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Atreides Management’s Unity U Stock Holding History

Atreides Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$272M Buy
12,385,322
+5,759,883
+87% +$160M 5.43% 3
2025
Q4 		$293M Buy
6,625,439
+513,886
+8% +$20.9M 3.58% 5
2025
Q3 		$245M Sell
6,111,553
-59,602
-1% -$2.21M 4.77% 4
2025
Q2 		$149M Sell
6,171,155
-3,259,800
-35% -$71.7M 4.14% 8
2025
Q1 		$185M Buy
9,430,955
+5,607,572
+147% +$127M 5.61% 5
2024
Q4 		$85.9M Buy
+3,823,383
New +$85M 1.88% 17

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Atreides Management's U Position: Q1 2026 in Review

Atreides Management increased its Unity (U) stake by 87% in Q1 2026, buying an estimated $160M and bringing the position to 12,385,322 shares worth $272M. The position accounts for 5.43% of the portfolio, ranked #3.

Atreides Management first reported a position in U in Q4 2024 and has held it in 6 quarters since. The position peaked at $293M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Atreides Management held 12,385,322 shares of Unity worth $272M as of Q1 2026.
  • Atreides Management bought 5,759,883 Unity shares in Q1 2026, an estimated $160M.
  • Unity made up 5.43% of Atreides Management's portfolio in Q1 2026, its #3 holding.
  • Atreides Management first reported a position in Unity in Q4 2024 and has held it in 6 quarters since.
  • Atreides Management's Unity position peaked at $293M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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