Enavate Sciences Gp, LLC

Quality / disciplined sizingConcentrated strategy

Total reported value

$351.5M

Reporting period: 2026-03-31 · Number of holdings: 7

ENAVATE SCIENCES GP, LLC disclosed 7 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $351.5M and a quarterly turnover rate of 36.2%.

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Personality snowflake

Concentration: 80.35
Portfolio Stability: 36.18
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 14
Sizing Uniformity: 93.12

Recent moves

Add SION
0.0%　-$2.6M
Trim UPB
0.0%　-$44.6M
Trim ZBIO
0.0%　-$65.7M
Add CMPX
0.0%　-$623.1K
Add IMNM
-24.2%　-$23.4M
Trim CAMP
-27.8%　-$8.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SION	Sionna Therapeutics INC	Stock-Other	28.26%	+8.14%	—
2	IMNM	Immunome INC	Stock-Other	22.48%	+2.27%	-24.22%
3	ZBIO	Zenas Biopharma INC	Stock-Other	21.80%	-6.28%	—
4	CMPX	Compass Therapeutics INC	Stock-Other	11.72%	+3.47%	—
5	BBOT	Bridgebio Oncology Therapeut	Stock-Other	6.69%	+0.20%	—
6	UPB	Upstream Bio INC	Stock-Other	6.30%	-6.88%	—
7	CAMP	Camp4 Therapeutics CORP	Stock-Other	2.75%	-0.92%	-27.83%

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	7	$351.5M	36	1SION 2IMNM 3ZBIO Top holdings2026-03-31 1.SION 2.IMNM 3.ZBIO 4.CMPX 5.BBOT 6.UPB 7.CAMP
2025-12-31	7	$506.8M	43	1ZBIO 2IMNM 3SION Top holdings2025-12-31 1.ZBIO 2.IMNM 3.SION 4.UPB 5.CMPX 6.BBOT 7.CAMP
2025-09-30	7	$327.5M	80	1ZBIO 2SION 3IMNM Top holdings2025-09-30 1.ZBIO 2.SION 3.IMNM 4.UPB 5.BBOT 6.CMPX 7.CAMP
2025-06-30	6	$176.5M	0	1IMNM 2SION 3ZBIO Top holdings2025-06-30 1.IMNM 2.SION 3.ZBIO 4.UPB 5.CMPX 6.CAMP
2025-03-31	6	$132.7M	0	1IMNM 2ZBIO 3SION Top holdings2025-03-31 1.IMNM 2.ZBIO 3.SION 4.CAMP 5.UPB 6.CMPX
2024-12-31	5	$139.2M	0	1UPB 2IMNM 3ZBIO Top holdings2024-12-31 1.UPB 2.IMNM 3.ZBIO 4.CAMP 5.CMPX

Holding changes this quarter

Enavate Sciences Gp, LLC's most significant position changes for 2026-03-31: Trim: Immunome INC (IMNM) — shares -24.22%; Trim: Camp4 Therapeutics CORP (CAMP) — shares -27.83%.

Position changes disclosed by Enavate Sciences Gp, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SION	Sionna Therapeutics INC	+8.1%	—	Unchanged
2	CMPX	Compass Therapeutics INC	+3.5%	—	Unchanged
3	IMNM	Immunome INC	+2.3%	-24.22%	Trim
4	BBOT	Bridgebio Oncology Therapeut	+0.2%	—	Unchanged
5	CAMP	Camp4 Therapeutics CORP	-0.9%	-27.83%	Trim
6	ZBIO	Zenas Biopharma INC	-6.3%	—	Unchanged
7	UPB	Upstream Bio INC	-6.9%	—	Unchanged

FAQ

What is Enavate Sciences Gp, LLC and what type of investor is it?

Enavate Sciences Gp, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $351.5M, spread across 7 disclosed positions.

What are Enavate Sciences Gp, LLC's largest equity positions?

Based on the latest 13F filing, Enavate Sciences Gp, LLC's top holdings by market value are: 1. Sionna Therapeutics INC (SION) — $99.3M (28.3%) 2. Immunome INC (IMNM) — $79.0M (22.5%) 3. Zenas Biopharma INC (ZBIO) — $76.6M (21.8%) 4. Compass Therapeutics INC (CMPX) — $41.2M (11.7%) 5. Bridgebio Oncology Therapeut (BBOT) — $23.5M (6.7%)

What changes did Enavate Sciences Gp, LLC make in its most recent portfolio filing?

In the latest quarter, Enavate Sciences Gp, LLC took a more defensive posture — trimming 2 positions and completely exiting 0 holdings. The largest of these moves: Trim: Immunome INC (IMNM) — shares -24.22%; Trim: Camp4 Therapeutics CORP (CAMP) — shares -27.83%

What sectors does Enavate Sciences Gp, LLC focus on?

Sector breakdown data is not yet available for Enavate Sciences Gp, LLC. Check back after the next 13F processing cycle.