Pivotal bioVenture Partners Investment Advisor LLC 13F Holdings · Q2 2026
Pivotal bioVenture Partners Investment Advisor LLC reported 13 securities worth $307.79M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PCVX (26.92%), ARQT (10.78%), TRVI (10.56%). Among its top 25 positions this quarter: 1 new, 3 added, 4 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PCVX | VAXCYTE INC | $82.9M | 26.92% | 1.4M | Added |
| 2 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $33.2M | 10.78% | 1.3M | Trimmed |
| 3 | TRVI | TREVI THERAPEUTICS INC | $32.5M | 10.56% | 1.7M | Added |
| 4 | AVLN | AVALYN PHARMACEUTICALS INC | $31.8M | 10.34% | 966,792 | New |
| 5 | EVMN | EVOMMUNE INC | $25.6M | 8.32% | 1.9M | Hold |
| 6 | MPLT | MAPLIGHT THERAPEUTICS INC | $21.9M | 7.12% | 611,446 | Trimmed |
| 7 | OCS | OCULIS HOLDING AG | $20.9M | 6.79% | 1.5M | Trimmed |
| 8 | BIOA | BIOAGE LABS INC | $16.0M | 5.20% | 653,374 | Hold |
| 9 | IMNM | IMMUNOME INC | $15.5M | 5.04% | 732,512 | Hold |
| 10 | ZBIO | ZENAS BIOPHARMA INC | $12.5M | 4.05% | 490,766 | Trimmed |
| 11 | AVTX | AVALO THERAPEUTICS INC | $8.0M | 2.61% | 434,033 | Added |
| 12 | RLYB | RALLYBIO CORP | $4.8M | 1.56% | 300,579 | Hold |
| 13 | RXRX | RECURSION PHARMACEUTICALS IN | $2.2M | 0.71% | 595,518 | Hold |
| 14 | BOLT | BOLT BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR