Q2 2026 13F · SEC CIK 1844645
Pivotal bioVenture Partners Investment Advisor LLC
Venture capitalFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $307.8M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +20.4%
- Average holding period
- 3.1 yrs
Pivotal bioVenture Partners Investment Advisor LLC is a venture capital that reported 13 positions worth $307.8M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Vaxcyte Inc (PCVX, 26.9%), Arcutis Biotherapeutics Inc (ARQT, 10.8%), Trevi Therapeutics Inc (TRVI, 10.6%). A portfolio copying its top holdings returned 20.4% a year over the last 3 years, against 20.4% for the S&P 500.
Pivotal bioVenture Partners Investment Advisor LLC holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PCVXVaxcyte Inc | 26.9% | +3.9% | $82.9M |
| ARQTArcutis Biotherapeutics Inc | 10.8% | -6.7% | $33.2M |
| TRVITrevi Therapeutics Inc | 10.6% | +12.2% | $32.5M |
| AVLNAvalyn Pharmaceuticals Inc | 10.3% | — | $31.8M |
| EVMNEvommune Inc | 8.3% | +0.0% | $25.6M |
| MPLTMaplight Therapeutics Inc | 7.1% | -0.0% | $21.9M |
| OCSOculis Holding AG | 6.8% | -10.4% | $20.9M |
| BIOABioage Labs Inc | 5.2% | +0.0% | $16.0M |
| IMNMImmunome Inc | 5.0% | +0.0% | $15.5M |
| ZBIOZenas Biopharma Inc | 4.0% | -17.1% | $12.5M |
| AVTXAvalo Therapeutics Inc | 2.6% | +46.7% | $8.0M |
| RLYBRallybio Corp | 1.6% | +0.0% | $4.8M |
| RXRXRecursion Pharmaceuticals Inc Cl A | 0.7% | +0.0% | $2.2M |
What Pivotal bioVenture Partners Investment Advisor LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- AVLN Avalyn Pharmaceuticals Inc10.3% of 13F
Added to
- AVTX Avalo Therapeutics Inc+46.7% shares
- TRVI Trevi Therapeutics Inc+12.2% shares
Reduced
- ZBIO Zenas Biopharma Inc-17.1% shares
- OCS Oculis Holding AG-10.4% shares
- ARQT Arcutis Biotherapeutics Inc-6.7% shares
Sold out
- BOLT Bolt Biotherapeutics Incwas 0.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +44.9% /yr
- S&P 500 +20.1%
- 3 years
- +20.4% /yr
- S&P 500 +20.4%
- 5 years
- +11.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $307.8M | 13 |
| Q1 2026 | $279.8M | 13 |
| Q4 2025 | $258.7M | 12 |
| Q3 2025 | $173.0M | 10 |
| Q2 2025 | $161.3M | 12 |
| Q1 2025 | $123.6M | 11 |
| Q4 2024 | $148.1M | 11 |
| Q3 2024 | $168.5M | 11 |
| Q2 2024 | $130.1M | 10 |
| Q1 2024 | $155.6M | 11 |
| Q4 2023 | $394.2M | 13 |
| Q3 2023 | $250.7M | 13 |
Questions about Pivotal bioVenture Partners Investment Advisor LLC's portfolio
What stocks does Pivotal bioVenture Partners Investment Advisor LLC own?
Pivotal bioVenture Partners Investment Advisor LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 13 positions worth $307.8M. The largest are Vaxcyte Inc (PCVX) at 26.9%, Arcutis Biotherapeutics Inc (ARQT) at 10.8%, Trevi Therapeutics Inc (TRVI) at 10.6%, Avalyn Pharmaceuticals Inc (AVLN) at 10.3% and Evommune Inc (EVMN) at 8.3%.
What did Pivotal bioVenture Partners Investment Advisor LLC buy last quarter?
In Q2 2026, Pivotal bioVenture Partners Investment Advisor LLC added a new position in Avalyn Pharmaceuticals Inc (AVLN), Avalo Therapeutics Inc (AVTX) (+46.7% shares) and Trevi Therapeutics Inc (TRVI) (+12.2% shares), compared with its Q1 2026 filing.
What did Pivotal bioVenture Partners Investment Advisor LLC sell last quarter?
In Q2 2026, Pivotal bioVenture Partners Investment Advisor LLC sold all of Bolt Biotherapeutics Inc (BOLT), Zenas Biopharma Inc (ZBIO) (-17.1% shares), Oculis Holding AG (OCS) (-10.4% shares) and Arcutis Biotherapeutics Inc (ARQT) (-6.7% shares), compared with its Q1 2026 filing.
How has Pivotal bioVenture Partners Investment Advisor LLC's portfolio performed?
A portfolio copying Pivotal bioVenture Partners Investment Advisor LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +44.9% against +20.1%. Over 5 years: +11.4% a year against +11.6%.
When is Pivotal bioVenture Partners Investment Advisor LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Pivotal bioVenture Partners Investment Advisor LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.