Aerarium

SEC EDGAR Form 13F

Atreides Management

Atreides Management is an investment manager associated with Gavin Baker and technology-focused public and crossover investing.

Latest Form 13F: 507 long U.S. equity positions, $523.0B reported value for the period ended Jun 30, 2026, led by SPACE EXPLORATION TECHN CORP, SPACE EXPLORATION TECHN CORP, and SPACE EXPLORATION TECHN CORP.

CIK: 1777813 · Filed: Aug 14, 2026 · Period: Jun 30, 2026

Reported value
$523.0B
Positions
507
Key person
Gavin Baker
Style
Technology growth
Top holding
SPACE EXPLORATION TECHN CORP
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1777813

What a 13F does not show

Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.

Read the 13F guide →
--
SPACE EXPLORATION TECHN CORP
Portfolio weight
32.58%
--
SPACE EXPLORATION TECHN CORP
Portfolio weight
32.58%
--
SPACE EXPLORATION TECHN CORP
Portfolio weight
32.58%
--
SPACE EXPLORATION TECHN CORP
Portfolio weight
32.58%
--
SPACE EXPLORATION TECHN CORP
Portfolio weight
32.58%

Top reported holdings

Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.

#TickerCompanySharesValuePortfolio %QoQ change
1--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
2--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
3--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
4--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
5--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
6--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
7--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
8--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
9--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
10--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
11--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
12--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
13--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
14--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
15--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
16--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
17--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
18--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
19--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
20--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
21--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
22--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
23--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
24--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
25--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
26--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
27--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
28--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
29--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
30--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
31--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
32--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
33--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
34--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
35--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
36--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
37--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
38--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
39--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
40--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
41--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
42--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
43--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
44--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
45--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
46--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
47--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
48--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
49--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--
50--SPACE EXPLORATION TECHN CORP27.3M$4.7B32.58%--