Atlas Venture Life Science Advisors, LLC
CIK
1917529
Location
CAMBRIDGE, MA
Portfolio Value
Small
$790,032,313
Diversification
Highly concentrated
Filing Date
Global Rank
#1,746
/ 8,232
▲ 52
Top Industry
Biotechnology
100.0%
3Y Alpha vs SPY
-6.7%
Period ended 2 months ago
Filed May 14, 2026 · 31d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.4%
SPY
+76.3%
Annualised alpha
-6.7%
Max drawdown
−69.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
48.3%
+6.1 pts
Top 5
98.4%
+0.2 pts
Top 10
100.0%
0.0 pts
HHI
3,155
Highly concentrated+498
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $790,032,313 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KYMR | Kymera Therapeutics, Inc. | −81,866 | 4,578,008 | $381,302,286 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DAWN | Day One Biopharmaceuticals, Inc. | 6,412,560 | $59,765,059 | |
| No positions match the current search. | ||||
6 positions ·
$790,032,313 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
Reduced | 4,578,008 | $381,302,286 | 48.26% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Held | 9,130,465 | $165,535,330 | 20.95% | |
| SION |
Sionna Therapeutics, Inc.
Healthcare
|
Held | 2,995,602 | $120,093,684 | 15.20% | |
| IRON |
Disc Medicine, Inc.
Healthcare
|
Held | 1,513,875 | $96,797,167 | 12.25% | |
| QTTB |
Q32 Bio Inc.
Healthcare
|
Held | 2,092,106 | $13,431,320 | 1.70% | |
| KRRO |
Korro Bio, Inc.
Healthcare
|
Held | 1,137,149 | $12,872,526 | 1.63% |