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Atlas Venture Life Science Advisors, LLC

Q2 2025 · Filed 2025-08-12
Market Value
$660M
+27.3%
Holdings
12
-1
New Purchases
0
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KYMR 32.39% 25.85% +6.54% $214M
VIGL 7.03% 2.00% +5.03% $46M
SION 9.72% 7.45% +2.26% $64M
THRD 8.56% 6.96% +1.60% $56M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DYN 13.18% 18.42% -5.25% $87M
IRON 19.14% 22.83% -3.69% $126M
DAWN 6.34% 9.84% -3.50% $42M
KRRO 2.15% 3.82% -1.67% $14M
AVTE 0.00% 0.87% -0.87% $0
IKNA 1.02% 1.24% -0.22% $7M
QTTB 0.47% 0.67% -0.19% $3M
SPRO 0.00% 0.04% -0.04% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $469M 71.0%
Small Cap 3 $117M 17.8%
Micro Cap 5 $74M 11.2%

Portfolio Analytics

Avg Market Cap
$1.5B
Median Market Cap
$547M
Avg P/E
6.4
Median P/E
6.4
Avg Dividend Yield
—%
Avg Beta
1.18
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KYMR 32.39% 4,896,462 $214M $43.64 $80M
2 IRON 19.14% 2,384,456 $126M $52.96 $8M
3 DYN 13.18% 9,130,465 $87M $9.52 -$9M
4 SION 9.72% 3,694,020 $64M $17.35 $25M
5 THRD 8.56% 10,402,286 $56M $5.43 $20M
6 VIGL 7.03% 5,836,874 $46M $7.95 $36M
7 DAWN 6.34% 6,430,257 $42M $6.50 -$9M
8 KRRO 2.15% 1,137,149 $14M $12.49 -$6M
9 IKNA 1.02% 5,018,178 $7M $1.34 $301K
10 QTTB 0.47% 2,092,106 $3M $1.49 -$335K
11 SPRO —% -$220K -305,255 -100.0% SOLD
12 AVTE —% -$5M -1,799,232 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
SPRO —%
AVTE —%
View SEC EDGAR Filings for Atlas Venture Life Science Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms