Pivotal bioVenture Partners Investment Advisor LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Pivotal bioVenture Partners Investment Advisor LLC reported 13 stock positions worth $279.8 million. Its top holding was Vaxcyte (PCVX) at 28.5% of the portfolio, followed by Oculis (OCS, 16.0%) and Evommune (EVMN, 15.8%). Compared with Q4 2025, it opened 1 new position, added to 1 and reduced 3. The biggest buy was a new position in Avalo Therapeutics (AVTX) and the biggest sale Arcutis Biotherapeutics (ARQT, shares −1%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001844645
Portfolio Value
$279.8M (Q1 2026)
SEC Filing
0001012975-26-000421 ↗ filed May 14, 2026

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 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 $279.8M Q1 2026 Q2 2026: $307.8M Q2 2026

Holdings 13 stocks · $279.8M
PCVX Vaxcyte Inc. 28.51% 1,372,425 $79.8M No change
OCS Oculis Holding AG 15.97% 1,680,283 $44.7M Reduce -26.6%
EVMN Evommune Inc. 15.83% 1,926,943 $44.3M No change
ARQT Arcutis Biotherapeutics Inc. 11.42% 1,355,892 $31.9M Reduce -0.8%
TRVI Trevi Therapeutics Inc. 6.63% 1,553,726 $18.5M Add +23.6%
IMNM Immunome Inc. 5.73% 732,512 $16.0M No change
MPLT Maplight Therapeutics Inc. 4.44% 611,447 $12.4M No change
ZBIO Zenas Biopharma Inc. 4.14% 591,991 $11.6M No change
BIOA Bioage Labs Inc. 4.08% 653,374 $11.4M No change
AVTX Avalo Therapeutics Inc. 1.58% 295,933 $4.4M New
RLYB Rallybio Corp. 0.96% 300,579 $2.7M No change
RXRX Recursion Pharmaceuticals-A 0.65% 595,518 $1.8M No change
BOLT Bolt Biotherapeutics Inc. 0.06% 42,581 $172K Reduce -55.0%

Portfolio Sells Q4 2025 → Q1 2026
ARQT Arcutis Biotherapeutics Inc. Reduce -0.8% 11.42% −3.93
OCS Oculis Holding AG Reduce -26.6% 15.97% −1.70
BOLT Bolt Biotherapeutics Inc. Reduce -55.0% 0.06% −0.14

Portfolio Buys Q4 2025 → Q1 2026
AVTX Avalo Therapeutics Inc. New 1.58% +1.58
TRVI Trevi Therapeutics Inc. Add +23.6% 6.63% +0.54

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