Atreides Management

Activity from announced rounds

Activity in this selectionFeb 28, 2026 · AI · Feb 1, 2026

Atreides Management invests in technology and consumer companies through a crossover strategy spanning private and public markets.

The firm is led by managing partner and chief investment officer Gavin Baker. Its team combines public-equity leadership with partners in Atreides Ventures, including investment professionals holding roles across both parts of the platform.

Sources
Rounds participated in
2
Confirmed lead rounds
—
2 roles undisclosed
New companies
2
First participation on record · 0 follow-on
Funding in participating rounds
$1.2B
2 disclosed · full round size, not this investor’s share

By stage

Series B1
Series C+1

By primary sector

AI2

By country

United States2

Rounds

2 in this selection
Positron AI

Positron AI develops memory-focused hardware and software for large-language-model inference.

$230MSeries B
Role not disclosed
Cerebras Systems

Cerebras Systems develops computing infrastructure for AI.

$1BSeries H
Role not disclosed