2026 Q2 Portfolio Activity
In 2026 Q2, Enavate Sciences GP, LLC maintained a portfolio of 7 distinct positions. The fund also reduced its exposure to CAMP4 THERAPEUTICS CORP by 34.9%.
Position History
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Enavate Sciences GP, LLC
AUM $345M
Total Positions
7
Quarter
2026 Q2
Top Holding
SION (31.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Enavate Sciences GP, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SION
SIONNA THERAPEU...
|
Healthcare | 31.56% | 28.26% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,478,030 | $109,008,540 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZBIO
ZENAS BIOPHARMA...
|
Healthcare | 28.80% | 21.80% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
3,919,159 | $99,468,255 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMNM
IMMUNOME INC
|
Healthcare | 22.17% | 22.48% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
3,613,799 | $76,576,401 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BBOT
BRIDGEBIO ONCOL...
|
Healthcare | 5.80% | 6.69% |
#4
1
Prev: #5
|
3.8 |
—
|
no change | no change |
P
S
|
2,626,946 | $20,017,329 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 4.94% | 11.72% |
#5
1
Prev: #4
|
3.5 |
—
|
no change | no change |
P
S
|
7,788,150 | $17,056,049 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 4.93% | 6.30% |
#6
Prev: #6
|
3.0 |
—
|
no change | no change |
P
S
|
2,459,703 | $17,021,145 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAMP
CAMP4 THERAPEUT...
|
Healthcare | 1.80% | 2.75% |
#7
Prev: #7
|
0.7 |
—
|
-765,379 | -34.9% |
P
S
|
1,425,541 | $6,229,614 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-7 of 7 holdings