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Firm & fund profile / Sourced portfolio

Atreides Management

Tracked participation in 6 Atlas companies, with 3 explicitly attributed leads.

Firm website ↗

6portfolio companies

10round participations

3lead positions

$2.7Bled 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 Jul 2025PositronSeries A$51.6M

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

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

DDecart$4BMay 2026 → May 20261 roundParticipant—

CCerebras$23BSep 2025 → Feb 20262 rounds1 led—

PPositron$1BFeb 2025 → Feb 20263 rounds1 led—

CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoe$10BApr 2022 → Oct 20252 roundsParticipant—

MMythic—Mar 2023 → Mar 20231 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

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

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

Source ↗+1 ↗

Feb 04, 2026CCerebrasSeries H$1B$23BParticipant

Feb 04, 2026PPositronSeries B$230M$1BParticipant

Oct 24, 2025CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoeSeries E$1.4B$10BParticipant

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

Jul 28, 2025PPositronSeries A$51.6M—Lead

Feb 11, 2025PPositronSeed$23.5M—Participant

Mar 09, 2023MMythicFinancing round (post-restructure)$13M—Participant

Apr 21, 2022CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoeSeries C$350M$1.8BParticipant

DateCompanyRoundRaisedValuationRoleEvidence

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

Oct 24, 2025CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoeSeries E$1.4B$10BParticipant

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

Feb 04, 2026CCerebrasSeries H$1B$23BParticipant

Apr 21, 2022CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoeSeries C$350M$1.8BParticipant

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

Source ↗+1 ↗

Feb 04, 2026PPositronSeries B$230M$1BParticipant

Jul 28, 2025PPositronSeries A$51.6M—Lead

Feb 11, 2025PPositronSeed$23.5M—Participant

Mar 09, 2023MMythicFinancing round (post-restructure)$13M—Participant