Institutional Manager · CIK 0001767432
Atlas Venture Advisors, Inc.
Boston, MA · File #028-19068
Latest AUM
$191.6M
Positions
3
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | -22,722,770 | -$231.1M | $0 |
| REDUCE | SNAP INC | SNAP | 0 | $0 | +$88,401 |
| REDUCE | ROKU INC | ROKU | 0 | $0 | +$482,431 |
| REDUCE | DRAFTKINGS INC | DKNG | 0 | $0 | -$15.6M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $191.6M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $437.7M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $424.2M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $366.0M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $463.4M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $484.4M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $454.6M
- 13F HOLDINGS REPORTQ/E Mar 20245 pos · $502.6M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $470.6M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DRAFTKINGS INC | DKNG | 5,319,866 | $183.3M | 95.70% |
| 2 | ROKU INC | ROKU | 57,707 | $6.3M | 3.27% |
| 3 | SNAP INC | SNAP | 245,559 | $2.0M | 1.03% |