AM
U icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$149M Sell
6,171,155
-3,259,800
-35% -$78.9M 4.14% 8
2025
Q1 		$185M Buy
9,430,955
+5,607,572
+147% +$110M 5.61% 3
2024
Q4 		$85.9M Buy
+3,823,383
New +$85.9M 1.88% 16