Atreides Management is a growth-oriented investment firm that utilizes a crossover strategy, focusing on high-growth technology and consumer companies in both public and private markets. The firm emphasizes a long-term perspective and deep fundamental research to identify businesses with significant potential.
Deal activity increased 1000% year-over-year (11 deals in the last 12 months). Average disclosed round size is $205.4M (across 31 rounds with reported amounts).
Portfolio
33
Fund Size
$5.5B
Top Stage
Series C
Last 12 Mo
11
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
33 investments
| Company | Round | Amount | Date |
|---|---|---|---|
| MMEGA | Series A | $11.5M | Mar 2026 |
 Skyryse | Series C | $300M | Feb 2026 |
 Cerebras Systems | Series H | $1B | Feb 2026 |
| Skyryse | Series C | — | Feb 2026 |
 webAI | Series A | — | Jan 2026 |
 Lyte, Inc. | Unknown | $107M | Jan 2026 |
 Mythic | Series D | $125M | Dec 2025 |
 Crusoe | Series E | $1.4B | Oct 2025 |
| Cerebras Systems | Series G | $1.1B | Sep 2025 |
 Empower Semiconductor | Series D | $140M | Sep 2025 |
 Bedrock Robotics | Series C | $80M | Jul 2025 |
 Axiado Corporation | Series C | $60M | Dec 2024 |
 DustPhotonics | Series B | $24M | Feb 2024 |
 Enfabrica | Series B | $125M | Sep 2023 |
| Mythic | Series A | $13M | Mar 2023 |
 Chain Reaction | Series C | $70M | Feb 2023 |
 Astera Labs | Series D | $150M | Dec 2022 |
| Astera Labs | Series D | $150M | Nov 2022 |
 DriveNets | Series C | $262M | Aug 2022 |
| LLightbits Labs | Growth | $42M | Jun 2022 |
| VVayyar | Series E | $108M | Jun 2022 |
 Nexar | Series D | $53M | Nov 2021 |
| MMoov | Series A | $41M | Nov 2021 |
 Electric | Series D | $90M | Oct 2021 |
 Republic | Series B | $150M | Oct 2021 |
Page 1 of 2
Top Co-Investors
Valor Equity Partners12 shared
Bessemer Venture Partners4 shared
Tiger Global Management4 shared
Maverick Silicon3 shared
DCVC3 shared
Exor Ventures3 shared
Sutter Hill Ventures3 shared
1789 Capital3 shared
D1 Capital Partners2 shared
Samsung Catalyst Fund2 shared
Crosslink Capital2 shared
Autopilot2 shared
Qatar Investment Authority2 shared
ArrowMark Partners2 shared
Baron Capital Group2 shared
Durable Capital Partners2 shared
BAM Elevate2 shared
Nvidia2 shared
Lux Capital2 shared
Last updated: 15 April 2026