Atreides Management

Institutional Active Boston, United States Est. 2019
Visit website ↗ LinkedIn
Last updated 2026-06-18
Portfolio
13
in our dataset
Rounds participated
17
Rounds led
3
Rounds' value
$2.1B
total disclosed, rounds participated
Stages
—

About

Atreides Management, LP is a crossover investment firm founded in 2019 by Gavin Baker, with a focus on TMT (technology, media, and telecom) and consumer companies across public and private markets. The firm brings a long-term perspective to its investments, emphasizing innovation and growth. Its portfolio includes companies like ACV Auctions, Drivenets, Druva, and Mythic AI. Atreides upholds values of humility, integrity, and excellence, fostering a supportive work environment with extensive employee benefits. With a team of experienced professionals, Atreides is committed to continuous improvement and impactful investments Gavin Baker serves on the board of Xsight Labs, a semiconductor company in Israel.

Portfolio · 13

DriveNets
Cloud-native Networking Solutions
Led ★ 3 rounds $880.0M committed Latest: 2026-06
Decart.AI
AI Infrastructure for Scalable, Efficient Model Training
1 round $300.0M committed Latest: 2026-05
Element Labs
Artificial Intelligence Chips
1 round $50.0M committed Latest: 2025-04
K Health
AI Personal Health Assistant
1 round $50.0M committed Latest: 2024-07
DustPhotonics
End-to-end Silicon Photonics Solutions
1 round $24.0M committed Latest: 2024-02
Chain Reaction
Blockchain and Privacy Technologies for Enhanced Compute Performance
1 round $70.0M committed Latest: 2023-02
Weka
Enterprise Storage Solutions
1 round $135.0M committed Latest: 2022-11
Vayyar Imaging
Multifunctional 4D Radar Imaging Sensors
1 round $108.0M committed Latest: 2022-06
LightBits Labs
Enterprise Cloud Storage and Data Center Management
Led ★ 1 round $42.0M committed Latest: 2022-06
Nexar
Community-based AI Dashcam App
2 rounds $105.0M committed Latest: 2021-11
Quantum Machines
Control Systems for Quantum Computers
1 round $55.0M committed Latest: 2021-09
proteanTecs
Performance Monitoring and Fault Prediction for Advanced Electronics
2 rounds $95.0M committed Latest: 2021-09
Xsight Labs
Fabless semiconductor company building open, efficient, and programmable switch silicon and DPUs for AI and hyperscale data centers.
Led ★ 1 round $150.0M committed Latest: 2021-03

Investment activity

1 portfolio exit on record.

Portfolio by sector

Industrial Technologies7
Business Software4
Automotive & Mobility Technologies1
Health Tech & Life Sciences1

Q&A

What is Atreides Management's primary investment focus?
Atreides Management, founded in 2019 by Gavin Baker, focuses on TMT (technology, media, and telecom) and consumer companies, investing across both public and private markets.
Which notable companies are in Atreides Management's portfolio?
Atreides Management's portfolio includes companies such as DriveNets, a cloud-native networking solutions provider, and Vayyar Imaging, which develops multifunctional 4D radar imaging sensors.
Has Atreides Management had any recent exits?
Yes, Atreides Management had an exit in April 2026 when portfolio company DustPhotonics, an end-to-end silicon photonics solutions provider, was acquired by Credo Technology Group for $1.3 billion.
What is Atreides Management's investment stage preference?
Atreides Management has participated in various funding stages, including a recent E Round for Weka and a C Round for Chain Reaction.
Which sectors does Atreides Management primarily invest in?
Atreides Management shows a strong concentration in Industrial Technologies, with 7 portfolio companies, and Business Software, with 4 portfolio companies.
Who are the key personnel at Atreides Management?
Gavin Baker is the Managing Partner & Chief Investment Officer, and Neil Desai serves as Managing Director, Public Equities & Partner, Atreides Ventures.
What is the range of investment amounts for Atreides Management?
Atreides Management's investment range is between $24 million and $410 million.
When was Atreides Management founded?
Atreides Management was founded in 2019.
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