Atreides Management, LP activity
Every position Gavin Baker opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
13
Add
26
Reduce
7
Exit
18
64 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| SPCX | New | 0% to 32.6% | $4.7B | Q1→Q2 |
| CBRS | New | 0% to 4.8% | $687M | Q1→Q2 |
| META | New | 0% to 1.6% | $227M | Q1→Q2 |
| APH | New | 0% to 0.79% | $113M | Q1→Q2 |
| GTLB | New | 0% to 0.72% | $103M | Q1→Q2 |
| CIFR | New | 0% to 0.61% | $88M | Q1→Q2 |
| IOT | New | 0% to 0.52% | $75M | Q1→Q2 |
| PDF Solutions | New | 0% to 0.33% | $47M | Q1→Q2 |
| TTAN | New | 0% to 0.27% | $38M | Q1→Q2 |
| NTRA | New | 0% to 0.20% | $28M | Q1→Q2 |
| INIO | New | 0% to 0.10% | $14M | Q1→Q2 |
| QNT | New | 0% to 0.02% | $3.3M | Q1→Q2 |
| FRVO | New | 0% to <0.01% | $291K | Q1→Q2 |
| LITE | Exit | 3.8% to 0% | $188M | Q1→Q2 |
| SATS | Exit | 2.3% to 0% | $117M | Q1→Q2 |
| ZM | Exit | 2.1% to 0% | $106M | Q1→Q2 |
| RKT | Exit | 1.7% to 0% | $87M | Q1→Q2 |
| VST | Exit | 1.6% to 0% | $79M | Q1→Q2 |
| RBLX | Exit | 1.6% to 0% | $78M | Q1→Q2 |
| HUBS | Exit | 1.1% to 0% | $57M | Q1→Q2 |
| SNPS | Exit | 1.1% to 0% | $54M | Q1→Q2 |
| RL | Exit | 0.89% to 0% | $44M | Q1→Q2 |
| AXON | Exit | 0.87% to 0% | $43M | Q1→Q2 |
| WING | Exit | 0.84% to 0% | $42M | Q1→Q2 |
| CHYM | Exit | 0.61% to 0% | $30M | Q1→Q2 |
| AVAV | Exit | 0.59% to 0% | $30M | Q1→Q2 |
| RBRK | Exit | 0.55% to 0% | $28M | Q1→Q2 |
| FROG | Exit | 0.52% to 0% | $26M | Q1→Q2 |
| SNOW | Exit | 0.44% to 0% | $22M | Q1→Q2 |
| V | Exit | 0.43% to 0% | $22M | Q1→Q2 |
| GFS | Exit | 0.42% to 0% | $21M | Q1→Q2 |
| CIEN | Add | 5.3% to 2.4% | +1.7% sh | Q1→Q2 |
| NVDA | Add | 4.4% to 1.7% | +0.1% sh | Q1→Q2 |
| AMZN | Add | 4.0% to 1.6% | +1.7% sh | Q1→Q2 |
| COHR | Add | 3.0% to 1.8% | +1.7% sh | Q1→Q2 |
| TSLA | Add | 1.5% to 0.60% | +1.7% sh | Q1→Q2 |
| AKAM | Add | 1.6% to 0.75% | +33.4% sh | Q1→Q2 |
| WIX | Add | 1.2% to 0.46% | +124.2% sh | Q1→Q2 |
| FERG | Add | 0.68% to 0.24% | +1.0% sh | Q1→Q2 |
| AFRM | Add | 1.1% to 0.72% | +6.6% sh | Q1→Q2 |
| ACVA | Add | 0.83% to 0.50% | +1.7% sh | Q1→Q2 |
| COMP | Add | 0.81% to 0.49% | +1.7% sh | Q1→Q2 |
| PANW | Add | 1.8% to 2.1% | +56.1% sh | Q1→Q2 |
| CRWV | Add | 1.3% to 1.5% | +162.2% sh | Q1→Q2 |
| SMTC | Add | 0.83% to 0.62% | +1.7% sh | Q1→Q2 |
| ROG | Add | 0.40% to 0.22% | +1.7% sh | Q1→Q2 |
| NOK | Add | 0.40% to 0.23% | +1.7% sh | Q1→Q2 |
| MA | Add | 0.50% to 0.34% | +88.8% sh | Q1→Q2 |
| WRBY | Add | 0.29% to 0.15% | +1.7% sh | Q1→Q2 |
| AMBQ | Add | 0.44% to 0.54% | +1.7% sh | Q1→Q2 |
| CRDO | Add | 2.1% to 2.1% | +3.5% sh | Q1→Q2 |
| INTC | Add | 0.58% to 0.65% | +1.5% sh | Q1→Q2 |
| EQPT | Add | 0.09% to 0.03% | +1.7% sh | Q1→Q2 |
| VECO | Add | 0.16% to 0.13% | +1.7% sh | Q1→Q2 |
| Taboola.com | Add | 0.05% to 0.03% | +1.7% sh | Q1→Q2 |
| NBIS | Add | 0.13% to 0.12% | +1.7% sh | Q1→Q2 |
| BTGO | Add | <0.01% to <0.01% | +1.7% sh | Q1→Q2 |
| U | Reduce | 5.4% to 2.0% | −17.3% sh | Q1→Q2 |
| ALAB | Reduce | 7.4% to 4.1% | −63.8% sh | Q1→Q2 |
| GOOGL | Reduce | 3.2% to 1.2% | −12.0% sh | Q1→Q2 |
| W | Reduce | 2.2% to 0.54% | −41.0% sh | Q1→Q2 |
| TWLO | Reduce | 2.3% to 1.0% | −21.8% sh | Q1→Q2 |
| DKS | Reduce | 1.8% to 0.59% | −17.1% sh | Q1→Q2 |
| MU | Reduce | 5.1% to 5.7% | −6.5% sh | Q1→Q2 |