Sofinnova Investments, Inc. 13F holdings
Sofinnova Investments, Inc. reported 53 positions with a total reported value of $1.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NTRA Natera Inc (22.5%), VERA Vera Therapeutics Inc (6.4%), GMAB Genmab A/S (5.9%), JAZZ Jazz Pharmaceuticals PLC (4.7%), RAPP Rapport Therapeutics Inc (4.2%). Against 2026-03-31 it opened 11 new positions and exited 19. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Sofinnova Investments, Inc. files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 53 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NTRA Natera Inc | 1,550,280 | $420.8M | 22.5% |
| VERA Vera Therapeutics Inc | 2,793,987 | $119.9M | 6.4% |
| GMAB Genmab A/S | 4,045,215 | $111.1M | 5.9% |
| JAZZ Jazz Pharmaceuticals PLC | 365,341 | $88.0M | 4.7% |
| RAPP Rapport Therapeutics Inc | 1,904,408 | $79.4M | 4.2% |
| SPTX Seaport Therapeutics Inc | 3,564,871 | $77.4M | 4.1% |
| AVBP Arrivent BioPharma Inc | 1,696,752 | $58.9M | 3.1% |
| RARE Ultragenyx Pharmaceutical In | 1,717,505 | $57.3M | 3.1% |
| BIOA BioAge Labs Inc | 2,293,788 | $56.2M | 3.0% |
| BMY Bristol-Myers Squibb Co | 876,970 | $50.5M | 2.7% |
| SUPN Supernus Pharmaceuticals | 1,036,328 | $48.2M | 2.6% |
| RYTM Rhythm Pharmaceuticals Inc | 408,027 | $45.3M | 2.4% |
| GILD Gilead Sciences Inc | 343,100 | $43.3M | 2.3% |
| UTHR United Therapeutics Corp Del | 76,489 | $41.4M | 2.2% |
| COGT Cogent Biosciences Inc | 1,035,148 | $40.1M | 2.1% |
| AXSM Axsome Therapeutics Inc. | 160,429 | $39.3M | 2.1% |
| IMTX Immatics N.V | 3,669,346 | $37.2M | 2.0% |
| DYN Dyne Therapeutics Inc | 1,658,384 | $36.8M | 2.0% |
| IMNM Immunome Inc | 1,720,316 | $36.5M | 1.9% |
| IDYA IDEAYA Biosciences Inc | 925,119 | $34.5M | 1.8% |
| ANAB Anaptysbio Inc | 493,536 | $33.3M | 1.8% |
| NKTR Nektar Therapeutics | 471,763 | $32.9M | 1.8% |
| PHVS Pharvaris N V | 881,299 | $30.5M | 1.6% |
| RCUS Arcus Biosciences Inc | 945,690 | $29.2M | 1.6% |
| INBX Inhibrx Biosciences Inc | 303,103 | $28.7M | 1.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 11 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPTX Seaport Therapeutics Inc | 3,564,871 | $77.4M | 4.1% |
| GILD Gilead Sciences Inc | 343,100 | $43.3M | 2.3% |
| NRIX Nurix Therapeutics Inc | 524,098 | $12.7M | 0.7% |
| DSGN Design Therapeutics Inc | 865,135 | $12.5M | 0.7% |
| TRAX First Tracks Biotherapeutics | 565,199 | $11.4M | 0.6% |
| ABT Abbott Laboratories | 122,998 | $11.2M | 0.6% |
| SION Sionna Therapeutics Inc | 144,432 | $6.4M | 0.3% |
| ABSI Absci Corporation | 337,400 | $3.9M | 0.2% |
| SGMT Sagimet Biosciences Inc | 166,667 | $1.3M | <0.1% |
| AKTS Aktis Oncology Inc | 32,436 | $1.0M | <0.1% |
| HTFL Heartflow Inc | 5,079 | $149.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 19 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AZN AstraZeneca PLC | 456,031 | $89.9M | 4.5% |
