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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 $307,788,414 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 95.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001012975-26-000759

Period
2026-06-30
Reported value
$308M
Holdings
13
Top 10 weight
95.12%
New
1
Sold out
1

Part of the filer group Pivotal bioVenture Partners Investment Advisor LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVLNnew+966,792$31.8M
TRVIadded+188,946$3.52M
PCVXadded+53,045$3.08M
AVTXadded+138,100$2.55M

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
ZBIOreduced-101,225-$2.57M
OCSreduced-174,033-$2.41M
ARQTreduced-90,609-$2.38M
BOLTexited-42,581-$172K
MPLTreduced-1-$35

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, Q2 2026

Share positions as resolved from 13F-HR 0001012975-26-000759, largest first. % of portfolio is the value over $307,788,414, 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; 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; 2026Q1: 1,372,425 shares; 2026Q2: 1,425,470 shares 1,425,470$82.9M26.92%+53,045Timeline
ARQTARCUTIS BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,355,892 shares; 2026Q2: 1,265,283 shares 1,265,283$33.2M10.78%-90,609Timeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146,110 shares; 2025Q3: 1,256,782 shares; 2025Q4: 1,256,782 shares; 2026Q1: 1,553,726 shares; 2026Q2: 1,742,672 shares 1,742,672$32.5M10.56%+188,946Timeline
AVLNAVALYN PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 966,792 shares 966,792$31.8M10.34%newTimeline
EVMNEVOMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926,943 shares; 2026Q1: 1,926,943 shares; 2026Q2: 1,926,943 shares 1,926,943$25.6M8.32%0Timeline
MPLTMAPLIGHT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611,447 shares; 2026Q1: 611,447 shares; 2026Q2: 611,446 shares 611,446$21.9M7.12%-1Timeline
OCSOCULIS HOLDING AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,680,283 shares; 2026Q2: 1,506,250 shares 1,506,250$20.9M6.79%-174,033Timeline
BIOABIOAGE LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,647 shares; 2024Q4: 653,374 shares; 2025Q1: 653,374 shares; 2025Q2: 653,374 shares; 2025Q3: 653,374 shares; 2025Q4: 653,374 shares; 2026Q1: 653,374 shares; 2026Q2: 653,374 shares 653,374$16M5.2%0Timeline
IMNMIMMUNOME INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,512 shares; 2025Q4: 732,512 shares; 2026Q1: 732,512 shares; 2026Q2: 732,512 shares 732,512$15.5M5.04%0Timeline
ZBIOZENAS BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650,695 shares; 2024Q4: 736,645 shares; 2025Q1: 736,645 shares; 2025Q2: 779,045 shares; 2025Q3: 779,045 shares; 2025Q4: 591,991 shares; 2026Q1: 591,991 shares; 2026Q2: 490,766 shares 490,766$12.5M4.05%-101,225Timeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295,933 shares; 2026Q2: 434,033 shares 434,033$8.02M2.61%+138,100Timeline
RLYBRALLYBIO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,579 shares; 2026Q2: 300,579 shares 300,579$4.81M1.56%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 595,518 shares; 2025Q1: 595,518 shares; 2025Q2: 595,518 shares; 2025Q3: 595,518 shares; 2025Q4: 595,518 shares; 2026Q1: 595,518 shares; 2026Q2: 595,518 shares 595,518$2.19M0.71%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BOLTBOLT BIOTHERAPEUTICS INC42,581$172Kshares

How Q2 2026 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 0001012975-26-000759 base2026-08-13acceptance time not in the bulk data set