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Pivotal bioVenture Partners Investment Advisor LLC

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13F filer, CIK 1844645, SAN FRANCISCO, CA

Pivotal bioVenture Partners Investment Advisor LLC reported $258,658,319 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 99.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001012975-26-000133

Period
2025-12-31
Reported value
$259M
Holdings
12
Top 10 weight
99.16%
New
2
Sold out
0

Part of the filer group Pivotal bioVenture Partners Investment Advisor LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EVMNnew+1,926,943$33M
MPLTnew+611,447$10.7M
IMNMadded+230,000$4.94M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ARQTreduced-753,884-$21.9M
ZBIOreduced-187,054-$6.79M
OCSreduced-12,116-$242K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001012975-26-000133, largest first. % of portfolio is the value over $258,658,319, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,539 shares; 2024Q4: 703,834 shares; 2025Q1: 710,734 shares; 2025Q2: 1,305,125 shares; 2025Q3: 1,372,425 shares; 2025Q4: 1,372,425 shares 1,372,425$63.3M24.48%0Timeline
OCSOCULIS HOLDING AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595,918 shares; 2024Q4: 1,737,696 shares; 2025Q1: 2,300,774 shares; 2025Q2: 2,300,774 shares; 2025Q3: 2,300,774 shares; 2025Q4: 2,288,658 shares 2,288,658$45.7M17.67%-12,116Timeline
ARQTARCUTIS BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120,508 shares; 2024Q4: 2,120,508 shares; 2025Q1: 2,120,508 shares; 2025Q2: 2,120,508 shares; 2025Q3: 2,120,508 shares; 2025Q4: 1,366,624 shares 1,366,624$39.7M15.34%-753,884Timeline
EVMNEVOMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926,943 shares 1,926,943$33M12.75%newTimeline
ZBIOZENAS BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,695 shares; 2024Q4: 736,645 shares; 2025Q1: 736,645 shares; 2025Q2: 779,045 shares; 2025Q3: 779,045 shares; 2025Q4: 591,991 shares 591,991$21.5M8.31%-187,054Timeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146,110 shares; 2025Q3: 1,256,782 shares; 2025Q4: 1,256,782 shares 1,256,782$15.7M6.08%0Timeline
IMNMIMMUNOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,512 shares; 2025Q4: 732,512 shares 732,512$15.7M6.08%+230,000Timeline
MPLTMAPLIGHT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611,447 shares 611,447$10.7M4.15%newTimeline
BIOABIOAGE LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,647 shares; 2024Q4: 653,374 shares; 2025Q1: 653,374 shares; 2025Q2: 653,374 shares; 2025Q3: 653,374 shares; 2025Q4: 653,374 shares 653,374$8.64M3.34%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595,518 shares; 2025Q1: 595,518 shares; 2025Q2: 595,518 shares; 2025Q3: 595,518 shares; 2025Q4: 595,518 shares 595,518$2.44M0.94%0Timeline
RALLYBIO CORPRALLYBIO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404,644 shares; 2024Q4: 2,404,644 shares; 2025Q1: 2,404,644 shares; 2025Q2: 2,404,644 shares; 2025Q3: 2,404,644 shares; 2025Q4: 2,404,644 shares 2,404,644$1.65M0.64%0
BOLTBOLT BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,573 shares; 2025Q3: 94,573 shares; 2025Q4: 94,573 shares 94,573$517K0.2%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001012975-26-000133 base2026-02-13acceptance time not in the bulk data set