Atreides Management

Atreides Management is a crossover investment manager based in Boston, Massachusetts, investing across public and private markets in the United States. It targets high-growth technology, consumer, media, and telecommunications companies, with recent activity spanning AI infrastructure, optical interconnect and semiconductor technology, and data-center compute platforms. The firm invests across the full lifecycle from venture and growth rounds through pre-IPO and public equity positions, taking a long-term, research-intensive approach typical of a crossover fund blending private equity conviction with public-market investing. It has participated in rounds alongside other venture and growth investors and has both led and co-led financings. Beyond capital, the firm is known for direct involvement from its Managing Partner and CIO in portfolio company positioning and investor communications around technology theses. The firm was founded in 2019 by Gavin Baker, previously a portfolio manager at Fidelity Investments.