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Pivotal bioVenture Partners Investment Advisor LLC · 13F Holdings
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Pivotal bioVenture Partners Investment Advisor LLC

No.5702 Data as of 2026Q2
Latest AUM (Q2 2026)
$307.8M
QoQ Change Q1 2026
+$28.0M+10.0%
Holdings
13
New Buys
1
Adds
3
Reduces
4
Exits
1
Unchanged
5
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VAXCYTE INCPCVX
26.92%28.51%$82.9M1.4M$79.8M1.4M+53,045+3.87%Add
ARCUTIS BIOTHERAPEUTICS INCARQT
10.78%11.42%$33.2M1.3M$31.9M1.4M-90,609-6.68%Reduce
TREVI THERAPEUTICS INCTRVI
10.56%6.63%$32.5M1.7M$18.5M1.6M+188,946+12.16%Add
AAVALYN PHARMACEUTICALS INCAVLN
10.34%$31.8M966,792$00+966,792New Buy
EEVOMMUNE INCEVMN
8.32%15.83%$25.6M1.9M$44.3M1.9M00.00%Unchanged
MMAPLIGHT THERAPEUTICS INCMPLT
7.12%4.44%$21.9M611,446$12.4M611,447-1-0.00%Reduce
OCULIS HOLDING AGOCS
6.79%15.97%$20.9M1.5M$44.7M1.7M-174,033-10.36%Reduce
BBIOAGE LABS INCBIOA
5.2%4.08%$16.0M653,374$11.4M653,37400.00%Unchanged
IIMMUNOME INCIMNM
5.04%5.73%$15.5M732,512$16.0M732,51200.00%Unchanged
ZZENAS BIOPHARMA INCZBIO
4.05%4.14%$12.5M490,766$11.6M591,991-101,225-17.10%Reduce
AVALO THERAPEUTICSAVTX
2.61%1.58%$8.0M434,033$4.4M295,933+138,100+46.67%Add
RRALLYBIO CORPRLYB
1.56%0.96%$4.8M300,579$2.7M300,57900.00%Unchanged
RRECURSION PHARMACEUTICALCLASS ARXRX
0.71%0.65%$2.2M595,518$1.8M595,51800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow