# EDGAR Filing Document

**Accession Number:** 0001777813
**File Stem:** 0001777813-25-000006
**Filing Date:** 2025-8
**Character Count:** 19978
**Document Hash:** adae98f25ae3d5ac6a31bfbd57e2da8b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001777813-25-000006.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001777813-25-000006

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**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:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20049
- **FILM NUMBER:** 251280579

**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 N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001777813

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Atreides Management, LP

**Address:** ONE INTERNATIONAL PLACE, BOSTON, MA 02110

**Telephone number:** 617-648-4854

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-20049

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300L5NDNFUEPWPL22

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                      | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                              | VOTE CATEGORY                |     SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Constellation Brands, Inc.          | 21036P108 | 07/17/2024     | To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                                              | SECTION 14A SAY-ON-PAY VOTES |   1403           |                0 | FOR         |                           1403           | FOR                         |  |
| Ralph Lauren Corporation            | 751212101 | 08/01/2024     | Approval, on an advisory basis, of the compensation of our named executive officers and our compensation philosophy, policies and practices as described in the accompanying Proxy Statement.                                 | SECTION 14A SAY-ON-PAY VOTES | 371051           |                0 | FOR         |                         371051           | FOR                         |  |
| Elastic N.V.                        | N14506104 | 10/01/2024     | Non-binding advisory vote on the compensation of the Company's named executive officers as described in the proxy statement                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 673732           |                0 | FOR         |                         673732           | FOR                         |  |
| Lumentum Holdings Inc.              | 55024U109 | 11/20/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      1.58731e+06 |                0 | AGAINST     |                              1.58731e+06 | AGAINST                     |  |
| Ferguson Enterprises Inc.           | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  59304           |                0 | FOR         |                          59304           | FOR                         |  |
| Ferguson Enterprises Inc.           | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers.                                                                   | SECTION 14A SAY-ON-PAY VOTES |  59304           |                0 | ONE YEAR    |                          59304           | FOR                         |  |
| Affirm Holdings, Inc.               | 00827B106 | 12/09/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 539050           |                0 | FOR         |                         539050           | FOR                         |  |
| Nutanix, Inc.                       | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 506147           |                0 | AGAINST     |                         506147           | AGAINST                     |  |
| Nutanix, Inc.                       | 67059N108 | 12/13/2024     | Approval, on a non-binding advisory basis, of the frequency of future stockholder advisory votes to approve the compensation of our named executive officers.                                                                 | SECTION 14A SAY-ON-PAY VOTES | 506147           |                0 | ONE YEAR    |                         506147           | FOR                         |  |
| Micron Technology, Inc.             | 595112103 | 01/16/2025     | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT.                                                                    | SECTION 14A SAY-ON-PAY VOTES |      1.19635e+06 |                0 | FOR         |                              1.19635e+06 | FOR                         |  |
| Starbucks Corporation               | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  23522           |                0 | FOR         |                          23522           | FOR                         |  |
| Synopsys, Inc.                      | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   3972           |                0 | FOR         |                           3972           | FOR                         |  |
| Broadcom Inc.                       | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 435283           |                0 | FOR         |                         435283           | FOR                         |  |
| Adobe Inc.                          | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  46485           |                0 | AGAINST     |                          46485           | AGAINST                     |  |
| Advanced Micro Devices, Inc.        | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission. | SECTION 14A SAY-ON-PAY VOTES | 678191           |                0 | FOR         |                         678191           | FOR                         |  |
| Amazon.com, Inc.                    | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 670653           |                0 | FOR         |                         670653           | FOR                         |  |
| Five9, Inc.                         | 338307101 | 05/21/2025     | To approve, on a non-binding advisory basis, the compensation of the named executive officers as disclosed in the proxy statement.                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  94957           |                0 | FOR         |                          94957           | FOR                         |  |
| ACV Auctions Inc.                   | 00091G104 | 05/28/2025     | Approve, on a non-binding, advisory basis, the compensation of our named executive officers; and                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      4.74332e+06 |                0 | AGAINST     |                              4.74332e+06 | AGAINST                     |  |
| Meta Platforms, Inc.                | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                             | SECTION 14A SAY-ON-PAY VOTES | 189961           |                0 | AGAINST     |                         189961           | AGAINST                     |  |
| Meta Platforms, Inc.                | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                   | SECTION 14A SAY-ON-PAY VOTES | 189961           |                0 | ONE YEAR    |                         189961           | AGAINST                     |  |
| Axon Enterprise, Inc.               | 05464C101 | 05/29/2025     | Proposal No. 2 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |   8659           |                0 | AGAINST     |                           8659           | AGAINST                     |  |
| Roblox Corporation                  | 771049103 | 05/29/2025     | Advisory Vote on the Compensation of our Named Executive Officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      2.04808e+06 |                0 | FOR         |                              2.04808e+06 | FOR                         |  |
| Taboola.com Ltd.                    | M8744T106 | 06/04/2025     | To approve an advisory proposal on executive compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 725000           |                0 | FOR         |                         725000           | FOR                         |  |
| Bath  Body Works, Inc.              | 070830104 | 06/05/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 298000           |                0 | FOR         |                         298000           | FOR                         |  |
| Joby Aviation, Inc.                 | G65163100 | 06/06/2025     | Approval, in a non-binding advisory vote, of the compensation of Joby's named executive officers.                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1e+06       |                0 | FOR         |                              1e+06       | FOR                         |  |
| Twilio Inc.                         | 90138F102 | 06/10/2025     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 229005           |                0 | AGAINST     |                         229005           | AGAINST                     |  |
| Chipotle Mexican Grill, Inc.        | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  19875           |                0 | AGAINST     |                          19875           | AGAINST                     |  |
| Confluent, Inc.                     | 20717M103 | 06/11/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement.                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      1.65647e+06 |                0 | FOR         |                              1.65647e+06 | FOR                         |  |
| Ulta Beauty, Inc.                   | 90384S303 | 06/11/2025     | Advisory resolution to approve the Company's executive compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |   8324           |                0 | FOR         |                           8324           | FOR                         |  |
| Unity Software Inc.                 | 91332U101 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.                                                                               | SECTION 14A SAY-ON-PAY VOTES |      2.2611e+06  |                0 | AGAINST     |                              2.2611e+06  | AGAINST                     |  |
| Norwegian Cruise Line Holdings Ltd. | G66721104 | 06/12/2025     | Approval, on a non-binding, advisory basis, of the compensation of our named executive officers                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |    314           |                0 | FOR         |                            314           | FOR                         |  |
| MercadoLibre, Inc.                  | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  15874           |                0 | AGAINST     |                          15874           | AGAINST                     |  |
| GitLab Inc.                         | 37637K108 | 06/20/2025     | Approve, on a non-binding advisory basis, the compensation paid by GitLab Inc. to its named executive officers.                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 425234           |                0 | AGAINST     |                         425234           | AGAINST                     |  |
| Mastercard Incorporated             | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  78181           |                0 | FOR         |                          78181           | FOR                         |  |
| SentinelOne, Inc.                   | 81730H109 | 06/25/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 231903           |                0 | AGAINST     |                         231903           | AGAINST                     |  |
| MongoDB, Inc.                       | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 185063           |                0 | FOR         |                         185063           | FOR                         |  |
| MongoDB, Inc.                       | 60937P106 | 06/30/2025     | Approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of our named executive officers.                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 185063           |                0 | ONE YEAR    |                         185063           | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Atreides Management, LP

**By (Signature):** Laura Malone

**By (Printed Signature):** Laura Malone

**By (Title):** General Counsel  Chief Compliance Officer

**Date:** 08/29/2025