Generalist · Boston, MA
Atreides Management, LP
- Software
- $1.1B
- Weight of 13F
- 8.0%
- Names
- 8
- Vs prior quarter
- +$251M
Filed 14 August 2026.
49 positions in the whole 13F.
Software held
- Palo Alto NetworksPANW876,954 shares · 26.5% of their software$299M+$209M
- UnityU10,245,819 shares · 25.9% of their software$293M+$21.1M
- TwilioTWLO720,338 shares · 13.1% of their software$149M+$32.7M
- AkamaiAKAM910,583 shares · 9.5% of their software$108M+$29.2M
- GitLabGTLB3,373,169 shares · 9.1% of their software$103MNew
- SamsaraIOT2,308,649 shares · 6.6% of their software$74.9MNew
- WixWIX1,458,458 shares · 5.9% of their software$66.2M+$7.6M
- ServiceTitanTTAN542,092 shares · 3.4% of their software$38.3MNew