Q2 2026 13F · SEC CIK 1953107
Enavate Sciences Gp, LLC
Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $345.4M
- Reported positions
- 7
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.6 yrs
Enavate Sciences Gp, LLC is an investment manager that reported 7 positions worth $345.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Sionna Therapeutics Inc (31.6%), Zenas Biopharma Inc (ZBIO, 28.8%), Immunome Inc (IMNM, 22.2%).
Enavate Sciences Gp, LLC holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| 829401108Sionna Therapeutics Inc | 31.6% | +0.0% | $109.0M |
| ZBIOZenas Biopharma Inc | 28.8% | +0.0% | $99.5M |
| IMNMImmunome Inc | 22.2% | +0.0% | $76.6M |
| BBOTBridgebio Oncology Therapeut | 5.8% | +0.0% | $20.0M |
| CMPXCompass Therapeutics Inc | 4.9% | +0.0% | $17.1M |
| UPBUpstream Bio Inc | 4.9% | +0.0% | $17.0M |
| CAMPCAMP4 Therapeutics Corporation | 1.8% | -34.9% | $6.2M |
What Enavate Sciences Gp, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- CAMP CAMP4 Therapeutics Corporation-34.9% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +8.2% /yr
- S&P 500 +17.4%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $345.4M | 7 |
| Q1 2026 | $351.5M | 7 |
| Q4 2025 | $506.8M | 7 |
| Q3 2025 | $327.5M | 7 |
| Q2 2025 | $176.5M | 6 |
| Q1 2025 | $132.7M | 6 |
| Q4 2024 | $139.2M | 5 |
Questions about Enavate Sciences Gp, LLC's portfolio
What stocks does Enavate Sciences Gp, LLC own?
Enavate Sciences Gp, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 7 positions worth $345.4M. The largest are Sionna Therapeutics Inc at 31.6%, Zenas Biopharma Inc (ZBIO) at 28.8%, Immunome Inc (IMNM) at 22.2%, Bridgebio Oncology Therapeut (BBOT) at 5.8% and Compass Therapeutics Inc (CMPX) at 4.9%.
What did Enavate Sciences Gp, LLC buy last quarter?
Enavate Sciences Gp, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Enavate Sciences Gp, LLC sell last quarter?
In Q2 2026, Enavate Sciences Gp, LLC CAMP4 Therapeutics Corporation (CAMP) (-34.9% shares), compared with its Q1 2026 filing.
When is Enavate Sciences Gp, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Enavate Sciences Gp, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.