Back to investors
Gavin Baker
ATREIDES MANAGEMENT, LP
Latest filing: 2026-03-31
Gavin Baker runs ATREIDES MANAGEMENT, LP and currently holds 54 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $5.00B. Their top holdings are ALAB, U, CIEN, MU, NVDA. The top five represent 27.5% of reported portfolio weight. Gavin Baker ranks #191 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Gavin Baker initiated 13 new positions. They added to 23 existing positions. They trimmed 15 positions. Their current best-performing preview position is LITE with returns of +90.66%.
Sign in to enable email alerts for this investor.
Showper page
54 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ALAB ASTERA LABS INC | 7.37% | $134.80 | $252.70 | +87.46% | Added +108.90% |
 U UNITY SOFTWARE INC | 5.43% | $22.28 | $31.41 | +40.98% | Added +86.94% |
 CIEN CIENA CORP | 5.25% | $90.48 | $337.41 | +272.91% | Trimmed -52.61% |
 MU MICRON TECHNOLOGY INC | 5.14% | $167.79 | $786.59 | +368.79% | Added +2.91% |
 NVDA NVIDIA CORPORATION | 4.35% | $163.18 | $192.53 | +17.99% | Trimmed -35.15% |
 AMZN AMAZON COM INC | 3.97% | $183.59 | $228.04 | +24.21% | Added +38.64% |
 LITE LUMENTUM HLDGS INC | 3.76% | $53.51 | $611.50 | +1,042.78% | Trimmed -30.15% |
 GOOGL ALPHABET INC | 3.19% | $183.72 | $334.66 | +82.16% | Added +7.91% |
 COHR COHERENT CORP | 3.01% | $127.72 | $228.00 | +78.52% | Trimmed -48.90% |
 SATS ECHOSTAR CORP | 2.34% | $109.53 | $83.04 | -24.19% | Added +11.02% |
Showing 1-10 of 54