Stage FocusSeries A, Series B+
GeographyUS
TypeHedge Fund
Last Activity2025
Industry Focus
Industries
AI InfrastructureSemiconductors
Technical BenchStrong
Investor TypeGeneralist
ExposureSome DeepTech Investments
Bio
Atreides Management was founded in 2019 by Gavin Baker, who previously managed Fidelity's OTC Portfolio from 2009 to 2017. The firm manages $5B in portfolio value ($3.9B discretionary AUM as of 2023), with 58 disclosed holdings in SEC filings.
Top holdings include QQQ, Pure Storage, GitLab, Unity Software, and Ciena — applying a long-term PE perspective to high-growth tech and consumer companies....
Notable Investments
P
Pure StorageG
GitLabC
CienaSimilar Funds
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