Pivotal bioVenture Partners Investment Advisor LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 2,120,508 | 2,120,508 | 0 | 29,729,522 | 39,971,576 | 23.11% | +10,242,054 |
| ZENAS BIOPHARMA INC(ZBIO) | 779,045 | 779,045 | 0 | 7,548,946 | 17,294,799 | 10.00% | +9,745,853 |
| VAXCYTE INC(PCVX) | 1,305,125 | 1,372,425 | +67,300 | 42,429,614 | 49,434,749 | 28.58% | +7,005,135 |
| IMMUNOME INC(IMNM) | 0 | 502,512 | +502,512 | 0 | 5,884,416 | 3.40% | +5,884,416 |
| TREVI THERAPEUTICS INC(TRVI) | 1,146,110 | 1,256,782 | +110,672 | 6,269,222 | 11,499,555 | 6.65% | +5,230,333 |
| BIOAGE LABS INC(BIOA) | 653,374 | 653,374 | 0 | 2,698,435 | 3,841,839 | 2.22% | +1,143,404 |
| RALLYBIO CORP | 2,404,644 | 2,404,644 | 0 | 812,770 | 1,199,917 | 0.69% | +387,147 |
| BOLT BIOTHERAPEUTICS INC | 94,573 | 94,573 | 0 | 545,686 | 503,128 | 0.29% | -42,558 |
| RECURSION PHARMACEUTICALS IN(RXRX) | 595,518 | 595,518 | 0 | 3,013,321 | 2,906,128 | 1.68% | -107,193 |
| IO BIOTECH INC | 864,197 | 0 | -864,197 | 1,201,234 | 0 | — | -1,201,234 |
| OCULIS HOLDING AG | 2,300,774 | 2,300,774 | 0 | 44,658,023 | 40,447,607 | 23.38% | -4,210,416 |
| VIGIL NEUROSCIENCE INC | 560,595 | 0 | -560,595 | 4,456,730 | 0 | — | -4,456,730 |
| INOZYME PHARMA INC | 4,494,851 | 0 | -4,494,851 | 17,979,404 | 0 | — | -17,979,404 |