Institutional Manager · CIK 0001917529
Atlas Venture Life Science Advisors, LLC
Cambridge, MA · File #028-22531
Latest AUM
$865.2M
Positions
8
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 |
|---|---|---|---|---|---|
| REDUCE | Disc Medicine, Inc. | IRON | -628,742 | -$49.9M | +$28.6M |
| REDUCE | Sionna Therapeutics, Inc. | SION | -619,925 | -$25.5M | +$42.4M |
| REDUCE | Kymera Therapeutics, Inc. | KYMR | -236,588 | -$18.4M | +$103.9M |
| EXITED | Generation Bio, Co. | 37148K100 | -827,946 | -$5.1M | $0 |
| NEW | Generation Bio, Co. | 37148K209 | +827,946 | +$4.7M | $0 |
| EXITED | ImageneBio, Inc. | 45175G207 | -377,814 | -$3.1M | $0 |
| REDUCE | Day One Biopharmaceuticals, Inc. | DAWN | -17,697 | -$164,936 | +$14.6M |
| REDUCE | Dyne Therapeutics, Inc. | DYN | 0 | $0 | +$63.1M |
| REDUCE | Korro Bio, Inc. | KRRO | 0 | $0 | -$45.3M |
| REDUCE | Q32 Bio, Inc. | QTTB | 0 | $0 | +$2.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20258 pos · $865.2M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $752.6M
- 13F HOLDINGS REPORTQ/E Jun 202511 pos · $662.4M
- 13F HOLDINGS REPORTQ/E Mar 202513 pos · $521.8M
- 13F HOLDINGS REPORTQ/E Dec 202413 pos · $819.7M
- 13F HOLDINGS REPORTQ/E Sep 202414 pos · $1.08B
- 13F HOLDINGS REPORTQ/E Jun 202415 pos · $949.6M
- 13F HOLDINGS REPORTQ/E Mar 202416 pos · $1.08B
- 13F HOLDINGS REPORTQ/E Dec 202315 pos · $645.6M
Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Kymera Therapeutics, Inc. | KYMR | 4,659,874 | $362.6M | 41.91% |
| 2 | Dyne Therapeutics, Inc. | DYN | 9,130,465 | $178.6M | 20.64% |
| 3 | Sionna Therapeutics, Inc. | SION | 2,995,602 | $123.2M | 14.24% |
| 4 | Disc Medicine, Inc. | IRON | 1,513,875 | $120.2M | 13.90% |
| 5 | Day One Biopharmaceuticals, Inc. | DAWN | 6,412,560 | $59.8M | 6.91% |
| 6 | Korro Bio, Inc. | KRRO | 1,137,149 | $9.1M | 1.05% |
| 7 | Q32 Bio, Inc. | QTTB | 2,092,106 | $6.9M | 0.80% |
| 8 | Generation Bio, Co. | 37148K209 | 827,946 | $4.7M | 0.54% |