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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Gavin Baker – Atreides Management

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
49
Portfolio value:
$14,335,417,000
Filed:
Aug 14, 2026
Style:
Concentrated TMT Growth
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2615 new7 added7 reduced20 exited
≡SPCX – SPACE EXPLORATION TECHN CORPBuy27,332,94332.58
≡CBRS – CEREBRAS SYSTEMS INCBuy3,110,0864.79
≡METACALL – META PLATFORMS INCBuy1,200,0004.72
≡META – META PLATFORMS INCBuy402,7701.58
≡CBRSCALL – CEREBRAS SYSTEMS INCBuy700,0001.08
≡AKAM – AKAMAI TECHNOLOGIES INCAdd 33.35%227,746−0.82
≡APH – AMPHENOL CORPBuy640,0690.79
≡GTLB – GITLAB INCBuy3,373,1690.72
≡WIX – WIX COM LTDAdd 124.24%808,044−0.71
≡CIFR – CIPHER DIGITAL INCBuy3,586,4090.61
≡IOT – SAMSARA INCBuy2,308,6490.52
≡AFRM – AFFIRM HLDGS INCAdd 6.56%78,339−0.37
≡PDFS – PDF SOLUTIONS INCBuy658,5360.33
≡PANW – PALO ALTO NETWORKS INCAdd 56.10%315,1570.29
≡QQQPUT – INVESCO QQQ TRAdd 128.57%1,800,0000.28
≡TTAN – SERVICETITAN INCBuy542,0920.27
≡CRWV – COREWEAVE INCAdd 162.15%1,314,3100.22
≡NTRA – NATERA INCBuy104,3850.20
≡MA – MASTERCARD INCORPORATEDAdd 88.75%44,025−0.16
≡INIO – INNIO NVBuy348,6960.10
≡QNT – QUANTINUUM INCBuy39,8530.02
≡FRVO – FERVO ENERGY COBuy9,9590.00
Q1 2026filed May 18, 2616 new19 added16 reduced18 exited
≡ALAB – ASTERA LABS INCAdd 108.90%1,754,5934.10
≡ZM – ZOOM COMMUNICATIONS INCBuy1,315,6052.11
≡CRDO – CREDO TECHNOLOGY GROUP HOLDIBuy1,091,2332.05
≡AMZN – AMAZON COM INCAdd 38.64%
Q4 2025filed Feb 17, 2615 new17 added9 reduced17 exited
≡NVDACALL – NVIDIA CORPORATIONBuy3,500,0007.98
≡ALAB – ASTERA LABS INCAdd 2496.61%1,549,1443.04
≡QQQPUT – INVESCO QQQ TRAdd 75.00%1,500,0002.89
Q3 2025filed Nov 14, 2515 new11 added27 reduced5 exited
≡QQQPUT – INVESCO QQQ TRBuy2,000,00023.38
≡HUBS – HUBSPOT INCBuy243,4342.22
≡MU – MICRON TECHNOLOGY INCAdd 928.63%654,4792.12
≡COHR
Q2 2025filed Aug 14, 2517 new12 added13 reduced13 exited
≡P – PURE STORAGE INCBuy3,552,4865.68
≡DKS – DICKS SPORTING GOODS INCBuy873,1374.79
≡GTLB – GITLAB INCAdd 867.31%3,531,0704.35
≡GOOGL – ALPHABET INCAdd 402.90%761,782
Q1 2025filed May 15, 2513 new12 added13 reduced14 exited
≡NVDACALL – NVIDIA CORPORATIONBuy2,300,0007.57
