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 1000% year-over-year (11 deals in the last 12 months). Average disclosed round size is $283.4M (across 49 rounds with reported amounts).
Portfolio
46
Fund Size
—
Top Stage
Series D
Last 12 Mo
15
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
56 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Cua | Series D | $1.5B | Jul 2026 |
 Cognition | Unknown | $1B | May 2026 |
 Mega AI | Series A | $11.5M | Mar 2026 |
 Skyryse | Series C | $300M | Feb 2026 |
 Cerebras Systems | Series H | $1B | Feb 2026 |
 webAI | Series A | — | Jan 2026 |
 Lyte | Unknown | $107M | Jan 2026 |
 SiFive | Series G | $400M | Jan 2026 |
 Lumilens | Seed | $700M | Jan 2026 |
| XXsight Labs Ltd | Unknown | $300M | Jan 2026 |
 Mythic | Series D | $125M | Dec 2025 |
 Axiado | Series C | $60M | 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 | Series C | $60M | Dec 2024 |
 DUSTPHOTONICS | Series B | $24M | Feb 2024 |
 Weka | Series E | $140M | Jan 2024 |
| WWeka Io | Series E | $140M | Jan 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 | Nov 2022 |
 DriveNets | Series C | $262M | Aug 2022 |
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Top Co-Investors
Valor Equity Partners26 shared
Bessemer Venture Partners10 shared
Fidelity Investments8 shared
Lux Capital7 shared
T. Rowe Price6 shared
Sutter Hill Ventures5 shared
Tiger Global Management, LLC5 shared
Galaxy Interactive5 shared
8VC5 shared
Maverick Silicon5 shared
Key1 Capital5 shared
NVIDIA Corporation5 shared
D1 Capital Partners4 shared
Qualcomm Ventures4 shared
Horizons Ventures4 shared
Third Point Ventures4 shared
Makers Fund4 shared
XN4 shared
NTT DOCOMO Ventures4 shared
Cobalt Capital4 shared
Last updated: 7 September 2026