Atreides Management

Activity from announced rounds

Activity in this selectionAug 31, 2026 · AI · Aug 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
$43M
1 disclosed · full round size, not this investor’s share

By stage

Series A1
Series C+1

By primary sector

AI1
Hardware1

By country

United States2

Rounds

2 in this selection
Deep Cogito

Post-training research lab building reinforcement learning and self-improving AI models

$43MSeries A
Role not disclosed
Lumilens

Lumilens develops optical interconnects for connecting GPUs in AI data centers.

>$700MSeries C
Role not disclosed