Atreides Management’s ServiceTitan Inc TTAN Stock Holding History

Atreides Management’s Portfolio TTAN Stock Details TTAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.3M	Buy	+542,092	New	+$34.9M	0.27%	36
2026 Q1	–	Sell	-792,433	Closed	-$84.4M	–	72
2025 Q4	$84.4M	Buy	792,433 +166,206	+27%	+$16.2M	1.03%	29
2025 Q3	$63.1M	Sell	626,227 -14,551	-2%	-$1.6M	1.23%	24
2025 Q2	$68.7M	Buy	+640,778	New	+$71.6M	1.91%	21

Other funds holding TTAN

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BMC

Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Atreides Management's TTAN Position: Q2 2026 in Review

Atreides Management opened a new position in ServiceTitan Inc (TTAN) in Q2 2026: 542,092 shares worth $38.3M. The stake represents 0.27% of the portfolio and ranks #36 among its holdings. This is a return to the name: Atreides Management previously reported a position in TTAN as recently as Q4 2025.

Atreides Management first reported a position in TTAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $84.4M in Q4 2025. 372 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

Atreides Management held 542,092 shares of ServiceTitan Inc worth $38.3M as of Q2 2026.
ServiceTitan Inc was a new Atreides Management position in Q2 2026.
ServiceTitan Inc made up 0.27% of Atreides Management's portfolio in Q2 2026, its #36 holding.
Atreides Management first reported a position in ServiceTitan Inc in Q2 2025 and has held it in 4 quarters since.
Atreides Management's ServiceTitan Inc position peaked at $84.4M in Q4 2025.
372 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.