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Atreides Management is based out of Boston. Atreides Management is a hedge fund with 33 clients and discretionary assets under management (AUM) of $5,524,743,635 (Form ADV from 2025-03-31). Their last reported 13F filing for Q3 2025 included $5,134,711,897 in managed 13F securities and a top 10 holdings concentration of 56.09%. Atreides Management's largest holding is Invesco QQQ Trust, Series 1 with shares held of 2,000,000. Whalewisdom has at least 25 13F filings, and 9 13G filings
Business Description
Atreides Management, LP ("Atreides") is a Delaware partnership with its principal place of business in Boston, Massachusetts. It is controlled by its general partner, Atreides Management, LLC, which is a Delaware limited liability company. Gavin Baker is the managing member of Atreides Management, LLC and also the Portfolio Manager. Atreides is registered as an investment adviser with the SEC. The investment strategies pursued by Atreides are speculative and entail substantial risks, and there is no assurance that the investment objectives of any client will be achieved.
Investment Strategy
Atreides Management employs investment strategies that are speculative and entail substantial risks, with clients needing to be prepared for potential capital loss. These strategies are not limited to those described in their brochure, allowing for flexibility in advisory services, investment strategies, and investments made on behalf of clients. Investments will align with each client's objectives and guidelines as outlined in the Offering Documents. The Funds will focus on investing in companies in the technology and consumer sectors, typically holding a limited number of securities on the long side (10 to 40). Atreides will take a private equity approach to the public markets with a long-duration time horizon, investing in a relatively small number of positions, and pursuing an investment process driven by intensive fundamental research and rigorous portfolio construction. Atreides will also seek to be opportunistically short companies whose long-term prospects are impaired either by disruptive trends and/or declining competitive advantages.
Owners
  • ATREIDES MANAGEMENT, LLC - GENERAL PARTNER
  • STAR, JAMES, ALBERT - LIMITED PARTNER
  • FINN, DAVID, SEAN - CFO
  • BAKER, GAVIN, SETH - MANAGING PARTNER /CHIEF INVESTMENT OFFICER/ LIMITED PARTNER
  • MALONE, LAURA, ANNE - GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
  • Click on the Ownership/Private Fund Data tab for more details.
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