Pivotal bioVenture Partners Investment Advisor LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VAXCYTE INC(PCVX) | 1,372,425 | 1,372,425 | 0 | 63,323,690 | 79,751,617 | 28.51% | +16,427,927 |
| EVOMMUNE INC | 1,926,943 | 1,926,943 | 0 | 32,989,264 | 44,300,420 | 15.83% | +11,311,156 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 295,933 | +295,933 | 0 | 4,418,280 | 1.58% | +4,418,280 |
| TREVI THERAPEUTICS INC(TRVI) | 1,256,782 | 1,553,726 | +296,944 | 15,734,911 | 18,535,951 | 6.63% | +2,801,040 |
| BIOAGE LABS INC(BIOA) | 653,374 | 653,374 | 0 | 8,644,138 | 11,427,511 | 4.08% | +2,783,373 |
| RALLYBIO CORP | 0 | 300,579 | +300,579 | 0 | 2,696,194 | 0.96% | +2,696,194 |
| MAPLIGHT THERAPEUTICS INC(MPLT) | 611,447 | 611,447 | 0 | 10,743,124 | 12,430,718 | 4.44% | +1,687,594 |
| IMMUNOME INC(IMNM) | 732,512 | 732,512 | 0 | 15,734,358 | 16,020,037 | 5.73% | +285,679 |
| BOLT BIOTHERAPEUTICS INC | 94,573 | 42,581 | -51,992 | 517,125 | 172,027 | 0.06% | -345,098 |
| RECURSION PHARMACEUTICALS IN(RXRX) | 595,518 | 595,518 | 0 | 2,435,669 | 1,828,240 | 0.65% | -607,429 |
| OCULIS HOLDING AG | 2,288,658 | 1,680,283 | -608,375 | 45,704,500 | 44,678,725 | 15.97% | -1,025,775 |
| RALLYBIO CORP | 2,404,644 | 0 | -2,404,644 | 1,649,586 | 0 | — | -1,649,586 |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 1,366,624 | 1,355,892 | -10,732 | 39,686,761 | 31,944,816 | 11.42% | -7,741,945 |
| ZENAS BIOPHARMA INC(ZBIO) | 591,991 | 591,991 | 0 | 21,495,193 | 11,573,424 | 4.14% | -9,921,769 |