≡SMHPUT – VANECK ETF TRUSTBuy1,000,0006.42
≡META – META PLATFORMS INCBuy239,7894.20
Q4 2024filed Feb 14, 2517 new5 added19 reduced15 exited
≡QQQPUT – INVESCO QQQ TRAdd 170.00%1,700,00017.80
≡ASML – ASML HOLDING N VBuy293,6364.46
≡MSFT – MICROSOFT CORPBuy319,3582.95
≡SNOW
Q3 2024filed Nov 14, 2414 new14 added12 reduced11 exited
≡QQQPUT – INVESCO QQQ TRBuy1,000,00012.43
≡ALAB – ASTERA LABS INCAdd 158.20%4,392,1614.08
≡SPYPUT – SPDR S&P 500 ETF TRBuy250,0003.65
≡
Q2 2024filed Aug 14, 2414 new8 added11 reduced12 exited
≡ADBE – ADOBE INCBuy261,0144.74
≡HPE – HEWLETT PACKARD ENTERPRISE CBuy5,979,2834.13
≡TSLA – TESLA INCAdd 359.54%549,7903.93
≡ESTC 10/18/19 P60 – ELASTIC N VAdd 49.74%
Q1 2024filed May 15, 2418 new6 added8 reduced16 exited
≡QQQPUT – INVESCO QQQ TRBuy2,000,00020.16
≡MRVL – MARVELL TECHNOLOGY INCBuy4,205,5826.77
≡ALAB – ASTERA LABS INCBuy2,665,7924.49
≡MU
Q4 2023filed Feb 14, 2418 new6 added7 reduced11 exited
≡MA – MASTERCARD INCORPORATEDBuy281,5893.94
≡ORCL – ORACLE CORPBuy872,3833.02
≡TSLA – TESLA INCAdd 175.40%356,0342.90
≡XYZCALL
Q3 2023filed Nov 14, 2311 new5 added8 reduced15 exited
≡AMD – ADVANCED MICRO DEVICES INCAdd 185.90%2,225,5578.00
≡SE – SEA LTDAdd 236.35%4,978,5027.04
≡MSFT – MICROSOFT CORPBuy649,1626.70
≡GOOGL – ALPHABET INCBuy1,240,957
265,761
2.03
≡U – UNITY SOFTWARE INCAdd 86.94%5,759,8831.86
≡PANW – PALO ALTO NETWORKS INCBuy561,7971.80
≡VST – VISTRA CORPBuy523,7881.57
≡AKAM – AKAMAI TECHNOLOGIES INCBuy682,8371.57
≡GOOGL – ALPHABET INCAdd 7.91%40,6841.22
≡RBLX – ROBLOX CORPAdd 255.19%994,1321.18
≡SATS – ECHOSTAR CORPAdd 11.02%99,2621.14
≡HUBS – HUBSPOT INCBuy232,1151.13
≡RBLXCALL – ROBLOX CORPBuy1,000,0001.13
≡SNPS – SYNOPSYS INCBuy136,9251.09
≡W – WAYFAIR INCAdd 64.32%560,1331.08
≡TWLO – TWILIO INCAdd 28.55%204,6561.07
≡RKT – ROCKET COS INCAdd 69.74%2,512,3840.89
≡CRWV – COREWEAVE INCAdd 33.73%204,4250.72
≡AVAV – AEROVIRONMENT INCBuy161,6750.59
≡TSLA – TESLA INCAdd 7.93%14,7600.47
≡V – VISA INCBuy71,6410.43
≡GFS – GLOBALFOUNDRIES INCBuy474,5930.42
≡NOK – NOKIA CORPBuy2,481,9470.40
≡INTC – INTEL CORPAdd 35.10%169,8620.36
≡FROG – JFROG LTDAdd 37.28%150,7110.21
≡ROG – ROGERS CORPAdd 8.24%14,1650.21
≡AMBQ – AMBIQ MICRO INCAdd 23.80%165,7550.20
≡WRBY – WARBY PARKER INCAdd 74.77%293,9100.18
