Pivotal bioVenture Partners Investment Advisor LLC
SAN FRANCISCO CA · SEC CIK 0001844645
$3.08亿2026Q2 申报市值
13持仓数
95.1%前十大占比 · 第一大 26.9%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVLN 新建仓+$3,182.68万
TRVI 加仓+$352.38万
PCVX 加仓+$308.35万
AVTX 加仓+$255.21万
2026Q2 卖出最多 按季末市值估算
ZBIO 减仓-$256.91万
OCS 减仓-$241.38万
ARQT 减仓-$237.58万
BOLT BIOTHERAPEU 清仓-$17.20万
MPLT 减仓-$36
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PCVX | VAXCYTE INC | $8,286.26万 | 26.92% | 1,425,470 | 53,045 | 3.9% | $308.35万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $3,317.57万 | 10.78% | 1,265,283 | -90,609 | -6.7% | -$237.58万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $3,250.08万 | 10.56% | 1,742,672 | 188,946 | 12.2% | $352.38万 | 加仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $3,182.68万 | 10.34% | 966,792 | 966,792 | — | $3,182.68万 | 新建仓 |
| EVMN | EVOMMUNE INC | $2,560.91万 | 8.32% | 1,926,943 | 0 | 0.0% | — | 不变 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $2,191.42万 | 7.12% | 611,446 | -1 | -0.0% | -$36 | 减仓 |
| OCS | OCULIS HOLDING AG | $2,089.17万 | 6.79% | 1,506,250 | -174,033 | -10.4% | -$241.38万 | 减仓 |
| BIOA | BIOAGE LABS INC | $1,601.42万 | 5.20% | 653,374 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $1,552.19万 | 5.04% | 732,512 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $1,245.56万 | 4.05% | 490,766 | -101,225 | -17.1% | -$256.91万 | 减仓 |
| AVTX | AVALO THERAPEUTICS INC | $802.09万 | 2.61% | 434,033 | 138,100 | 46.7% | $255.21万 | 加仓 |
| RLYB | RALLYBIO CORP | $480.93万 | 1.56% | 300,579 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $218.56万 | 0.71% | 595,518 | 0 | 0.0% | — | 不变 |
| — | BOLT BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -42,581 | -100.0% | -$17.20万 | 清仓 |