Pivotal bioVenture Partners Investment Advisor LLC

CIK 0001844645 · Q1 2026

13F Equity AUM

$279.8M

+8.2% QoQ

Positions

+1 QoQ

AUM Rank

#6,116

Top 49%

Skill Alpha (FF)

+45.2%/yr^ns

No Clear Edge

Rank #17 · Top 0.2%

vs S&P -2.0%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 78.3%Top 10: 98.3%Top 20: 100.0%

PCVX28.5%

OCSAW16.0%

EVMN15.8%

ARQT11.4%

TRVI6.6%

IMNM5.7%

MPLT4.4%

ZBIO4.1%

BIOA4.1%

AVTX1.6%

Others (3)1.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare84.0%

Unclassified16.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 13Median: 4.44%Avg: 7.69%

0–0.5%

1(0.1%)

0.5–1%

2(1.6%)

1–3%

1(1.6%)

3–5%

3(12.7%)

5%+

6(84.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 12Unique: 1vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

GEODE CAPITAL MANAGEMENT, LLC

0.3%

BlackRock, Inc.

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

FMR LLC

0.3%

BANK OF AMERICA CORP /DE/

0.2%

STATE STREET CORP

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

MORGAN STANLEY

0.2%

JPMORGAN CHASE & CO

0.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New2Increased1Decreased3Exited1

New Positions

AVTX1.6%

+296K

RLYB1.0%

+301K

Increased

TRVI6.6%

+297K(+24%)

Decreased

OCSAW16.0%

-608,375(-27%)

BOLT0.1%

-51,992(-55%)

ARQT11.4%

-10,732(-1%)

Exited

RLYB

-2,404,644

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...