ATOMVEST Ltd
Portfolio value QoQ: +28.6% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%4
Effective number of positions3.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 79.1% Est. buys $63,079,362 · sells $48,135,667
New positions3
Increased0
Decreased1
Closed2
Portfolio value
$68.5M
Positions
4
As of
Sept. 30, 2025 Data as of Q3 2025
Sector breakdown
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| META | $29,668,952 | 43.33% | 40,400 | Up ×1 | |||
| ACN | $20,295,180 | 29.64% | 82,300 | Up ×1 | |||
| CNXC | $13,115,230 | 19.15% | 284,187 | Up ×1 | |||
| UBER | $5,395,992 | 7.88% | 55,078 | $-498,515 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| UBER | Trimmed | -8K | -$499K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.