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Gavin Baker
Atreides Management, LP
Technology-focused public-market manager. ClearFlow shows delayed public filings only, not live positions.
Delayed and partial public data. 13F filings do not show a manager's full portfolio, shorts, cash, exact cost basis, current positions, or intent. ClearFlow is not affiliated with or endorsed by this manager, and this page is not investment advice.
$14.3B
Reported value
49
Reported holdings
June 30, 2026
Report period
August 14, 2026
Filed
77%
Top 10 concentration
Top reported holdings
Sorted by reported value in the latest filing.
CIK 0001777813
| Issuer | Class | CUSIP | Reported value | Quantity |
|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | $4.7B | 27,332,943 SH |
| INVESCO QQQ TR Put | UNIT SER 1 | 46090E103 | $2.4B | 3,200,000 SH |
| MICRON TECHNOLOGY INC | COM | 595112103 | $821.1M | 711,364 SH |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | $687.3M | 3,110,086 SH |
| META PLATFORMS INC Call | CL A | 30303M102 | $675.9M | 1,200,000 SH |
| ASTERA LABS INC | COM | 04626A103 | $587.7M | 1,216,795 SH |
| CIENA CORP | COM NEW | 171779309 | $337.8M | 688,521 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | $307.1M | 1,129,285 SH |
| PALO ALTO NETWORKS INC | COM | 697435105 | $299.1M | 876,954 SH |
| UNITY SOFTWARE INC | COM | 91332U101 | $292.8M | 10,245,819 SH |
| COHERENT CORP | COM | 19247G107 | $253.3M | 642,101 SH |
| NVIDIA CORPORATION | COM | 67066G104 | $250.0M | 1,249,291 SH |
| AMAZON COM INC | COM | 023135106 | $231.1M | 969,629 SH |
| META PLATFORMS INC | CL A | 30303M102 | $226.9M | 402,770 SH |
| COREWEAVE INC | COM CL A | 21873S108 | $211.5M | 2,124,845 SH |
| ALPHABET INC | CAP STK CL A | 02079K305 | $174.5M | 488,296 SH |
| CEREBRAS SYSTEMS INC Call | COM CL A | 15675D103 | $154.7M | 700,000 SH |
| TWILIO INC | CL A | 90138F102 | $148.6M | 720,338 SH |
| AMPHENOL CORP | CL A | 032095101 | $112.9M | 640,069 SH |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | $107.6M | 910,583 SH |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | $103.8M | 1,273,050 SH |
| GITLAB INC | CLASS A COM | 37637K108 | $103.0M | 3,373,169 SH |
| INTEL CORP | COM | 458140100 | $92.7M | 663,802 SH |
| SEMTECH CORP | COM | 816850101 | $89.2M | 551,214 SH |
| CIPHER DIGITAL INC | COM | 17253J106 | $87.9M | 3,586,409 SH |
Changes from prior filing
Compared with March 31, 2026 filed May 18, 2026.
| Issuer | Change | Previous | Current | Value change |
|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | new | -- | $4.7B | New |
| INVESCO QQQ TR | increased | $808.1M | $2.4B | +191.6% |
| CEREBRAS SYSTEMS INC | new | -- | $687.3M | New |
| META PLATFORMS INC | new | -- | $675.9M | New |
| MICRON TECHNOLOGY INC | increased | $256.9M | $821.1M | +219.6% |
| META PLATFORMS INC | new | -- | $226.9M | New |
| ASTERA LABS INC | increased | $368.9M | $587.7M | +59.3% |
| PALO ALTO NETWORKS INC | increased | $90.1M | $299.1M | +232.0% |
| CREDO TECHNOLOGY GROUP HOLDI | increased | $102.4M | $307.1M | +199.8% |
| LUMENTUM HLDGS INC | exited | $187.9M | -- | -100.0% |
| CEREBRAS SYSTEMS INC | new | -- | $154.7M | New |
| COREWEAVE INC | increased | $62.8M | $211.5M | +236.8% |
| ECHOSTAR CORP | exited | $117.1M | -- | -100.0% |
| AMPHENOL CORP | new | -- | $112.9M | New |
| ZOOM COMMUNICATIONS INC | exited | $105.8M | -- | -100.0% |
| GITLAB INC | new | -- | $103.0M | New |
| COHERENT CORP | increased | $150.3M | $253.3M | +68.5% |
| CIPHER DIGITAL INC | new | -- | $87.9M | New |
| ROCKET COS INC | exited | $87.1M | -- | -100.0% |
| VISTRA CORP | exited | $78.7M | -- | -100.0% |
| ROBLOX CORP | exited | $78.3M | -- | -100.0% |
| CIENA CORP | increased | $262.8M | $337.8M | +28.5% |
| SAMSARA INC | new | -- | $74.9M | New |
| INTEL CORP | increased | $28.9M | $92.7M | +221.3% |
| HUBSPOT INC | exited | $56.7M | -- | -100.0% |