Pivotal bioVenture Partners Investment Advisor LLC

CIK: 0001844645SEC EDGAR →

Portfolio Value

$258.7B

Holdings

12

As of

Q4 2025

New Positions

10

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
PCVX

VAXCYTE INC

1,372,425$63.3B
24.48%
2
OCS

OCULIS HOLDING AG

2,288,658$45.7B
17.67%
3
ARQT

ARCUTIS BIOTHERAPEUTICS INC

1,366,624$39.7B
15.34%
4
EVMN

EVOMMUNE INC

1,926,943$33.0B
12.75%
5
ZBIO

ZENAS BIOPHARMA INC

591,991$21.5B
8.31%
6
TRVI

TREVI THERAPEUTICS INC

1,256,782$15.7B
6.08%
7
IMNM

IMMUNOME INC

732,512$15.7B
6.08%
8
MPLT

MAPLIGHT THERAPEUTICS INC

611,447$10.7B
4.15%
9
BIOA

BIOAGE LABS INC

653,374$8.6B
3.34%
10
RXRX

RECURSION PHARMACEUTICALS IN

595,518$2.4B
0.94%

Quarterly Changes

Top Buys

EVMNNEW
$33.0B
MPLTNEW
$10.7B
IMNM↑ Increased
$9.8B

Top Sells

OCS↓ Decreased
$5.3B
ZBIO↓ Decreased
$4.2B
ARQT↓ Decreased
$285.6M

New Positions (2)

EVMN
$33.0B · 1.9M shares
MPLT
$10.7B · 611K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare12$258.7B100.0%