Atreides Management, LP is a Boston-based investment manager focused on technology and consumer sectors, employing a crossover strategy that invests across both public and private markets. Founded in 2019 by Gavin Baker, the firm brings a long-term perspective to high-growth technology and consumer companies.
Deal activity increased 220% year-over-year (16 deals in the last 12 months). Average disclosed round size is $356.0M (across 86 rounds with reported amounts).
Portfolio
71
Fund Size
—
Top Stage
Series D
Last 12 Mo
16
Team
Andrew Perlman
Head of ECM & Partner, Atreides Ventures
Andrew Cobb
Director of Finance
Jake Stewart
Director of Compliance
Joe Favuzza
Associate Director of Investor Services
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
103 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 OXIDE | Series D | — | Oct 2026 |
 Crusoe | Series F | $3.9B | Sep 2026 |
 Lumilens | Seed | $700M | Aug 2026 |
 Cognition | Unknown | $1B | May 2026 |
 AcuityMD | Series C | $80M | Apr 2026 |
 Valar | Seed | $1B | Apr 2026 |
 Mega AI | Series A | $11.5M | Mar 2026 |
 Positron | Series B | $230M | Feb 2026 |
 Skyryse | Series C | $300M | Feb 2026 |
 Cerebras | Series H | — | Feb 2026 |
 webAI | Series A | — | Jan 2026 |
 Lyte | Series C | $107M | Jan 2026 |
| Positron | Series A | — | Jan 2026 |
 SiFive | Series G | $400M | Jan 2026 |
| Lumilens | Series C | $700M | Jan 2026 |
 Fireworks | Series D | $1.5B | Jan 2026 |
 Xsight | Unknown | $300M | Jan 2026 |
 Sila Nanotechnologies | Series E | $300M | Jan 2026 |
| Crusoe | Series F | $3.9B | Jan 2026 |
 EnduroSat | Unknown | $205M | Jan 2026 |
 Mythic | Series D | — | Dec 2025 |
 Axiado | Series C | $60M | Dec 2025 |
 Crusoe | Series E | $1.4B | Oct 2025 |
 Oura | Series E | $900M | Oct 2025 |
| Cerebras | Series G | $1.1B | Sep 2025 |
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Top Co-Investors
Valor Equity Partners53 shared
Bessemer Venture Partners14 shared
Fidelity Investments13 shared
Sutter Hill Ventures12 shared
Lux Capital12 shared
Founders Fund10 shared
Intel Capital10 shared
Galaxy Interactive9 shared
T. Rowe Price9 shared
8VC8 shared
Maverick Silicon8 shared
Key1 Capital8 shared
Qualcomm Ventures8 shared
Third Point Ventures8 shared
NTT DOCOMO Ventures8 shared
Cobalt Capital8 shared
Spark Capital7 shared
Tiger Global Management, LLC7 shared
Horizons Ventures7 shared
Last updated: 20 October 2026