Venture capital firm
Atreides Management portfolio
atreidesmgmt.comAtreides Management is a venture capital firm based in Boston, United States, founded in 2019. It has invested in 53 venture-backed companies across 67 funding rounds on VCMC, and led 15 of those rounds. 23 of them were in the last 12 months.
53
Venture-backed companies
in its portfolio on VCMC
67
Funding rounds
led 15
23
Last 12 months
rounds, Oct 2025 to Sep 2026
27
With a disclosed valuation
of 53 companies
$174.6B
Combined value of its private companies
the whole companies, not what Atreides Management owns
51 private companies Atreides Management has backed have a VCMC valuation; together they are worth $174.6B. That is the value of the whole companies, not what Atreides Management owns. Crusoe is 18% of the total. 2 companies it backed have since been acquired and are not included. How VCMC values companies.
Values cover private companies only; public companies are not included.
Portfolio
Atreides Management's most valuable portfolio companies
The 10 most valuable private companies Atreides Management has backed, by VCMC's valuation. Values cover private companies only; public companies are not included.
- 1 Crusoe Hosting & Cloud Infrastructure Providers, Denver $31.7B range $26.9B – $46.2B Led at Series C, 2022
- 2 Cognition Tech Companies, San Francisco $28.1B range $22.6B – $36.2B Joined at Growth, 2026
- 3 Fireworks AI Tech Companies, San Mateo $19.5B range $15.2B – $29.8B Led at Series D, 2026
- 4 DriveNets Tech Companies, Raanana $9.5B range $7.4B – $13.0B Led at Series B, 2021
- 5 Legora Tech Companies, Stockholm $8.8B range $7.7B – $13.2B Led at Series E, 2026
- 6 Valar Atomics Electric Supplies & Power Generation, Hawthorne $6.6B range $5.2B – $10.4B Joined at Series B, 2026
- 7 Lumilens Electronical Components Manufacturing, San Jose $5.8B range $4.8B – $8.2B Led at Series C, 2026
- 8 Positron Device Manufacturing, Reno $5.2B range $4.3B – $7.5B Led at Seed, 2025
- 9 Ayar Labs Electronical Components Manufacturing, San Jose $4.5B range $3.3B – $5.8B Joined at Series C, 2022
- 10 Decart Tech Companies, Wilmington $4.2B range $3.5B – $5.3B Joined at Growth, 2026
Portfolio
Full Atreides Management portfolio (53 companies)
53 companies. Load more shows the rest.
| # | Last round | History | Range | Trend | Grade | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Decart Tech Companies · since Growth, 2026 | Growth Equity May 2026 $300M | $4.2B | $3.5B – $5.3B | $4.6B (+8%) | $411M | 0% | 141 | growing | A | |
| 2 | Crusoe Hosting & Cloud Infrastructure Providers · led at Series C, 2022 | Series F Sep 2026 $3.90B | $31.7B | $26.9B – $46.2B | $40.2B (+27%) | $4.4B | 0% | 1,720 | growing | A | |
| 3 | Sila Nanotechnologies Batteries · led at Growth, 2026 | Debt Aug 2026 $1.40B | $3.7B | $2.6B – $5.7B | $4.0B (+8%) | $363M | 0% | 440 | flat | B | |
| 4 | Fireworks AI Tech Companies · led at Series D, 2026 | Series D Jul 2026 $1.50B | $19.5B | $15.2B – $29.8B | $25.9B (+33%) | $2.8B | 0% | 448 | growing | B | |
| 5 | Valar Atomics Electric Supplies & Power Generation · since Series B, 2026 | Debt Aug 2026 $200M | $6.6B | $5.2B – $10.4B | $9.0B (+37%) | $990M | 0% | 165 | growing | B | |
| 6 | Legora Tech Companies · led at Series E, 2026 | Series E Oct 2026 $550M | $8.8B | $7.7B – $13.2B | $11.4B (+30%) | $1.4B | 0% | 187 | up | A | |
| 7 | Positron Device Manufacturing · led at Seed, 2025 | Series C Sep 2026 $875M | $5.2B | $4.3B – $7.5B | $6.5B (+26%) | $715M | 0% | 100 | growing | A | |