≡MA – MASTERCARD INCORPORATEDAdd 7.93%3,6460.17
≡VECO – VEECO INSTRS INC DELBuy233,9230.16
≡CHYM – CHIME FINL INCAdd 7.91%118,9460.15
≡NBIS – NEBIUS GROUP N.V.Buy63,0680.13
≡EQPT – EQUIPMENTSHARE COM INCBuy213,4310.09
≡TBLA – TABOOLA.COM LTDAdd 11.19%82,5870.01
≡BTGO – BITGO HOLDINGS INCBuy29,1060.00
≡
MUPUT – MICRON TECHNOLOGY INC
Buy
700,000
2.44
≡NVDA – NVIDIA CORPORATIONAdd 234.98%1,350,5082.30
≡COHRCALL – COHERENT CORPBuy900,0002.03
≡UCALL – UNITY SOFTWARE INCBuy3,700,0002.00
≡WIX – WIX COM LTDBuy1,247,4571.58
≡PCALL – PURE STORAGE INCBuy1,500,0001.23
≡SATS – ECHOSTAR CORPBuy901,0841.20
≡U – UNITY SOFTWARE INCAdd 8.41%513,886−1.19
≡WING – WINGSTOP INCBuy390,0051.14
≡COMP – COMPASS INCBuy8,723,4341.13
≡MSFT – MICROSOFT CORPBuy181,4681.07
≡AFRM – AFFIRM HLDGS INCAdd 566.14%1,177,0360.96
≡COHR – COHERENT CORPAdd 35.18%321,4680.87
≡AMSC – AMERICAN SUPERCONDUCTOR CORPAdd 35.35%272,698−0.53
≡RKT – ROCKET COS INCAdd 260.02%2,601,9060.47
≡CHYM – CHIME FINL INCBuy1,503,7880.46
≡GTLBCALL – GITLAB INCBuy1,000,0000.46
≡AZO – AUTOZONE INCAdd 6.33%692−0.43
≡RBRK – RUBRIK INC.Add 18.90%142,277−0.37
≡CRWV – COREWEAVE INCAdd 863.55%543,2060.36
≡GNRC – GENERAC HLDGS INCBuy182,7650.30
≡AXON – AXON ENTERPRISE INCAdd 189.27%69,0080.22
≡TTAN – SERVICETITAN INCAdd 26.54%166,206−0.20
≡TEAM – ATLASSIAN CORPORATIONAdd 30.47%92,999−0.16
≡ACVA – ACV AUCTIONS INCAdd 125.23%6,901,0100.15
≡PFGC – PERFORMANCE FOOD GROUP COBuy125,9010.14
≡NU – NU HLDGS LTDAdd 30.43%763,609−0.11
≡WRBY – WARBY PARKER INCBuy393,0850.10
≡PM – PHILIP MORRIS INTL INCAdd 45.38%126,662−0.09
– COHERENT CORP
Buy
913,778
1.92
≡INTU – INTUITBuy135,1781.80
≡INTC – INTEL CORPBuy2,611,0371.71
≡MRVLCALL – MARVELL TECHNOLOGY INCBuy1,000,0001.64
≡CIEN – CIENA CORPAdd 10.92%137,9461.12
≡ACVA – ACV AUCTIONS INCAdd 17.39%816,556−1.05
≡P – PURE STORAGE INCAdd 15.37%545,8901.01
≡TEAM – ATLASSIAN CORPORATIONBuy305,2310.95
≡PM – PHILIP MORRIS INTL INCBuy279,0970.88
≡VRNS – VARONIS SYS INCBuy658,4150.74
≡TWLO – TWILIO INCAdd 32.24%235,463−0.64
≡IOT – SAMSARA INCBuy711,2150.52
≡W – WAYFAIR INCAdd 17.49%127,2140.45
≡AMBQ – AMBIQ MICRO INCBuy684,3070.40
≡SNPS – SYNOPSYS INCBuy38,8760.37
≡FROG – JFROG LTDBuy397,2440.37
≡ELF – E L F BEAUTY INCAdd 8.97%44,301−0.32
≡APP – APPLOVIN CORPBuy17,3780.24
