Atreides Management,

Atreides Management is a Boston-based crossover fund founded in 2019 by Gavin Baker, who previously ran Fidelity's OTC Portfolio from 2009 to 2017. The firm applies a long-term technology-and-consumer thesis across public and private markets, with reported portfolio value around $8bn based on 13F filings. Holdings include Pure Storage, GitLab, Unity Software, and Ciena, alongside private positions in growth-stage technology and AI companies. The strategy is concentrated and research-led.