Enavate Sciences Gp, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Enavate Sciences Gp, LLC reported 7 stock positions worth $351.5 million. Its top holding was Sionna Therapeutics (SION) at 28.3% of the portfolio, followed by Immunome (IMNM, 22.5%) and Zenas Biopharma (ZBIO, 21.8%). Compared with Q4 2025, it reduced 2. The biggest sale was CAMP4 Therapeutics (CAMP, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001953107
- Portfolio Value
- $351.5M (Q1 2026)
- SEC Filing
- 0001953107-26-000008 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $351.5M
| SION Sionna Therapeutics Inc. | 28.26% | 2,478,030 | $99.3M | No change |
| IMNM Immunome Inc. | 22.48% | 3,613,799 | $79.0M | Reduce -24.2% |
| ZBIO Zenas Biopharma Inc. | 21.80% | 3,919,159 | $76.6M | No change |
| CMPX Compass Therapeutics Inc. | 11.72% | 7,788,150 | $41.2M | No change |
| BBOT Bridgebio Oncology Therapeut | 6.69% | 2,626,946 | $23.5M | No change |
| UPB Upstream Bio Inc. | 6.30% | 2,459,703 | $22.1M | No change |
| CAMP CAMP4 Therapeutics Corp. | 2.75% | 2,190,920 | $9.7M | Reduce -27.8% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 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 |