≡GTLB – GITLAB INCAdd 38.90%1,532,107−0.13
≡AZO – AUTOZONE INCAdd 13.13%1,268−0.08
≡RBRK – RUBRIK INC.Add 59.73%281,4720.03
≡GEMI – GEMINI SPACE STA INCBuy70,0000.03
≡DECK – DECKERS OUTDOOR CORPAdd 46.75%398,3960.03
3.76
≡AFRM – AFFIRM HLDGS INCAdd 543.31%1,670,4293.37
≡CIEN – CIENA CORPBuy1,262,8182.85
≡TWLO – TWILIO INCAdd 533.08%614,9432.18
≡TTAN – SERVICETITAN INCBuy640,7781.91
≡FSLR – FIRST SOLAR INCBuy393,4641.81
≡ELF – E L F BEAUTY INCBuy494,0471.71
≡SE – SEA LTDBuy341,0831.51
≡MELI – MERCADOLIBRE INCBuy17,9231.30
≡TSLA – TESLA INCAdd 64.62%126,3551.30
≡RBRK – RUBRIK INC.Buy471,2801.17
≡NU – NU HLDGS LTDBuy2,744,1841.04
≡BLDR – BUILDERS FIRSTSOURCE INCBuy322,1511.04
≡AZO – AUTOZONE INCBuy9,6601.00
≡CONFLUENT INCAdd 82.01%1,357,2460.91
≡SMTC – SEMTECH CORPBuy661,9410.83
≡Z – ZILLOW GROUP INCAdd 82.49%386,9470.69
≡RKT – ROCKET COS INCBuy1,732,0900.68
≡AMSC – AMERICAN SUPERCONDUCTOR CORPAdd 34.03%280,4180.67
≡FERG – FERGUSON ENTERPRISES INCAdd 6.38%17,8770.44
≡W – WAYFAIR INCAdd 12.03%78,1060.40
≡ROG – ROGERS CORPBuy188,2030.36
≡RL – RALPH LAUREN CORPAdd 7.59%12,6400.25
≡FIVN – FIVE9 INCAdd 54.93%338,8170.19
≡VOYG – VOYAGER TECHNOLOGIES INCBuy10,0000.01
≡CHYM – CHIME FINL INCBuy10,0000.01
≡
U – UNITY SOFTWARE INC
Add 146.67%
5,607,572
3.73
≡NVDA – NVIDIA CORPORATIONBuy1,085,6283.57
≡ALAB – ASTERA LABS INCAdd 153.30%2,815,6143.10
≡RBLX – ROBLOX CORPAdd 232.30%1,413,2062.81
≡AMDCALL – ADVANCED MICRO DEVICES INCBuy800,0002.50
≡CRWV – COREWEAVE INCBuy1,875,0002.11
≡SNPS – SYNOPSYS INCBuy152,4881.99
≡MU – MICRON TECHNOLOGY INCAdd 269.86%649,2531.90
≡MSFT – MICROSOFT CORPAdd 31.56%100,7781.84
≡DECK – DECKERS OUTDOOR CORPAdd 123.64%596,3591.52
≡AMD – ADVANCED MICRO DEVICES INCAdd 9.41%180,8731.48
≡AXON – AXON ENTERPRISE INCBuy62,9011.00
≡Z – ZILLOW GROUP INCBuy469,0610.98
≡RH – RHAdd 69.09%193,4040.96
≡NCLH – NORWEGIAN CRUISE LINE HLDG LBuy1,623,4830.93
≡RDDT – REDDIT INCBuy146,3630.47
≡AMSC – AMERICAN SUPERCONDUCTOR CORPBuy824,0400.45
≡TWLO – TWILIO INCBuy115,3570.34
≡LITE – LUMENTUM HLDGS INCAdd 6.83%119,9380.32
≡AFRM – AFFIRM HLDGS INCAdd 113.20%163,2470.23
≡CONFLUENT INCAdd 6.75%104,7180.23
≡FIVN – FIVE9 INCAdd 54.88%218,5630.15
– SNOWFLAKE INC
Buy
756,767
2.56
≡AVGO – BROADCOM INCBuy452,6452.30
≡SBUX – STARBUCKS CORPBuy976,9081.95
