Funds · 13F filer · New York, NY

Enavate Sciences Gp, LLC

$345.4M in 7 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+109.9%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2024: $197 against $127 in the S&P 500.2

Enavate Sciences Gp, LLCS&P 500 (SPY)
$70$100$24420242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
SIONSionna Therapeutics Inc$109.0M31.6%
ZBIOZenas Biopharma Inc$99.5M28.8%
IMNMImmunome Inc$76.6M22.2%
BBOTBridgebio Oncology Therapeut$20.0M5.8%
CMPXCompass Therapeutics Inc$17.1M4.9%
UPBUpstream Bio Inc$17.0M4.9%
CAMPCamp4 Therapeutics Corp$6.2M1.8%−34.9%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
SIONSionna Therapeutics IncMarch 31, 2025+320.6%$109.0M
ZBIOZenas Biopharma IncDecember 31, 2024+209.9%$99.5M
IMNMImmunome IncDecember 31, 2024+99.5%$76.6M
CMPXCompass Therapeutics IncDecember 31, 2024+51.0%$17.1M
CAMPCamp4 Therapeutics CorpDecember 31, 2024−16.3%$6.2M
BBOTBridgebio Oncology TherapeutSeptember 30, 2025−34.2%$20.0M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−0.8%+14.8%
March 31, 2026−18.6%−4.6%
December 31, 2025+54.4%+2.4%
September 30, 2025+68.3%+7.8%
June 30, 2025+33.0%+10.5%
March 31, 2025−29.5%−4.6%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1953107
  2. 2
    Filed August 14, 2026 · accession 0001953107-26-000012