AM
XYZ

Atreides Management’s Block Inc XYZ Stock Holding History

Atreides Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-728,208
Closed -$61.9M – 58
2024
Q4 		$61.9M Buy
+728,208
New +$59.7M 1.36% 21
2024
Q3 		– Sell
-842,008
Closed -$54.3M – 54
2024
Q2 		$54.3M Sell
842,008
-579,790
-41% -$40.6M 1.77% 23
2024
Q1 		$120M Buy
1,421,798
+591,674
+71% +$42.8M 2.73% 14
2023
Q4 		$64.2M Sell
830,124
-1,403,448
-63% -$79.4M 2.11% 19
2023
Q3 		$98.9M Sell
2,233,572
-453,340
-17% -$28.1M 3.23% 12
2023
Q2 		$179M Buy
+2,686,912
New +$168M 4.6% 6
2023
Q1 		– Sell
-2,530,586
Closed -$189M – 45
2022
Q4 		$159M Buy
2,530,586
+234,354
+10% +$14.5M 6.27% 3
2022
Q3 		$126M Buy
2,296,232
+811,526
+55% +$57.5M 3.32% 7
2022
Q2 		$91.3M Buy
1,484,706
+801,060
+117% +$73.2M 3.39% 10
2022
Q1 		$92.7M Sell
683,646
-209,646
-23% -$25.4M 2.86% 11
2021
Q4 		$144M Buy
+893,292
New +$194M 4.51% 8
2021
Q3 		– Sell
-521,501
Closed -$127M – 55
2021
Q2 		$127M Buy
521,501
+129,799
+33% +$30.1M 2.27% 12
2021
Q1 		$88.9M Buy
391,702
+246,600
+170% +$57.7M 2.01% 13
2020
Q4 		$31.6M Sell
145,102
-137,200
-49% -$26.8M 1.39% 26
2020
Q3 		$45.9M Sell
282,302
-163,320
-37% -$23.1M 4.34% 9
2020
Q2 		$46.8M Sell
445,622
-211,800
-32% -$16.2M 6.6% 3
2020
Q1 		$34.4M Buy
657,422
+416,022
+172% +$28.5M 7.61% 3
2019
Q4 		$15.1M Buy
+241,400
New +$15.4M 3.46% 14

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Atreides Management's XYZ Position: Q1 2025 in Review

Atreides Management sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 728,208 shares — an estimated $61.9M sold.

Atreides Management first reported a position in XYZ in Q4 2019 and held it in 18 quarters. The position peaked at $179M in Q2 2023. 1,010 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

  • Atreides Management reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
  • Atreides Management sold 728,208 Block Inc shares in Q1 2025, an estimated $61.9M.
  • Atreides Management first reported a position in Block Inc in Q4 2019 and held it in 18 quarters.
  • Atreides Management's Block Inc position peaked at $179M in Q2 2023.
  • 1,010 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

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