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Gavin Baker

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Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, LP, where he oversees investments and research and is responsible for the firm’s day-to-day portfolio management. He founded Atreides in 2019 after a career at Fidelity Investments from 1999 to 2017. At Fidelity, he started as an analyst covering sectors including semiconductors, pharmaceuticals, retail, consumer packaged goods, and telecommunications, and later managed the Fidelity Select Wireless, Telecommunications, and Pharmaceuticals portfolios. He is known for managing the Fidelity OTC Portfolio from 2009 to 2017 and for helping spearhead Fidelity’s venture capital investing from 2013 to 2017.

Updated 7 September 2026

Public sources: atreidesmgmt.com

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