Atreides Management, LP employs a crossover strategy, focusing on technology and consumer companies across public and private markets. The firm brings a long-term perspective to its investments, typically participating in Series B to Series D rounds, with occasional involvement in earlier and later stages.
Notable portfolio companies include Gopuff, Carbon Health, and Crusoe Energy Systems. Founded by Gavin Baker in 2019 after his 18-year career at Fidelity Investments, Atreides leverages its expertise to provide strategic value to its investments. The firm's approach combines public market insights with private equity strategies, offering a unique perspective to its portfolio companies.
Atreides Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments34
Current Portfolio Count26
Total Portfolio Exits0
Top Investment Stages
Series D8 (30.8%)
Series B6 (23.1%)
Series C5 (19.2%)
Series Unknown4 (15.4%)
Series A3 (11.5%)
Stage Mix
Series D 31%Series B 23%Series C 19%Series Unknown 15%Series A 12%
Concentration shown as share of disclosed investments by stage.
Atreides Management - Classification
- Also Known As
- Atreides Management, LP
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end
Show 5 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- 523910Miscellaneous Intermediation
- SIC
- 6000Depository Institutions
- 6790Miscellaneous Investing
- 6799Investors, Not Elsewhere Classified