Pivotal bioVenture Partners Investment Advisor LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Pivotal bioVenture Partners Investment Advisor LLC reported 11 stock positions worth $148.1 million. Its top holding was Vaxcyte (PCVX) at 38.9% of the portfolio, followed by Oculis (OCS, 20.0%) and Arcutis Biotherapeutics (ARQT, 19.9%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and added to 4. The biggest buy was Oculis (OCS, shares +9%) and the biggest sale an exit from Exscientia (EXAI).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001844645
Portfolio Value
$148.1M (Q4 2024)
SEC Filing
0001012975-25-000081 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $155.6M Q1 2024 Q2 2024: $130.1M Q2 2024 Q3 2024: $168.5M Q3 2024 Q4 2024: $148.1M $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 · $148.1M
PCVX Vaxcyte Inc. 38.91% 703,834 $57.6M Add +10.1%
OCS Oculis Holding AG 19.95% 1,737,696 $29.5M Add +8.9%
ARQT Arcutis Biotherapeutics Inc. 19.95% 2,120,508 $29.5M No change
INZY Inozyme Pharma Inc. 8.41% 4,494,851 $12.5M No change
ZBIO Zenas Biopharma Inc. 4.07% 736,645 $6.0M Add +13.2%
RXRX Recursion Pharmaceuticals-A 2.72% 595,518 $4.0M New
BIOA Bioage Labs Inc. 2.56% 653,374 $3.8M Add +23.8%
RLYB Rallybio Corp. 1.56% 2,404,644 $2.3M No change
BOLT Bolt Biotherapeutics Inc. 0.69% 1,891,467 $1.0M No change
VIGL Vigil Neuroscience Inc. 0.64% 560,595 $953K No change
IOBTQ Io Biotech Inc. 0.54% 864,197 $795K No change

Portfolio Sells Q3 2024 → Q4 2024
EXAI Exscientia Ltd. Sold out 0.00% −2.23

Portfolio Buys Q3 2024 → Q4 2024
OCS Oculis Holding AG Add +8.9% 19.95% +8.34
RXRX Recursion Pharmaceuticals-A New 2.72% +2.72
ZBIO Zenas Biopharma Inc. Add +13.2% 4.07% −2.46
BIOA Bioage Labs Inc. Add +23.8% 2.56% −3.96
PCVX Vaxcyte Inc. Add +10.1% 38.91% −4.47

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