Atreides Management
Atreides Management (Atreides Management, LP) is an investment management firm based in Boston, founded in 2019 by former Fidelity portfolio manager Gavin BakerGavin BakerGavin Baker is an American investor who founded the Boston investment manager Atreides Management in 2019 and serves as its managing partner and chief investment officer. He worked at Fidelity Investments from 1999 to 2017 and managed the Fidelity OTC Portfolio from 2009 to 2017.Open the full entry. It follows a crossover strategy, investing in high-growth technology and consumer companies in both public and private markets.
Contents6 sections
Key facts
2019Founding by Gavin Baker
Atreides Management was founded in 2019 by Gavin Baker, who had worked at Fidelity InvestmentsFidelity InvestmentsFidelity Investments is a privately held financial services group headquartered in Boston, United States, with FMR LLC as its parent company. Founded in 1946 by Edward Johnson 2d, it operates in mutual fund and ETF asset management, brokerage and wealth management, workplace retirement plans and digital assets. Controlled by the Johnson family for three generations, it had $7.1 trillion in managed assets and $18 trillion in assets under administration at the end of 2025.Open the full entry until 2017.[1]
The firm applies a long-term, private-equity-style perspective to high-growth technology and consumer companies, investing across public and private markets.[2]
February 2020First 13F Holdings Report
On February 14, 2020, Atreides Management, LP filed its first Form 13F-HR holdings report with the SEC, for the period ending December 31, 2019, listing a Boston business address.[3]
February 2026Reported 7.2% Stake in ACV Auctions
On February 17, 2026, Atreides Management, LP, a Delaware limited partnership classified as an investment adviser in the filing, filed a joint Schedule 13G with Atreides Management, LLC and Gavin Baker, reporting shared voting and dispositive power over 12,411,800 shares of ACV Auctions, about 7.2%, as of December 31, 2025.[4]
May 202613F Report for the First Quarter of 2026
Its 13F report signed on May 18, 2026, listed 54 holdings of 13F securities with a combined value of about $5.0 billion as of March 31, 2026; it was signed by general counsel and chief compliance officer Laura Malone.[5]
Leadership
Its leadership includes managing partner and chief investment officer Gavin Baker, chief operating officer Pete Mulderry, chief financial officer David Finn, and general counsel and chief compliance officer Laura Malone, and the team includes several partners of Atreides Ventures.[6]
Sources
- Gavin Baker - Atreides Management, LP | Atreides Management, LP (opens in a new window)
- Home | Atreides Management, LP (opens in a new window)
- Form 13F-HR - Quarterly report filed by institutional managers, Holdings: (opens in a new window)
- Schedule 13G: ACV Auctions Inc. (opens in a new window)
- Form 13F Holdings Report: Atreides Management, LP (period 03-31-2026) (opens in a new window)
- Meet the Team - Atreides Management, LP | Atreides Management, LP (opens in a new window)