Pivotal bioVenture Partners Investment Advisor LLC — 13F Holdings & Portfolio
CIK 1844645 · latest 13F-HR filed 2026-05-14
Pivotal bioVenture Partners Investment Advisor LLC manages $279.8M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PCVX (28.51%), OCS (15.97%), EVMN (15.83%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 5, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$279.8M
Long-equity book
13
Distinct positions
2026-03-31
Filed 2026-05-14
+2 / −1 / ↑5 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VAXCYTE INC$16.4M +25.9%
- EVOMMUNE INC$11.3M +34.3%
- TREVI THERAPEUTICS INC$2.8M +17.8%
- BIOAGE LABS INC$2.8M +32.2%
- MAPLIGHT THERAPEUTICS INC$1.7M +15.7%
Top Trims
- ZENAS BIOPHARMA INC-$9.9M -46.2%
- ARCUTIS BIOTHERAPEUTICS INC-$7.7M -19.5%
- RECURSION PHARMACEUTICALS IN-$607.4K -24.9%
- BOLT BIOTHERAPEUTICS INC-$345.1K -66.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VAXCYTE INC | PCVX | 92243G108 | $79.8M | 28.51% | 1,372,425 | SH |
| 2 | OCULIS HOLDING AG | OCS | H5870P102 | $44.7M | 15.97% | 1,680,283 | SH |
| 3 | EVOMMUNE INC | EVMN | 30054Y107 | $44.3M | 15.83% | 1,926,943 | SH |
| 4 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 03969K108 | $31.9M | 11.42% | 1,355,892 | SH |
| 5 | TREVI THERAPEUTICS INC | TRVI | 89532M101 | $18.5M | 6.63% | 1,553,726 | SH |
| 6 | IMMUNOME INC | IMNM | 45257U108 | $16.0M | 5.73% | 732,512 | SH |
| 7 | MAPLIGHT THERAPEUTICS INC | MPLT | 56565P103 | $12.4M | 4.44% | 611,447 | SH |
| 8 | ZENAS BIOPHARMA INC | ZBIO | 98937L105 | $11.6M | 4.14% | 591,991 | SH |
| 9 | BIOAGE LABS INC | BIOA | 09077V100 | $11.4M | 4.08% | 653,374 | SH |
| 10 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $4.4M | 1.58% | 295,933 | SH |
| 11 | RALLYBIO CORP | RLYB | 75120L209 | $2.7M | 0.96% | 300,579 | SH |
| 12 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $1.8M | 0.65% | 595,518 | SH |
| 13 | BOLT BIOTHERAPEUTICS INC | BOLT | 097702203 | $172.0K | 0.06% | 42,581 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $279.8M | 13 | 0001012975-26-000421 |
| 2025-12-31 | 2026-02-13 | $258.7M | 12 | 0001012975-26-000133 |
| 2025-09-30 | 2025-11-13 | $173.0M | 10 | 0001012975-25-000748 |