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Atreides Management’s Wayfair W Stock Holding History

Atreides Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-600,000
Closed -$20.6M – 42
2023
Q1 		$20.6M Buy
+600,000
New +$26.6M 0.63% 27
2021
Q2 		– Sell
-130,000
Closed -$40.9M – 63
2021
Q1 		$40.9M Buy
+130,000
New +$38.4M 0.92% 30

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Atreides Management's W Position: Q2 2026 in Review

Atreides Management reduced its Wayfair (W) stake by 41% in Q2 2026, selling an estimated $43.3M and leaving 843,860 shares worth $78M. The position accounts for 0.54% of the portfolio, ranked #28.

Atreides Management first reported a position in W in Q4 2019 and has held it in 23 quarters since. The position peaked at $108M in Q1 2026. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Atreides Management held 843,860 shares of Wayfair worth $78M as of Q2 2026.
  • Atreides Management sold 587,137 Wayfair shares in Q2 2026, an estimated $43.3M.
  • Wayfair made up 0.54% of Atreides Management's portfolio in Q2 2026, its #28 holding.
  • Atreides Management first reported a position in Wayfair in Q4 2019 and has held it in 23 quarters since.
  • Atreides Management's Wayfair position peaked at $108M in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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