Atlas Venture Life Science Advisors, LLC
Long book
$790.0M
Q1 2026
Positions
6
Top-10 weight
100%
concentration
Last quarter
+29.2%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsAtlas Venture Life Science Advisors, LLC is a concentrated fundamental stock-picker, specialised in healthcare (100% of the long book), running a $790.0M US long book across 6 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: KYMERA THERAPEUTICS INC, DYNE THERAPEUTICS INC, SIONNA THERAPEUTICS INC, DISC MEDICINE INC, Q32 BIO INC.
Over the last 9 quarters its long book ran on average 3.7pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-13.4%
Q2 2024
+26.3%
Q3 2024
-22.0%
Q4 2024
-38.7%
Q1 2025
+24.2%
Q2 2025
+41.1%
Q3 2025
+27.8%
Q4 2025
-0.5%
Q1 2026
+29.2%
Sector allocation
Healthcare 100%
Long book by quarter
What does Atlas Venture own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| KYMR KYMERA THERAPEUTICS INC | Healthcare | 4.6M | $381.3M | 48.3% | -1.8% |
| DYN DYNE THERAPEUTICS INC | Healthcare | 9.1M | $165.5M | 21.0% | Held |
| SION SIONNA THERAPEUTICS INC | Healthcare | 3.0M | $120.1M | 15.2% | Held |
| IRON DISC MEDICINE INC | Healthcare | 1.5M | $96.8M | 12.3% | Held |
| QTTB Q32 BIO INC | Healthcare | 2.1M | $13.4M | 1.7% | Held |
| KRRO KORRO BIO INC | Healthcare | 1.1M | $12.9M | 1.6% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 6 | $790.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 8 | $865.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 9 | $752.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 11 | $662.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 13 | $521.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 13 | $819.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 14 | $1.08B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 15 | $949.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 16 | $1.08B | canonical | SEC ↗ |