What does Pivotal bioVenture Partners Investment Advisor LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Pivotal bioVenture Partners Investment Advisor LLC

Portfolio Overview

Pivotal bioVenture Partners Investment Advisor LLC manages a highly concentrated portfolio valued at $172.48 million as of September 30, 2025. The firm exhibits a high-conviction investment strategy, holding only 9 positions despite the substantial assets under management. The portfolio experienced positive growth, increasing in value by 6.9% (from $161.34M in the pre...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

PCVX

VAXCYTE INC

$80M1.4M28.5%

H5870P102

OCULIS HOLDING AG

$45M1.7M16.0%

EVMN

EVOMMUNE INC

$44M1.9M15.8%

ARQT

ARCUTIS BIOTHERAPEUTICS INC

$32M1.4M11.4%

TRVI

TREVI THERAPEUTICS INC

$19M1.6M6.6%

IMNM

IMMUNOME INC

$16M733K5.7%

MPLT

MAPLIGHT THERAPEUTICS INC

$12M611K4.4%

ZBIO

ZENAS BIOPHARMA INC

$12M592K4.1%

BIOA

BIOAGE LABS INC

$11M653K4.1%

AVTX

AVALO THERAPEUTICS INC

$4M296K1.6%

Filing history

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