Gavin Baker

Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, LP, a Boston-based investment firm he founded in 2019 that focuses on technology and consumer companies across public and private markets. He previously spent nearly two decades at Fidelity Investments from 1999 to 2017, most notably as portfolio manager of the Fidelity OTC Portfolio, where he also spearheaded the firm's venture capital investing. He is best known for his deep expertise in the semiconductor supply chain and AI infrastructure, advocating a picks-and-shovels investment approach targeting physical enablers such as GPU interconnects, memory, and power infrastructure.