Institutional Fund
Pivotal Bioventure Partners Investment Advisor LLC
San Francisco, CACIK 18446455 filings on record
Portfolio Value
$279.78M
Q1 2026
Holdings
13
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+8.2%
from $258.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaxcyte Inc28.5%
- Oculis Holding AG16.0%
- Evommune Inc15.8%
- Arcutis Biotherapeutics Inc11.4%
- Trevi Therapeutics Inc6.6%
- Immunome Inc5.7%
- Other15.9%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaxcyte Inc | 1.37M | $79.75M | 28.5% | 0 | Held |
| 2 | Oculis Holding AG | 1.68M | $44.68M | 16.0% | −608.4K | Reduced |
| 3 | Evommune Inc | 1.93M | $44.30M | 15.8% | 0 | Held |
| 4 | Arcutis Biotherapeutics Inc | 1.36M | $31.94M | 11.4% | −10.7K | Reduced |
| 5 | Trevi Therapeutics Inc | 1.55M | $18.54M | 6.6% | +296.9K | Added |
| 6 | Immunome Inc | 732.5K | $16.02M | 5.7% | 0 | Held |
| 7 | Maplight Therapeutics Inc | 611.4K | $12.43M | 4.4% | 0 | Held |
| 8 | Zenas Biopharma Inc | 592.0K | $11.57M | 4.1% | 0 | Held |
| 9 | Bioage Labs Inc | 653.4K | $11.43M | 4.1% | 0 | Held |
| 10 | Avalo Therapeutics Inc | 295.9K | $4.42M | 1.6% | +295.9K | New |
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