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AVA

Atlas Venture Advisors Portfolio holdings

AUM $122M
1-Year Est. Return 26.28%
This Fund
S&P 500
This Quarter Est. Return
-36.21%
1 Year Est. Return
-26.28%
3 Year Est. Return
-22.79%
5 Year Est. Return
-46.44%
10 Year Est. Return
–
AUM
$122M
AUM Growth
-$70M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 94.58%
2 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKNG icon
1
DraftKings
DKNG
$12.3B
$115M 94.58%
5,319,866
– –
ROKU icon
2
Roku
ROKU
$21.6B
$5.46M 4.49%
57,707
– –
SNAP icon
3
Snap
SNAP
$7.79B
$1.13M 0.93%
245,559
– –

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Atlas Venture Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Atlas Venture Advisors held 3 positions worth $122M, down 37% from $192M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0%. Atlas Venture Advisors opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 95% of assets, down from 96% a quarter earlier, followed by Communication Services.

  • Atlas Venture Advisors's ten largest holdings make up 100% of its $122M portfolio in Q1 2026.
  • Atlas Venture Advisors opened 0 new positions and closed 0 in Q1 2026.
  • Atlas Venture Advisors's portfolio value fell 37% quarter-over-quarter to $122M.

Based on Atlas Venture Advisors's 13F filing for Q1 2026, filed 1 May 2026.