Pivotal bioVenture Partners Investment Advisor LLC

SAN FRANCISCO, CA · CIK 1844645 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2017 · limited liability company

As an employer

$307.8m reported value +10.0% vs Q1 2026

13positions

95.1%in top 10

1 new 3 added 4 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Also in the report of:

Shares in two reports are counted once in each security's totals.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VAXCYTE INC COM PCVX	PCVX	1,425,470	$82.9m26.92%	26.92%	Added +53.0k	+53,045 3.9%
2	ARCUTIS BIOTHERAPEUTICS INC COM ARQT	ARQT	1,265,283	$33.2m10.78%	10.78%	Reduced -90.6k	-90,609 -6.7%
3	TREVI THERAPEUTICS INC COM TRVI	TRVI	1,742,672	$32.5m10.56%	10.56%	Added +188.9k	+188,946 12.2%
4	AVALYN PHARMACEUTICALS INC COM SHS AVLN	AVLN	966,792	$31.8m10.34%	10.34%	New
5	EVOMMUNE INC COM SHS EVMN	EVMN	1,926,943	$25.6m8.32%	8.32%	Unchanged
6	MAPLIGHT THERAPEUTICS INC COM MPLT	MPLT	611,446	$21.9m7.12%	7.12%	Reduced -1	-1 0.0%
7	OCULIS HOLDING AG ORDINARY SHARES OCS	OCS	1,506,250	$20.9m6.79%	6.79%	Reduced -174.0k	-174,033 -10.4%
8	BIOAGE LABS INC COM BIOA	BIOA	653,374	$16.0m5.20%	5.20%	Unchanged
9	IMMUNOME INC COM IMNM	IMNM	732,512	$15.5m5.04%	5.04%	Unchanged
10	ZENAS BIOPHARMA INC COM ZBIO	ZBIO	490,766	$12.5m4.05%	4.05%	Reduced -101.2k	-101,225 -17.1%
11	AVALO THERAPEUTICS INC COM NEW AVTX	AVTX	434,033	$8.0m2.61%	2.61%	Added +138.1k	+138,100 46.7%
12	RALLYBIO CORP COM RLYB	RLYB	300,579	$4.8m1.56%	1.56%	Unchanged
13	RECURSION PHARMACEUTICALS IN CL A RXRX	RXRX	595,518	$2.2m0.71%	0.71%	Unchanged

Security	Ticker	Shares held before	Value then
BOLT BIOTHERAPEUTICS INC BOLT	BOLT	42,581	$172.0k42.6k shares