Enavate Sciences Gp, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Enavate Sciences Gp, LLC reported 7 stock positions worth $327.5 million. Its top holding was Zenas Biopharma (ZBIO) at 25.5% of the portfolio, followed by Sionna Therapeutics (SION, 22.3%) and Immunome (IMNM, 17.0%). Compared with Q2 2025, it opened 1 new position. The biggest buy was a new position in Bridgebio Oncology Therapeut (BBOT).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001953107
- Portfolio Value
- $327.5M (Q3 2025)
- SEC Filing
- 0001953107-25-000014 ↗ filed Nov 14, 2025
Holdings Value
Holdings 7 stocks · $327.5M
| ZBIO Zenas Biopharma Inc. | 25.50% | 3,761,359 | $83.5M | No change |
| SION Sionna Therapeutics Inc. | 22.25% | 2,478,030 | $72.9M | No change |
| IMNM Immunome Inc. | 17.05% | 4,768,583 | $55.8M | No change |
| UPB Upstream Bio Inc. | 14.13% | 2,459,703 | $46.3M | No change |
| BBOT Bridgebio Oncology Therapeut | 9.29% | 2,626,946 | $30.4M | New |
| CMPX Compass Therapeutics Inc. | 8.32% | 7,788,150 | $27.3M | No change |
| CAMP CAMP4 Therapeutics Corp. | 3.47% | 3,785,802 | $11.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| BBOT Bridgebio Oncology Therapeut | New | 9.29% | +9.29 |
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 |