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
2024 Q1	–	Sell	-1,000,000	Closed	-$77.3M	–	53
2023 Q4	$77.3M	Buy	+1,000,000	New	+$56.5M	2.54%	11
2023 Q2	–	Sell	-1,000,000	Closed	-$68.7M	–	43
2023 Q1	$68.7M	Buy	+1,000,000	New	+$74.9M	2.1%	20
2022 Q3	–	Sell	-600,000	Closed	-$36.9M	–	51
2022 Q2	$36.9M	Buy	+600,000	New	+$54.8M	1.37%	28

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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.