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	–	Sell	-1,500,000	Closed	-$32.9M	–	63
2026 Q1	$32.9M	Sell	1,500,000 -2,200,000	-59%	-$61M	0.66%	36
2025 Q4	$163M	Buy	+3,700,000	New	+$151M	2%	12

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 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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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.