Enavate Sciences GP, LLC

Institutional manager·CIK 0001953107
Latest Qtr return
+155.2%
SPY latest qtr
+17.6%
Alpha
+137.6ptsvs SPY
Invested
$351.5M
Holdings
7
Trades YTD
1

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-35%+0%+155%Enavate +153.8%SPY +37.0%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.

EDITORIAL BRIEF · refreshed Jul 2, 2026

Why follow Enavate Sciences GP, LLC right now?

Enavate Sciences GP, LLC reported $352M in 13F-disclosed assets across just 7 positions as of 31 March 2026, a concentration profile that leaves the portfolio highly exposed to single-name binary events. The top three holdings — Sionna Therapeutics (28.3%), Immunome (22.5%), and Zenas BioPharma (21.8%) — account for roughly 72.6% of disclosed value, all in clinical-stage biotechnology. Compass Therapeutics adds a further 11.7%.

Quarterly returns over the trailing four periods show significant variance: +155.2% in Q1 2026 and +143.5% in Q4 2025 against SPY's +17.6% and +17.7% respectively, but -6.3% in Q2 2025 when SPY returned +6.1%. Past performance is not indicative of future results.

Generated from public SEC filings. Not investment advice.…

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Top holdings · current snapshot

Source: 13F-HR
See all 7 holdings · Pro →

Recent trades · Last 90 days

STAKE
SC 13D
Sep 23SEC_13DG
See full trade history →

Convergence · Enavate Sciences GP, LLC

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:47 UTC.