May. 18 at 12:10 PM
🔍 𝗔𝗧𝗥𝗘𝗜𝗗𝗘𝗦 13𝗙 𝗜𝗦 𝗢𝗨𝗧 🔎
Most Notable Portfolio Updates:
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀:
$PANW,
$ZM Zoom
𝗔𝗱𝗱𝗲𝗱 60% 𝗺𝗼𝗿𝗲:
$W Wayfair
Heavily 𝗕𝗢𝗢𝗦𝗧𝗘𝗗:
$RBLX & Unity software
𝗥𝗲𝗱𝘂𝗰𝗲𝗱 by 70%:
$SNOW
Gavin Baker's portfolio is up 174% in past 3 yrs
Source: https://hedgefollow.com/funds/Atreides+Management+Lp