Enavate Sciences GP
New York, NYfiles as ENAVATE SCIENCES GP, LLC
$345m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 10.3% of the portfolio this quarter.
Value
$345m
Stocks
7
Top 10 share
100.0%
Turnover
10.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Camp4 TherapeuticsCAMP1.8% of the fund-35%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Sionna TherapeuticsSION | 31.6% | $109m | 2,478,030 | Held |
| Zenas BioPharmaZBIO | 28.8% | $99m | 3,919,159 | Held |
| ImmunomeIMNM | 22.2% | $77m | 3,613,799 | Held |
| BridgeBio Oncology TherapeuticsBBOT | 5.8% | $20m | 2,626,946 | Held |
| Compass TherapeuticsCMPX | 4.9% | $17m | 7,788,150 | Held |
| Upstream BioUPB | 4.9% | $17m | 2,459,703 | Held |
| Camp4 TherapeuticsCAMP | 1.8% | $6m | 1,425,541 | -35% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 95.6% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.