Enavate Sciences Gp, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Enavate Sciences Gp, LLC reported 7 stock positions worth $506.8 million. Its top holding was Zenas Biopharma (ZBIO) at 28.1% of the portfolio, followed by Immunome (IMNM, 20.2%) and Sionna Therapeutics (SION, 20.1%). Compared with Q3 2025, it added to 1 and reduced 1. The biggest buy was Zenas Biopharma (ZBIO, shares +4%) and the biggest sale CAMP4 Therapeutics (CAMP, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001953107
- Portfolio Value
- $506.8M (Q4 2025)
- SEC Filing
- 0001953107-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 7 stocks · $506.8M
| ZBIO Zenas Biopharma Inc. | 28.08% | 3,919,159 | $142.3M | Add +4.2% |
| IMNM Immunome Inc. | 20.21% | 4,768,583 | $102.4M | No change |
| SION Sionna Therapeutics Inc. | 20.12% | 2,478,030 | $101.9M | No change |
| UPB Upstream Bio Inc. | 13.18% | 2,459,703 | $66.8M | No change |
| CMPX Compass Therapeutics Inc. | 8.25% | 7,788,150 | $41.8M | No change |
| BBOT Bridgebio Oncology Therapeut | 6.49% | 2,626,946 | $32.9M | No change |
| CAMP CAMP4 Therapeutics Corp. | 3.67% | 3,035,825 | $18.6M | Reduce -19.8% |
Portfolio Sells Q3 2025 → Q4 2025
| CAMP CAMP4 Therapeutics Corp. | Reduce -19.8% | 3.67% | +0.20 |
Portfolio Buys Q3 2025 → Q4 2025
| ZBIO Zenas Biopharma Inc. | Add +4.2% | 28.08% | +2.59 |
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 |