Atreides Management

Through its crossover strategy, Atreides Management, LP brings a long-term perspective to TMT and consumer companies across public and private markets.Gavin Baker founded Atreides in January, 2019 after an 18 year career at Fidelity investments. While at Fidelity, he most recently managed the $17 billion OTC fund. Atreides employs 16 people who cam

Portfolio

3 companies

Tracked Valuation

$26B

Companies Valued

2 of 3

Location

Boston, Massachusetts, United States

Founded

2019

Team size

Top Sectors

Semiconductors & Hardware

Investment focus

Atreides Management's portfolio on More Capital spans semiconductors & hardware. The firm is based in Boston, Massachusetts, United States. Of the 3 portfolio companies tracked here, 2 have publicly reported valuations totaling approximately $26B.

If your company is backed by Atreides Management

Employees at companies backed by Atreides Management may encounter this fund's name on their cap table, in board communications, or in funding announcements. Understanding who invests in your employer can provide useful context when evaluating your equity.

What this means for your stock

Institutional investors like Atreides Management typically hold preferred shares with rights that differ from the common stock or options held by employees. In a liquidity event, preferred shareholders may have liquidation preferences, anti-dilution protections, or board-level governance rights that affect the value of common equity. The specific terms depend on each company's funding agreements.

Secondary market considerations

Some venture-backed companies allow employees to sell shares on secondary markets, while others restrict transfers. Whether your company permits secondary sales, and under what conditions, is typically governed by the company's equity plan and any applicable right-of-first-refusal provisions — not by the fund itself. However, the presence of institutional investors can sometimes signal the maturity and governance structure of the company.