Enavate Sciences Gp, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Enavate Sciences Gp, LLC reported 7 stock positions worth $345.4 million. Its top holding was Sionna Therapeutics (SION) at 31.6% of the portfolio, followed by Zenas Biopharma (ZBIO, 28.8%) and Immunome (IMNM, 22.2%). Compared with Q1 2026, it reduced 1. The biggest sale was CAMP4 Therapeutics (CAMP, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001953107
- Portfolio Value
- $345.4M (Q2 2026)
- SEC Filing
- 0001953107-26-000012 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $345.4M
| SION Sionna Therapeutics Inc. | 31.56% | 2,478,030 | $109.0M | No change |
| ZBIO Zenas Biopharma Inc. | 28.80% | 3,919,159 | $99.5M | No change |
| IMNM Immunome Inc. | 22.17% | 3,613,799 | $76.6M | No change |
| BBOT Bridgebio Oncology Therapeut | 5.80% | 2,626,946 | $20.0M | No change |
| CMPX Compass Therapeutics Inc. | 4.94% | 7,788,150 | $17.1M | No change |
| UPB Upstream Bio Inc. | 4.93% | 2,459,703 | $17.0M | No change |
| CAMP CAMP4 Therapeutics Corp. | 1.80% | 1,425,541 | $6.2M | Reduce -34.9% |
Portfolio Sells Q1 2026 → Q2 2026
| CAMP CAMP4 Therapeutics Corp. | Reduce -34.9% | 1.80% | −0.94 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $345.4M | SION, ZBIO, IMNM, BBOT, CMPX |
| Q1 2026 | 7 | $351.5M | SION, IMNM, ZBIO, CMPX, BBOT |
| Q4 2025 | 7 | $506.8M | ZBIO, IMNM, SION, UPB, CMPX |
| Q3 2025 | 7 | $327.5M | ZBIO, SION, IMNM, UPB, BBOT |
| Q2 2025 | 6 | $176.5M | IMNM, SION, ZBIO, UPB, CMPX |
| Q1 2025 | 6 | $132.7M | IMNM, ZBIO, SION, CAMP, UPB |
| Q4 2024 | 5 | $139.2M | UPB, IMNM, ZBIO, CAMP, CMPX |