Enavate Sciences GP, LLC

CIK 0001953107 · Q2 2026

13F Equity AUM

$345.4M

-1.7% QoQ

Positions

0 QoQ

AUM Rank

#4,640

Top 53%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 93.3%Top 10: 100.0%Top 20: 100.0%

SION31.6%

ZBIO28.8%

IMNM22.2%

BBOT5.8%

CMPX4.9%

UPB4.9%

CAMP1.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 5.80%Avg: 14.29%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(1.8%)

3–5%

2(9.9%)

5%+

4(88.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 7vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased1Exited0

Decreased

CAMP1.8%

-765,379(-35%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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