Pivotal bioVenture Partners Investment Advisor LLC
SAN FRANCISCO CA · SEC CIK 0001844645
$2.80亿2026Q1 申报市值
13持仓数
98.3%前十大占比 · 第一大 28.5%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVTX 新建仓+$441.83万
TRVI 加仓+$354.25万
2026Q1 卖出最多 按季末市值估算
RLYB 减仓-$1,887.35万
OCS 减仓-$1,617.67万
ARQT 减仓-$25.28万
BOLT BIOTHERAPEU 减仓-$21.00万
2026Q1 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 | $7,975.16万 | 28.51% | 1,372,425 | 0 | 0.0% | — | 不变 |
| OCS | OCULIS HOLDING AG | $4,467.87万 | 15.97% | 1,680,283 | -608,375 | -26.6% | -$1,617.67万 | 减仓 |
| EVMN | EVOMMUNE INC | $4,430.04万 | 15.83% | 1,926,943 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $3,194.48万 | 11.42% | 1,355,892 | -10,732 | -0.8% | -$25.28万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $1,853.60万 | 6.63% | 1,553,726 | 296,944 | 23.6% | $354.25万 | 加仓 |
| IMNM | IMMUNOME INC | $1,602.00万 | 5.73% | 732,512 | 0 | 0.0% | — | 不变 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $1,243.07万 | 4.44% | 611,447 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $1,157.34万 | 4.14% | 591,991 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $1,142.75万 | 4.08% | 653,374 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $441.83万 | 1.58% | 295,933 | 295,933 | — | $441.83万 | 新建仓 |
| RLYB | RALLYBIO CORP | $269.62万 | 0.96% | 300,579 | -2,104,065 | -87.5% | -$1,887.35万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $182.82万 | 0.65% | 595,518 | 0 | 0.0% | — | 不变 |
| — | BOLT BIOTHERAPEUTICS INC | $17.20万 | 0.06% | 42,581 | -51,992 | -55.0% | -$21.00万 | 减仓 |