F · by Gavin Baker, founder

Picture94.8% US stock

Full picture · of what this 13F reports is US stock

First filing on record. Nothing to compare against.

Concentrated · behaves like 19 equal-sized positions

Turnover · first filing on record


AIYActivision Blizzard Inc	8.87%	617,046	$37M	held	—	new
NVDANvidia Corp	8.06%	141,548	$33M	held	—	new
TSLATesla, Inc.	6.84%	67,621	$28M	held	—	new
METAMeta Platforms, Inc. Class A	6.64%	133,827	$27M	held	—	new
GOOGLAlphabet Inc. Class A	6.49%	20,041	$27M	held	—	new
AMDAdvanced Micro Devices	6.04%	544,885	$25M	held	—	new
DISThe Walt Disney Company	5.62%	160,620	$23M	held	—	new
RDFNRedfin Corporation	5.53%	1,081,473	$23M	held	—	new
TTWOTake-Two Interactive Software Inc	4.96%	167,560	$21M	held	—	new
WWayfair Inc.	4.04%	184,619	$17M	held	—	new
SNAPSnap Inc.	3.95%	1,001,100	$16M	held	—	new
LYFTLyft, Inc. Class A	3.94%	378,356	$16M	held	—	new
ANGIAngi Inc. Class A	3.86%	1,883,975	$16M	held	—	new
XYZBlock, Inc.	3.65%	241,400	$15M	held	—	new
TWLOTwilio Inc.	3.30%	138,935	$14M	held	—	new
NKENike, Inc.	3.23%	131,800	$13M	held	—	new
ESTCElastic N.V.	2.70%	173,900	$11M	held	—	new
ZENZendesk Inc	2.67%	144,268	$11M	held	—	new
QSRRestaurant Brands International Inc.	2.27%	147,400	$9M	held	—	new
ULTAUlta Beauty, Inc.	1.78%	29,000	$7M	held	—	new
MUMicron Technology, Inc.	1.69%	129,800	$7M	held	—	new
CHWYChewy, Inc.	1.53%	217,605	$6M	held	—	new
WYNNWynn Resorts Ltd	1.10%	32,601	$5M	held	—	new
TSCOTractor Supply Co	0.96%	42,400	$4M	held	—	new
ROKURoku, Inc. Class A	0.27%	8,388	$1M	held	—	new