2026 Q1 Portfolio Activity
In 2026 Q1, Enavate Sciences GP, LLC maintained a portfolio of 7 distinct positions. The fund also reduced its exposure to CAMP4 THERAPEUTICS CORP by 27.8%.
Position History
hover any row below to update
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Enavate Sciences GP, LLC
AUM $352M
Total Positions
7
Quarter
2026 Q1
Top Holding
SION (28.3%)
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 Q1
| 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 | 28.26% | 20.12% |
#1
2
Prev: #3
|
7.0 | no change | no change |
P
S
|
2,478,030 | $99,344,223 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IMNM
IMMUNOME INC
|
Healthcare | 22.48% | 20.21% |
#2
Prev: #2
|
5.5 | -1,154,784 | -24.2% |
P
S
|
3,613,799 | $79,033,784 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZBIO
ZENAS BIOPHARMA...
|
Healthcare | 21.80% | 28.08% |
#3
2
Prev: #1
|
6.0 | no change | no change |
P
S
|
3,919,159 | $76,619,558 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMPX
COMPASS THERAPE...
|
Healthcare | 11.72% | 8.25% |
#4
1
Prev: #5
|
5.5 | no change | no change |
P
S
|
7,788,150 | $41,199,314 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBOT
BRIDGEBIO ONCOL...
|
Healthcare | 6.69% | 6.49% |
#5
1
Prev: #6
|
4.2 | no change | no change |
P
S
|
2,626,946 | $23,511,167 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UPB
UPSTREAM BIO IN...
|
Healthcare | 6.30% | 13.18% |
#6
2
Prev: #4
|
3.5 | no change | no change |
P
S
|
2,459,703 | $22,137,327 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAMP
CAMP4 THERAPEUT...
|
Healthcare | 2.75% | 3.67% |
#7
Prev: #7
|
1.1 | -844,905 | -27.8% |
P
S
|
2,190,920 | $9,661,957 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-7 of 7 holdings