Gavin Baker’s Joby Aviation JOBY Stock Holding History

Gavin Baker’s Portfolio JOBY Stock Details JOBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-769,407	Closed	-$12.4M	–	66
2025 Q3	$12.4M	Sell	769,407 -230,593	-23%	-$3.5M	0.24%	52
2025 Q2	$10.6M	Hold	1,000,000	–	–	0.29%	43
2025 Q1	$6.02M	Hold	1,000,000	–	–	0.18%	42
2024 Q4	$8.13M	Hold	1,000,000	–	–	0.18%	41
2024 Q3	$5.03M	Hold	1,000,000	–	–	0.13%	41
2024 Q2	$5.1M	Hold	1,000,000	–	–	0.17%	38
2024 Q1	$5.36M	Hold	1,000,000	–	–	0.12%	36
2023 Q4	$6.65M	Hold	1,000,000	–	–	0.22%	34
2023 Q3	$6.45M	Hold	1,000,000	–	–	0.21%	26
2023 Q2	$10.3M	Hold	1,000,000	–	–	0.26%	30
2023 Q1	$4.34M	Hold	1,000,000	–	–	0.13%	32
2022 Q4	$3.35M	Hold	1,000,000	–	–	0.13%	33
2022 Q3	$4.33M	Hold	1,000,000	–	–	0.11%	37
2022 Q2	$4.91M	Hold	1,000,000	–	–	0.18%	37
2022 Q1	$6.62M	Hold	1,000,000	–	–	0.2%	33
2021 Q4	$7.3M	Hold	1,000,000	–	–	0.23%	30
2021 Q3	$10.1M	Buy	+1,000,000	New	+$10.1M	0.24%	35

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

DAL

Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return

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

Gavin Baker's JOBY Position: Q4 2025 in Review

Gavin Baker sold out of Joby Aviation (JOBY) in Q4 2025, closing a stake of 769,407 shares — an estimated $12.4M sold.

Gavin Baker first reported a position in JOBY in Q3 2021 and held it in 17 quarters. The position peaked at $12.4M in Q3 2025. 501 funds tracked by Wall St. Rank hold JOBY as of Q4 2025.

Gavin Baker reported no remaining Joby Aviation position as of Q4 2025 after selling out during the quarter.
Gavin Baker sold 769,407 Joby Aviation shares in Q4 2025, an estimated $12.4M.
Gavin Baker first reported a position in Joby Aviation in Q3 2021 and held it in 17 quarters.
Gavin Baker's Joby Aviation position peaked at $12.4M in Q3 2025.
501 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2025.

Based on Atreides Management's 13F filing for Q4 2025, filed 17 Feb 2026.