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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
-16.75%
1 Year Est. Return
-26.28%
3 Year Est. Return
-22.79%
5 Year Est. Return
-46.44%
10 Year Est. Return
–
AUM
$366M
AUM Growth
-$97.4M
Cap. Flow
-$23.6M
Cap. Flow %
-6.45%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
DKNG icon
DraftKings
DKNG
+$23.6M

Sector Composition

Rank Sector Weight
1 Communication Services 51.73%
2 Consumer Discretionary 48.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAS
1
DELISTED
Integral Ad Science
IAS
$183M 50.04%
22,722,770
– –
DKNG icon
2
DraftKings
DKNG
$11.4B
$177M 48.27%
5,319,866
-574,543
-10% -$23.6M
ROKU icon
3
Roku
ROKU
$21.1B
$4.06M 1.11%
57,707
– –
SNAP icon
4
Snap
SNAP
$7.32B
$2.14M 0.58%
245,559
– –

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MAM
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PLC
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VAM
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TCM
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NFGH
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Atlas Venture Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Atlas Venture Advisors held 4 positions worth $366M, down 21% from $463M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Atlas Venture Advisors withdrew a net $23.6M in Q1 2025, reducing 1 holding. Its largest reduction was DraftKings, cutting an estimated $23.6M.

By sector, the portfolio is most concentrated in Communication Services at 52% of assets, down from 53% a quarter earlier, followed by Consumer Discretionary.

  • Atlas Venture Advisors's biggest Q1 2025 reduction was DraftKings, cutting an estimated $23.6M.
  • Atlas Venture Advisors's ten largest holdings make up 100% of its $366M portfolio in Q1 2025.
  • Atlas Venture Advisors opened 0 new positions and closed 0 in Q1 2025.
  • Atlas Venture Advisors's portfolio value fell 21% quarter-over-quarter to $366M.

Based on Atlas Venture Advisors's 13F filing for Q1 2025, filed 8 May 2025.