Atreides Management LP is a technology-focused long/short equity hedge fund, founded by Gavin Baker, that invests in public and private markets across sectors such as semiconductors, software, cloud, and AI. The firm serves institutional investors and high-net-worth individuals, conducting deep fundamental research into technology, consumer, and growth-oriented companies.
“Secondaries are now competing with IPOs and acquisitions as the principal way that these guys are exiting... Today it's at 106. So a premium in the market as of Q1 25.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.