| BIIB Biogen Inc | 229,521 | $42.1M | 2.1% |
| CELC Celcuity Inc | 366,175 | $41.8M | 2.1% |
| BBIO BridgeBio Pharma Inc | 409,183 | $30.4M | 1.5% |
| DXCM Dexcom Inc | 393,576 | $24.7M | 1.2% |
| XENE Xenon Pharmaceuticals Inc | 305,216 | $17.7M | 0.9% |
| SYK Stryker Corporation | 44,480 | $14.6M | 0.7% |
| ROIV Roivant Sciences Ltd | 477,995 | $13.2M | 0.7% |
| CMPX Compass Therapeutics Inc | 2,056,161 | $10.9M | 0.5% |
| ORIC Oric Pharmaceuticals Inc | 679,578 | $8.6M | 0.4% |
| TNGX Tango Therapeutics Inc | 395,081 | $8.3M | 0.4% |
| AXGN AxoGen Inc | 210,665 | $7.0M | 0.3% |
| CYTK Cytokinetics Inc | 91,791 | $6.0M | 0.3% |
| HRMY Harmony Biosciences Hldgs Inc | 152,695 | $4.3M | 0.2% |
| PCVX Vaxcyte Inc | 50,600 | $2.9M | 0.1% |
| ESTA Establishment Labs Hldgs Inc | 33,930 | $1.9M | <0.1% |
| ACAD Acadia Pharmaceuticals Inc | 78,551 | $1.7M | <0.1% |
| Soleno Therapeutics Inc | 14,689 | $491.8K | <0.1% |
| ZYME Zymeworks Inc | 1,610 | $40.3K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GMAB Genmab A/S | 752,261 | 4,045,215 | +437.7% | $111.1M |
| ANAB Anaptysbio Inc | 248,253 | 493,536 | +98.8% | $33.3M |
| MANE Veradermics Inc | 73,315 | 148,993 | +103.2% | $18.3M |
| TENX Tenax Therapeutics Inc | 104,400 | 500,039 | +379.0% | $7.3M |
| IRON Disc Medicine Inc | 78,320 | 146,239 | +86.7% | $10.7M |
| SUPN Supernus Pharmaceuticals | 954,309 | 1,036,328 | +8.6% | $48.2M |
| PHVS Pharvaris N V | 818,328 | 881,299 | +7.7% | $30.5M |
| OKUR Onkure Therapeutics Inc | 141,700 | 321,692 | +127.0% | $1.5M |
| RCUS Arcus Biosciences Inc | 923,086 | 945,690 | +2.4% | $29.2M |
| DYN Dyne Therapeutics Inc | 1,633,897 | 1,658,384 | +1.5% | $36.8M |
| IMTX Immatics N.V | 3,630,454 | 3,669,346 | +1.1% | $37.2M |
| IMNM Immunome Inc | 1,701,904 | 1,720,316 | +1.1% | $36.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BMY Bristol-Myers Squibb Co | 1,988,721 | 876,970 | -55.9% | $50.5M |
| JAZZ Jazz Pharmaceuticals PLC | 598,327 | 365,341 | -38.9% | $88.0M |
| RARE Ultragenyx Pharmaceutical In | 3,145,888 | 1,717,505 | -45.4% | $57.3M |
| UTHR United Therapeutics Corp Del | 160,070 | 76,489 | -52.2% | $41.4M |
| COGT Cogent Biosciences Inc | 2,113,551 | 1,035,148 | -51.0% | $40.1M |
| ALC Alcon AG | 729,972 | 255,824 | -65.0% | $17.2M |
| BMRN BioMarin Pharmaceutical Inc | 781,982 | 358,568 | -54.1% | $20.5M |
| INSM Insmed Inc | 346,075 | 158,398 | -54.2% | $16.9M |
| PRAX Praxis Precision Medicines I | 63,680 | 6,440 | -89.9% | $2.2M |
| AXSM Axsome Therapeutics Inc. | 212,747 | 160,429 | -24.6% | $39.3M |
| INBX Inhibrx Biosciences Inc | 406,029 | 303,103 | -25.3% | $28.7M |
| IDYA IDEAYA Biosciences Inc | 1,131,786 | 925,119 | -18.3% | $34.5M |
CIK 1631134 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
