2026 Q3 Portfolio Activity
In 2026 Q3, Atlas Venture Life Science Advisors, LLC maintained a portfolio of 9 distinct positions. The most significant new addition was Obsidian Therapeutics, Inc., now representing 9.80% of the total fund value. The fund also reduced its exposure to Dyne Therapeutics, Inc. by 49.4%.
Position History
hover any row below to update
Loading…
Total Positions
9
Quarter
2026 Q3
Top Holding
KYMR (50.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Atlas Venture Life Science Advisors, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KYMR
Kymera Therapeu...
|
Healthcare | 50.43% | 37.05% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,847,541 | $318,326,608 |
$42.32
+207.3%
|
2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | ||
|
IRON
Disc Medicine, ...
|
Healthcare | 14.35% | 12.56% |
#2
3
Prev: #5
|
6.0 |
—
|
-129,850 | -8.6% |
P
S
|
1,384,025 | $90,598,277 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
OBX
Obsidian Therap...
|
Healthcare | 9.80% | — |
#3
Prev: #—
|
8.4 |
—
|
4,503,149 | — |
NEW
|
4,503,149 | $61,828,236 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
KLRA
Kailera Therape...
|
Healthcare | 9.36% | 12.93% |
#4
Prev: #4
|
5.2 |
—
|
no change | no change |
P
S
|
5,171,282 | $59,056,040 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
DYN
Dyne Therapeuti...
|
Healthcare | 8.78% | 17.14% |
#5
3
Prev: #2
|
4.0 |
—
|
-3,359,379 | -49.4% |
P
S
|
3,440,720 | $55,429,999 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
QTTB
Q32 Bio, Inc.
|
Healthcare | 3.56% | 3.93% |
#6
Prev: #6
|
2.4 |
—
|
no change | no change |
P
S
|
2,717,106 | $22,470,467 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
SION
Sionna Therapeu...
|
Healthcare | 2.50% | 14.95% |
#7
4
Prev: #3
|
2.0 |
—
|
no change | no change |
P
S
|
2,995,602 | $15,756,867 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
KRRO
Korro Bio, Inc.
|
Healthcare | 1.21% | 1.44% |
#8
1
Prev: #7
|
1.0 |
—
|
-189,624 | -19.7% |
P
S
|
773,260 | $7,663,007 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
ODTX
Odyssey Therape...
|
Healthcare | 0.01% | — |
#9
Prev: #—
|
3.5 |
—
|
2,692 | — |
NEW
|
2,692 | $59,816 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-10 |
Showing 1-9 of 9 holdings