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Gavin Baker’s Unity U Stock Holding History

Gavin Baker’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293M Sell
10,245,819
-2,139,503
-17% -$56.9M 2.04% 10
2026
Q1 		$272M Buy
12,385,322
+5,759,883
+87% +$160M 5.43% 3
2025
Q4 		$293M Buy
6,625,439
+513,886
+8% +$20.9M 3.58% 5
2025
Q3 		$245M Sell
6,111,553
-59,602
-1% -$2.21M 4.77% 4
2025
Q2 		$149M Sell
6,171,155
-3,259,800
-35% -$71.7M 4.14% 8
2025
Q1 		$185M Buy
9,430,955
+5,607,572
+147% +$127M 5.61% 5
2024
Q4 		$85.9M Buy
+3,823,383
New +$85M 1.88% 17

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gavin Baker's U Position: Q2 2026 in Review

Gavin Baker reduced its Unity (U) stake by 17% in Q2 2026, selling an estimated $56.9M and leaving 10,245,819 shares worth $293M. The position accounts for 2.04% of the portfolio, ranked #10.

Gavin Baker first reported a position in U in Q4 2024 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Gavin Baker held 10,245,819 shares of Unity worth $293M as of Q2 2026.
  • Gavin Baker sold 2,139,503 Unity shares in Q2 2026, an estimated $56.9M.
  • Unity made up 2.04% of Gavin Baker's portfolio in Q2 2026, its #10 holding.
  • Gavin Baker first reported a position in Unity in Q4 2024 and has held it in 7 quarters since.
  • 560 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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