Pivotal bioVenture Partners Investment Advisor LLC
13F Reported Value
ⓘ$279.8M
Holdings
13
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Pivotal bioVenture Partners Investment Advisor LLC disclosed 13 positions worth $279.8M in its Form 13F-HR for Q1 2026, led by $PCVX (Vaxcyte, Inc.) at 28.5% of the equity portfolio, followed by $OCS and $EVMN. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $AVTX. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Pivotal bioVenture Partners Investment Advisor LLC’s Form 13F-HR filing with the SEC under CIK 1844645.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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- —
Quality
$79.8M1,372,425 sh - —
Quality
$44.7M1,680,283 sh - —
Quality
$44.3M1,926,943 sh - 41.2
Quality
$31.9M1,355,892 sh - —
Quality
$18.5M1,553,726 sh - 5.8
Quality
$16.0M732,512 sh - —
Quality
$12.4M611,447 sh - 14.4
Quality
$11.6M591,991 sh - 28.6
Quality
$11.4M653,374 sh - 4.6
Quality
$4.4M295,933 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Vaxcyte, Inc.$PCVX | — | $79.8M | 1,372,425 |
 Oculis Holding AG$OCS | — | $44.7M | 1,680,283 |
 Evommune, Inc.$EVMN | — | $44.3M | 1,926,943 |
 Arcutis Biotherapeutics, Inc.$ARQT | 41.2 | $31.9M | 1,355,892 |
 Trevi Therapeutics, Inc.$TRVI | — | $18.5M | 1,553,726 |
 Immunome Inc.$IMNM | 5.8 | $16.0M | 732,512 |
 MapLight Therapeutics, Inc.$MPLT | — | $12.4M | 611,447 |
 Zenas BioPharma, Inc.$ZBIO | 14.4 | $11.6M | 591,991 |
 BioAge Labs, Inc.$BIOA | 28.6 | $11.4M | 653,374 |
 Avalo Therapeutics, Inc.$AVTX | 4.6 | $4.4M | 295,933 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pivotal bioVenture Partners Investment Advisor LLC's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Healthcare
$279.8M
Full Holdings — Pivotal bioVenture Partners Investment Advisor LLC (Q1 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PCVX | Vaxcyte, Inc. | $79.8M | 28.5% | +0% | — |
| 2 | $OCS | Oculis Holding AG | $44.7M | 16.0% | -27% | — |
| 3 | $EVMN | Evommune, Inc. | $44.3M | 15.8% | +0% | — |
| 4 | $ARQT | Arcutis Biotherapeutics, Inc. | $31.9M | 11.4% | -1% | 41.2 |
| 5 | $TRVI | Trevi Therapeutics, Inc. | $18.5M | 6.6% | +24% | — |
| 6 | $IMNM | Immunome Inc. | $16.0M | 5.7% | +0% | 5.8 |
| 7 | $MPLT | MapLight Therapeutics, Inc. | $12.4M | 4.4% | +0% | — |
| 8 | $ZBIO | Zenas BioPharma, Inc. | $11.6M | 4.1% | +0% | 14.4 |
| 9 | $BIOA | BioAge Labs, Inc. | $11.4M | 4.1% | +0% | 28.6 |
| 10 | $AVTX | Avalo Therapeutics, Inc. | $4.4M | 1.6% | NEW | 4.6 |
| 11 |  $RLYB | Rallybio Corp | $2.7M | 1.0% | -88% | — |
| 12 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $1.8M | 0.7% | +0% | 13.6 |
| 13 |  $BOLT | Bolt Biotherapeutics, Inc. | $172,027 | 0.1% | -55% | — |
New Positions (1)
$AVTX Avalo Therapeutics, Inc.$4.4MBrowse Top Institutional Investors
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