Skip to main content

ATOMVEST Ltd

SEC CIK
0001690675
Latest filing
Nov 12, 2025

The latest 13F from ATOMVEST Ltd covers Q3 2025 (filed Nov 12, 2025): 4 long positions worth $68.5M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Meta Platforms, Inc. (META) at 43.3%. Livermore has 20 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q3 2025

Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$63.1M
Added
0
Reduced
1
Est. −$793.6K
Sold out
2
Est. −$47.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. METAMeta Platforms, Inc.
    43.3%$29.7MHistory
  2. ACNAccenture plc
    29.6%$20.3MHistory
  3. CNXCConcentrix Corp
    19.2%$13.1MHistory
  4. UBERUber Technologies, Inc
    7.9%$5.40MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. METAMeta Platforms, Inc.
    +$29.7MNewHistory
  2. ACNAccenture plc
    +$20.3MNewHistory
  3. CNXCConcentrix Corp
    +$13.1MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. METAMeta Platforms, Inc.
    +43.33 pp0.0% → 43.3%History
  2. ACNAccenture plc
    +29.64 pp0.0% → 29.6%History
  3. CNXCConcentrix Corp
    +19.15 pp0.0% → 19.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CRMSalesforce, Inc.
    −$31.6MSold outHistory
  2. GOOGLAlphabet Inc.
    −$15.7MSold outHistory
  3. UBERUber Technologies, Inc
    −$793.6KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CRMSalesforce, Inc.
    −59.37 pp59.4% → 0.0%History
  2. GOOGLAlphabet Inc.
    −29.56 pp29.6% → 0.0%History
  3. UBERUber Technologies, Inc
    −3.19 pp11.1% → 7.9%History

Metrics

13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$68.5M
+$15.2M (+28.6%) vs. prior quarter
Positions
4
+1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
79.1%
Q3 2025, one quarter
Average holding period
2.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $144.2M (Q2 2021)

Q1 2021: $111.3MQ2 2021: $144.2MQ3 2021: $105.9MQ4 2021: $92.4MQ1 2022: $86.7MQ2 2022: $123.1MQ3 2022: $95.9MQ4 2022: $80.9MQ1 2023: $112.4MQ2 2023: $110.1MQ3 2023: $90.8MQ4 2023: $110.6MQ1 2024: $74.2MQ2 2024: $62.1MQ3 2024: $70.5MQ4 2024: $72.0MQ1 2025: $47.9MQ2 2025: $53.2MQ3 2025: $68.5M
Q1 2021Q3 2025
13F filings of ATOMVEST Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2025Nov 12, 20254$68.5MMETAACNCNXCvs. Q2 2025SEC
Q2 2025Aug 11, 20253$53.2MCRMGOOGLUBERvs. Q1 2025SEC
Q1 2025May 13, 20254$47.9MCRMNOWUBERvs. Q4 2024SEC
Q4 2024Feb 12, 20255$72.0MCRMNOWADBEvs. Q3 2024SEC
Q3 2024Nov 13, 20244$70.5MNOWUPWKUBERvs. Q2 2024SEC
Q2 2024Aug 12, 20244$62.1MNOWUPWKUBERvs. Q1 2024SEC
Q1 2024May 9, 20243$74.2MUBERUPWKNOWvs. Q4 2023SEC
Q4 2023Feb 7, 20243$110.6MUPWKUBERNOWvs. Q3 2023SEC
Q3 2023Nov 13, 20234$90.8MUPWKUBERNOWvs. Q2 2023SEC
Q2 2023Aug 10, 20234$110.1MUBERUPWKNVDAvs. Q1 2023SEC
Q1 2023May 12, 20234$112.4MUPWKMUUBERvs. Q4 2022SEC
Q4 2022May 18, 2023Amended4$80.9MUPWKUBERNOWvs. Q3 2022SEC
Q3 2022Nov 14, 20224$95.9MUPWKUBERSEvs. Q2 2022SEC
Q2 2022Aug 12, 20224$123.1MUPWKSEUBERvs. Q1 2022SEC
Q1 2022Nov 9, 20223$86.7MUPWKTCOMUBERvs. Q4 2021SEC
Q4 2021Feb 11, 20223$92.4MUPWKBABAUBERvs. Q3 2021SEC
Q3 2021Nov 12, 20212$105.9MUPWKUBERvs. Q2 2021SEC
Q2 2021Aug 12, 20213$144.2MUPWKUBERFVRRvs. Q1 2021SEC
Q1 2021May 14, 20212$111.3MUPWKUBER–SEC