Managers / Q2 2022 · view latest →
Atlas Venture Life Science Advisors, LLC
CIK 0001917529 · 300 TECHNOLOGY SQUARE, 8TH FLOOR, CAMBRIDGE, MA, 02139 · (857) 201-2700
Summary
Atlas Venture Life Science Advisors, LLC reported $598M in U.S.-listed holdings across 16 positions for Q2 2022.
The portfolio is heavily concentrated: DAWNGBX alone accounts for 26.8% of reported value.
Compared with Q1 2022, the fund opened 0 new positions and exited 1.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 84.5% · $506M
- Other · 15.5% · $92M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2022 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| COGTCogent Biosciences, Inc. | SOLD OUT | −186.5K | 0 | −$1M | $0 |
| Aerovate Therapeutics, Inc. | TRIMMED | −465.6K | 2.64M | −$16M | $41M |
| DAWNGBXDay One Biopharmaceuticals, Inc. | ADDED | +766.7K | 8.97M | +$79M | $161M |
| KYMRKymera Therapeutics, Inc. | HELD | +0 | 6.88M | −$156M | $135M |
| VIGLVigil Neuroscience, Inc. | HELD | +0 | 5.84M | −$26M | $15M |
| DYNDyne Therapeutics, Inc. | HELD | +0 | 8.93M | −$25M | $61M |
| Xilio Therapeutics, Inc. | HELD | +0 | 2.76M | −$11M | $8M |
| AKROAkero Therapeutics, Inc. | HELD | +0 | 2.23M | −$11M | $21M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2022
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | DAWNGBXDay One Biopharmaceuticals, Inc.history → | Common Stock | 26.84% | $161M | 8.97M |
| 2 | KYMRKymera Therapeutics, Inc.history → | Common Stock | 22.63% | $135M | 6.88M |
| 3 | DYNDyne Therapeutics, Inc.history → | Common Stock | 10.26% | $61M | 8.93M |
| 4 | REPLReplimune Group, Inc.history → | Common Stock | 9.38% | $56M | 3.21M |
| 5 | Generation Bio, Co. | Common Stock | 9.08% | $54M | 8.28M |
| 6 | Aerovate Therapeutics, Inc. | Common Stock | 6.89% | $41M | 2.64M |
| 7 | Ikena Oncology, Inc. | Common Stock | 3.72% | $22M | 5.02M |
| 8 | AKROAkero Therapeutics, Inc.history → | Common Stock | 3.53% | $21M | 2.23M |
| 9 | VIGLVigil Neuroscience, Inc.history → | Common Stock | 2.52% | $15M | 5.84M |
| 10 | Gemini Therapeutics, Inc. | Common Stock | 1.48% | $9M | 5.25M |
| 11 | Xilio Therapeutics, Inc. | Common Stock | 1.35% | $8M | 2.76M |
| 12 | Magenta Therapeutics, Inc. | Common Stock | 0.70% | $4M | 3.48M |
| 13 | AvroBio, Inc. | Common Stock | 0.70% | $4M | 4.52M |
| 14 | F-star Therapeutics, Inc. | Common Stock | 0.63% | $4M | 599.5K |
| 15 | VRDNViridian Therapeutics, Inc. | Common Stock | 0.17% | $1M | 90.1K |
| 16 | SPROSpero Therapeutics, Inc. | Common Stock | 0.13% | $764,000 | 1.03M |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $790M | 6 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $865M | 8 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $753M | 9 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $662M | 11 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $522M | 13 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $820M | 13 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 14 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $950M | 15 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 16 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $840M | 16 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $646M | 15 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $804M | 15 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $739M | 16 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $830M | 17 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $906M | 17 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $598M | 16 | Aug 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $791M | 17 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.