AI Portfolio Summary
In 2025 Q4, Enavate Sciences GP, LLC maintained a portfolio of 7 distinct positions. They heavily accumulated shares in ZENAS BIOPHARMA INC, increasing their position by 4.2%. The fund also reduced its exposure to CAMP4 THERAPEUTICS C by 19.8%.
Total Positions
7
Quarter
2025 Q4
Top Holding
ZBIO (28.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-7 of 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ZBIO
ZENAS BIOPHARMA...
|
Unknown | 28.08% | 25.49% |
#1
Prev: #1
|
10.0 | 157,800 | 4.2% |
P
S
|
3,919,159 | $142,304,663 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IMNM
IMMUNOME INC
|
Unknown | 20.21% | 17.05% |
#2
1
Prev: #3
|
8.1 | no change | no change |
P
S
|
4,768,583 | $102,429,163 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SION
SIONNA THERAPEU...
|
Unknown | 20.12% | 22.25% |
#3
1
Prev: #2
|
8.0 | no change | no change |
P
S
|
2,478,030 | $101,946,154 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UPB
UPSTREAM BIO IN...
|
Unknown | 13.18% | 14.13% |
#4
Prev: #4
|
5.3 | no change | no change |
P
S
|
2,459,703 | $66,780,936 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMPX
COMPASS THERAPE...
|
Unknown | 8.25% | 8.32% |
#5
1
Prev: #6
|
3.3 | no change | no change |
P
S
|
7,788,150 | $41,822,366 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BBOT
BRIDGEBIO ONCOL...
|
Unknown | 6.49% | 9.29% |
#6
1
Prev: #5
|
2.6 | no change | no change |
P
S
|
2,626,946 | $32,889,364 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAMP
CAMP4 THERAPEUT...
|
Unknown | 3.67% | 3.47% |
#7
Prev: #7
|
1.5 | -749,977 | -19.8% |
P
S
|
3,035,825 | $18,609,607 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-7 of 7 holdings