Pivotal bioVenture Partners Investment Advisor LLC 13F holdings
Pivotal bioVenture Partners Investment Advisor LLC reported 13 positions with a total reported value of $307.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: PCVX VAXCYTE INC (26.9%), ARQT ARCUTIS BIOTHERAPEUTICS INC (10.8%), TRVI TREVI THERAPEUTICS INC (10.6%), AVLN AVALYN PHARMACEUTICALS INC (10.3%), EVMN EVOMMUNE INC (8.3%). Against 2026-03-31 it opened 1 new position and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
13 largest of 13 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PCVX VAXCYTE INC | 1,425,470 | $82.9M | 26.9% |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 1,265,283 | $33.2M | 10.8% |
| TRVI TREVI THERAPEUTICS INC | 1,742,672 | $32.5M | 10.6% |
| AVLN AVALYN PHARMACEUTICALS INC | 966,792 | $31.8M | 10.3% |
| EVMN EVOMMUNE INC | 1,926,943 | $25.6M | 8.3% |
| MPLT MAPLIGHT THERAPEUTICS INC | 611,446 | $21.9M | 7.1% |
| OCS OCULIS HOLDING AG | 1,506,250 | $20.9M | 6.8% |
| BIOA BIOAGE LABS INC | 653,374 | $16.0M | 5.2% |
| IMNM IMMUNOME INC | 732,512 | $15.5M | 5.0% |
| ZBIO ZENAS BIOPHARMA INC | 490,766 | $12.5M | 4.0% |
| AVTX AVALO THERAPEUTICS INC | 434,033 | $8.0M | 2.6% |
| RLYB RALLYBIO CORP | 300,579 | $4.8M | 1.6% |
| RXRX RECURSION PHARMACEUTICALS IN | 595,518 | $2.2M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AVLN AVALYN PHARMACEUTICALS INC | 966,792 | $31.8M | 10.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BOLT BOLT BIOTHERAPEUTICS INC | 42,581 | $172.0K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TRVI TREVI THERAPEUTICS INC | 1,553,726 | 1,742,672 | +12.2% | $32.5M |
| PCVX VAXCYTE INC | 1,372,425 | 1,425,470 | +3.9% | $82.9M |
| AVTX AVALO THERAPEUTICS INC | 295,933 | 434,033 | +46.7% | $8.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ZBIO ZENAS BIOPHARMA INC | 591,991 | 490,766 | -17.1% | $12.5M |
| OCS OCULIS HOLDING AG | 1,680,283 | 1,506,250 | -10.4% | $20.9M |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 1,355,892 | 1,265,283 | -6.7% | $33.2M |
| MPLT MAPLIGHT THERAPEUTICS INC | 611,447 | 611,446 | -0.0% | $21.9M |
CIK 1844645 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
