May. 24 at 9:11 PM
Gavin Baker has built a
$4.1B portfolio around one core belief: AI is not a bubble, it's the next computing platform, and the biggest winners will be the companies building the infrastructure that powers it.
Other notable holdings include
$CRDO — high-speed connectivity + datacenter bandwidth scaling
$PANW — AI-driven cybersecurity + enterprise protection layer
$VST — energy + power demand beneficiary from AI datacenters
$AKAM — edge delivery + internet infrastructure backbone
$RBLX — AI-enabled immersive platform + engagement ecosystem
TSLA — vertical AI + robotics + autonomy stack
CRWV — AI cloud compute infrastructure expansion
AXON — AI-powered public safety + hardware/software ecosystem
SMTC — semiconductor manufacturing + AI supply chain leverage
SNPS — chip design software powering next-gen silicon
Flow continues to concentrate around infrastructure enablers rather than application-only names