Pivotal bioVenture Partners Investment Advisor LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Pivotal bioVenture Partners Investment Advisor LLC reported 12 stock positions worth $161.3 million. Its top holding was Oculis (OCS) at 27.7% of the portfolio, followed by Vaxcyte (PCVX, 26.3%) and Arcutis Biotherapeutics (ARQT, 18.4%). Compared with Q1 2025, it opened 1 new position and added to 2. The biggest buy was Vaxcyte (PCVX, shares +84%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001844645
- Portfolio Value
- $161.3M (Q2 2025)
- SEC Filing
- 0001012975-25-000438 ↗ filed Aug 13, 2025
Holdings Value
Holdings 12 stocks · $161.3M
| OCS Oculis Holding AG | 27.68% | 2,300,774 | $44.7M | No change |
| PCVX Vaxcyte Inc. | 26.30% | 1,305,125 | $42.4M | Add +83.6% |
| ARQT Arcutis Biotherapeutics Inc. | 18.43% | 2,120,508 | $29.7M | No change |
| INZY Inozyme Pharma Inc. | 11.14% | 4,494,851 | $18.0M | No change |
| ZBIO Zenas Biopharma Inc. | 4.68% | 779,045 | $7.5M | Add +5.8% |
| TRVI Trevi Therapeutics Inc. | 3.89% | 1,146,110 | $6.3M | New |
| VIGL Vigil Neuroscience Inc. | 2.76% | 560,595 | $4.5M | No change |
| RXRX Recursion Pharmaceuticals-A | 1.87% | 595,518 | $3.0M | No change |
| BIOA Bioage Labs Inc. | 1.67% | 653,374 | $2.7M | No change |
| IOBTQ Io Biotech Inc. | 0.74% | 864,197 | $1.2M | No change |
| RLYB Rallybio Corp. | 0.50% | 2,404,644 | $813K | No change |
| BOLT Bolt Biotherapeutics Inc. | 0.34% | 94,573 | $546K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 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 |