Pivotal bioVenture Partners Investment Advisor LLC
โขCIK: 1844645โขFiling: Q4 2025
**Pivotal bioVenture Partners Investment Advisor LLC** manages $259M across a concentrated portfolio of 12 positions, signaling a focused approach within the biotechnology sector. The fund exhibits significant conviction in its top holdings, with PCVX representing the largest allocation at $63.3M. Further substantial exposure is evident in STT-PG ($45.7M) and ARQT ($39.7M), underpinning a deep-value or growth thesis across key drug discovery areas. This concentrated structure suggests active, high-conviction capital deployment within specialized life science opportunities.
Total AUM
$258.7M
QoQ Performance
+49.5%
Positions
12
Top 10 Concentration
99.2%
Latest Filing
Q4 2025
Top Holdings Allocation
PCVX
OCUL
ARQT
EVMN
ZBIO
TRVI
IMNM
PCVX24.5%
OCULIS17.7%
ARQT15.3%
EVMN12.8%
ZBIO8.3%
TRVI6.1%
IMNM6.1%
MPLT4.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW2 new positions
โ1 increased
โ3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023