HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ADVANCED MICRO DEVICES INC |
$45,697 | ||
| AMD | 231,000 | +231,000 | $34,052 |
| Call | 790 | +790 | $11,645 |
 MERCADOLIBRE INC |
17,490 | +740 | $27,486 |
| MELI | 17,490 | +740 | $27,486 |
| MICROSOFT CORP |
70,000 | -5,500 | $26,323 |
| MSFT | 70,000 | -5,500 | $26,323 |
| META PLATFORMS INC |
74,000 | +9,000 | $26,193 |
| META | 74,000 | +9,000 | $26,193 |
| INSPIRE MED SYS INC |
121,600 | -18,565 | $24,737 |
| INSP | 121,600 | -18,565 | $24,737 |
| SENTINELONE INC |
765,000 | -98,000 | $20,992 |
| S | 765,000 | -97,000 | $20,992 |
| SHOCKWAVE MED INC |
101,500 | -15,000 | $19,342 |
| SWAV | 101,500 | -15,000 | $19,342 |
| ADOBE INC |
32,000 | -3,200 | $19,091 |
| ADBE | 32,000 | -3,200 | $19,091 |
| VERTIV HOLDINGS CO |
385,000 | -120,000 | $18,492 |
| VRT | 385,000 | -120,000 | $18,492 |
| ELI LILLY & CO |
31,000 | -1,200 | $18,071 |
| LLY | 31,000 | -1,200 | $18,071 |
| RXSIGHT INC |
444,000 | -65,352 | $17,902 |
| RXST | 444,000 | -65,352 | $17,902 |
| SHERWIN WILLIAMS CO |
57,000 | -15,000 | $17,778 |
| SHW | 57,000 | -15,000 | $17,778 |
| INTUITIVE SURGICAL INC |
52,600 | -2,900 | $17,745 |
| ISRG | 52,600 | -2,900 | $17,745 |
| QUANTA SVCS INC |
81,000 | +23,000 | $17,480 |
| PWR | 81,000 | +23,000 | $17,480 |
| MARTIN MARIETTA MATLS INC |
34,000 | -1,900 | $16,963 |
| MLM | 34,000 | -1,900 | $16,963 |
| ARISTA NETWORKS INC |
70,400 | -4,600 | $16,580 |
| ANET | 70,400 | -4,600 | $16,580 |
| INTEL CORP |
290,000 | +1,000 | $14,572 |
| INTC | 290,000 | +1,000 | $14,572 |
| FIVE9 INC |
$14,282 | ||
| Call | 1,815 | -735 | $14,282 |
| LIBERTY MEDIA CORP DEL |
220,000 | -95,000 | $13,889 |
| FWONK | 220,000 | -95,000 | $13,889 |
| DEXCOM INC |
103,000 | +31,000 | $12,781 |
| DXCM | 103,000 | +31,000 | $12,781 |
| BWX TECHNOLOGIES INC |
165,000 | -14,000 | $12,660 |
| BWXT | 165,000 | -14,000 | $12,660 |
| MONGODB INC |
29,500 | +2,000 | $12,061 |
| MDB | 29,500 | +2,000 | $12,061 |
| AMAZON COM INC |
79,000 | +5,000 | $12,003 |
| AMZN | 79,000 | +5,000 | $12,003 |
| PDD HOLDINGS INC |
80,000 | +80,000 | $11,705 |
| PDD | 80,000 | +80,000 | $11,705 |
| ROIVANT SCIENCES LTD |
$11,679 | ||
| ROIV | 739,980 | +194,980 | $8,310 |
| Call | 3,000 | +3,000 | $3,369 |
| AIRBNB INC |
78,000 | +78,000 | $10,619 |
| ABNB | 78,000 | +78,000 | $10,619 |
| APPFOLIO INC |
61,000 | -22,500 | $10,568 |
| APPF | 61,000 | -22,500 | $10,568 |
| ARGENX SE |
26,695 | +2,000 | $10,156 |
| ARGX | 26,695 | +2,000 | $10,156 |
| GLAUKOS CORP |
124,968 | -90,232 | $9,934 |
| GKOS | 124,968 | -90,232 | $9,934 |
| DUOLINGO INC |
42,000 | -19,000 | $9,528 |
| DUOL | 42,000 | -19,000 | $9,528 |
| EXACT SCIENCES CORP |
122,000 | +78,000 | $9,026 |
| EXAS | 122,000 | +78,000 | $9,026 |
| NVIDIA CORPORATION |
18,000 | -3,000 | $8,914 |
| NVDA | 18,000 | -3,000 | $8,914 |
| ASML HOLDING N V |
11,500 | +11,500 | $8,705 |
| ASML | 11,500 | +11,500 | $8,705 |
| CYTOKINETICS INC |
$8,407 | ||
| CYTK | 51,000 | +51,000 | $4,258 |
| Call | 497 | +497 | $4,149 |
| PENUMBRA INC |
33,000 | -4,500 | $8,301 |
| PEN | 33,000 | -4,500 | $8,301 |
| BIOMARIN PHARMACEUTICAL INC |
85,000 | +85,000 | $8,196 |
| BMRN | 85,000 | +85,000 | $8,196 |
| TRADEWEB MKTS INC |
89,708 | -33,292 | $8,153 |
| TW | 89,708 | -33,292 | $8,153 |
| CORE & MAIN INC |
200,000 | +200,000 | $8,082 |
| CNM | 200,000 | +200,000 | $8,082 |
| POOL CORP |
19,500 | -7,500 | $7,775 |
| POOL | 19,500 | -7,500 | $7,775 |
| ROBLOX CORP |
170,000 | +170,000 | $7,772 |
| RBLX | 170,000 | +170,000 | $7,772 |
| CELSIUS HLDGS INC |
140,000 | +32,500 | $7,633 |
| CELH | 140,000 | +32,500 | $7,633 |
| ATLANTA BRAVES HLDGS INC |
191,000 | +97,879 | $7,560 |
| BATRK | 191,000 | +97,879 | $7,560 |
| AVERY DENNISON CORP |
35,500 | -28,500 | $7,177 |
| AVY | 35,500 | -28,500 | $7,177 |
| INTRA CELLULAR THERAPIES INC |
100,000 | +14,100 | $7,162 |
| ITCI | 100,000 | +14,100 | $7,162 |
| PACIFIC BIOSCIENCES CALIF IN |
690,000 | +690,000 | $6,769 |
| PACB | 690,000 | +690,000 | $6,769 |
| FERGUSON PLC NEW |
34,300 | -1,700 | $6,622 |
| FERG | 34,300 | -1,700 | $6,622 |
| NEUROCRINE BIOSCIENCES INC |
50,000 | -4,000 | $6,588 |
| NBIX | 50,000 | -4,000 | $6,588 |
| SEADRILL 2021 LTD |
137,000 | -148,000 | $6,477 |
| SDRL | 137,000 | -148,000 | $6,477 |
| KARUNA THERAPEUTICS INC |
20,000 | -23,500 | $6,330 |
| KRTX | 20,000 | -23,500 | $6,330 |
| KBR INC |
114,000 | -116,000 | $6,317 |
| KBR | 114,000 | -116,000 | $6,317 |
See Full List: All Stocks Held By Atika Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Atika Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $746,774 At 09/30/2023: $761,947 Combined Holding Report Includes:
Atika Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atika Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
