Hedge Fund - Atreides Management

Gavin Baker Bio, Returns, AUM, Net Worth

Atreides Management, established by Gavin Baker in January 2019, adopts a long-term perspective when investing in technology and consumer companies across both public and private markets. Notable venture and growth equity investments by Atreides include Sonder, Drivenets, ACV Auctions, K Health, Premise Data, Mythic AI, and Xsight Labs. Gavin Baker, the Managing Partner and Chief Investment Officer of Atreides Management, oversees investments, research, and day-to-day portfolio management.

Before founding Atreides in 2019, Gavin Baker served at Fidelity Investments from 1999 to 2017, where he managed the Fidelity OTC Portfolio from 2009 to 2017 and played a key role in Fidelity’s venture capital investing from 2013 to 2017. His earlier roles at Fidelity included managing portfolios such as Fidelity Select Wireless, Fidelity Select Telecommunications, and Fidelity Select Pharmaceuticals. Gavin commenced his career at Fidelity as an analyst, focusing on sectors like semiconductors, pharmaceuticals, retail, consumer packaged goods, and telecommunications. Gavin Baker holds an AB in economics and history from Dartmouth College.

Atreides Management operates as a hedge fund with 34 clients and has discretionary assets under management (AUM) totaling $3,867,366,847, as per the Form ADV from 2023-03-31. Their most recent 13F filing for Q3 2023 reported $3,059,386,105 in managed 13F securities, with a top 10 holdings concentration of 74.02%.

Gavin Baker
Fund Profile
Filing Period:
Fund Name: Atreides Management
Manager Gavin Baker
Portfolio Value $3,044,581,626
Change This QTR +1.00%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. RH 1,048,016 $305,475,704 -2% 10.03%
2. SE 7,535,472 $305,186,616 +7% 10.02%
3. AMD 1,413,592 $208,377,597 -59% 6.84%
4. PSTG 5,494,200 $195,923,172 -30% 6.43%
5. ACVA 11,013,431 $166,853,480 +2% 5.48%
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