Atreides Management’s Nutanix NTNX Stock Holding History

Atreides Management’s Portfolio NTNX Stock Details NTNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-506,147	Closed	-$31M	–	53
2024 Q4	$31M	Buy	506,147 +366,235	+262%	+$23.9M	0.68%	33
2024 Q3	$8.29M	Buy	+139,912	New	+$7.69M	0.21%	40
2021 Q3	–	Sell	-1,255,075	Closed	-$48M	–	45
2021 Q2	$48M	Sell	1,255,075 -273,525	-18%	-$8.52M	0.86%	31
2021 Q1	$40.6M	Buy	+1,528,600	New	+$46.5M	0.92%	31

Other funds holding NTNX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Atreides Management's NTNX Position: Q1 2025 in Review

Atreides Management sold out of Nutanix (NTNX) in Q1 2025, closing a stake of 506,147 shares — an estimated $31M sold.

Atreides Management first reported a position in NTNX in Q1 2021 and held it in 4 quarters. The position peaked at $48M in Q2 2021. 569 funds tracked by Wall St. Rank hold NTNX as of Q1 2025.

Atreides Management reported no remaining Nutanix position as of Q1 2025 after selling out during the quarter.
Atreides Management sold 506,147 Nutanix shares in Q1 2025, an estimated $31M.
Atreides Management first reported a position in Nutanix in Q1 2021 and held it in 4 quarters.
Atreides Management's Nutanix position peaked at $48M in Q2 2021.
569 funds tracked by Wall St. Rank held Nutanix as of Q1 2025.

Based on Atreides Management's 13F filing for Q1 2025, filed 15 May 2025.