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AVA

Atlas Venture Advisors Portfolio holdings

AUM $143M
1-Year Est. Return 25.68%
This Fund
S&P 500
This Quarter Est. Return
-7.2%
1 Year Est. Return
-25.68%
3 Year Est. Return
-29.16%
5 Year Est. Return
-36.12%
10 Year Est. Return
–
AUM
$192M
AUM Growth
-$246M
Cap. Flow
-$231M
Cap. Flow %
-120.63%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
IAS
Integral Ad Science
IAS
+$231M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 95.7%
2 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKNG icon
1
DraftKings
DKNG
$12.6B
$183M 95.7%
5,319,866
– –
ROKU icon
2
Roku
ROKU
$22.9B
$6.26M 3.27%
57,707
– –
SNAP icon
3
Snap
SNAP
$8.96B
$1.98M 1.03%
245,559
– –
IAS
4
DELISTED
Integral Ad Science
IAS
– –
-22,722,770
Closed -$231M

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HCM
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BRIA
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ALM
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KK
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Atlas Venture Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Atlas Venture Advisors held 4 positions worth $192M, down 56% from $438M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Atlas Venture Advisors withdrew a net $231M in Q4 2025, closing 1 position. Its most notable exit was Integral Ad Science, an estimated $231M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 96% of assets, up from 45% a quarter earlier, followed by Communication Services.

  • Atlas Venture Advisors fully exited Integral Ad Science in Q4 2025, selling an estimated $231M.
  • Atlas Venture Advisors's ten largest holdings make up 100% of its $192M portfolio in Q4 2025.
  • Atlas Venture Advisors opened 0 new positions and closed 1 in Q4 2025.
  • Atlas Venture Advisors's portfolio value fell 56% quarter-over-quarter to $192M.

Based on Atlas Venture Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.