Atomvest
HONG KONG, K3files as ATOMVEST Ltd
$68m in 4 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 92.1% of the portfolio this quarter.
Value
$68m
Stocks
4
Top 10 share
100.0%
Turnover
92.1%
What changed this quarter
New
Bought for the first time this quarter.
- Meta PlatformsMETA43.3% of the fund
- AccentureACN29.6% of the fund
- ConcentrixCNXC19.2% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Uber TechnologiesUBER7.9% of the fund-13%
Sold out
Sold their entire stake.
- SalesforceCRM-100%
- AlphabetGOOGL-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Meta PlatformsMETA | 43.3% | $30m | 40,400 | New |
| AccentureACN | 29.6% | $20m | 82,300 | New |
| ConcentrixCNXC | 19.2% | $13m | 284,187 | New |
| Uber TechnologiesUBER | 7.9% | $5m | 55,078 | -13% |
Over time and by industry
Value over time
Sep '25
Value is up 28.6% since 30 June 2025.
Where the money is
Technology48.8%
Media & telecom43.3%
Industrials7.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.