Aug. 14 at 9:34 PM
๐ ๐๐ฎ๐๐ถ๐ป ๐๐ฎ๐ธ๐ฒ๐ฟ 13๐ just ๐ฟ๐ฒ๐น๐ฒ๐ฎ๐๐ฒ๐ฑ ๐
5-star Hedge Fund Manager ๐๐ฎ๐๐ถ๐ป ๐๐ฎ๐ธ๐ฒ๐ฟ just filed his 13F for Q2.
Some of his most notable position changes...
๐ก๐ฒ๐ ๐๐๐ฅ๐๐ ๐๐๐๐:
$APH
๐๐ฑ๐ฑ๐ฒ๐ฑ 50% ๐บ๐ผ๐ฟ๐ฒ:
$PANW
๐๐ข๐จ๐๐๐๐ position:
$CRWV
๐ฅ๐ฒ๐ฑ๐๐ฐ๐ฒ๐ฑ by 60%: Astera Labs
๐ฆ๐ข๐๐ out: Zoom & Echostar
Atreides ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ถ๐ ๐จ๐ฃ 275.79% in the last 3 years.
One of the top performing Hedge Funds.
Watch every move Gavin makes.
Source: hedgefollow.com/funds/Atreides+Management+Lp