Gavin Baker’s Astera Labs ALAB Stock Holding History

Gavin Baker’s Portfolio ALAB Stock Details ALAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,000,000	Closed	-$52.4M	–	59
2024 Q3	$52.4M	Buy	+1,000,000	New	+$46.9M	1.33%	25

Other funds holding ALAB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Gavin Baker's ALAB Position: Q2 2026 in Review

Gavin Baker reduced its Astera Labs (ALAB) stake by 64% in Q2 2026, selling an estimated $570M and leaving 1,216,795 shares worth $588M. The position accounts for 4.1% of the portfolio, ranked #6.

Gavin Baker first reported a position in ALAB in Q1 2024 and has held it in 10 quarters since. 984 funds tracked by Wall St. Rank hold ALAB as of Q2 2026.

Gavin Baker held 1,216,795 shares of Astera Labs worth $588M as of Q2 2026.
Gavin Baker sold 2,148,992 Astera Labs shares in Q2 2026, an estimated $570M.
Astera Labs made up 4.1% of Gavin Baker's portfolio in Q2 2026, its #6 holding.
Gavin Baker first reported a position in Astera Labs in Q1 2024 and has held it in 10 quarters since.
984 funds tracked by Wall St. Rank held Astera Labs as of Q2 2026.

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