Atika Capital Management LLC Top Holdings and 13F Report (2024) About Atika Capital Management LLCInvestment ActivityAtika Capital Management LLC has $975.38 million in total holdings as of September 30, 2024.Atika Capital Management LLC owns shares of 82 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 23.88% of the portfolio was purchased this quarter.About 72.47% of the portfolio was sold this quarter.This quarter, Atika Capital Management LLC has purchased 89 new stocks and bought additional shares in 26 stocks.Atika Capital Management LLC sold shares of 21 stocks and completely divested from 33 stocks this quarter.Largest Holdings NVIDIA $74,807,040Microsoft $46,257,250MercadoLibre $45,656,110Amazon.com $43,228,560Vertiv $35,030,429 Largest New Holdings this Quarter TALEN ENERGY CORP $15,863,360 HoldingAdvanced Micro Devices $14,110,881 HoldingGE VERNOVA INC $10,964,140 HoldingCAVA Group $10,527,250 HoldingSprouts Farmers Market $10,047,310 Holding Largest Purchases this Quarter TALEN ENERGY CORP 89,000 shares (about $15.86M)Advanced Micro Devices 31,550 shares (about $14.11M)Amazon.com 72,000 shares (about $13.42M)GE VERNOVA INC 43,000 shares (about $10.96M)Enphase Energy 94,800 shares (about $10.71M) Largest Sales this Quarter GitLab 77,500 shares (about $399.44M)ARM HOLDINGS PLC 69,000 shares (about $9.87M)Spotify Technology 19,020 shares (about $7.01M)SentinelOne 282,000 shares (about $6.75M)First Solar 24,500 shares (about $6.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtika Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$74,807,040$4,736,160 ▲6.8%616,0007.7%Computer and TechnologyMSFTMicrosoft$46,257,250$4,303,000 ▲10.3%107,5004.7%Computer and TechnologyMELIMercadoLibre$45,656,110$7,715,370 ▲20.3%22,2504.7%Retail/WholesaleAMZNAmazon.com$43,228,560$13,415,760 ▲45.0%232,0004.4%Retail/WholesaleVRTVertiv$35,030,4290.0%352,1003.6%Computer and TechnologyINSPInspire Medical Systems$33,768,000$633,150 ▼-1.8%160,0003.5%MedicalGKOSGlaukos$31,397,480$130,280 ▲0.4%241,0003.2%MedicalLLYEli Lilly and Company$28,925,941$885,940 ▲3.2%32,6503.0%MedicalISRGIntuitive Surgical$26,626,834$491,270 ▲1.9%54,2002.7%MedicalMETAMeta Platforms$24,614,920$572,440 ▼-2.3%43,0002.5%Computer and TechnologyGEGeneral Electric$21,686,700$4,337,340 ▲25.0%115,0002.2%TransportationRXSTRxSight$20,295,957$395,440 ▲2.0%410,6002.1%MedicalANETArista Networks$19,344,5280.0%50,4002.0%Computer and TechnologyCEGConstellation Energy$17,291,330$260,020 ▲1.5%66,5001.8%Oils/EnergyMLMMartin Marietta Materials$16,416,625$2,099,175 ▲14.7%30,5001.7%ConstructionCYBRCyberArk Software$16,038,551$3,207,710 ▼-16.7%55,0001.6%Computer and TechnologyTALEN ENERGY CORP$15,863,360$15,863,360 ▲New Holding89,0001.6%COMENPHEnphase