DOSSIER · 13F-HR · Q2 2026

Atlas Venture Advisors, Inc.

$143M in tracked AUM across 3 positions as of Q2 2026.

AV
CIK 0001767432 · last filed Jun 30, 2026
Total AUM
$143M
as of Q2 2026
Holdings
3
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Atlas Venture Advisors, Inc. presents a highly concentrated, high-conviction investment portfolio with a total market value of approximately $437.73 million as of the reporting period ended September 30, 2025. The fund exhibits an extreme lack of diversification, holding just four distinct securities. This structure suggests a "high-conviction" strategy where the firm allocates capital heavily to a select few ideas rather than spreading risk across a broad array of securi...

The portfolio experienced modest growth of 3.2% during the quarter, increasing in value from $424.20 million to $437.73 million. This performance was achieved solely through market appreciation of existing assets, as there was no trading activity during the quarter. The turnover rate for this period was effectively zero, indicating a passive buy-and-hold approach regarding these specific positions at this time. The firm’s allocation is heavily skewed, with the top two holdings comprising over 98% of the total assets under management (AUM).

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DKNG
DRAFTKINGS INC
$134M5.3M93.7%
02
ROKU
ROKU INC
$8M58K5.6%
03
SNAP
SNAP INC
$1M246K0.8%

Filing history

2026Q2Jun 30
$143M 18.0%
3 positionsView →
2026Q1Mar 31
$122M 36.5%
3 positionsView →
2025Q4Dec 31
$192M 56.2%
3 positionsView →
2025Q3Sep 30
$438M 3.2%
4 positionsView →
2025Q2Jun 30
$424M 15.9%
4 positionsLocked
2025Q1Mar 31
$366M 21.0%
4 positionsLocked
2024Q4Dec 31
$463M 4.3%
4 positionsLocked
2024Q3Sep 30
$484M 6.5%
5 positionsLocked
2024Q2Jun 30
$455M 9.5%
5 positionsLocked
2024Q1Mar 31
$503M 11.7%
5 positionsLocked
2023Q4Dec 31
$569M 20.9%
5 positionsLocked
2023Q3Sep 30
$471M 20.3%
5 positionsLocked
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