Gavin Baker’s Akamai AKAM Stock Holding History

Gavin Baker’s Portfolio AKAM Stock Details AKAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$108M	Buy	910,583 +227,746	+33%	+$28.4M	0.75%	20
2026 Q1	$78.4M	Buy	+682,837	New	+$68.4M	1.57%	20

Other funds holding AKAM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gavin Baker's AKAM Position: Q2 2026 in Review

Gavin Baker increased its Akamai (AKAM) stake by 33% in Q2 2026, buying an estimated $28.4M and bringing the position to 910,583 shares worth $108M. The position accounts for 0.75% of the portfolio, ranked #20.

Gavin Baker first reported a position in AKAM in Q1 2026 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold AKAM as of Q2 2026.

Gavin Baker held 910,583 shares of Akamai worth $108M as of Q2 2026.
Gavin Baker bought 227,746 Akamai shares in Q2 2026, an estimated $28.4M.
Akamai made up 0.75% of Gavin Baker's portfolio in Q2 2026, its #20 holding.
Gavin Baker first reported a position in Akamai in Q1 2026 and has held it in 2 quarters since.
797 funds tracked by Wall St. Rank held Akamai as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.