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AVA

Atlas Venture Advisors Portfolio holdings

AUM $143M Turnover 0%
1-Year Est. Return 25.68%
This Fund
S&P 500
This Quarter Est. Return
+18.3%
1 Year Est. Return
-25.68%
3 Year Est. Return
-29.16%
5 Year Est. Return
-36.12%
10 Year Est. Return
–
AUM
$143M
AUM Growth
+$21.8M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
6.7 years
Top 10 Avg Time Held
6.7 years
Top 20 Avg Time Held
6.7 years

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 93.68%
2 Communication Services 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
DKNG icon
1
DraftKings
DKNG
$9.8B
$134M 93.68%
5,319,866
– –
2020 Q2
24 quarters
ROKU icon
2
Roku
ROKU
$23.1B
$7.97M 5.56%
57,707
– –
2019 Q4
26 quarters
SNAP icon
3
Snap
SNAP
$10.6B
$1.09M 0.76%
245,559
– –
2018 Q4
30 quarters

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Atlas Venture Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Atlas Venture Advisors held 3 positions worth $143M, up 18% from $122M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 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 94% of assets, down from 95% a quarter earlier, followed by Communication Services.

  • Atlas Venture Advisors's ten largest holdings make up 100% of its $143M portfolio in Q2 2026.
  • Atlas Venture Advisors opened 0 new positions and closed 0 in Q2 2026.
  • Atlas Venture Advisors's portfolio value rose 18% quarter-over-quarter to $143M.

Based on Atlas Venture Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.