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Pivotal bioVenture Partners Investment Advisor LLC

Q2 2025 · Filed 2025-08-13
Market Value
$116M
+49.6%
Holdings
10
+2
New Purchases
2
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INZY 15.52% 5.28% +10.24% $18M
TRVI 5.41% 0.00% +5.41% $6M
VIGL 3.85% 1.29% +2.56% $4M
PCVX 36.62% 34.65% +1.97% $42M
BOLT 0.47% 0.00% +0.47% $546K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ARQT 25.66% 42.82% -17.16% $30M
RXRX 2.60% 4.07% -1.47% $3M
ZBIO 6.51% 7.51% -1.00% $8M
BIOA 2.33% 3.17% -0.84% $3M
IOBT 1.04% 1.22% -0.18% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $78M 67.7%
Small Cap 4 $18M 15.3%
Micro Cap 3 $20M 17.0%

Portfolio Analytics

Avg Market Cap
$1.5B
Median Market Cap
$736M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.31
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PCVX 36.62% 1,305,125 $42M $32.51 $16M +594,391 +83.6%
2 ARQT 25.66% 2,120,508 $30M $14.02 -$3M
3 INZY 15.52% 4,494,851 $18M $4.00 $14M
4 ZBIO 6.51% 779,045 $8M $9.69 $2M +42,400 +5.8%
5 TRVI 5.41% 1,146,110 $6M $5.47 +1,146,110 NEW
6 VIGL 3.85% 560,595 $4M $7.95 $3M
7 RXRX 2.60% 595,518 $3M $5.06 -$137K
8 BIOA 2.33% 653,374 $3M $4.13 $242K
9 IOBT 1.04% 864,197 $1M $1.39 $259K
10 BOLT 0.47% 94,573 $546K $5.77 +94,573 NEW

New Positions

SymbolValue% Port
TRVI $6M 5.41%
BOLT $546K 0.47%
View SEC EDGAR Filings for Pivotal bioVenture Partners Investment Advisor LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms