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ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC

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CAMBRIDGE MA Investment Advisor
13F Summary
Atlas Venture Life Science Advisors is based out of Cambridge. Atlas Venture Life Science Advisors is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $839,753,221 in managed 13F securities and a top 10 holdings concentration of 96.44%. Atlas Venture Life Science Advisors's largest holding is Kymera Therapeutics, Inc. with shares held of 5,858,262. Whalewisdom has at least 9 13F filings

2023-12-31

Top Buys (13F)

Name % Change
KRRO Korro Bio Inc. 6.39%

2023-12-31

Top Sells (13F)

Name % Change
IRON Disc Medicine Inc 2.4%

2023-12-31

13F Holdings Summary

Name $ Change
KYMR Kymera Therapeutics, 17.76%
IRON Disc Medicine Inc 17.58%
DYN Dyne Therapeutics, I 15.66%
THRD Third Harmonic Bio I 14.25%
DAWN Dot Therapeutics-2 I 13.23%

2023-12-31

13F Activity

Market Value $0.84b, Prior: $0.65b
New Purchases 1 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 96.44%
Turnover %[1] 6.25%
Turnover Alt %[2] 1.06%
Time Held Top 20 7.25 quarters
Time Held Top 10 6.4 quarters
Time Held All 7.25 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance