Pivotal bioVenture Partners Investment Advisor LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Pivotal bioVenture Partners Investment Advisor LLC reported 11 stock positions worth $123.6 million. Its top holding was Oculis (OCS) at 35.4% of the portfolio, followed by Arcutis Biotherapeutics (ARQT, 26.8%) and Vaxcyte (PCVX, 21.7%). Compared with Q4 2024, it added to 2. The biggest buy was Oculis (OCS, shares +32%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844645
- Portfolio Value
- $123.6M (Q1 2025)
- SEC Filing
- 0001012975-25-000233 ↗ filed May 14, 2025
Holdings Value
Holdings 11 stocks · $123.6M
| OCS Oculis Holding AG | 35.43% | 2,300,774 | $43.8M | Add +32.4% |
| ARQT Arcutis Biotherapeutics Inc. | 26.84% | 2,120,508 | $33.2M | No change |
| PCVX Vaxcyte Inc. | 21.72% | 710,734 | $26.8M | Add +1.0% |
| ZBIO Zenas Biopharma Inc. | 4.71% | 736,645 | $5.8M | No change |
| INZY Inozyme Pharma Inc. | 3.31% | 4,494,851 | $4.1M | No change |
| RXRX Recursion Pharmaceuticals-A | 2.55% | 595,518 | $3.2M | No change |
| BIOA Bioage Labs Inc. | 1.99% | 653,374 | $2.5M | No change |
| RLYB Rallybio Corp. | 1.26% | 2,404,644 | $1.6M | No change |
| VIGL Vigil Neuroscience Inc. | 0.81% | 560,595 | $998K | No change |
| IOBTQ Io Biotech Inc. | 0.76% | 864,197 | $942K | No change |
| BOLT Bolt Biotherapeutics Inc. | 0.61% | 1,891,467 | $757K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $307.8M | PCVX, ARQT, TRVI, AVLN, EVMN |
| Q1 2026 | 13 | $279.8M | PCVX, OCS, EVMN, ARQT, TRVI |
| Q4 2025 | 12 | $258.7M | PCVX, OCS, ARQT, EVMN, ZBIO |
| Q3 2025 | 10 | $173.0M | PCVX, OCS, ARQT, ZBIO, TRVI |
| Q2 2025 | 12 | $161.3M | OCS, PCVX, ARQT, INZY, ZBIO |
| Q1 2025 | 11 | $123.6M | OCS, ARQT, PCVX, ZBIO, INZY |
| Q4 2024 | 11 | $148.1M | PCVX, OCS, ARQT, INZY, ZBIO |
| Q3 2024 | 11 | $168.5M | PCVX, INZY, ARQT, OCS, ZBIO |
| Q2 2024 | 10 | $130.1M | PCVX, INZY, OCS, ARQT, EXAI |
| Q1 2024 | 11 | $155.6M | PCVX, INZY, ARQT, OCS, FUSN |