# Pivotal bioVenture Partners Investment Advisor LLC: Form 13F holdings

An institutional investment manager in SAN FRANCISCO, CA. SEC CIK 1844645.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $307.8m
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1844645/000101297526000759/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $82.9m | 26.9% | 1,425,470 |  | Added +53,045 |
| [ARCUTIS BIOTHERAPEUTICS INC (ARQT)](/companies/arqt.md) | COM | $33.2m | 10.8% | 1,265,283 |  | Reduced −90,609 |
| [TREVI THERAPEUTICS INC (TRVI)](/companies/trvi.md) | COM | $32.5m | 10.6% | 1,742,672 |  | Added +188,946 |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $31.8m | 10.3% | 966,792 |  | New +966,792 |
| [EVOMMUNE INC (EVMN)](/companies/evmn.md) | COM SHS | $25.6m | 8.3% | 1,926,943 |  | Unchanged |
| [MAPLIGHT THERAPEUTICS INC (MPLT)](/companies/mplt.md) | COM | $21.9m | 7.1% | 611,446 |  | Reduced −1 |
| OCULIS HOLDING AG | ORDINARY SHARES | $20.9m | 6.8% | 1,506,250 |  | Reduced −174,033 |
| [BIOAGE LABS INC (BIOA)](/companies/bioa.md) | COM | $16.0m | 5.2% | 653,374 |  | Unchanged |
| [IMMUNOME INC (IMNM)](/companies/imnm.md) | COM | $15.5m | 5.0% | 732,512 |  | Unchanged |
| [ZENAS BIOPHARMA INC (ZBIO)](/companies/zbio.md) | COM | $12.5m | 4.0% | 490,766 |  | Reduced −101,225 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $8.0m | 2.6% | 434,033 |  | Added +138,100 |
| [RALLYBIO CORP (RLYB)](/companies/rlyb.md) | COM | $4.8m | 1.6% | 300,579 |  | Unchanged |
| [RECURSION PHARMACEUTICALS IN (RXRX)](/companies/rxrx.md) | CL A | $2.2m | 0.7% | 595,518 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BOLT BIOTHERAPEUTICS INC (BOLT)](/companies/bolt.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −42,581 |

Source: SEC EDGAR, Form 13F-HR, accession 0001012975-26-000759. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.