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
- $14,335,417,162
- Positions
- 49
- Sources
- 13F on EDGAR
| history | Ticker | Type | Change | % of portfolio |
|---|---|---|---|---|
| ≡ | SPCX | Direct | Newly reported | 32.58% |
| — | QQQ | Put | +129% | 16.44% |
| ≡ | MU | Direct | −7% | 5.73% |
| ≡ | CBRS | Direct | Newly reported | 4.79% |
| — | META | Call | Newly reported | 4.72% |
| ≡ | ALAB | Direct | −64% | 4.1% |
| ≡ | CIEN | Direct | +2% | 2.36% |
| ≡ | CRDO | Direct | +4% | 2.14% |
| ≡ | PANW | Direct | +56% | 2.09% |
| ≡ | U | Direct | −17% | 2.04% |
| ≡ | COHR | Direct | +2% | 1.77% |
| ≡ | NVDA | Direct | +0% | 1.74% |
| ≡ | AMZN | Direct | +2% | 1.61% |
| ≡ | META | Direct | Newly reported | 1.58% |
| ≡ | CRWV | Direct | +162% | 1.48% |
| ≡ | GOOG(L) | Direct | −12% | 1.22% |
| — | CBRS | Call | Newly reported | 1.08% |
| ≡ | TWLO | Direct | −22% | 1.04% |
| ≡ | APH | Direct | Newly reported | 0.79% |
| ≡ | AKAM | Direct | +33% | 0.75% |
| ≡ | AFRM | Direct | +7% | 0.72% |
| ≡ | GTLB | Direct | Newly reported | 0.72% |
| ≡ | INTC | Direct | +2% | 0.65% |
| ≡ | SMTC | Direct | +2% | 0.62% |
| ≡ | CIFR | Direct | Newly reported | 0.61% |
| ≡ | TSLA | Direct | +2% | 0.6% |
| ≡ | DKS | Direct | −17% | 0.59% |
| ≡ | W | Direct | −41% | 0.54% |
| ≡ | AMBQ | Direct | +2% | 0.54% |
| ≡ | IOT | Direct | Newly reported | 0.52% |
| ≡ | ACVA | Direct | +2% | 0.5% |
| ≡ | COMP | Direct | +2% | 0.49% |
| ≡ | WIX | Direct | +124% | 0.46% |
| ≡ | MA | Direct | +89% | 0.34% |
| ≡ | PDFS | Direct | Newly reported | 0.33% |
| ≡ | TTAN | Direct | Newly reported | 0.27% |
| ≡ | FERG | Direct | +1% | 0.24% |
| ≡ | NOK | Direct | +2% | 0.23% |
| ≡ | ROG | Direct | +2% | 0.22% |
| ≡ | NTRA | Direct | Newly reported | 0.2% |
| ≡ | WRBY | Direct | +2% | 0.15% |
| ≡ | VECO | Direct | +2% | 0.13% |
| ≡ | NBIS | Direct | +2% | 0.12% |
| ≡ | INIO | Direct | Newly reported | 0.1% |
| ≡ | EQPT | Direct | +2% | 0.03% |
| ≡ | TBLA | Direct | +2% | 0.03% |
| ≡ | QNT | Direct | Newly reported | 0.02% |
| ≡ | FRVO | Direct | Newly reported | 0.0% |
| ≡ | BTGO | Direct | +2% | 0.0% |
| ≡ | GFS | Direct | SOLD | — |
| ≡ | V | Direct | SOLD | — |
| ≡ | SNOW | Direct | SOLD | — |
| ≡ | FROG | Direct | SOLD | — |
| ≡ | RBRK | Direct | SOLD | — |
| ≡ | AVAV | Direct | SOLD | — |
| ≡ | CHYM | Direct | SOLD | — |
| — | U | Call | SOLD | — |
| ≡ | WING | Direct | SOLD | — |
| ≡ | AXON | Direct | SOLD | — |
| ≡ | RL | Direct | SOLD | — |
| ≡ | SNPS | Direct | SOLD | — |
| — | RBLX | Call | SOLD | — |
| ≡ | HUBS | Direct | SOLD | — |
| ≡ | RBLX | Direct | SOLD | — |
| ≡ | VST | Direct | SOLD | — |
| ≡ | RKT | Direct | SOLD | — |
| ≡ | ZM | Direct | SOLD | — |
| ≡ | ECHO | Direct | SOLD | — |
| ≡ | LITE | Direct | SOLD | — |
13F filings show reportable long securities and certain exchange-traded call/put positions; they do not disclose shorts, written options, cash, private assets, or vehicle-level allocation — methodology & caveats.