StockDriftsStockDriftsTop 12 Pivotal Bioventure Partners Investment Advisor LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PCVX | VAXCYTE INC | 26.92% | 1.43M | $82.9M | +3.87%(+53.05K) | $47.02(+23.50%) | 2026-06-30 | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | 10.78% | 1.27M | $33.2M | -6.68%(-90.61K) | $12.68(+106.50%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 10.56% | 1.74M | $32.5M | +12.16%(+188.95K) | $8.10(+127.87%) | 2026-06-30 | |
| EVMN | EVOMMUNE INC | 8.32% | 1.93M | $25.6M | +0.00%(+0) | $17.12(-14.43%) | 2026-06-30 | |
| MPLT | MAPLIGHT THERAPEUTICS INC | 7.12% | 611.4K | $21.9M | -0.00%(-1) | $17.57(-33.12%) | 2026-06-30 | |
| OCS | OCULIS HOLDING AG | 6.79% | 1.51M | $20.9M | -10.36%(-174.03K) | $11.39(+12.55%) | 2026-06-30 | |
| BIOA | BIOAGE LABS INC | 5.2% | 653.4K | $16.0M | +0.00%(+0) | $19.36(-45.55%) | 2026-06-30 | |
| IMNM | IMMUNOME INC | 5.04% | 732.5K | $15.5M | +0.00%(+0) | $12.42(+119.05%) | 2026-06-30 | |
| ZBIO | ZENAS BIOPHARMA INC | 4.05% | 490.8K | $12.5M | -17.10%(-101.22K) | $16.00(+84.40%) | 2026-06-30 | |
| AVTX | AVALO THERAPEUTICS INC | 2.61% | 434.0K | $8.0M | +46.67%(+138.10K) | $16.44(+19.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.97% | +77.02% | +6.50% | +37.03% |
| Top 20 Holdings Unweighted | +36.29% | +153.14% | +14.74% | +98.84% |
Pivotal Bioventure Partners Investment Advisor LLC reports $307.79M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are PCVX (26.9%), ARQT (10.8%) and TRVI (10.6%). The top 20 holdings account for 89.66% of reported assets. Its disclosed equity book has returned +77.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pivotal Bioventure Partners Investment Advisor LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844645). View Pivotal Bioventure Partners Investment Advisor LLC’s 13F filings on SEC