ENAVATE SCIENCES GP, LLC

CIK

1953107

Location

New York, NY

Portfolio Value

Small $351,507,327

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,158 / 8,604 ▼ 508 · as of Mar 2026

Top Industry

Biotechnology 100.0%

3Y Alpha vs SPY

+64.1%

Period ended 3 months ago

Filed May 15, 2026 · 54d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+131.8%

SPY

+24.4%

Annualised alpha

+65.9%

Max drawdown

−42.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.3%

+0.2 pts

Top 5

91.0%

+1.1 pts

Top 10

100.0%

0.0 pts

HHI

2,009

Moderately concentrated+110

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$351,507,327	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
IMNM	Immunome Inc.	−1,154,784	3,613,799	$79,033,784
CAMP	Camp4 Therapeutics Corp	−844,905	2,190,920	$9,661,957
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $351,507,327 total · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SION	Sionna Therapeutics, Inc. Healthcare	Held	2,478,030	0	$99,344,222	−2.6%	28.26%
IMNM	Immunome Inc. Healthcare	Reduced	3,613,799	-1,154,784	$79,033,784	−22.8%	22.48%
ZBIO	Zenas BioPharma, Inc. Healthcare	Held	3,919,159	0	$76,619,558	−46.2%	21.80%
CMPX	Compass Therapeutics, Inc. Healthcare	Held	7,788,150	0	$41,199,313	−1.5%	11.72%
BBOT	BridgeBio Oncology Therapeutics, Inc. Healthcare	Held	2,626,946	0	$23,511,166	−28.5%	6.69%
UPB	Upstream Bio, Inc. Healthcare	Held	2,459,703	0	$22,137,327	−66.9%	6.30%
CAMP	Camp4 Therapeutics Corp Healthcare	Reduced	2,190,920	-844,905	$9,661,957	−48.1%	2.75%