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Atlas Venture Life Science Advisors, LLC

Q3 2025 · Filed 2025-11-13
Market Value
$748M
+13.3%
Holdings
11
-1
New Purchases
1
Added To
0
Closed
3
Reduced
2
Top 10 Concentration
100.0%
Turnover
36.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRRO 7.28% 2.15% +5.13% $54M
KYMR 37.07% 32.39% +4.68% $277M
SION 14.22% 9.72% +4.51% $106M
DYN 15.45% 13.18% +2.27% $116M
IMA 0.41% 0.00% +0.41% $3M
QTTB 0.55% 0.47% +0.08% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
THRD 0.00% 8.56% -8.56% $0
VIGL 0.00% 7.03% -7.03% $0
IKNA 0.00% 1.02% -1.02% $0
DAWN 6.06% 6.34% -0.27% $45M
IRON 18.94% 19.14% -0.20% $142M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $580M 77.5%
Small Cap 3 $106M 14.2%
Micro Cap 4 $62M 8.3%

Portfolio Analytics

Avg Market Cap
$1.6B
Median Market Cap
$719M
Avg P/E
2.5
Median P/E
2.5
Avg Dividend Yield
—%
Avg Beta
1.14
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KYMR 37.07% 4,896,462 $277M $56.60 $63M
2 IRON 18.94% 2,142,617 $142M $66.08 $15M -241,839 -10.1%
3 DYN 15.45% 9,130,465 $116M $12.65 $29M
4 SION 14.22% 3,615,527 $106M $29.41 $42M -78,493 -2.1%
5 KRRO 7.28% 1,137,149 $54M $47.89 $40M
6 DAWN 6.06% 6,430,257 $45M $7.05 $4M
7 QTTB 0.55% 2,092,106 $4M $1.98 $1M
8 IMA 0.41% 377,814 $3M $8.15 +377,814 NEW
9 IKNA —% -$7M -5,018,178 -100.0% SOLD
10 THRD —% -$56M -10,402,286 -100.0% SOLD
11 VIGL —% -$46M -5,836,874 -100.0% SOLD

New Positions

SymbolValue% Port
IMA $3M 0.41%

Sold Out Positions

SymbolValue% Port
IKNA —%
THRD —%
VIGL —%
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