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ENAVATE SCIENCES GP, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$328M
+85.5%
Holdings
7
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BBOT 9.29% 0.00% +9.29% $30M
ZBIO 25.49% 20.65% +4.85% $84M
CAMP 3.47% 3.11% +0.36% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IMNM 17.05% 25.12% -8.07% $56M
CMPX 8.32% 11.47% -3.15% $27M
SION 22.25% 24.35% -2.10% $73M
UPB 14.13% 15.30% -1.17% $46M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $56M 17.0%
Small Cap 4 $233M 71.2%
Micro Cap 2 $39M 11.8%

Portfolio Analytics

Avg Market Cap
$900M
Median Market Cap
$685M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.72
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ZBIO 25.49% 3,761,359 $84M $22.20 $47M
2 SION 22.25% 2,478,030 $73M $29.41 $30M
3 IMNM 17.05% 4,768,583 $56M $11.71 $11M
4 UPB 14.13% 2,459,703 $46M $18.81 $19M
5 BBOT 9.29% 2,626,946 $30M $11.58 +2,626,946 NEW
6 CMPX 8.32% 7,788,150 $27M $3.50 $7M
7 CAMP 3.47% 3,785,802 $11M $3.00 $6M

New Positions

SymbolValue% Port
BBOT $30M 9.29%
View SEC EDGAR Filings for ENAVATE SCIENCES GP, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms