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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.
$5.0B
Reported value
54
Reported holdings
March 31, 2026
Report period
May 18, 2026
Filed
58%
Top 10 concentration
Top reported holdings
Sorted by reported value in the latest filing.
CIK 0001777813
| Issuer | Class | CUSIP | Reported value | Quantity |
|---|---|---|---|---|
| INVESCO QQQ TR Put | UNIT SER 1 | 46090E103 | $808.1M | 1,400,000 SH |
| ASTERA LABS INC | COM | 04626A103 | $368.9M | 3,365,787 SH |
| UNITY SOFTWARE INC | COM | 91332U101 | $271.7M | 12,385,322 SH |
| CIENA CORP | COM NEW | 171779309 | $262.8M | 676,807 SH |
| MICRON TECHNOLOGY INC | COM | 595112103 | $256.9M | 760,426 SH |
| NVIDIA CORPORATION | COM | 67066G104 | $217.8M | 1,248,592 SH |
| AMAZON COM INC | COM | 023135106 | $198.6M | 953,560 SH |
| LUMENTUM HLDGS INC | COM | 55024U109 | $187.9M | 267,389 SH |
| ALPHABET INC | CAP STK CL A | 02079K305 | $159.6M | 555,023 SH |
| COHERENT CORP | COM | 19247G107 | $150.3M | 631,159 SH |
| ECHOSTAR CORP | CL A | 278768106 | $117.1M | 1,000,346 SH |
| TWILIO INC | CL A | 90138F102 | $116.0M | 921,602 SH |
| WAYFAIR INC | CL A | 94419L101 | $107.6M | 1,430,997 SH |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | $105.8M | 1,315,605 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | $102.4M | 1,091,233 SH |
| PALO ALTO NETWORKS INC | COM | 697435105 | $90.1M | 561,797 SH |
| DICKS SPORTING GOODS INC | COM | 253393102 | $89.7M | 452,531 SH |
| ROCKET COS INC | COM CL A | 77311W101 | $87.1M | 6,114,947 SH |
| VISTRA CORP | COM | 92840M102 | $78.7M | 523,788 SH |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | $78.4M | 682,837 SH |
| ROBLOX CORP | CL A | 771049103 | $78.3M | 1,383,703 SH |
| TESLA INC | COM | 88160R101 | $74.6M | 200,795 SH |
| COREWEAVE INC | COM CL A | 21873S108 | $62.8M | 810,535 SH |
| WIX COM LTD | SHS | M98068105 | $58.6M | 650,414 SH |
| HUBSPOT INC | COM | 443573100 | $56.7M | 232,115 SH |
Changes from prior filing
Compared with December 31, 2025 filed February 17, 2026.
| Issuer | Change | Previous | Current | Value change |
|---|---|---|---|---|
| INVESCO QQQ TR | reduced | $2.2B | $808.1M | -62.4% |
| NVIDIA CORPORATION | exited | $652.8M | -- | -100.0% |
| PURE STORAGE INC | exited | $279.9M | -- | -100.0% |
| MICRON TECHNOLOGY INC | exited | $199.8M | -- | -100.0% |
| COHERENT CORP | exited | $166.1M | -- | -100.0% |
| NVIDIA CORPORATION | reduced | $359.1M | $217.8M | -39.4% |
| UNITY SOFTWARE INC | reduced | $163.4M | $32.9M | -79.9% |
| GITLAB INC | exited | $119.2M | -- | -100.0% |
| ZOOM COMMUNICATIONS INC | new | -- | $105.8M | New |
| CREDO TECHNOLOGY GROUP HOLDI | new | -- | $102.4M | New |
| ASTERA LABS INC | increased | $268.0M | $368.9M | +37.6% |
| PURE STORAGE INC | exited | $100.5M | -- | -100.0% |
| PALO ALTO NETWORKS INC | new | -- | $90.1M | New |
| MICROSOFT CORP | exited | $87.8M | -- | -100.0% |
| SERVICETITAN INC | exited | $84.4M | -- | -100.0% |
| SNOWFLAKE INC | reduced | $105.0M | $21.8M | -79.2% |
| VISTRA CORP | new | -- | $78.7M | New |
| AKAMAI TECHNOLOGIES INC | new | -- | $78.4M | New |
| COHERENT CORP | reduced | $228.0M | $150.3M | -34.1% |
| CIENA CORP | reduced | $334.0M | $262.8M | -21.3% |
| WIX COM LTD | reduced | $129.6M | $58.6M | -54.8% |
| PHILIP MORRIS INTL INC | exited | $65.1M | -- | -100.0% |
| ATLASSIAN CORPORATION | exited | $64.6M | -- | -100.0% |
| ACV AUCTIONS INC | reduced | $99.5M | $41.3M | -58.5% |
| HUBSPOT INC | new | -- | $56.7M | New |