| 8 | Cognition Tech Companies · since Growth, 2026 | Growth Equity May 2026 $1.00B | $28.1B | $22.6B – $36.2B | $31.5B (+12%) | $2.8B | 0% | 592 | growing | A | |
| 9 | True Anomaly Aerospace and Defence · since Series D, 2026 | Series D Apr 2026 $650M | $2.6B | $1.9B – $3.6B | $3.1B (+20%) | $345M | 0% | 502 | growing | B | |
| 10 | DriveNets Tech Companies · led at Series B, 2021 | Series D Jun 2026 $410M | $9.5B | $7.4B – $13.0B | $11.3B (+19%) | $1.5B | 0% | 599 | growing | A | |
| 11 | Ayar Labs Electronical Components Manufacturing · since Series C, 2022 | Series E Mar 2026 $500M | $4.5B | $3.3B – $5.8B | $5.0B (+11%) | $552M | 0% | 259 | up | A | |
| 12 | SiFive Electronical Components Manufacturing · led at Series G, 2026 | Series G Apr 2026 $400M | $4.1B | $3.2B – $5.2B | $4.4B (+8%) | $525M | 19% | 522 | flat | A | |
| 13 | Lumilens Electronical Components Manufacturing · led at Series C, 2026 | Series C Aug 2026 $700M | $5.8B | $4.8B – $8.2B | $7.2B (+23%) | $788M | 0% | 148 | growing | A | |
| 14 | Carbon Health Health Care Services · since Growth, 2021 | Series D Jan 2023 $100M | $1.1B | $139M – $2.3B | $914M (-14%) | $172M | 22% | 1,078 | flat | D | |
| 15 | Skyryse Aircraft Parts & Services · since Series C, 2026 | Series C Feb 2026 $300M | $1.4B | $1.0B – $1.7B | $1.5B (+7%) | $162M | 0% | 197 | flat | A | |
| 16 | Druva Tech Companies · since Growth, 2019 | Growth Equity Apr 2021 $147M | $1.9B | $181M – $2.6B | $1.8B (-1%) | $224M | 7% | 1,372 | flat | D | |
| 17 | Tech Companies · since Series B, 2025 | Series B Oct 2025 $250M | $2.3B | $1.3B – $2.6B | $2.3B (0%) | $248M | 0% | 140 | unknown | B | |
| 18 | Tech Companies · led at Series C, 2021 | Series C Jul 2021 $113M | $81.6M | $38.8M – $295M | $72.1M (-12%) | $78.8M | 97% | 22 | shrinking | D | |
| 19 | Tech Companies · since Series B, 2026 | Series B Feb 2026 $70M | $695M | $369M – $1.1B | $786M (+13%) | $86.5M | 0% | 123 | up | B | |
| 20 | Tech Companies · since Series C, 2021 | Series D Mar 2022 $20M | $1.6B | $128M – $1.9B | $1.6B (0%) | $180M | 0% | 1,800 | unknown | D | |
| 21 | Tech Companies · led at Series B, 2026 | Series B Sep 2026 $50M | $770M | $652M – $1.3B | $1.1B (+46%) | $135M | 0% | 34 | growing | B | |
| 22 | Device Manufacturing · since Series D, 2026 | Series D Oct 2026 $445M | $3.7B | $2.6B – $6.7B | $4.8B (+29%) | $523M | 0% | 128 | growing | B | |
| 23 | Tech Companies · led at Series D, 2021 | Growth Equity Jul 2026 $300M | $2.9B | $2.4B – $3.5B | $3.1B (+8%) | $338M | 0% | 260 | growing | A | |
| 24 | Aerospace and Defence · led at Growth, 2026 | Growth Equity Sep 2026 $205M | $1.5B | $1.1B – $2.3B | $1.7B (+9%) | $162M | 0% | 301 | growing | B | |
| 25 | Health Care Services · since Series D, 2020 | Series F Jul 2024 $88M | $1.2B | $342M – $2.2B | $729M (-38%) | $164M | 35% | 386 | flat | C | |
| 26 | Electronical Components Manufacturing · since Series B, 2021 | Series C Feb 2025 $170M | $2.3B | $1.3B – $3.2B | $2.3B (0%) | $251M | 0% | 334 | growing | B | |
| 27 | Tech Companies · since Series D, 2022 | Series E May 2024 $140M | $2.2B | $1.1B – $2.6B | $1.9B (-17%) | $248M | 1% | 565 | up | B | |
| 28 | Medical Supply Manufacturers · since Growth, 2025 | Growth Equity Mar 2026 $50M | $1.6B | $1.3B – $2.0B | $1.7B (+5%) | $155M | 0% | 270 | growing | A | |
| 29 | Electronical Components Manufacturing · since Series E, 2022 | Series E Jun 2022 $108M | $142M | $86.7M – $394M | $114M (-19%) | $138M | 97% | 108 | shrinking | C | |
| 30 | Electronical Components Manufacturing · since Series D, 2022 | Series D Feb 2022 $250M | $2.5B | $307M – $4.9B | $2.4B (-5%) | $415M | 0% | 175 | up | D | |
| 31 | Device Manufacturing · led at Series B, 2023 | Series C Nov 2024 $115M | $1.0B | $428M – $1.8B | $824M (-18%) | $148M | 59% | 75 | unknown | C | |
| 32 | Electronical Components Manufacturing · since Series B, 2019 | Growth Equity Dec 2025 $125M | $1.7B | $1.0B – $2.6B | $1.7B (+3%) | $153M | 0% | 105 | growing | B | |
| 33 | Electronical Components Manufacturing · since Series D, 2025 | Series D Sep 2025 $140M | $2.2B | $1.0B – $3.3B | $2.2B (0%) | $239M | 0% | 53 | down | B | |
| 34 | Tech Companies · since Series B, 2024 | Series C Apr 2026 $80M | $1.1B | $830M – $1.5B | $1.3B (+15%) | $139M | 0% | 292 | up | A | |
| 35 | Tech Companies · since Series B, 2021 | Growth Equity Oct 2023 $50M | $188M | $99.7M – $473M | $132M (-30%) | $49.7M | 97% | 152 | shrinking | C | |
| 36 | Tech Companies · since Series C, 2021 | Series D Nov 2021 $75M | $884M | $282M – $1.5B | $884M (0%) | $139M | 0% | 331 | growing | C | |
| 37 | Device Manufacturing · since Series C, 2020 | Series D Nov 2021 $53M | $524M | $37.8M – $1.0B | $492M (-6%) | $93.3M | 6% | 142 | flat | D | |
| 38 | Data Solutions · since Series E, 2021 | Acquisition Aug 2025 | $385M acquired 2025 | $81.6M – $2.0B | – | – | 73% | 448 | down | D | |
| 39 | Tech Companies · since Growth, 2020 | Series D Mar 2026 $51M | $628M | $351M – $1.1B | $694M (+10%) | $93.2M | 0% | 244 | up | B | |
| 40 | Tech Companies · since Series A, 2026 | Series A Apr 2026 $125M | $958M | $456M – $1.9B | $1.3B (+30%) | $175M | 0% | 61 | unknown | C | |
| 41 | Electric Supplies & Power Generation · since Series B, 2020 | Growth Equity Aug 2022 $100M | $236M | $71.3M – $1.2B | $194M (-18%) | $83.3M | 78% | 48 | down | D | |
| 42 | Tech Companies · since Series C, 2024 | Series C Dec 2024 $60M | $857M | $459M – $1.3B | $857M (0%) | $94.3M | 0% | 156 | growing | B | |
| 43 | Electronical Components Manufacturing · since Series C, 2023 | Series C Feb 2023 $70M | $379M | $58.6M – $1.0B | $314M (-17%) | $93.2M | 31% | 97 | flat | D | |
| 44 | Tech Companies · since Series B, 2025 | Series B Feb 2025 $45M | $392M | $175M – $556M | $392M (0%) | $43.1M | 0% | 253 | up | B | |
| 45 | Tech Companies · since Series A, 2021 | Series B Sep 2025 $33M | $396M | $176M – $603M | $396M (0%) | $43.6M | 0% | 99 | growing | C | |
| 46 | Tech Companies · since Series B, 2021 | Series B Aug 2021 $38M | $255M | $18.8M – $407M | $243M (-5%) | $35.7M | 2% | 168 | up | D | |
| 47 | Tech Companies · since Series A, 2021 | Series B Jun 2021 $32M | $283M | $20.0M – $445M | $272M (-4%) | $38.2M | 0% | 165 | up | D | |
| 48 | Semiconductors · since Series A, 2021 | Series A Nov 2021 $41M | $67.0M | $10.2M – $290M | $64.8M (-3%) | $38.2M | 59% | 44 | flat | D | |
| 49 | Tech Companies · led at Growth, 2022 | Growth Equity Jun 2022 $42M | $111M | $37.6M – $630M | $92.2M (-17%) | $42.7M | 93% | 84 | down | D | |
| 50 | Electronical Components Manufacturing · since Series B, 2024 | Acquisition Apr 2026 $750M | $222M acquired 2026 | $76.1M – $345M | – | – | 4% | 76 | up | C |
Valuation: VCMC's valuation with its range, from a low to a high scenario; a company with no valuation shows a dash, one acquired after its last round its last value as a private company.
