AM

Atreides Management Portfolio holdings

AUM $3.6B
1-Year Est. Return 28.4%
This Quarter Est. Return
1 Year Est. Return
+28.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.96B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$230M
2 +$168M
3 +$94.3M
4
ULTA icon
Ulta Beauty
ULTA
+$73.1M
5
FIVE icon
Five Below
FIVE
+$68.6M

Top Sells

1 +$177M
2 +$127M
3 +$99.3M
4
CIEN icon
Ciena
CIEN
+$84.6M
5
BBWI icon
Bath & Body Works
BBWI
+$76.5M

Sector Composition

1 Technology 53.98%
2 Consumer Discretionary 38.42%
3 Communication Services 3.4%
4 Real Estate 1.46%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-842,008