Atreides Management, LP

Gavin Baker serves as Chief Investment Officer, a role he has held since founding the firm. Baker was previously a managing director and fund manager at Fidelity, where he ran the multi-billion-dollar Fidelity OTC Portfolio. His decisions anchor the firm's crossover approach across public equities and private technology positions.

The firm operates a single team evaluating both public and private technology and consumer companies through a common long-term lens. Instead of separate fund silos, Atreides pursues buyouts, divestitures, public-to-private transitions, and recapitalizations under one mandate. This architecture makes the public-versus-private boundary less relevant to its decision-making.

The firm's crossover strategy targets companies that are already public as well as late-stage private businesses. In private markets, its stated activities — buyouts and recapitalizations — point toward mature-stage companies alongside high-growth technology names. Earlier-stage venture deals are not explicitly described as part of the mandate.