1y return+79.0%S&P 500 +20.9%
3y return+77.5%S&P 500 +68.5%
5y return+73.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $140 against $200 in the S&P 500.2
Pivotal bioVenture Partners Investment Advisor LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PCVXVaxcyte Inc | $82.9M | 26.9% | +3.9% |
| ARQTArcutis Biotherapeutics Inc | $33.2M | 10.8% | −6.7% |
| TRVITrevi Therapeutics Inc | $32.5M | 10.6% | +12.2% |
| AVLNAvalyn Pharmaceuticals Inc | $31.8M | 10.3% | New |
| EVMNEvommune Inc | $25.6M | 8.3% | |
| MPLTMaplight Therapeutics Inc | $21.9M | 7.1% | |
| Oculis Holding AgCUSIP H5870P102 | $20.9M | 6.8% | −10.4% |
| BIOABioage Labs Inc | $16.0M | 5.2% | |
| IMNMImmunome Inc | $15.5M | 5.0% | |
| ZBIOZenas Biopharma Inc | $12.5M | 4.0% | −17.1% |
| AVTXAvalo Therapeutics Inc | $8.0M | 2.6% | +46.7% |
| RLYBRallybio Corp | $4.8M | 1.6% | |
| RXRXRecursion Pharmaceuticals In | $2.2M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TRVITrevi Therapeutics Inc | June 30, 2025 | +241.0% | $32.5M |
| PCVXVaxcyte Inc | December 31, 2020 | +118.8% | $82.9M |
| MPLTMaplight Therapeutics Inc | December 31, 2025 | +104.0% | $21.9M |
| Oculis Holding AgCUSIP H5870P102 | March 31, 2023 | +91.0% | $20.9M |
| IMNMImmunome Inc | September 30, 2025 | +81.0% | $15.5M |
| RLYBRallybio Corp | March 31, 2026 | +78.4% | $4.8M |
| ZBIOZenas Biopharma Inc | September 30, 2024 | +50.0% | $12.5M |
| AVTXAvalo Therapeutics Inc | March 31, 2026 | +23.8% | $8.0M |
| EVMNEvommune Inc | December 31, 2025 | −22.4% | $25.6M |
| RXRXRecursion Pharmaceuticals In | December 31, 2024 | −45.7% | $2.2M |
Sold off last quarter
- BOLTBolt Biotherapeutics Inc was $172K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.9% | +14.8% |
| March 31, 2026 | +11.2% | −4.6% |
| December 31, 2025 | +38.1% | +2.4% |
| September 30, 2025 | +18.8% | +7.8% |
| June 30, 2025 | −4.6% | +10.5% |
| March 31, 2025 | −20.0% | −4.6% |
| December 31, 2024 | −13.9% | +2.1% |
| September 30, 2024 | +25.8% | +5.4% |
| June 30, 2024 | −9.5% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
| December 31, 2023 | +50.8% | +11.2% |
| September 30, 2023 | −20.5% | −3.6% |
| June 30, 2023 | +19.9% | +8.3% |
| March 31, 2023 | −10.3% | +7.0% |
| December 31, 2022 | −10.9% | +7.1% |
| September 30, 2022 | +50.2% | −5.3% |
| June 30, 2022 | −3.4% | −16.5% |
| March 31, 2022 | −10.2% | −4.9% |
| December 31, 2021 | −18.3% | +10.7% |
| September 30, 2021 | −4.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pivotal bioVenture Partners Investment Advisor LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1844645&type=13F-HR&dateb=&owner=include&count=40CIK 1844645
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1844645/000101297526000759/Filed August 13, 2026 · accession 0001012975-26-000759