Activity
How Atreides Management invests: stages, industries and countries
Most of its rounds are Series C and later (64%). Its companies span 14 industries, most in Tech Companies, Electronical Components Manufacturing and Device Manufacturing, across 5 countries.
Rounds by stage
- Seed 2
- Series A 6
- Series B 16
- Series C and later 43
Investments by industry
- Tech Companies 25
- Electronical Components Manufacturing 10
- Device Manufacturing 4
- Aerospace and Defence 2
- Electric Supplies & Power Generation 2
- Health Care Services 2
- Aircraft Parts & Services 1
- Batteries 1
Investments by country
- United States 43
- Israel 7
- Bulgaria 1
- Sweden 1
- United Kingdom 1
Recent rounds
Atreides Management's latest investments
Atreides Management's most recent funding rounds, newest first. 23 rounds in the last 12 months.
- Legora Series E, led $550M 21 Oct 2026
- Series D $445M 9 Oct 2026
- Series B, led $50M 30 Sep 2026
- Crusoe Series F, led $3.90B 17 Sep 2026
- Growth, led $205M 16 Sep 2026
- Positron Series C, led $875M 10 Sep 2026
- Lumilens Series C, led $700M 6 Aug 2026
- Valar Atomics Series B $1.00B 3 Aug 2026
- Growth $300M 30 Jul 2026
- Sila Nanotechnologies Growth, led $300M 21 Jul 2026
Co-investors
Atreides Management's top co-investors
The investors that most often join the same rounds as Atreides Management. Valor leads, with 31 rounds together.
- Valor 31 rounds together
- Bessemer Venture Partners 10 rounds together
- Founders Fund 8 rounds together
- Sequoia Capital 5 rounds together
- Lux Capital 5 rounds together
- 5 rounds together
- Intel Capital 5 rounds together
- 4 rounds together
- Redpoint Ventures 4 rounds together
- Battery Ventures 4 rounds together
About
About Atreides Management
Atreides Management, LP is an American private equity firm that invests in public and private markets, with a focus on technology and consumer companies. The firm also provides investment advisory services to institutional and qualified investors, including financial companies, and offers advisory services to clients. Its operations include portfolio management and investment decision-making across industrial, consumer, and technology sectors.
Description from Veridion's company data.
- Founded
- 2019
- Based in
- Boston, United States
- Team
- 29 people, +26% in a year
- Type
- Venture capital firm
Focus markets
- Technology
- Consumer Goods
- Financial Services
What Atreides Management offers
- Private Equity Investment Management
- Public Equity Investment Management
- Technology Sector Investment Management
- Consumer Sector Investment Management
- Early-Stage Technology Company Investment
- Growth Stage Consumer Company Investment
- Long-Term Crossover Strategy Investment
- Advisor Services for Growth Companies
Questions
Atreides Management: frequently asked questions
How many companies has Atreides Management invested in?
53 venture-backed companies on VCMC, across 67 funding rounds.
What are Atreides Management's most valuable private companies?
Crusoe ($31.7B), Cognition ($28.1B), Fireworks AI ($19.5B), by VCMC's valuation.
What was Atreides Management's latest investment?
Legora, a Series E round in Oct 2026 of $550M, which Atreides Management led.
Which stages does Atreides Management invest in?
Atreides Management invests most often at Series C and later (43 rounds), followed by Series B (16) and Series A (6). It has also joined 2 seed rounds.
What is Atreides Management's portfolio worth?
Its private companies with a VCMC valuation are worth $174.6B together. That is the sum of the companies' values, not what Atreides Management owns.
Who does Atreides Management invest alongside?
Valor (31 rounds), Bessemer Venture Partners (10 rounds), Founders Fund (8 rounds).