Energy$15,687,177$10,714,297 ▲215.5%138,8001.6%Oils/EnergySHWSherwin-Williams$15,648,470$190,835 ▲1.2%41,0001.6%Basic MaterialsSPOTSpotify Technology$14,999,171$7,009,441 ▼-31.8%40,7001.5%Business ServicesDOORDASH INC$14,415,730$5,423,740 ▲60.3%101,0001.5%CL AAMDAdvanced Micro Devices$14,110,881$14,110,881 ▲New Holding31,5501.4%Computer and TechnologyAPPFAppFolio$13,888,6000.0%59,0001.4%Computer and TechnologyVSTVistra$13,039,400$3,556,200 ▼-21.4%110,0001.3%UtilitiesARGXargenx$12,790,3780.0%23,5951.3%MedicalBWXTBWX Technologies$11,674,3810.0%107,4001.2%Computer and TechnologyABNBAirbnb$11,412,899$3,588,723 ▲45.9%90,0001.2%Consumer DiscretionarySSentinelOne$11,170,639$6,745,439 ▼-37.7%467,0001.1%Computer and TechnologyGE VERNOVA INC$10,964,140$10,964,140 ▲New Holding43,0001.1%COMCAVACAVA Group$10,527,250$10,527,250 ▲New Holding85,0001.1%Retail/WholesaleSGSweetgreen$10,457,749$2,127,000 ▲25.5%295,0001.1%Retail/WholesaleSFMSprouts Farmers Market$10,047,310$10,047,310 ▲New Holding91,0001.0%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$9,899,190$3,907,575 ▼-28.3%57,0001.0%Computer and TechnologyUTHRUnited Therapeutics$9,854,625$537,525 ▼-5.2%27,5001.0%MedicalTHCTenet Healthcare$9,473,400$831,000 ▲9.6%57,0001.0%MedicalPWRQuanta Services$9,391,725$1,043,525 ▼-10.0%31,5001.0%ConstructionADBEAdobe$9,320,0400.0%18,0001.0%Computer and TechnologyTWTradeweb Markets$9,127,8350.0%73,8080.9%FinanceFRPTFreshpet$9,026,820$9,026,820 ▲New Holding66,0000.9%Consumer StaplesREGNRegeneron Pharmaceuticals$8,935,541$1,051,240 ▼-10.5%8,5000.9%MedicalALNYAlnylam Pharmaceuticals$8,525,929$1,787,695 ▲26.5%31,0000.9%MedicalMDBMongoDB$8,245,6750.0%30,5000.8%Computer and TechnologyNTRANatera$8,124,800$4,315,031 ▲113.3%64,0000.8%MedicalLNTHLantheus$8,011,751$8,011,751 ▲New Holding73,0000.8%MedicalNFLXNetflix$7,092,700$7,092,700 ▲New Holding10,0000.7%Consumer DiscretionaryOSCROscar Health$7,062,930$7,062,930 ▲New Holding333,0000.7%FinanceNETCloudflare$7,037,430$202,225 ▼-2.8%87,0000.7%Computer and TechnologyTEMPUS AI INC$6,599,560$6,599,560 ▲New Holding1,1660.7%CL AASNDAscendis Pharma A/S$6,420,330$6,420,330 ▲New Holding43,0000.7%MedicalITCIIntra-Cellular Therapies$6,073,110$1,060,965 ▼-14.9%83,0000.6%MedicalFSLRFirst Solar$5,861,840$6,111,280 ▼-51.0%23,5000.6%Oils/EnergyDXCMDexCom$5,832,4810.0%87,0000.6%MedicalFERGUSON ENTERPRISES INC$5,818,102$5,818,102 ▲New Holding29,3000.6%COMMON STOCK NEWBECNBeacon Roofing Supply$5,704,380$821,085 ▲16.8%66,0000.6%Retail/WholesaleCNMCore & Main$5,550,000$1,776,000 ▼-24.2%125,0000.6%Industrial ProductsBBB FOODS INC$5,460,000$1,290,000 ▼-19.1%182,0000.6%CL A COMMPWMedical Properties Trust$5,177,250$5,015,461 ▲3,100.0%192,0000.5%FinanceAXSMAxsome Therapeutics$5,122,590$718,960 ▲16.3%57,0000.5%MedicalXENEXenon Pharmaceuticals$4,960,620$78,740 ▲1.6%126,0000.5%MedicalDUOLINGO INC$4,935,350$1,249,913 ▲33.9%17,5000.5%CL A COMHOVHovnanian Enterprises$4,802,695$4,802,695 ▲New Holding23,5000.5%ConstructionASTERA LABS INC$4,715,100$4,715,100 ▲New Holding9000.5%COMKYMRKymera Therapeutics$4,591,010$236,650 ▲5.4%97,0000.5%MedicalINSMInsmed$4,526,000$1,898,000 ▲72.2%62,0000.5%MedicalPOOLPool$4,144,800$4,144,800 ▲New Holding11,0000.4%Consumer DiscretionaryCPCanadian Pacific Kansas City$3,849,300$3,849,300 ▲New Holding45,0000.4%TransportationVRDNViridian Therapeutics$3,799,251$3,799,251 ▲New Holding167,0000.4%MedicalSAVACassava Sciences$3,678,750$3,678,750 ▲New Holding1,2500.4%MedicalRNAAvidity Biosciences$3,398,820$3,398,820 ▲New Holding74,0000.3%MedicalINMDInMode$3,145,920$3,145,920 ▲New Holding1,8560.3%MedicalURAGlobal X Uranium ETF$2,861,000$2,861,000 ▼-50.0%1,0000.3%ETFGTLBGitLab$2,577,000$399,435,000 ▼-99.4%5000.3%Computer and TechnologyWINGWingstop$2,496,481$2,496,481 ▲New Holding6,0000.3%Retail/WholesaleTMDXTransMedics Group$2,433,500$1,334,500 ▼-35.4%15,5000.2%MedicalLEVILevi Strauss & Co.$2,180,000$2,180,000 ▲New Holding1,0000.2%Retail/WholesaleVRNAVerona Pharma$2,071,440$2,071,440 ▲New Holding72,0000.2%MedicalMRVIMaravai LifeSciences$1,994,400$1,994,400 ▲New Holding240,0000.2%MedicalNTLAIntellia Therapeutics$1,890,600$1,890,600 ▲New Holding92,0000.2%MedicalARM HOLDINGS PLC$1,430,100$9,867,690 ▼-87.3%10,0000.1%SPONSORED ADSLUMNLumen Technologies$1,420,000$1,420,000 ▲New Holding2,0000.1%Business ServicesPERSPECTIVE THERAPEUTICS INC$1,335,001$567,362 ▼-29.8%100,0000.1%COM NEWABIVAX SA$1,309,029$656,709 ▼-33.4%113,6310.1%SPONSORED ADSQQQInvesco QQQ$0$82,406,920 ▼-100.0%00.0%FinanceAAPLApple$0$12,637,200 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$10,275,400 ▼-100.0%00.0%MedicalHUBSHubSpot$0$9,731,535 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$9,706,320 ▼-100.0%00.0%MedicalDDOGDatadog$0$9,597,059 ▼-100.0%00.0%Computer and TechnologyEXASExact Sciences$0$8,919,820 ▼-100.0%00.0%MedicalFCXFreeport-McMoRan$0$8,529,300 ▼-100.0%00.0%Basic MaterialsELFe.l.f. Beauty$0$8,428,801 ▼-100.0%00.0%Consumer StaplesBSXBoston Scientific$0$7,778,010 ▼-100.0%00.0%MedicalTREXTrex$0$7,412,000 ▼-100.0%00.0%ConstructionXBISPDR S&P Biotech ETF$0$6,675,120 ▼-100.0%00.0%ETFDYNE THERAPEUTICS INC$0$6,405,135 ▼-100.0%00.0%COMNBIXNeurocrine Biosciences$0$6,126,315 ▼-100.0%00.0%MedicalVRTXVertex Pharmaceuticals$0$6,093,360 ▼-100.0%00.0%MedicalASMLASML$0$5,829,560 ▼-100.0%00.0%Computer and TechnologyFERGFerguson$0$5,673,945 ▼-100.0%00.0%Industrial ProductsSBUXStarbucks$0$5,605,200 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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