Enavate Sciences Gp, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Enavate Sciences Gp, LLC reported 6 stock positions worth $176.5 million. Its top holding was Immunome (IMNM) at 25.1% of the portfolio, followed by Sionna Therapeutics (SION, 24.4%) and Zenas Biopharma (ZBIO, 20.6%). Its holdings were unchanged from Q1 2025.

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001953107
Portfolio Value
$176.5M (Q2 2025)
SEC Filing
0001415889-25-021852 ↗ filed Aug 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q4 2024: $139.2M Q4 2024 Q1 2025: $132.7M Q1 2025 Q2 2025: $176.5M $176.5M Q2 2025 Q3 2025: $327.5M Q3 2025 Q4 2025: $506.8M Q4 2025 Q1 2026: $351.5M Q1 2026 Q2 2026: $345.4M Q2 2026

Holdings 6 stocks · $176.5M

IMNM Immunome Inc. 25.12% 4,768,583 $44.3M No change
SION Sionna Therapeutics Inc. 24.35% 2,478,030 $43.0M No change
ZBIO Zenas Biopharma Inc. 20.65% 3,761,359 $36.4M No change
UPB Upstream Bio Inc. 15.30% 2,459,703 $27.0M No change
CMPX Compass Therapeutics Inc. 11.47% 7,788,150 $20.2M No change
CAMP CAMP4 Therapeutics Corp. 3.11% 3,785,802 $5.5M No change

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$345.4MSION, ZBIO, IMNM, BBOT, CMPX
Q1 2026 7$351.5MSION, IMNM, ZBIO, CMPX, BBOT
Q4 2025 7$506.8MZBIO, IMNM, SION, UPB, CMPX
Q3 2025 7$327.5MZBIO, SION, IMNM, UPB, BBOT
Q2 2025 6$176.5MIMNM, SION, ZBIO, UPB, CMPX
Q1 2025 6$132.7MIMNM, ZBIO, SION, CAMP, UPB
Q4 2024 5$139.2MUPB, IMNM, ZBIO, CAMP, CMPX