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Sofinnova Investments, Inc.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,934,262,135
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Natera Inc · COM · 632307104 · shares: $420,823,506
- Vera Therapeutics Inc · CL A · 92337R101 · shares: $119,889,982
- Genmab A/S · SPONSORED ADS · 372303206 · shares: $111,122,056
- Jazz Pharmaceuticals PLC · SHS USD · G50871105 · shares: $88,036,221
- Rapport Therapeutics Inc · COM · 75383L102 · shares: $79,356,681
- Seaport Therapeutics Inc · COM · 81221K108 · shares: $77,428,998
- Arrivent BioPharma Inc · COM · 04272N102 · shares: $58,945,164
- Ultragenyx Pharmaceutical In · COM · 90400D108 · shares: $57,347,492
- BioAge Labs Inc · COM · 09077V100 · shares: $56,220,744
- Bristol-Myers Squibb Co · COM · 110122108 · shares: $50,531,011
Reported holdings
57 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Natera Inc | COM | 632307104 | — | 1,550,280 shares | $420,823,506 |
| Vera Therapeutics Inc | CL A | 92337R101 | — | 2,793,987 shares | $119,889,982 |
| Genmab A/S | SPONSORED ADS | 372303206 | — | 4,045,215 shares | $111,122,056 |
| Jazz Pharmaceuticals PLC | SHS USD | G50871105 | — | 365,341 shares | $88,036,221 |
| Rapport Therapeutics Inc | COM | 75383L102 | — | 1,904,408 shares | $79,356,681 |
| Seaport Therapeutics Inc | COM | 81221K108 | — | 3,564,871 shares | $77,428,998 |
| Arrivent BioPharma Inc | COM | 04272N102 | — | 1,696,752 shares | $58,945,164 |
| Ultragenyx Pharmaceutical In | COM | 90400D108 | — | 1,717,505 shares | $57,347,492 |
| BioAge Labs Inc | COM | 09077V100 | — | 2,293,788 shares | $56,220,744 |
| Bristol-Myers Squibb Co | COM | 110122108 | — | 876,970 shares | $50,531,011 |
| Supernus Pharmaceuticals | COM | 868459108 | — | 1,036,328 shares | $48,199,615 |
| Rhythm Pharmaceuticals Inc | COM | 76243J105 | — | 408,027 shares | $45,303,238 |
| Gilead Sciences Inc | COM | 375558103 | — | 343,100 shares | $43,347,254 |
| United Therapeutics Corp Del | COM | 91307C102 | — | 76,489 shares | $41,444,035 |
| Cogent Biosciences Inc | COM | 19240Q201 | — | 1,035,148 shares | $40,060,228 |
| Axsome Therapeutics Inc. | COM | 05464T104 | — | 160,429 shares | $39,268,206 |
| Immatics N.V | SHS | N44445109 | — | 3,669,346 shares | $37,170,475 |
| Dyne Therapeutics Inc | COM | 26818M108 | — | 1,658,384 shares | $36,832,709 |
| Immunome Inc | COM | 45257U108 | — | 1,720,316 shares | $36,453,496 |
| IDEAYA Biosciences Inc | COM | 45166A102 | — | 925,119 shares | $34,479,185 |
| Anaptysbio Inc | COM | 032724106 | — | 493,536 shares | $33,313,680 |
| Nektar Therapeutics | COM NEW | 640268306 | — | 471,763 shares | $32,933,775 |
| Pharvaris N V | COM | N69605108 | — | 881,299 shares | $30,475,319 |
| Arcus Biosciences Inc | COM | 03969F109 | — | 945,690 shares | $29,155,623 |
| Inhibrx Biosciences Inc | COM | 45720N103 | — | 303,103 shares | $28,719,009 |
| BioMarin Pharmaceutical Inc | COM | 09061G101 | — | 358,568 shares | $20,517,261 |
| Veradermics Inc | COMMON STOCK | 922967104 | — | 148,993 shares | $18,317,199 |
| Alcon AG | ORD SHS | H01301128 | — | 255,824 shares | $17,165,790 |
| Insmed Inc | COM PAR $.01 | 457669307 | — | 158,398 shares | $16,888,395 |
| Ultragenyx Pharmaceutical In | COM | 90400D108 | CALL | 500,000 shares | $16,695,000 |
| Intuitive Surgical Inc | COM NEW | 46120E602 | CALL | 40,000 shares | $15,907,200 |
| Globus Med Inc | CL A | 379577208 | CALL | 200,000 shares | $15,802,000 |
| Edgewise Therapeutics Inc | COM | 28036F105 | — | 380,923 shares | $15,476,901 |
| Exelixis Inc | COM | 30161Q104 | PUT | 254,200 shares | $13,831,022 |
| Nurix Therapeutics Inc | COM | 67080M103 | — | 524,098 shares | $12,714,617 |
| Design Therapeutics Inc | COM | 25056L103 | — | 865,135 shares | $12,518,503 |
| Definium Therapeutics Inc | COM SHS | 24477V105 | — | 255,903 shares | $12,037,677 |
| First Tracks Biotherapeutics | ORD SHS | 337185102 | — | 565,199 shares | $11,371,804 |
| Abbott Laboratories | COM | 002824100 | — | 122,998 shares | $11,160,839 |
| Disc Medicine Inc | COM | 254604101 | — | 146,239 shares | $10,695,920 |
| Tenax Therapeutics Inc | COM NEW | 88032L605 | — | 500,039 shares | $7,275,567 |
| Sionna Therapeutics Inc | COM | 829401108 | — | 144,432 shares | $6,353,564 |
| Absci Corporation | COM | 00091E109 | — | 337,400 shares | $3,910,466 |
| Mirum Pharmaceuticals Inc | COM | 604749101 | — | 27,591 shares | $3,230,078 |
| Jade Biosciences Inc | COM | 008064206 | — | 107,391 shares | $2,386,228 |
| Savara Inc | COM | 805111101 | — | 364,763 shares | $2,246,940 |
| Praxis Precision Medicines I | COM NEW | 74006W207 | — | 6,440 shares | $2,156,048 |
| Septerna Inc | COM | 81734D104 | — | 47,506 shares | $1,590,976 |
| Onkure Therapeutics Inc | COM CL A | 68277Q105 | — | 321,692 shares | $1,466,916 |
| Sagimet Biosciences Inc | COM SER A | 786700104 | — | 166,667 shares | $1,288,336 |
| Wave Life Sciences Ltd | SHS | Y95308105 | — | 189,253 shares | $1,099,560 |
| Aktis Oncology Inc | COM | 01021M104 | — | 32,436 shares | $1,045,412 |
| Tyra Biosciences Inc | COM | 90240B106 | — | 32,267 shares | $1,030,608 |
| Bolt Biotherapeutics Inc | COM | 097702203 | — | 137,721 shares | $530,226 |
| Nextcure Inc | COM | 65343E207 | — | 222,654 shares | $356,246 |
| ImageneBio Inc | COM | 45175G207 | — | 31,884 shares | $188,116 |
| Heartflow Inc | COM | 42238D107 | — | 5,079 shares | $149,018 |