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Atreides Management

by Gavin Baker, founder since 2019 hedge fund

Legal name
Atreides Management, LP
On record since?
Q4 2019
Filings read
27
Style
Growth
Website
atreidesmgmt.com
View more
CIK
0001777813
Read since
Aug 23, 2026

Q2 2026 · filed Aug 14, 2026 · $11.1B US stock · 46 positions · Very concentrated · High turnover · Top: SPCX 41.9% · MU 7.4% · CBRS 6.2%

Read the filing →

Streakslongest held · 27 quarters on record

  1. TSLA Tesla, Inc. 0.8%27+ quarters
  2. W Wayfair Inc. 0.7%22 quarters
  3. ACVA ACV Auctions Inc. 0.6%22 quarters
  4. TBLA Taboola.com Ltd. 0.0%21 quarters
  5. AMZN Amazon.Com Inc 2.1%11 quarters

1 name has been in this book every quarter on record (27). New in this book this quarter: SPCX, CBRS, META, APH, GTLB and 8 more.

Over time27 quarters, Q4 2019 to Q2 2026

US stock$11.1B Q2 2026

Positions46 Q2 2026

Picture77.8% Q2 2026

Turnover88%/yr Q2 2026

Filings27

  1. Q2 2026 filed Aug 14, 26 $11.1B · 46 positions  · 13 new · 18 exited mostly · Very concentrated 13 new · 18 exited
  2. Q1 2026 filed May 18, 26 $4.1B · 51 positions  · 15 new · 13 exited mostly · Focused 15 new · 13 exited
  3. Q4 2025 filed Feb 17, 26 $4.7B · 49 positions  · 9 new · 16 exited partial · Focused 9 new · 16 exited
  4. Q3 2025 filed Nov 14, 25 $3.8B · 56 positions  · 13 new · 5 exited mostly · Focused 13 new · 5 exited
  5. Q2 2025 filed Aug 14, 25 $3.6B · 48 positions  · 17 new · 10 exited full · Focused 17 new · 10 exited
  6. Q1 2025 filed May 15, 25 $2.8B · 41 positions  · 10 new · 13 exited mostly · Focused 10 new · 13 exited
  7. Q4 2024 filed Feb 14, 25 $3.2B · 44 positions  · 17 new · 8 exited partial · Focused 17 new · 8 exited
  8. Q3 2024 filed Nov 14, 24 $3.0B · 35 positions  · 6 new · 11 exited mostly · Concentrated 6 new · 11 exited
  9. Q2 2024 filed Aug 14, 24 $3.1B · 40 positions  · 14 new · 8 exited full · Focused 14 new · 8 exited
  10. Q1 2024 filed May 15, 24 $3.3B · 34 positions  · 15 new · 13 exited mostly · Focused 15 new · 13 exited
  11. Q4 2023 filed Feb 14, 24 $2.8B · 32 positions  · 14 new · 9 exited full · Concentrated 14 new · 9 exited
  12. Q3 2023 filed Nov 14, 23 $2.9B · 27 positions  · 9 new · 13 exited full · Concentrated 9 new · 13 exited
  13. Q2 2023 filed Aug 14, 23 $3.3B · 31 positions  · 7 new · 6 exited mostly · Concentrated 7 new · 6 exited
  14. Q1 2023 filed May 15, 23 $2.8B · 30 positions  · 9 new · 13 exited mostly · Concentrated 9 new · 13 exited
  15. Q4 2022 filed Feb 14, 23 $2.5B · 34 positions  · 4 new · 7 exited full · Focused 4 new · 7 exited
  16. Q3 2022 filed Nov 14, 22 $2.7B · 37 positions  · 7 new · 9 exited mostly · Focused 7 new · 9 exited
  17. Q2 2022 filed Aug 15, 22 $2.4B · 39 positions  · 9 new · 6 exited mostly · Concentrated 9 new · 6 exited
  18. Q1 2022 filed May 16, 22 $2.8B · 36 positions  · 10 new · 9 exited mostly · Concentrated 10 new · 9 exited
  19. Q4 2021 filed Feb 14, 22 $3.2B · 35 positions  · 10 new · 12 exited full · Focused 10 new · 12 exited
  20. Q3 2021 filed Nov 15, 21 $3.9B · 37 positions  · 8 new · 12 exited full · Concentrated 8 new · 12 exited
  21. Q2 2021 filed Aug 16, 21 $3.9B · 41 positions  · 13 new · 19 exited partial · Focused 13 new · 19 exited
  22. Q1 2021 filed May 28, 21 $3.1B · 47 positions  · 19 new · 8 exited partial · Focused 19 new · 8 exited
  23. Q4 2020 filed Feb 16, 21 $1.5B · 36 positions  · 15 new · 8 exited partial · Focused 15 new · 8 exited
  24. Q3 2020 filed Nov 16, 20 $860M · 29 positions  · 14 new · 10 exited mostly · Concentrated 14 new · 10 exited
  25. Q2 2020 filed Aug 14, 20 $694M · 25 positions  · 6 new · 5 exited full · Focused 6 new · 5 exited
  26. Q1 2020 filed May 15, 20 $452M · 24 positions  · 7 new · 8 exited full · Concentrated 7 new · 8 exited
  27. Q4 2019 filed Feb 14, 20 $413M · 25 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited

People1

  • Gavin Baker · founder · 2019–Managing Partner and Chief Investment Officer; founded the firm in 2019. Source: atreidesmgmt.com/team, Form ADV Schedule A