ATOMVEST Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), ATOMVEST Ltd reported 4 stock positions worth $68.5 million. Its top holding was Meta Platforms Class A (META) at 43.3% of the portfolio, followed by Accenture Class A (ACN, 29.6%) and Concentrix (CNXC, 19.2%). Compared with Q2 2025, it opened 3 new positions, sold out of 2 and reduced 1. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Salesforce (CRM).

Most Recent 13F
Q3 2025
Location
HONG KONG, K3
CIK
0001690675
Portfolio Value
$68.5M (Q3 2025)
SEC Filing
0001690675-25-000003 ↗ filed Nov 12, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $74.2M Q1 2024 Q2 2024: $62.1M Q2 2024 Q3 2024: $70.5M Q3 2024 Q4 2024: $72.0M Q4 2024 Q1 2025: $47.9M Q1 2025 Q2 2025: $53.2M Q2 2025 Q3 2025: $68.5M $68.5M Q3 2025

Holdings 4 stocks · $68.5M
META Meta Platforms Inc. Class A 43.33% 40,400 $29.7M New
ACN Accenture PLC Class A 29.64% 82,300 $20.3M New
CNXC Concentrix Corp. 19.15% 284,187 $13.1M New
UBER Uber Technologies Inc. 7.88% 55,078 $5.4M Reduce -12.8%

Portfolio Sells Q2 2025 → Q3 2025
CRM Salesforce Inc. Sold out 0.00% −59.37
GOOGL Alphabet Inc. Class A Sold out 0.00% −29.56
UBER Uber Technologies Inc. Reduce -12.8% 7.88% −3.19

Portfolio Buys Q2 2025 → Q3 2025
META Meta Platforms Inc. Class A New 43.33% +43.33
ACN Accenture PLC Class A New 29.64% +29.64
CNXC Concentrix Corp. New 19.15% +19.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 4$68.5MMETA, ACN, CNXC, UBER
Q2 2025 3$53.2MCRM, GOOGL, UBER
Q1 2025 4$47.9MCRM, NOW, UBER, ADBE
Q4 2024 5$72.0MCRM, NOW, ADBE, UPWK, UBER
Q3 2024 4$70.5MNOW, UPWK, UBER, CRM
Q2 2024 4$62.1MNOW, UPWK, UBER, CRM
Q1 2024 3$74.2MUBER, UPWK, NOW