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Hedge Funds Similar to Atreides

13F Portfolio OverlapQ2 2026Atreides portfolio →
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Most similar hedge funds by 13F overlap

Atreides Management, LP is an institutional investor managing $14.3B across 49 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Atreides are Dragoneer Investment Group, D1 Partners, SCGE, with shared positions in $SPCX, $CBRS, $TTAN, $COMP, $AFRM, $FERG. The full ranking of 25 similar funds is below.

#1Dragoneer Investment Group, LLCActive
Highly similar · 3 shared positions
$SPCX$CBRS$TTAN
$2.8B
12 positions
#2D1 Capital Partners L.P.Smart money
Highly similar · 4 shared positions
$SPCX$COMP$AFRM$FERG
$34.8B
55 positions
#3SCGE MANAGEMENT, L.P.Smart money
Highly similar · 3 shared positions
$SPCX$CIEN$TTAN
$5.9B
21 positions
#4BAMCO INC /NY/Smart money
Substantial overlap · 3 shared positions
$SPCX$APH$IOT
$66.6B
345 positions
#5NVIDIA CORPSmart money
Substantial overlap · 5 shared positions
$SPCX$COHR$CRWV$NOK$NBIS
$63.4B
8 positions
#6Kinetic Partners Management, LPSmart money
Substantial overlap · 4 shared positions
$SPCX$CRWV$FERG$NBIS
$4.2B
47 positions
#7Burkehill Global Management, LPActive
Substantial overlap · 4 shared positions
$SPCX$CRWV$CBRS$NBIS
$2.8B
173 positions
#8Ghisallo Capital Management LLCActive
Substantial overlap · 3 shared positions
$SPCX$CBRS$NBIS
$5.1B
339 positions
#9Talos Eurisko Asset Management LPActive
Notable overlap · 8 shared positions
$ALAB$CBRS$CRDO$COHR$CRWV$APH
$703M
25 positions
#10M & L Capital Management LtdActive
Notable overlap · 5 shared positions
$ALAB$CIEN$CRDO$COHR$SPCX
$370M
17 positions
#11Altimeter Capital Management, LPSmart money
Notable overlap · 3 shared positions
$CBRS$SPCX$CRWV
$9.8B
20 positions
#12Spear Advisors LLCActive
Notable overlap · 5 shared positions
$ALAB$CRDO$COHR$CIEN$NOK
$291M
28 positions
#13COATUE MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$SPCX$CBRS$NTRA
$48.6B
66 positions
#14Maytree Asset Management LtdActive
Notable overlap · 7 shared positions
$ALAB$U$COHR$CBRS$CIEN$CRDO
$154M
44 positions
#15Renaissance Capital LLCPassive
Notable overlap · 4 shared positions
$ALAB$CBRS$CRWV$TTAN
$181M
52 positions
#16MAPLELANE CAPITAL, LLCActive
Notable overlap · 5 shared positions
$SPCX$CRDO$COHR$CBRS$NTRA
$5.5B
86 positions
#17Whale Rock Capital Management LLCActive
Notable overlap · 5 shared positions
$ALAB$COHR$TWLO$SPCX$CBRS
$12.5B
35 positions
#18Analog Century Management LPActive
Notable overlap · 4 shared positions
$ALAB$CIEN$APH$NBIS
$2.7B
25 positions
#19ARK Investment Management LLCActive
Notable overlap · 4 shared positions
$SPCX$CRWV$CBRS$NTRA
$15.4B
191 positions
#20FirstWave Capital Management LLCPassive
Some overlap · 6 shared positions
$CRDO$ALAB$CRWV$COHR$CIFR$NBIS
$227M
63 positions
#21Taylor Frigon Capital Management LLCPassive
Some overlap · 5 shared positions
$ALAB$CRDO$APH$GTLB$TTAN
$214M
93 positions
#22Shannon River Fund Management LLCActive
Some overlap · 6 shared positions
$CIEN$COHR$TWLO$CIFR$PDFS$NOK
$1.1B
37 positions
#23Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$ALAB$CRWV$SPCX
$425M
154 positions
#24Dedeker Financial LLCActive
Some overlap · 3 shared positions
$ALAB$COHR$SPCX
$176M
55 positions
#25FengHe Fund Management Pte. Ltd.Active
Some overlap · 3 shared positions
$CRDO$CIEN$ALAB
$1.1B
18 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.