Q4 2025 · 13F-HR
Pivotal bioVenture Partners Investment Advisor LLCholdings as filed
Filed 2026-02-13 · accession 0001012975-26-000133
$258.7M
Reported value
12
Positions
2025-12-31
Period end
The Brief · Pivotal bioVenture Partners Investment Advisor LLC · Q4 2025
AI · grounded in 13F
Pivotal bioVenture Partners Investment Advisor LLC established a new position in EVMN valued at $32.99M. The fund also opened a new stake in MPLT for $10.74M and increased its holding of IMNM by 45.77%. Conversely, the fund reduced its position in ARQT by 35.55%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92243G108 | PCVX | VAXCYTE INC | $63.3M | 24.5% | 1,372,425 | Common | SHARED |
| H5870P102 | OCS | OCULIS HOLDING AG | $45.7M | 17.7% | 2,288,658 | Common | SHARED |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $39.7M | 15.3% | 1,366,624 | Common | SHARED |
| 30054Y107 | EVMN | EVOMMUNE INC | $33.0M | 12.8% | 1,926,943 | Common | SHARED |
| 98937L105 | ZBIO | ZENAS BIOPHARMA INC | $21.5M | 8.31% | 591,991 | Common | SHARED |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $15.7M | 6.08% | 1,256,782 | Common | SHARED |
| 45257U108 | IMNM | IMMUNOME INC | $15.7M | 6.08% | 732,512 | Common | SHARED |
| 56565P103 | MPLT | MAPLIGHT THERAPEUTICS INC | $10.7M | 4.15% | 611,447 | Common | SHARED |
| 09077V100 | BIOA | BIOAGE LABS INC | $8.6M | 3.34% | 653,374 | Common | SHARED |
| 75629V104 | RXRX | RECURSION PHARMACEUTICALS IN | $2.4M | 0.94% | 595,518 | Common | SHARED |
| 75120L100 | RLYB | RALLYBIO CORP | $1.6M | 0.64% | 2,404,644 | Common | SHARED |
| 097702203 | BOLT | BOLT BIOTHERAPEUTICS INC | $517,125 | 0.20% | 94,573 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.