Investor portfolio
Atreides Management
Atreides Management is Gavin Baker's investment management firm, widely known for compute-led technology and consumer investing.
Linked investors: Gavin Baker
US 13F portfolio
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- Portfolio value
- $11,148,289,162
- Positions
- 46
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | SPCX | NEW | 41.89% |
| ≡ | MU | −7% | 7.37% |
| ≡ | Unmapped CUSIP | NEW | 6.17% |
| ≡ | ALAB | −64% | 5.27% |
| ≡ | CIEN | +2% | 3.03% |
| ≡ | CRDO | +4% | 2.75% |
| ≡ | PANW | +56% | 2.68% |
| ≡ | U | −17% | 2.63% |
| ≡ | COHR | +2% | 2.27% |
| ≡ | NVDA | +0% | 2.24% |
| ≡ | AMZN | +2% | 2.07% |
| ≡ | META | NEW | 2.04% |
| ≡ | CRWV | +162% | 1.9% |
| ≡ | GOOG(L) | −12% | 1.57% |
| ≡ | TWLO | −22% | 1.33% |
| ≡ | APH | NEW | 1.01% |
| ≡ | AKAM | +33% | 0.97% |
| ≡ | AFRM | +7% | 0.93% |
| ≡ | GTLB | NEW | 0.92% |
| ≡ | INTC | +2% | 0.83% |
| ≡ | SMTC | +2% | 0.8% |
| ≡ | CIFR | NEW | 0.79% |
| ≡ | TSLA | +2% | 0.77% |
| ≡ | DKS | −17% | 0.76% |
| ≡ | W | −41% | 0.7% |
| ≡ | AMBQ | +2% | 0.69% |
| ≡ | IOT | NEW | 0.67% |
| ≡ | ACVA | +2% | 0.64% |
| ≡ | COMP | +2% | 0.63% |
| ≡ | WIX | +124% | 0.59% |
| ≡ | MA | +89% | 0.43% |
| ≡ | Unmapped CUSIP | NEW | 0.42% |
| ≡ | TTAN | NEW | 0.34% |
| ≡ | FERG | +1% | 0.31% |
| ≡ | NOK | +2% | 0.3% |
| ≡ | ROG | +2% | 0.28% |
| ≡ | NTRA | NEW | 0.25% |
| ≡ | WRBY | +2% | 0.19% |
| ≡ | VECO | +2% | 0.16% |
| ≡ | NBIS | +2% | 0.16% |
| ≡ | Unmapped CUSIP | NEW | 0.12% |
| ≡ | EQPT | +2% | 0.04% |
| ≡ | TBLA | +2% | 0.04% |
| ≡ | Unmapped CUSIP | NEW | 0.03% |
| ≡ | Unmapped CUSIP | NEW | 0.0% |
| ≡ | BTGO | +2% | 0.0% |
| ≡ | GFS | SOLD | — |
| ≡ | V | SOLD | — |
| ≡ | SNOW | SOLD | — |
| ≡ | FROG | SOLD | — |
| ≡ | RBRK | SOLD | — |
| ≡ | AVAV | SOLD | — |
| ≡ | CHYM | SOLD | — |
| ≡ | WING | SOLD | — |
| ≡ | AXON | SOLD | — |
| ≡ | RL | SOLD | — |
| ≡ | SNPS | SOLD | — |
| ≡ | HUBS | SOLD | — |
| ≡ | RBLX | SOLD | — |
| ≡ | VST | SOLD | — |
| ≡ | RKT | SOLD | — |
| ≡ | ZM | SOLD | — |
| ≡ | SATS | SOLD | — |
| ≡ | LITE | SOLD | — |
13F filings show only a fund's disclosed US-listed long book — methodology & caveats.