Atlas Venture Advisors, Inc.
Long book
$121.6M
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
+21.0%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsAtlas Venture Advisors, Inc. is a diversified fundamental manager, specialised in services_media (95% of the long book), running a $121.6M US long book across 3 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DRAFTKINGS INC-CL A, ROKU INC, SNAP INC - A.
Over the last 9 quarters its long book ran on average 8.4pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-15.1%
Q2 2024
+2.3%
Q3 2024
-5.1%
Q4 2024
-10.7%
Q1 2025
+28.7%
Q2 2025
-12.2%
Q3 2025
-7.3%
Q4 2025
-36.5%
Q1 2026
+21.0%
Sector allocation
Services media 95%
Communications 4%
Technology 1%
Long book by quarter
What does Atlas Venture own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 3 | $121.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 3 | $191.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 4 | $437.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 4 | $424.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 4 | $366.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 4 | $463.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 5 | $484.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 5 | $454.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 5 | $502.6M | canonical | SEC ↗ |
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