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Firm & fund profile / Sourced portfolio

Atreides Management

Tracked participation in 6 Atlas companies, with 2 explicitly attributed leads.

Firm website ↗

6portfolio companies

9round participations

2lead positions

$2.6Bled round total

Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

Jul 2026Fireworks AISeries D$1.5Bat $17.5B valuation Sep 2025CerebrasSeries G$1.1Bat $8.1B valuation

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

PPositron$5BFeb 2025 → Sep 20262 roundsParticipant—

FAFireworks AI$17.5BJul 2026 → Jul 20261 round1 led—

DDecart$4BMay 2026 → May 20261 roundParticipant—

MMythic—Mar 2023 → Dec 20252 roundsParticipant—

CCrusoeNeocloudsCrusoe is an energy-first AI infrastructure company that builds and operates AI data center “factory” capacity and…$10Bvaluation$3.8BraisedRecent roundsSeries E (initial closing) · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersCredit facility (debt) · Aug 2025$175M · led by Victory Park CapitalCredit facility (debt) · Jun 2025$750M · led by Brookfield Asset Management (infrastructure debt platform)Crusoe$10BApr 2022 → Oct 20252 roundsParticipant—

CCerebras$8.1BSep 2025 → Sep 20251 round1 led—

DateCompanyRoundRaisedValuationRoleEvidence

Sep 10, 2026PPositronSeries C$875M$5BParticipant

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Jul 15, 2026FAFireworks AISeries D$1.5B$17.5BLead

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May 18, 2026DDecartSeries B$300M$4BParticipant

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Dec 17, 2025MMythicSeries D$125M—Participant

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Oct 24, 2025CCrusoeNeocloudsCrusoe is an energy-first AI infrastructure company that builds and operates AI data center “factory” capacity and…$10Bvaluation$3.8BraisedRecent roundsSeries E (initial closing) · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersCredit facility (debt) · Aug 2025$175M · led by Victory Park CapitalCredit facility (debt) · Jun 2025$750M · led by Brookfield Asset Management (infrastructure debt platform)CrusoeSeries E (initial closing)$1.4B$10BParticipant

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Sep 30, 2025CCerebrasSeries G$1.1B$8.1BLead

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Feb 11, 2025PPositronSeed (reported)$23.5M—Participant

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Mar 09, 2023MMythicFunding round$13M—Participant

Source ↗+1 ↗

Apr 21, 2022CCrusoeNeocloudsCrusoe is an energy-first AI infrastructure company that builds and operates AI data center “factory” capacity and…$10Bvaluation$3.8BraisedRecent roundsSeries E (initial closing) · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersCredit facility (debt) · Aug 2025$175M · led by Victory Park CapitalCredit facility (debt) · Jun 2025$750M · led by Brookfield Asset Management (infrastructure debt platform)CrusoeSeries C (equity offering)$350M—Participant

Source ↗

DateCompanyRoundRaisedValuationRoleEvidence

Jul 15, 2026FAFireworks AISeries D$1.5B$17.5BLead

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Sep 30, 2025CCerebrasSeries G$1.1B$8.1BLead

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Sep 10, 2026PPositronSeries C$875M$5BParticipant

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May 18, 2026DDecartSeries B$300M$4BParticipant

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Dec 17, 2025MMythicSeries D$125M—Participant

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Feb 11, 2025PPositronSeed (reported)$23.5M—Participant

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Mar 09, 2023MMythicFunding round$13M—Participant

Source ↗+1 ↗