How to follow Gavin Baker and Atreides Management's disclosed positions in your own brokerage account

I'm Chris, one of the co-founders of Autopilot. Gavin Baker is the manager people quote when they want a technology view with numbers behind it. What his firm discloses is one filing a quarter. Here's how to read it and how to follow it.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

What's public

Atreides Management, LP is a growth-oriented hedge fund based in Boston, founded in January 2019 by Gavin Baker, focused on technology, telecom and consumer companies. It files a quarterly Form 13F with the SEC listing reportable US-listed stock positions as of the quarter's end.

A 13F can be filed 45 or more days after the quarter closes. So the filing is old the day it posts, and your account follows it after that. Anyone offering you a fund's trades faster than the filing is not working from public information.

What the Portfolio follows

The Atreides Management Tracker is a Portfolio in the Autopilot app. Its description names EDGAR 13Fs as the source. Autopilot Advisers builds and manages it from those filings, and when a new filing posts the Portfolio updates and your account follows it.

The honest limits

Atreides runs what the firm describes as a crossover strategy, investing in both public and private companies. The private side never shows up in a 13F. Neither do shorts, cash, or anything that happened between quarter end and the day the filing posted.

Tracking versus following

Tracking means you read the positions somewhere. Plenty of sites parse the filing and put it in a table, and nothing happens in your account.

Following means the positions are held in the brokerage account you already have, and stay updated. You pick the Portfolio, connect your brokerage, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

What it costs

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on if you follow more than one Portfolio. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

Frequently asked questions

Gavin Baker portfolio tracker app

Autopilot publishes an Atreides Management Tracker built from the firm's public 13F filings and held in the brokerage account you already have. It is managed by Autopilot Advisers, not by Atreides.

Gavin Baker portfolio tracker

The filings are on EDGAR at no cost. The tracker in our app holds the disclosed positions in your own connected brokerage and updates after each filing posts.

How can I follow Gavin Baker's portfolio in my own brokerage?

Pick the Atreides Management Tracker, connect your brokerage, allocate money. When the Portfolio changes we send the orders and your broker fills them. Nothing transfers out.

Atreides Management 13F tracker app

Yes, and worth knowing: Atreides invests in private companies too, and a 13F shows none of that.

Start Investing

Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. You should carefully consider your investment objectives, risk tolerance, and time horizon before investing through Autopilot.

Autopilot Advisers, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Autopilot is available in our Form ADV Part 2A, available at adviserinfo.sec.gov or joinautopilot.com/adv.

Autopilot provides limited investment advisory services focused on Portfolio selection and suitability assessment. Our services are not intended to replace comprehensive financial planning. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

Autopilot’s services depend on technology systems, third-party APIs, and internet connectivity. System outages, API disruptions, or connectivity issues may temporarily affect service availability or trade execution timing.

Client account holdings are designed to track the Portfolio you’ve selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot’s control.

For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.

Atreides Management, LP and Gavin Baker are not affiliated with Autopilot and have not endorsed it. The Atreides Management Tracker is created and managed by Autopilot Advisers, LLC from public Form 13F filings; Atreides does not manage this Portfolio and has no relationship with Autopilot or its clients. Fee amounts are quoted from Form CRS dated February 2026 and may change. References to disclosed positions describe public filings and are not a performance claim or a recommendation.