≡U – UNITY SOFTWARE INCBuy3,823,3831.88
≡MDB – MONGODB INCBuy351,8591.79
≡XYZ – BLOCK INCBuy728,2081.36
≡CHTR – CHARTER COMMUNICATIONS INC NBuy177,2281.33
≡ULTA – ULTA BEAUTY INCAdd 75.78%142,2911.28
≡FERG – FERGUSON ENTERPRISES INCBuy301,5761.15
≡GOOGL – ALPHABET INCAdd 102.09%224,1040.91
≡NKE – NIKE INCBuy537,4620.89
≡NU – NU HLDGS LTDBuy3,810,1020.86
≡LSCC – LATTICE SEMICONDUCTOR CORPBuy560,9970.70
≡ADBE – ADOBE INCAdd 10.35%29,163−0.69
≡NXT – NEXTRACKER INCBuy633,6740.51
≡NTNX – NUTANIX INCAdd 261.76%366,2350.47
≡FIVN – FIVE9 INCBuy398,2330.35
≡GFS – GLOBALFOUNDRIES INCBuy365,1010.34
≡LRCX – LAM RESEARCH CORPBuy89,6800.14
AMD – ADVANCED MICRO DEVICES INC
Add 98.42%
1,023,767
3.11
≡DECK – DECKERS OUTDOOR CORPBuy591,1442.40
≡RHCALL – RHBuy250,0002.13
≡AMDCALL – ADVANCED MICRO DEVICES INCBuy500,0002.09
≡ULTA – ULTA BEAUTY INCBuy187,7801.86
≡FIVE – FIVE BELOW INCBuy777,0111.75
≡ALABCALL – ASTERA LABS INCBuy1,000,0001.33
≡DGCALL – DOLLAR GEN CORP NEWBuy600,0001.29
≡S – SENTINELONE INCAdd 137.34%2,200,5941.21
≡SLBCALL – SCHLUMBERGER LTDBuy1,000,0001.07
≡CONFLUENT INCAdd 7.33%184,865−1.03
≡ADBE – ADOBE INCAdd 8.00%20,876−1.02
≡ESTC 10/18/19 P60 – ELASTIC N VAdd 57.23%614,309−0.69
≡GTLB – GITLAB INCBuy496,7950.65
≡NVDACALL – NVIDIA CORPORATIONBuy200,0000.62
≡AMT – AMERICAN TOWER CORP NEWAdd 143.11%109,5720.62
≡RH – RHAdd 14.76%45,1740.55
≡LITE – LUMENTUM HLDGS INCAdd 28.53%375,3890.54
≡AMZN – AMAZON COM INCAdd 18.83%147,513−0.53
≡AFRM – AFFIRM HLDGS INCBuy499,8580.52
≡AAPL – APPLE INCAdd 29.93%97,8820.27
≡NTNX – NUTANIX INCBuy139,9120.21
≡RL – RALPH LAUREN CORPAdd 28.34%83,3490.18
≡MELI – MERCADOLIBRE INCAdd 7.71%2,0520.07
≡RDDT – REDDIT INCAdd 21.49%60,588−0.01
356,604
2.36
≡AAPL – APPLE INCBuy327,0832.25
≡SHW – SHERWIN WILLIAMS COBuy222,9512.17
≡CIEN – CIENA CORPAdd 12.59%401,5652.07
≡IOT – SAMSARA INCBuy1,473,7471.62
≡MELI – MERCADOLIBRE INCBuy26,6101.43
≡META – META PLATFORMS INCBuy83,6111.38
≡W – WAYFAIR INCAdd 72.25%649,0371.28
≡RBLX – ROBLOX CORPBuy1,021,9401.24
≡GRAB – GRAB HOLDINGS LIMITEDBuy10,012,7641.16
≡S – SENTINELONE INCBuy1,602,3101.10
≡CONFLUENT INCAdd 24.10%489,7761.02
≡LITE – LUMENTUM HLDGS INCAdd 8.26%100,3290.88
≡DDOG – DATADOG INCAdd 9.79%40,9070.77
≡SBUX – STARBUCKS CORPBuy280,4730.71
≡RH – RHAdd 25.54%62,2450.52
