Pivotal Bioventure Partners Investment Advisor Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Pivotal Bioventure Partners Investment Advisor Llc disclosed 13 stock positions valued at approximately $307.79M as of quarter-end June 30, 2026. The largest holdings include VAXCYTE INC, ARCUTIS BIOTHERAPEUTICS INC, and TREVI THERAPEUTICS INC.

Report Period
June 30, 2026
No. of Stocks
13
Portfolio Value
$307.79M
Holdings by Sector
Pivotal Bioventure Partners Investment Advisor Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VAXCYTE INCPCVXHealthcare26.92%1,425,470+53,045+3.87%$82,862,571
ARCUTIS BIOTHERAPEUTICS INCARQTHealthcare10.78%1,265,283-90,609-6.68%$33,175,720
TREVI THERAPEUTICS INCTRVIHealthcare10.56%1,742,672+188,946+12.16%$32,500,833
AVALYN PHARMACEUTICALS INCAVLNHealthcare10.34%966,792+966,792+100.00%$31,826,793
EVOMMUNE INCEVMNHealthcare8.32%1,926,943--$25,609,072
MAPLIGHT THERAPEUTICS INCMPLTHealthcare7.12%611,446-1-0.00%$21,914,225
OCULIS HOLDING AGOCSHealthcare6.79%1,506,250-174,033-10.36%$20,891,688
BIOAGE LABS INCBIOAHealthcare5.20%653,374--$16,014,197
IMMUNOME INCIMNMHealthcare5.04%732,512--$15,521,929
ZENAS BIOPHARMA INCZBIOHealthcare4.05%490,766-101,225-17.10%$12,455,641
AVALO THERAPEUTICS INCAVTXHealthcare2.61%434,033+138,100+46.67%$8,020,930
RALLYBIO CORPRLYBHealthcare1.56%300,579--$4,809,264
RECURSION PHARMACEUTICALS INRXRXHealthcare0.71%595,518--$2,185,551
Showing 13 of 13 holdings in the latest reporting period.