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Atreides Management’s Astera Labs ALAB Stock Holding History

Atreides Management’s Portfolio ALAB Stock Details ALAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$369M Buy
3,365,787
+1,754,593
+109% +$250M 7.37% 2
2025
Q4 		$268M Buy
1,611,194
+1,549,144
+2,497% +$259M 3.28% 7
2025
Q3 		$12.1M Sell
62,050
-892,733
-94% -$147M 0.24% 53
2025
Q2 		$86.3M Sell
954,783
-3,697,481
-79% -$292M 2.4% 18
2025
Q1 		$278M Buy
4,652,264
+2,815,614
+153% +$260M 8.43% 1
2024
Q4 		$243M Sell
1,836,650
-5,331,840
-74% -$500M 5.33% 2
2024
Q3 		$376M Buy
7,168,490
+4,392,161
+158% +$206M 9.56% 2
2024
Q2 		$168M Buy
2,776,329
+110,537
+4% +$7.67M 5.49% 4
2024
Q1 		$198M Buy
+2,665,792
New +$198M 4.49% 5

Other funds holding ALAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Atreides Management's ALAB Position: Q1 2026 in Review

Atreides Management increased its Astera Labs (ALAB) stake by 109% in Q1 2026, buying an estimated $250M and bringing the position to 3,365,787 shares worth $369M. The position accounts for 7.37% of the portfolio, ranked #2.

Atreides Management first reported a position in ALAB in Q1 2024 and has held it in 9 quarters since. The position peaked at $376M in Q3 2024. 703 funds tracked by Wall St. Rank hold ALAB as of Q1 2026.

  • Atreides Management held 3,365,787 shares of Astera Labs worth $369M as of Q1 2026.
  • Atreides Management bought 1,754,593 Astera Labs shares in Q1 2026, an estimated $250M.
  • Astera Labs made up 7.37% of Atreides Management's portfolio in Q1 2026, its #2 holding.
  • Atreides Management first reported a position in Astera Labs in Q1 2024 and has held it in 9 quarters since.
  • Atreides Management's Astera Labs position peaked at $376M in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Astera Labs as of Q1 2026.

Based on Atreides Management's 13F filing for Q1 2026, filed 18 May 2026.