≡AMT – AMERICAN TOWER CORP NEWBuy76,5640.49
≡AMKR – AMKOR TECHNOLOGY INCBuy212,3880.28
≡DKNG – DRAFTKINGS INC NEWBuy216,1410.27
– MICRON TECHNOLOGY INC
Buy
1,538,826
4.12
≡GOOGL – ALPHABET INCBuy895,2103.07
≡MRVLCALL – MARVELL TECHNOLOGY INCBuy1,500,0002.41
≡MDB – MONGODB INCBuy294,5772.40
≡RL – RALPH LAUREN CORPBuy441,5801.88
≡ESTC 10/18/19 P60 – ELASTIC N VBuy716,8781.63
≡LITE – LUMENTUM HLDGS INCBuy1,215,2991.31
≡AMZN – AMAZON COM INCAdd 94.77%400,5381.26
≡DDOG – DATADOG INCBuy417,7771.17
≡STZ – CONSTELLATION BRANDS INCBuy167,6411.03
≡KVYO – KLAVIYO INCBuy1,748,3151.01
≡ONON – ON HLDG AGBuy1,191,2610.96
≡WSC – WILLSCOT MOBIL MINI HLDNG COBuy883,4190.93
≡CCI – CROWN CASTLE INCBuy281,1680.68
≡XYZ – BLOCK INCAdd 71.28%591,6740.62
≡RDDT – REDDIT INCBuy395,4770.44
≡W – WAYFAIR INCAdd 92.12%430,7560.44
≡SECALL – SEA LTDBuy350,0000.43
≡BBWI – BATH & BODY WORKS INCAdd 12.98%389,231−0.40
≡CIEN – CIENA CORPAdd 25.11%640,373−0.19
≡MSFT – MICROSOFT CORPAdd 23.74%34,576−0.08
– BLOCK INC
Buy
1,000,000
2.54
≡AMDCALL – ADVANCED MICRO DEVICES INCBuy500,0002.42
≡BILL – BILL HOLDINGS INCBuy898,4792.41
≡SONY – SONY GROUP CORPBuy741,4752.31
≡VEEV – VEEVA SYS INCBuy356,4922.25
≡LOW – LOWES COS INCBuy306,1272.24
≡JUNIPER NETWORKS INCBuy2,308,8992.24
≡AMZN – AMAZON COM INCBuy422,6412.11
≡TOST – TOAST INCBuy3,336,7522.00
≡RHCALL – RHBuy200,0001.91
≡FTNT – FORTINET INCBuy954,9391.84
≡PCALL – PURE STORAGE INCBuy1,500,0001.76
≡NU – NU HLDGS LTDBuy5,661,1001.55
≡CIEN – CIENA CORPAdd 54.76%902,4151.22
≡RBLX – ROBLOX CORPBuy766,8731.15
≡TTWO – TAKE-TWO INTERACTIVE SOFTWARBuy210,2801.11
≡ULTA – ULTA BEAUTY INCBuy66,0271.06
≡FWONK – LIBERTY MEDIA CORP DELAdd 111.28%490,2891.03
≡COHR – COHERENT CORPAdd 214.68%382,7630.61
≡SE – SEA LTDAdd 6.36%450,538−0.15
≡HASHICORP INCAdd 8.27%113,7600.13
5.31
≡NVDACALL – NVIDIA CORPORATIONBuy270,0003.84
≡META – META PLATFORMS INCBuy377,3803.70
≡CIEN – CIENA CORPBuy1,647,9652.55
≡SECALL – SEA LTDBuy1,500,0002.15
≡PYPL – PAYPAL HLDGS INCAdd 9.31%355,4111.43
≡HASHICORP INCBuy1,375,9641.03
≡FWONK – LIBERTY MEDIA CORP DELBuy440,5960.90
≡ACVA – ACV AUCTIONS INCAdd 5.81%594,3470.83
≡TSLA – TESLA INCAdd 8.98%16,7340.41
≡SONDQ – SONDER HOLDINGS INCBuy1,012,6210.27
≡HAS – HASBRO INCBuy116,3190.25
≡COHR – COHERENT CORPBuy178,2930.19