Atreides Management’s Ciena CIEN Stock Holding History

Atreides Management’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$263M	Sell	676,807 -751,423	-53%	-$230M	6.4%	4
2025 Q4	$334M	Buy	1,428,230 +27,466	+2%	+$5.33M	7.09%	4
2025 Q3	$204M	Buy	1,400,764 +137,946	+11%	+$14M	5.3%	5
2025 Q2	$103M	Buy	+1,262,818	New	+$90.6M	2.85%	14
2025 Q1	–	Sell	-74,952	Closed	-$6.36M	–	48
2024 Q4	$6.36M	Sell	74,952 -2,144,259	-97%	-$154M	0.2%	43
2024 Q3	$137M	Sell	2,219,211 -1,373,107	-38%	-$72.4M	4.62%	8
2024 Q2	$173M	Buy	3,592,318 +401,565	+13%	+$19.1M	5.65%	2
2024 Q1	$158M	Buy	3,190,753 +640,373	+25%	+$33.8M	4.73%	9
2023 Q4	$115M	Buy	2,550,380 +902,415	+55%	+$39.8M	4.13%	9
2023 Q3	$77.9M	Buy	+1,647,965	New	+$72.6M	2.71%	14

Other funds holding CIEN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return