Atlas Venture Life Science Advisors’s Disc Medicine IRON Stock Holding History

Atlas Venture Life Science Advisors’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.8M	Hold	1,513,875	–	–	12.25%	4
2025 Q4	$120M	Sell	1,513,875 -628,742	-29%	-$53.1M	13.9%	4
2025 Q3	$142M	Sell	2,142,617 -241,839	-10%	-$14.4M	18.81%	2
2025 Q2	$126M	Hold	2,384,456	–	–	19.07%	2
2025 Q1	$118M	Sell	2,384,456 -125,000	-5%	-$6.95M	22.69%	2
2024 Q4	$159M	Hold	2,509,456	–	–	19.41%	3
2024 Q3	$123M	Hold	2,509,456	–	–	11.43%	4
2024 Q2	$113M	Buy	2,509,456 +222,223	+10%	+$7.55M	11.91%	4
2024 Q1	$142M	Sell	2,287,233 -267,939	-10%	-$17.4M	13.14%	3
2023 Q4	$148M	Sell	2,555,172 -190,163	-7%	-$9.74M	17.58%	2
2023 Q3	$129M	Sell	2,745,335 -716,449	-21%	-$35.8M	19.98%	1
2023 Q2	$154M	Hold	3,461,784	–	–	19.13%	1
2023 Q1	$73.4M	Hold	3,461,784	–	–	9.93%	4
2022 Q4	$68.9M	Buy	3,461,784 +3,286,638	+1,877%	+$164M	8.29%	5
2022 Q3	$8.62M	Hold	175,146	–	–	0.95%	11
2022 Q2	$8.88M	Hold	175,146	–	–	1.48%	10
2022 Q1	$7.3M	Hold	175,146	–	–	0.92%	13
2021 Q4	$15.3M	Buy	+175,146	New	+$17.2M	1.4%	13

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Venture Life Science Advisors's IRON Position: Q1 2026 in Review

Atlas Venture Life Science Advisors held its Disc Medicine (IRON) position steady in Q1 2026 at 1,513,875 shares worth $96.8M. The position accounts for 12.25% of the portfolio, ranked #4.

Atlas Venture Life Science Advisors first reported a position in IRON in Q4 2021 and has held it in 18 quarters since. The position peaked at $159M in Q4 2024. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

Atlas Venture Life Science Advisors held 1,513,875 shares of Disc Medicine worth $96.8M as of Q1 2026.
Atlas Venture Life Science Advisors left its Disc Medicine share count unchanged in Q1 2026.
Disc Medicine made up 12.25% of Atlas Venture Life Science Advisors's portfolio in Q1 2026, its #4 holding.
Atlas Venture Life Science Advisors first reported a position in Disc Medicine in Q4 2021 and has held it in 18 quarters since.
Atlas Venture Life Science Advisors's Disc Medicine position peaked at $159M in Q4 2024.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Atlas Venture Life Science Advisors's 13F filing for Q1 2026, filed 14 May 2026.