Enavate Sciences Gp, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Enavate Sciences Gp, LLC reported 6 stock positions worth $132.7 million. Its top holding was Immunome (IMNM) at 24.2% of the portfolio, followed by Zenas Biopharma (ZBIO, 22.4%) and Sionna Therapeutics (SION, 19.5%). Compared with Q4 2024, it opened 1 new position and added to 1. The biggest buy was a new position in Sionna Therapeutics (SION).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001953107
- Portfolio Value
- $132.7M (Q1 2025)
- SEC Filing
- 0001415889-25-013132 ↗ filed May 15, 2025
Holdings Value
Holdings 6 stocks · $132.7M
| IMNM Immunome Inc. | 24.18% | 4,768,583 | $32.1M | Add +37.1% |
| ZBIO Zenas Biopharma Inc. | 22.39% | 3,761,359 | $29.7M | No change |
| SION Sionna Therapeutics Inc. | 19.53% | 2,478,030 | $25.9M | New |
| CAMP CAMP4 Therapeutics Corp. | 11.41% | 3,785,802 | $15.1M | No change |
| UPB Upstream Bio Inc. | 11.34% | 2,459,703 | $15.1M | No change |
| CMPX Compass Therapeutics Inc. | 11.15% | 7,788,150 | $14.8M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
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 |