GavinSBaker
Managing Partner & CIO, Atreides Management
Gavin Baker is founder, managing partner and chief investment officer of Atreides Management, the firm he started in 2019 to invest in high-growth consumer and technology companies in both public and private markets. He spent 1999 to 2017 at Fidelity Investments, where he managed the Fidelity OTC Portfolio from 2009 to 2017 and earlier the Select Wireless, Select Telecommunications and Select Pharmaceuticals portfolios, and helped build Fidelity's venture capital investing effort from 2013 to 2017. He holds a degree in economics and history from Dartmouth College. He posts on X and appears on technology and investing podcasts, focusing on semiconductors and AI infrastructure.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #450 | #454 | #634 | — | — | — |
| Calls | 25 | 25 | 16 | 8/10 | 5/10 | 8/10 |
| Avg return | +0.6% | +1.8% | -7.8% | — | — | — |
| vs S&P 500 | +0.5 pp | +0.9 pp | -6.2 pp | — | — | — |
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GavinSBaker has 25 trade ideas tracked on Buzzberg across 25 tickers since January 2025. Win rate 52% across 21 evaluated calls, average return +77.2%. Ranked #454 on Buzzberg's 30-day Authors leaderboard. Most covered: NVDA, SMH, MU.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
