Gavin Baker’s Atreides Dumps 100% of Stake in Microsoft, Pours $376,685,000 Into Zoom, Akamai and Three AI Plays Markets & Investments May 23, 2026 Gavin Baker’s Atreides Management is making big changes to its portfolio, exiting its entire Microsoft (MSFT) position while deploying hundreds…
Gavin Baker’s Atreides Exits Meta and AMD, Builds $902,000,000 Bullish Bet on AI Name Markets & Investments February 22, 2026 Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into…
