ATOMVEST Ltd: 13F holdings, Q3 2025
Hedge fund · SEC EDGAR filings (CIK 1690675) · Explore on the interactive board
ATOMVEST Ltd disclosed 4 US equity positions worth $68.5m in its Q3 2025 13F filing (holdings as of September 30, 2025, filed November 12, 2025). Its largest position is META at 43.3% of the reported book, followed by ACCENTURE CL A ORD, CNXC. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 0, reduced 1 and exited 2. Note: this manager's most recent filing is 3 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does ATOMVEST Ltd own? Top holdings as of September 30, 2025
Change is measured in shares against the previous filing (Q2 2025), so price moves do not read as decisions. This quarter: 3 new, 0 added, 1 reduced, 2 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS CL A ORD | Communication Services | 43.3% | $29.7m | 40,400 | – | new |
| 2 | ACCENTURE CL A ORD | 29.6% | $20.3m | 82,300 | – | new | |
| 3 | CNXC CONCENTRIX ORD | Technology | 19.2% | $13.1m | 284,187 | – | new |
| 4 | UBER UBER TECHNOLOGIES INC | Technology | 7.9% | $5.4m | 55,078 | -13% | reduced |
What did ATOMVEST Ltd sell? Positions exited since the previous filing
Sector mix
| Sector | Weight |
|---|---|
| Communication Services | 43.3% |
| Technology | 27.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is ATOMVEST Ltd's portfolio?
Across every quarter ATOMVEST Ltd has filed, its median largest position is 43.3% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 5.0 completed holding spells, the median lasted 2.0 quarters; 4.0 positions are still open and their final length is unknown.