# EDGAR Filing Document

**Accession Number:** 0001777813
**File Stem:** 0001777813-26-000003
**Filing Date:** 2026-2
**Character Count:** 9362
**Document Hash:** 748cee78b5c0688ee7de140022dfc8cd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001777813-26-000003.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001777813-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Atreides Management, LP
- **CENTRAL INDEX KEY:** 0001777813

**ORGANIZATION NAME:**
- **EIN:** 833130520
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20049
- **FILM NUMBER:** 26641371

**BUSINESS ADDRESS:**
- **STREET 1:** ONE INTERNATIONAL PLACE
- **STREET 2:** SUITE 4410
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 6176484842

**MAIL ADDRESS:**
- **STREET 1:** ONE INTERNATIONAL PLACE
- **STREET 2:** SUITE 4410
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Atreides Management LP<br>**Address:** ONE INTERNATIONAL PLACE<br>SUITE 4410<br>BOSTON, MA 02110

**Form 13F File Number:** 028-20049

**CRD Number (if applicable):** 000301152

**SEC File Number (if applicable):** 801-115226

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Laura Malone<br>**Title:** General Counsel/Chief Compliance Officer<br>**Phone:** 6176484854

**Signature, Place, and Date of Signing:**

Laura Malone  Boston, MA  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 56

**Form 13F Information Table Value Total:** $8183550359

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACV AUCTIONS INC | COM CL A | 00091G104 |  | 99542636 | 12411800 | SH |  | SOLE |  | 12411800 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 103081159 | 1384941 | SH |  | SOLE |  | 1384941 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 160988107 | 514339 | SH |  | SOLE |  | 514339 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 158757765 | 687799 | SH |  | SOLE |  | 687799 | 0 | 0 |
| AMBIQ MICRO INC | COMMON STOCK | 023193105 |  | 19847970 | 696420 | SH |  | SOLE |  | 696420 | 0 | 0 |
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 |  | 30051875 | 1044193 | SH |  | SOLE |  | 1044193 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 |  | 268038234 | 1611194 | SH |  | SOLE |  | 1611194 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 64569012 | 398230 | SH |  | SOLE |  | 398230 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 39409230 | 11620 | SH |  | SOLE |  | 11620 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 59899009 | 105469 | SH |  | SOLE |  | 105469 | 0 | 0 |
| CHIME FINL INC | COM SHS CL A | 16935C109 |  | 37850344 | 1503788 | SH |  | SOLE |  | 1503788 | 0 | 0 |
| CIENA CORP | COM NEW | 171779309 |  | 334020150 | 1428230 | SH |  | SOLE |  | 1428230 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 166113000 | 900000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 227989354 | 1235246 | SH |  | SOLE |  | 1235246 | 0 | 0 |
| COMPASS INC | CL A | 20464U100 |  | 92206697 | 8723434 | SH |  | SOLE |  | 8723434 | 0 | 0 |
| COREWEAVE INC | COM CL A | 21873S108 |  | 43403537 | 606110 | SH |  | SOLE |  | 606110 | 0 | 0 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 97169219 | 490828 | SH |  | SOLE |  | 490828 | 0 | 0 |
| ECHOSTAR CORP | CL A | 278768106 |  | 97947831 | 901084 | SH |  | SOLE |  | 901084 | 0 | 0 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 39609662 | 177917 | SH |  | SOLE |  | 177917 | 0 | 0 |
| GENERAC HLDGS INC | COM | 368736104 |  | 24923663 | 182765 | SH |  | SOLE |  | 182765 | 0 | 0 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 37530000 | 1000000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 119235925 | 3177083 | SH |  | SOLE |  | 3177083 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 17857017 | 483930 | SH |  | SOLE |  | 483930 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2150085000 | 3500000 | SH | Put | SOLE |  | 3500000 | 0 | 0 |
| JFROG LTD | ORD SHS | M6191J100 |  | 25251079 | 404276 | SH |  | SOLE |  | 404276 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 141098095 | 382805 | SH |  | SOLE |  | 382805 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 26236503 | 45958 | SH |  | SOLE |  | 45958 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 9066184 | 4501 | SH |  | SOLE |  | 4501 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 199787000 | 700000 | SH | Put | SOLE |  | 700000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 210894016 | 738916 | SH |  | SOLE |  | 738916 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 87761554 | 181468 | SH |  | SOLE |  | 181468 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 54789987 | 3272998 | SH |  | SOLE |  | 3272998 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 359055582 | 1925231 | SH |  | SOLE |  | 1925231 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 652750000 | 3500000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 |  | 11321018 | 125901 | SH |  | SOLE |  | 125901 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 65083744 | 405759 | SH |  | SOLE |  | 405759 | 0 | 0 |
| PURE STORAGE INC | CL A | 74624M102 |  | 100515000 | 1500000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| PURE STORAGE INC | CL A | 74624M102 |  | 279946002 | 4177675 | SH |  | SOLE |  | 4177675 | 0 | 0 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 45107199 | 127562 | SH |  | SOLE |  | 127562 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 31566938 | 389571 | SH |  | SOLE |  | 389571 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 69745620 | 3602563 | SH |  | SOLE |  | 3602563 | 0 | 0 |
| ROGERS CORP | COM | 775133101 |  | 15742714 | 171920 | SH |  | SOLE |  | 171920 | 0 | 0 |
| RUBRIK INC. | CL A | 781154109 |  | 68451818 | 895029 | SH |  | SOLE |  | 895029 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 35137753 | 275439 | SH |  | SOLE |  | 275439 | 0 | 0 |
| SEMTECH CORP | COM | 816850101 |  | 50963341 | 691591 | SH |  | SOLE |  | 691591 | 0 | 0 |
| SERVICETITAN INC | SHS CL A | 81764X103 |  | 84394115 | 792433 | SH |  | SOLE |  | 792433 | 0 | 0 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 105019477 | 478754 | SH |  | SOLE |  | 478754 | 0 | 0 |
| TABOOLA.COM LTD | ORD SHS | M8744T106 |  | 3403148 | 738210 | SH |  | SOLE |  | 738210 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 83663660 | 186035 | SH |  | SOLE |  | 186035 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 101978399 | 716946 | SH |  | SOLE |  | 716946 | 0 | 0 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 163429000 | 3700000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| UNITY SOFTWARE INC | COM | 91332U101 |  | 292645641 | 6625439 | SH |  | SOLE |  | 6625439 | 0 | 0 |
| WARBY PARKER INC | CL A COM | 93403J106 |  | 8565322 | 393085 | SH |  | SOLE |  | 393085 | 0 | 0 |
| WAYFAIR INC | CL A | 94419L101 |  | 87443454 | 870864 | SH |  | SOLE |  | 870864 | 0 | 0 |
| WINGSTOP INC | COM | 974155103 |  | 93012292 | 390005 | SH |  | SOLE |  | 390005 | 0 | 0 |
| WIX COM LTD | SHS | M98068105 |  | 129598308 | 1247457 | SH |  | SOLE |  | 1247457 | 0 | 0 |

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