Question 1

How many shares of U does Atreides Management, LP own?

Accepted Answer

As of 2026-Q1, Atreides Management, LP holds 12.4M shares of U (UNITY SOFTWARE INC).

Question 2

What is Atreides Management, LP's U position worth?

Accepted Answer

As of 2026-Q1, Atreides Management, LP's U position is worth $271.7M.

Question 3

Is Atreides Management, LP buying or selling U?

Accepted Answer

In 2026-Q1, Atreides Management, LP increased their U position (+86.9% change in shares).

Question 4

When did Atreides Management, LP first buy U?

Accepted Answer

Based on available 13F filings, Atreides Management, LP first reported a position in U in 2026-Q1. They have held the position across 6 quarters.