Atreides Management, LP
Atreides Management, LP is an investment management firm headquartered in Boston, Massachusetts. It was founded by Gavin Baker and is registered with the SEC as an investment adviser. The firm specializes in public and private technology, media, and telecom investments. Atreides Management serves institutional and high-net-worth clients, deploying a fundamental, research-intensive approach to long/short equity and growth investing. Employee count is not stated in public filings.
Investment Strategy
Atreides Management, LP employs a fundamental, research-driven long/short equity strategy with a focus on technology, media, and telecom sectors. The firm invests across both public and private markets, seeking to identify secular growth trends and innovative companies. Their approach is characterized by concentrated positions in high-conviction ideas and deep industry analysis.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMD | ADVANCED MICRO DEVICES INC | 6.84% | $246.4M | 1,736,364 | $125.27 | $141.90 | +$30.3M |
P PSTG | PURE STORAGE INC | 5.68% | $204.6M | 3,552,486 | $57.58 | $57.58 | +$204.6M |
G GTLB | GITLAB INC | 4.93% | $177.7M | 3,938,198 | $45.77 | $45.11 | +$158.5M |
D DKS | DICKS SPORTING GOODS INC | 4.79% | $172.7M | 873,137 | $197.81 | $197.81 | +$172.7M |
G GOOGL | ALPHABET INC | 4.65% | $167.6M | 950,859 | $175.50 | $176.23 | +$138.3M |