Фонды
Atreides Management
Гэвин Бейкер
под управлением на дату подачи
14.3 млрд $
позиций
47
подана
14 августа 2026
| Тикер | Название | Доля | Δ снимка |
|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | 32.58% | — |
| QQQ | INVESCO QQQ TR | 16.44% | — |
| META | META PLATFORMS INC | 6.3% | — |
| CBRS | CEREBRAS SYSTEMS INC | 5.87% | — |
| MU | MICRON TECHNOLOGY INC | 5.73% | — |
| ALAB | ASTERA LABS INC | 4.1% | — |
| CIEN | CIENA CORP | 2.36% | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2.14% | — |
| PANW | PALO ALTO NETWORKS INC | 2.09% | — |
| U | UNITY SOFTWARE INC | 2.04% | — |
| COHR | COHERENT CORP | 1.77% | — |
| NVDA | NVIDIA CORPORATION | 1.74% | — |
| AMZN | AMAZON COM INC | 1.61% | — |
| CRWV | COREWEAVE INC | 1.48% | — |
| GOOGL | ALPHABET INC | 1.22% | — |
| TWLO | TWILIO INC | 1.04% | — |
| APH | AMPHENOL CORP | 0.79% | — |
| AKAM | AKAMAI TECHNOLOGIES INC | 0.75% | — |
| AFRM | AFFIRM HLDGS INC | 0.72% | — |
| GTLB | GITLAB INC | 0.72% | — |
| INTC | INTEL CORP | 0.65% | — |
| SMTC | SEMTECH CORP | 0.62% | — |
| CIFR | CIPHER DIGITAL INC | 0.61% | — |
| TSLA | TESLA INC | 0.6% | — |
| DKS | DICKS SPORTING GOODS INC | 0.59% | — |
| W | WAYFAIR INC | 0.54% | — |
| AMBQ | AMBIQ MICRO INC | 0.54% | — |
| IOT | SAMSARA INC | 0.52% | — |
| ACVA | ACV AUCTIONS INC | 0.5% | — |
| COMP | COMPASS INC | 0.49% | — |
| WIX | WIX COM LTD | 0.46% | — |
| MA | MASTERCARD INCORPORATED | 0.34% | — |
| PDFS | PDF SOLUTIONS INC | 0.33% | — |
| TTAN | SERVICETITAN INC | 0.27% | — |
| FERG | FERGUSON ENTERPRISES INC | 0.24% | — |
| NOK | NOKIA CORP | 0.23% | — |
| ROG | ROGERS CORP | 0.22% | — |
| NTRA | NATERA INC | 0.2% | — |
| WRBY | WARBY PARKER INC | 0.15% | — |
| VECO | VEECO INSTRS INC DEL | 0.13% | — |
| NBIS | NEBIUS GROUP N.V. | 0.12% | — |
| INIO | INNIO NV | 0.1% | — |
| EQPT | EQUIPMENTSHARE COM INC | 0.03% | — |
| TBLA | TABOOLA.COM LTD | 0.03% | — |
| QNT | QUANTINUUM INC | 0.02% | — |
| FRVO | FERVO ENERGY CO | 0.0% | — |
| BTGO | BITGO HOLDINGS INC | 0.0% | — |