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ENAVATE SCIENCES GP, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$507M
+54.7%
Holdings
7
New Purchases
0
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IMNM 20.21% 17.05% +3.16% $102M
ZBIO 28.08% 25.49% +2.59% $142M
CAMP 3.67% 3.47% +0.20% $19M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BBOT 6.49% 9.29% -2.80% $33M
SION 20.12% 22.25% -2.14% $102M
UPB 13.18% 14.13% -0.95% $67M
CMPX 8.25% 8.32% -0.07% $42M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $102M 20.2%
Small Cap 4 $344M 67.9%
Micro Cap 2 $60M 11.9%

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 28.08% 3,919,159 $142M $36.31 $59M +157,800 +4.2%
2 IMNM 20.21% 4,768,583 $102M $21.48 $47M
3 SION 20.12% 2,478,030 $102M $41.14 $29M
4 UPB 13.18% 2,459,703 $67M $27.15 $21M
5 CMPX 8.25% 7,788,150 $42M $5.37 $15M
6 BBOT 6.49% 2,626,946 $33M $12.52 $2M
7 CAMP 3.67% 3,035,825 $19M $6.13 $7M -749,977 -19.8%
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