Managers / Q2 2025 · 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 $662M in U.S.-listed holdings across 11 positions for Q2 2025.
The portfolio is heavily concentrated: KYMR alone accounts for 32.3% of reported value.
Compared with Q1 2025, the fund opened 0 new positions and exited 2.
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 · 90.5% · $599M
- Other · 9.5% · $63M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| Aerovate Therapeutics, Inc. | SOLD OUT | −1.80M | 0 | −$5M | $0 |
| SPROSpero Therapeutics, Inc. | SOLD OUT | −305.3K | 0 | −$219,784 | $0 |
| KYMRKymera Therapeutics, Inc. | HELD | +0 | 4.90M | +$80M | $214M |
| VIGLVigil Neuroscience, Inc. | HELD | +0 | 5.84M | +$36M | $46M |
| SIONSionna Therapeutics, Inc. | HELD | +0 | 3.69M | +$25M | $64M |
| Third Harmonic Bio, Inc. | HELD | +0 | 10.40M | +$20M | $56M |
| DAWNGBXDay One Biopharmaceuticals, Inc. | HELD | +0 | 6.43M | −$9M | $42M |
| DYNDyne Therapeutics, Inc. | HELD | +0 | 9.13M | −$9M | $87M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | KYMRKymera Therapeutics, Inc.history → | Common Stock | 32.26% | $214M | 4.90M |
| 2 | IRONDisc Medicine, Inc.history → | Common Stock | 19.07% | $126M | 2.38M |
| 3 | DYNDyne Therapeutics, Inc.history → | Common Stock | 13.12% | $87M | 9.13M |
| 4 | SIONSionna Therapeutics, Inc.history → | Common Stock | 9.68% | $64M | 3.69M |
| 5 | Third Harmonic Bio, Inc. | Common Stock | 8.53% | $56M | 10.40M |
| 6 | VIGLVigil Neuroscience, Inc.history → | Common Stock | 7.01% | $46M | 5.84M |
| 7 | DAWNGBXDay One Biopharmaceuticals, Inc.history → | Common Stock | 6.31% | $42M | 6.43M |
| 8 | KRROKorro Bio, Inc.history → | Common Stock | 2.14% | $14M | 1.14M |
| 9 | Ikena Oncology, Inc. | Common Stock | 1.02% | $7M | 5.02M |
| 10 | QTTBQ32 Bio, Inc. | Common Stock | 0.47% | $3M | 2.09M |
| 11 | Generation Bio, Co. | Common Stock | 0.40% | $3M | 8.28M |
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 ↗.