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Atlas Venture Associates IX, LLC Historical SEC 13F Holdings & Archive (Q4 2020)
Atlas Venture Associates IX, LLCCIK: 0001780067
Concentrated strategySector-focusedLong-term holder
Total reported value
$631.0M
Reporting period: 2020-12-31 · Number of holdings: 7
Atlas Venture Associates IX, LLC disclosed 7 holdings in its latest 13F filing for the period ending 2020-12-31, with total reported value of $631.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 14
- Sizing Uniformity
- 81.36
Atlas Venture Associates IX, LLC's disclosed holdings carry a Herfindahl concentration index of 0.568 — mathematically equivalent to about 2 equally-sized positions, well below its 7 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.86), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Skillz Inc | Stock-Other | 73.80% | — | — | — |
| 2 | NTLA | Intellia Therapeutics Inc | Stock-Other | 13.93% | — | — | — |
| 3 | SURFUSD | Surface Oncology Inc | Stock-Other | 4.31% | — | — | — |
| 4 | SPRO | Spero Therapeutics Inc | Stock-Other | 4.23% | — | — | — |
| 5 | COGT | Cogent Biosciences Inc | Stock-Other | 1.63% | — | — | — |
| 6 | SNAP | Snap Inc - A | Stock-Comm Services | 1.19% | — | — | — |
| 7 | ✓ | Synlogic Inc | Stock-Other | 0.91% | — | — | — |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Atlas Venture Associates IX, LLC and what type of investor is it?
Atlas Venture Associates IX, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-12-31), the firm manages a tracked equity portfolio valued at approximately $631.0M, spread across 7 disclosed positions.
What are Atlas Venture Associates IX, LLC's largest equity positions?
Based on the latest 13F filing, Atlas Venture Associates IX, LLC's top holdings by market value are:
1. Skillz Inc — $465.7M (73.8%)
2. Intellia Therapeutics Inc (NTLA) — $87.9M (13.9%)
3. Surface Oncology Inc (SURFUSD) — $27.2M (4.3%)
4. Spero Therapeutics Inc (SPRO) — $26.7M (4.2%)
5. Cogent Biosciences Inc (COGT) — $10.3M (1.6%)
What changes did Atlas Venture Associates IX, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Atlas Venture Associates IX, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Atlas Venture Associates IX, LLC focus on?
Atlas Venture Associates IX, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 100.0%
Investment Profile
Atlas Venture Associates IX, LLC's portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Communication Services.
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Developer Access
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