Invesco QQQ Trust, Series 1 : QQQ

QQQ

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$710.93

$5.15 (0.72%)

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Latest Activity

Portfolio concentrationGavin BakerAtreides Management

Aug 14

49.6%in the top 5 names · 46 long positions disclosed

SPACE EXPLORATION TECHN CORP
32.6%
MUMICRON TECHNOLOGY INC
5.7%
CEREBRAS SYSTEMS INC
4.8%
ALABASTERA LABS INC
4.1%
CIENCIENA CORP
2.4%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Gavin Baker's Atreides Management had nearly half its disclosed long book in five names as of June 30, with a third of it in one private company, SpaceX. The rest is a straight AI infrastructure bet: Micron memory, Cerebras chips, Astera Labs connectivity and Ciena optics.

Jim Cramer @jimcramer

Jul 6, 4:56pm ET

Cramer pins today's late-session Nasdaq weakness to technical pressure from SpaceX joining the index, signaling potential volatility ahead.

I think the end of the day NASDAQ sell off was totally related to the inclusion of SpaceX into the Nasdaq 100. Could be more hangover tomorrow morning...

Replies17
Reposts3
Likes35

Activity card posted 2026-07-06T20:56:50Z

All Invesco QQQ Trust, Series 1 Articles

475 Articles

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1 2 3 … 32

Invesco QQQ Trust, Series 1 : QQQ

QQQ

$710.93

Latest Activity

All Invesco QQQ Trust, Series 1 Articles

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Invesco QQQ Trust, Series 1 : QQQ

QQQ

$710.93

Latest Activity

All Invesco QQQ Trust, Series 1 Articles

QQQ Cut Its Fee After 26 Years. On $250,000, the VGT ETF Still Saves You $225 Every Year

How Much of Your Portfolio Should Actually Be in FTXL

Goldman Sachs Just Paid $2.25 Billion for the Family Behind Your 14% Income Fund

SK Hynix Climbs 4% on Record Buyback, Micron Ticks Up as Memory Defies the Tech Selloff

Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

Moderna Sinks 18% After 177% Cancer Vaccine Rally, BioNTech Falls 4%, Merck Slips

Fed Signals Conditional Rate Hike Trigger as AI Repricing Risk Takes Center Stage

Strategy Rallies 9%, Bitmine Climbs 7%, Coinbase Jumps 6% as $3.3B Short Squeeze Powers Bitcoin Past $71K

A Top Strategist Says Buy “Anything but the S&P 500” as Small Caps Quietly Steal the Lead

30-Year Treasury Yield Hits Highest Level Since 2007 as AI Spending and Deficits Collide

Dollar Cost Averaging Into the SCHG ETF Worked for Ten Years. This Year It Is Buying You Less Than the SPY.

VOO’s 0.03% Fee Hides the Real Cost: 38% of Your S&P 500 Money Is Now in One Sector

QYLD Holders Left $56,700 Per $10,000 on the Table Chasing Twelve Years of Monthly Income

Vanguard Handed 53 Funds a Fee Cut This Year and Skipped the VGT ETF Entirely

Applied Materials Rockets 98% in 2026: How Does AMAT Compare to Lam Research and KLA as AI Capex Powers Chip Gear Stocks?

QQQ Cut Its Fee After 26 Years. On $250,000, the VGT ETF Still Saves You $225 Every Year

Strategy Rallies 8%, MARA Holdings Climbs 6%, Coinbase Jumps 5% as Bitcoin Breaks Out of Its 2026 Range

A Single Meta Data Center Will Require “8 Million Miles of Fiber.” These Stocks Are Cashing In On the 802 Data Centers Currently Under Construction

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