Pivotal bioVenture Partners Investment Advisor LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Pivotal bioVenture Partners Investment Advisor LLC reported 11 stock positions worth $155.6 million. Its top holding was Vaxcyte (PCVX) at 34.8% of the portfolio, followed by Inozyme Pharma (INZY, 22.1%) and Arcutis Biotherapeutics (ARQT, 12.9%). Compared with Q4 2023, it sold out of 2, added to 1 and reduced 2. The biggest buy was Arcutis Biotherapeutics (ARQT, shares +6%) and the biggest sale an exit from Karuna Therapeutics (KRTX).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001844645
Portfolio Value
$155.6M (Q1 2024)
SEC Filing
0001012975-24-000204 ↗ filed May 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $155.6M $155.6M Q1 2024 Q2 2024: $130.1M Q2 2024 Q3 2024: $168.5M Q3 2024 Q4 2024: $148.1M Q4 2024 Q1 2025: $123.6M Q1 2025 Q2 2025: $161.3M Q2 2025 Q3 2025: $173.0M Q3 2025 Q4 2025: $258.7M Q4 2025 Q1 2026: $279.8M Q1 2026 Q2 2026: $307.8M Q2 2026

Holdings 11 stocks · $155.6M
PCVX Vaxcyte Inc. 34.82% 793,036 $54.2M No change
INZY Inozyme Pharma Inc. 22.13% 4,494,851 $34.4M No change
ARQT Arcutis Biotherapeutics Inc. 12.92% 2,028,008 $20.1M Add +6.2%
OCS Oculis Holding AG 12.36% 1,595,918 $19.2M Reduce -15.5%
FUSN Fusion Pharmaceuticals Inc. 7.72% 563,385 $12.0M Reduce -63.9%
RLYB Rallybio Corp. 2.86% 2,404,644 $4.4M No change
EXAI Exscientia Ltd. 2.83% 770,500 $4.4M No change
BOLT Bolt Biotherapeutics Inc. 1.70% 1,891,467 $2.6M No change
VIGL Vigil Neuroscience Inc. 1.23% 560,595 $1.9M No change
IOBTQ Io Biotech Inc. 0.96% 864,197 $1.5M No change
ALGS Aligos Therapeutics Inc. 0.47% 743,215 $728K No change

Portfolio Sells Q4 2023 → Q1 2024
KRTX Karuna Therapeutics Inc. Sold out 0.00% −63.99
GRCL Gracell Biotechnologies-ADR Sold out 0.00% −3.50
FUSN Fusion Pharmaceuticals Inc. Reduce -63.9% 7.72% +3.92
OCS Oculis Holding AG Reduce -15.5% 12.36% +6.98

Portfolio Buys Q4 2023 → Q1 2024
ARQT Arcutis Biotherapeutics Inc. Add +6.2% 12.92% +11.35

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$307.8MPCVX, ARQT, TRVI, AVLN, EVMN
Q1 2026 13$279.8MPCVX, OCS, EVMN, ARQT, TRVI
Q4 2025 12$258.7MPCVX, OCS, ARQT, EVMN, ZBIO
Q3 2025 10$173.0MPCVX, OCS, ARQT, ZBIO, TRVI
Q2 2025 12$161.3MOCS, PCVX, ARQT, INZY, ZBIO
Q1 2025 11$123.6MOCS, ARQT, PCVX, ZBIO, INZY
Q4 2024 11$148.1MPCVX, OCS, ARQT, INZY, ZBIO
Q3 2024 11$168.5MPCVX, INZY, ARQT, OCS, ZBIO
Q2 2024 10$130.1MPCVX, INZY, OCS, ARQT, EXAI
Q1 2024 11$155.6MPCVX, INZY, ARQT, OCS, FUSN