Atreides Management
A crossover investment firm that invests publicly and privately in consumer and tech, from Series A to mega-cap companies, where Gavin Baker is a partner.
entitydetail.created_at
7/26/2025, 5:37:13 AM
entitydetail.last_updated
7/26/2025, 6:02:04 AM
entitydetail.research_retrieved
7/26/2025, 6:02:04 AM
Summary
Atreides Management is a Boston-based investment firm founded in 2019 by Gavin Baker. The firm employs a crossover strategy, investing in technology and consumer companies across both public and private markets with a long-term vision. Its representative, Gavin Baker, participated in the All-In Podcast's 2025 predictions episode, where he and the hosts forecasted the upcoming year's trends in politics, business, and asset performance. These predictions were slated for release on the Poly Market platform, covering topics such as the dominance of Donald Trump, the rise of autonomous hardware and robotics, the impact of AI Agents on enterprise software, and the performance of various assets including High-bandwidth memory (HBM) and Chinese tech stocks.
Referenced in 1 Document
Research Data
Extracted Attributes
Type
Investment Firm
Founded
2019
Headquarters
Boston, United States
Investment Focus
Technology and Consumer Companies
Market Value (AUM)
$3.29 billion as of 2025-03-31
Investment Strategy
Long-term vision across public and private markets, Crossover strategy
Timeline
- Atreides Management was founded by Gavin Baker. (Source: Web search results)
2019
- Gavin Baker, representing Atreides Management, participated in the All-In Podcast's 2025 predictions episode. (Source: Summary, Related documents)
Late 2024 / Early 2025
- Atreides Management reported a Market Value (AUM) of $3.29 billion. (Source: Web search results)
2025-03-31
Wikipedia
View on WikipediaList of Dune characters
Dune is a science fiction media franchise that originated with the 1965 novel of the same name by American author Frank Herbert. Dune is frequently cited as the best-selling science fiction novel in history, and won the 1966 Hugo Award as well as the inaugural Nebula Award for Best Novel. Herbert wrote five sequels before his death in 1986: Dune Messiah (1969), Children of Dune (1976), God Emperor of Dune (1981), Heretics of Dune (1984), and Chapterhouse: Dune (1985). Dune follows Paul, the scion of House Atreides, as his family is thrown into the dangerous political intrigues centered on the desert planet Arrakis, only known source of the oracular spice melange, the most important and valuable substance in the universe. The series spans 5,000 years, focusing on Paul and then his various descendants. Dune was adapted as a 1984 film, and again in two parts, the films Dune (2021) and Dune: Part Two (2024). Additionally, the novel was adapted as a 2000 television miniseries, Frank Herbert's Dune, and the first two sequels were also adapted as a single miniseries, Frank Herbert's Children of Dune, in 2003. Since 1999, Frank Herbert's son Brian Herbert and science fiction author Kevin J. Anderson have published 15 prequel novels, collected in the series Prelude to Dune (1999–2001), Legends of Dune (2002–2004), Heroes of Dune (2008–2023), Great Schools of Dune (2012–2016), and The Caladan Trilogy (2020–2022). They have also released two sequel novels—Hunters of Dune (2006) and Sandworms of Dune (2007)—which complete the original series.
Web Search Results
- Atreides Management | Institution Profile - Private Equity International
account icon account icon # Atreides Management News, insights, analysis and data ## Atreides Management overview Founded in 2019, Atreides Management is a Boston-based investment firm that invests in technology and consumer companies with a long-term vision across public and private markets. AUM lock icon imageGet access to Atreides Management total AUM > lock icon image location market image basketball image email image account icon ## Atreides Management contact information [...] | Name | Job title | Location | Email | | --- | --- | --- | --- | | user imageMr. Andrew Perlman | Job titleHead of ECM and Partner | LocationBoston, United States | Emaillock image----------- | | user imageMs. Cat Draper | Job titleClient Service Manager and Investor Relations Associate | LocationBoston, United States | Emaillock image------- | | user imageMr. David Finn | Job titleChief Financial Officer | LocationBoston, United States | Emaillock image------- | [...] | user imageMr. Gavin Baker | Job titleFounder, Managing Partner and Chief Investment Officer | LocationBoston, United States | Emaillock image--------- | | | | | | | --- | --- | --- | --- | | Showing 4 of 8 Atreides Management contacts | | | |
- Atreides Management - The Org
Platform Features Pricing # Atreides Management 29 followers Through its crossover strategy, Atreides Management, LP brings a long-term perspective to technology and consumer companies across public and private markets. Gavin Baker founded Atreides in January, 2019 after an 18 year career at Fidelity investments. While at Fidelity, he most recently managed... Read more Industries Headquarters Employees Links ## Org chart Full screen Gavin Baker ## Teams View all [...] ### Investment Team 8 people · 0 jobs ### Finance and Investment Team 6 people · 0 jobs ### Leadership Team 7 people · 0 jobs ### Finance, Operations and Legal 6 people · 0 jobs ### Analysts Team 5 people · 0 jobs ### Business Development & Investor Relations 2 people · 0 jobs ## Offices View all HQ 18 positions, 3 job posts ## Similar companies Millennium Management 45 followers T. Rowe Price 35 followers Barings 12 followers Jain Global LLC 8 followers b.well [...] 27 followers CapitalG 13 followers aescape 7 followers Deepgram 7 followers Once Upon a Farm 5 followers Magic Software Enterprises 3 followers MIO Partners, Inc. 1 follower Explore companies
- Home | Atreides Management, LP
Atreides Management, LP brings the long-term perspective of a private equity investor to high growth technology and consumer companies and invests across
- ATREIDES MANAGEMENT, LP Top 13F Holdings
| Name | % Change | | --- | --- | | NVDA NVIDIA Corp (CALL) | 7.57% | | SMH VanEck Semiconductor (PUT) | 6.42% | | META Meta Platforms Inc | 4.2% | | U Unity Software Inc | 3.73% | | NVDA NVIDIA Corp | 3.57% | 2025-03-31 ## Top Sells (13F) | Name | % Change | | --- | --- | | QQQ Invesco QQQ Trust, S (PUT) | 30.22% | | ASML ASML Holding NV | 4.06% | | ADBE Adobe Inc. | 3.03% | | AVGO Broadcom Inc | 2.3% | | SBUX Starbucks Corp | 1.95% | 2025-03-31 ## 13F Holdings Summary [...] Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31 ## Portfolio Performance #### Key Features #### About Us [...] | | | | --- | --- | | Market Value | $3.29b, Prior: $4.57b | | Inflows (Outflows) as % of Total MV | (-4.6245)% | | New Purchases | 13 stocks | | Added To | 14 stocks | | Sold out of | 14 stocks | | Reduced holdings in | 14 stocks | | Top 10 Holdings % | 54.78% | | Turnover % | 46.55% | | Turnover Alt % | 51.07% | | Time Held Top 20 | 2.3 quarters | | Time Held Top 10 | 1.9 quarters | | Time Held All | 4.86 quarters |
- Meet the Team - Atreides Management, LP
Meet the team: Gavin Baker, Managing Partner & Chief Investment Officer, Rahul Bavirisetty, Rahul Bavirisetty, Analyst, Katie Burger, Investor Relations
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