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Atlas Venture Life Science Advisors 13F Portfolio

Portfolio Manager
Atlas Venture Life Science Advisors LLC
Performance
+28.08% (2026 Q2)
AUM (13F)
$881.29M
# of Holdings
7
Performance Rank
Allocation (Top 20)
87.07%
Latest filing
Q2 2026

Atlas Venture Life Science Advisors LLC Holdings Map

Top 6 Atlas Venture Life Science Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
KYMR
Kymera Therapeutics, Inc.
37.05%2.85M$326.5M
-37.80%(-1.73M)
2025-Q2: 4.90M shares2025-Q3: 4.90M shares2025-Q4: 4.66M shares2026-Q1: 4.58M shares2026-Q2: 2.85M shares
$61.12(+92.08%)
2026-06-30
DYN
Dyne Therapeutics, Inc.
17.14%6.80M$151.0M
-25.52%(-2.33M)
2025-Q2: 9.13M shares2025-Q3: 9.13M shares2025-Q4: 9.13M shares2026-Q1: 9.13M shares2026-Q2: 6.80M shares
$14.26(+80.22%)
2026-06-30
SION
Sionna Therapeutics, Inc.
14.95%3.00M$131.8M
+0.00%(+0)
2025-Q2: 3.69M shares2025-Q3: 3.62M shares2025-Q4: 3.00M shares2026-Q1: 3.00M shares2026-Q2: 3.00M shares
$10.46(-38.24%)
2026-06-30
IRON
Disc Medicine, Inc.
12.56%1.51M$110.7M
+0.00%(+0)
2025-Q2: 2.38M shares2025-Q3: 2.14M shares2025-Q4: 1.51M shares2026-Q1: 1.51M shares2026-Q2: 1.51M shares
$36.24(+117.56%)
2026-06-30
QTTB
Q32 Bio, Inc.
3.93%2.72M$34.6M
+29.87%(+625.00K)
2025-Q2: 2.09M shares2025-Q3: 2.09M shares2025-Q4: 2.09M shares2026-Q1: 2.09M shares2026-Q2: 2.72M shares
$12.92(+17.28%)
2026-06-30
KRRO
Korro Bio, Inc.
1.44%962.9K$12.7M
-15.32%(-174.26K)
2025-Q2: 1.14M shares2025-Q3: 1.14M shares2025-Q4: 1.14M shares2026-Q1: 1.14M shares2026-Q2: 962.9K shares
$33.67(-60.55%)
2026-06-30

About Atlas Venture Life Science Advisors LLC’s portfolio

Atlas Venture Life Science Advisors LLC reports $881.29M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are KYMR (37.0%), DYN (17.1%) and SION (14.9%). The top 20 holdings account for 87.07% of reported assets. Its disclosed equity book has returned +144.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
KYMR — 42.6% ($326.53M)DYN — 19.7% ($151.03M)SION — 17.2% ($131.78M)IRON — 14.4% ($110.72M)QTTB — 4.5% ($34.62M)KRRO — 1.7% ($12.69M)
100%in top 6
  • KYMR42.6%
  • DYN19.7%
  • SION17.2%
  • IRON14.4%
  • QTTB4.5%
  • KRRO1.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
1
QTTBQ32 Bio, Inc.+29.9%
Trimmed
3
KYMRKymera Therapeutics, Inc.-37.8%
DYNDyne Therapeutics, Inc.-25.5%
KRROKorro Bio, Inc.-15.3%

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Source filings

Holdings on this page are parsed from Atlas Venture Life Science Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1917529). View Atlas Venture Life Science Advisors LLC’s 13F filings on SEC

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