StockDriftsStockDriftsTop 4 Atomvest Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS CL A ORD | 43.33% | 40.4K | $29.7M | new | $746.10(-11.10%) | 2025-09-30 | |
| ACN | ACCENTURE CL A ORD | 29.64% | 82.3K | $20.3M | new | $256.53(+5.68%) | 2025-09-30 | |
| CNXC | CONCENTRIX ORD | 19.15% | 284.2K | $13.1M | new | $52.81(-20.55%) | 2025-09-30 | |
| UBER | UBER TECHNOLOGIES INC | 7.88% | 55.1K | $5.4M | -12.82%(-8.10K) | $33.20(+144.75%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.94% | +119.40% | — | — | +119.40% |
| Top 20 Holdings Unweighted | +41.47% | +183.14% | — | — | +183.14% |
Atomvest Ltd reports $68.48M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are META (43.3%), ACN (29.6%) and CNXC (19.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +119.40% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atomvest Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1690675). View Atomvest Ltd’s 13F filings on SEC