Atlas Venture Advisors, Inc. holds a concentrated book of 3 stocks worth $143.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Integral Ad Science Holding. Their largest long position is Draftkings Inc-CL A at 94% of the equity book. Cloning the disclosed picks since 2024 would be -34% (-20.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767432/holdings"
Use Arkolith to show Atlas Venture Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned -31.7%, a 1.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Atlas Venture Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Atlas Venture Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 4 / 3 | $3.8B |
| FMR LLC | 4 / 3 | $2.2B |
| BlackRock, Inc. | 4 / 3 | $1.5B |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 3 | $1.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4 / 3 | $1.2B |
| AQR CAPITAL MANAGEMENT LLC | 4 / 3 | $697.2M |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 3 | $540.9M |
| STATE STREET CORP | 4 / 3 | $507.7M |
Ranked by how many of Atlas Venture Advisors, Inc.'s top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Draftkings Inc COM CL A | $134.4M | 5.32M | 93.7% | —Held | |
| 2 | Roku Inc COM CL A | $8.0M | 57.7K | 5.6% | —Held | |
| 3 | Snap Inc CL A | $1.1M | 245.6K | 0.8% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 3 | $143.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 3 | $121.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 3 | $191.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 4 | $437.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 4 | $424.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 4 | $366.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 4 | $463.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 5 | $484.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.