Sofinnova Investments, Inc.
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NATERA INC | NTRA | $420.8M | 1,550,280 | +9.97pp | 31q | HELD | |
| VERA THERAPEUTICS INC | VERA | $119.9M | 2,793,987 | +1.93pp | 21q | HELD | |
| GENMAB A/S | GMAB | $111.1M | 4,045,215 | +4.98pp | 2q | +437.7%+$90.5M | |
| JAZZ PHARMACEUTICALS PLC | JAZZ | $88.0M | 365,341 | +0.25pp | 8q | -38.9%-$56.1M | |
| RAPPORT THERAPEUTICS INC | RAPP | $79.4M | 1,904,408 | +1.84pp | 9q | HELD | |
| SEAPORT THERAPEUTICS INC | SPTX | $77.4M | 3,564,871 | - | new | NEW | |
| ULTRAGENYX PHARMACEUTICAL IN OPT | RARE | $74.0M | 1,717,505 | +1.04pp | 3q | -45.4%-$61.6M | |
| ARRIVENT BIOPHARMA INC | AVBP | $58.9M | 1,696,752 | +1.56pp | 10q | HELD | |
| BIOAGE LABS INC | BIOA | $56.2M | 2,293,788 | +1.38pp | 8q | HELD | |
| BRISTOL-MYERS SQUIBB CO | BMY | $50.5M | 876,970 | -1.97pp | 3q | -55.9%-$64.1M | |
| SUPERNUS PHARMACEUTICALS | SUPN | $48.2M | 1,036,328 | +0.62pp | 6q | +8.6%+$3.8M | |
| RHYTHM PHARMACEUTICALS INC | RYTM | $45.3M | 408,027 | +0.85pp | 8q | -9.3%-$4.7M | |
| GILEAD SCIENCES INC | GILD | $43.3M | 343,100 | - | new | NEW | |
| UNITED THERAPEUTICS CORP DEL | UTHR | $41.4M | 76,489 | -3.27pp | 5q | -52.2%-$45.3M | |
| COGENT BIOSCIENCES INC | COGT | $40.1M | 1,035,148 | -1.02pp | 10q | -51.0%-$41.7M | |
| AXSOME THERAPEUTICS INC | AXSM | $39.3M | 160,429 | -0.62pp | 9q | -24.6%-$12.8M | |
| IMMATICS N.V | IMTX | $37.2M | 3,669,346 | +0.56pp | 24q | +1.1%+$394.0K | |
| DYNE THERAPEUTICS INC | DYN | $36.8M | 1,658,384 | +0.78pp | 13q | +1.5%+$543.9K | |
| IMMUNOME INC | IMNM | $36.5M | 1,720,316 | +0.47pp | 10q | +1.1%+$390.2K | |
| IDEAYA BIOSCIENCES INC | IDYA | $34.5M | 925,119 | +0.35pp | 16q | -18.3%-$7.7M | |
| ANAPTYSBIO INC | ANAB | $33.3M | 493,536 | +1.20pp | 7q | +98.8%+$16.6M | |
| NEKTAR THERAPEUTICS | NKTR | $32.9M | 471,763 | +0.31pp | 4q | -7.4%-$2.6M | |
| PHARVARIS N V | PHVS | $30.5M | 881,299 | +0.70pp | 11q | +7.7%+$2.2M | |
| ARCUS BIOSCIENCES INC | RCUS | $29.2M | 945,690 | +0.75pp | 6q | +2.4%+$696.9K | |
| INHIBRX BIOSCIENCES INC | INBX | $28.7M | 303,103 | +0.45pp | 9q | -25.3%-$9.8M | |
| BIOMARIN PHARMACEUTICAL INC | BMRN | $20.5M | 358,568 | -0.62pp | 3q | -54.1%-$24.2M | |
| VERADERMICS INC | MANE | $18.3M | 148,993 | +0.77pp | 2q | +103.2%+$9.3M | |
| ALCON AG | ALC | $17.2M | 255,824 | -1.20pp | 3q | -65.0%-$31.8M | |
| INSMED INC | INSM | $16.9M | 158,398 | -1.28pp | 10q | -54.2%-$20.0M | |
| INTUITIVE SURGICAL INC OPT | ISRG | $15.9M | options only | - | new | OPTIONS | |
| GLOBUS MED INC OPT | GMED | $15.8M | options only | - | new | OPTIONS | |
| EDGEWISE THERAPEUTICS INC | EWTX | $15.5M | 380,923 | +0.34pp | 9q | -1.4%-$226.5K | |
| EXELIXIS INC OPT | EXEL | $13.8M | options only | +0.31pp | 2q | OPTIONS | |
| NURIX THERAPEUTICS INC | NRIX | $12.7M | 524,098 | - | new | NEW | |
| DESIGN THERAPEUTICS INC | DSGN | $12.5M | 865,135 | - | new | NEW | |
| DEFINIUM THERAPEUTICS INC | DFTX | $12.0M | 255,903 | +0.38pp | 2q | -25.6%-$4.2M | |
| FIRST TRACKS BIOTHERAPEUTICS | TRAX | $11.4M | 565,199 | - | new | NEW | |
| ABBOTT LABORATORIES | ABT | $11.2M | 122,998 | - | new | NEW | |
| DISC MEDICINE INC | IRON | $10.7M | 146,239 | +0.36pp | 10q | +86.7%+$5.0M | |
| TENAX THERAPEUTICS INC | TENX | $7.3M | 500,039 | +0.31pp | 2q | +379.0%+$5.8M | |
| SIONNA THERAPEUTICS INC | SION | $6.4M | 144,432 | - | new | NEW | |
| ABSCI CORPORATION | ABSI | $3.9M | 337,400 | - | new | NEW | |
| MIRUM PHARMACEUTICALS INC | MIRM | $3.2M | 27,591 | +0.07pp | 3q | HELD | |
| JADE BIOSCIENCES INC | JBIO | $2.4M | 107,391 | +0.07pp | 5q | HELD | |
| SAVARA INC | SVRA | $2.2M | 364,763 | +0.04pp | 13q | HELD | |
| PRAXIS PRECISION MEDICINES I | PRAX | $2.2M | 6,440 | -0.67pp | 6q | -89.9%-$19.2M | |
| SEPTERNA INC | SEPN | $1.6M | 47,506 | +0.04pp | 2q | HELD | |
| ONKURE THERAPEUTICS INC | OKUR | $1.5M | 321,692 | +0.05pp | 2q | +127.0%+$820.8K | |
| SAGIMET BIOSCIENCES INC | SGMT | $1.3M | 166,667 | - | new | NEW | |
| WAVE LIFE SCIENCES LTD | WVE | $1.1M | 189,253 | flat | 5q | HELD | |
| AKTIS ONCOLOGY INC | AKTS | $1.0M | 32,436 | - | new | NEW | |
| TYRA BIOSCIENCES INC | TYRA | $1.0M | 32,267 | -0.24pp | 2q | -84.2%-$5.5M | |
| BOLT BIOTHERAPEUTICS INC | BOLT | $530.2K | 137,721 | +0.01pp | 5q | HELD | |
| NEXTCURE INC | NXTC | $356.2K | 222,654 | -0.07pp | 4q | HELD | |
| IMAGENEBIO INC | IMA | $188.1K | 31,884 | flat | 4q | HELD | |
| HEARTFLOW INC | HTFL | $149.0K | 5,079 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $1.4B | 71.1% |
| Healthcare Services | $420.8M | 21.8% |
| Medical Devices | $49.0M | 2.5% |
| Not classified | $88.8M | 4.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.9B | 56 | 13 | 12 | 17 | 26 | 58.8% | 45 |
| Q1 2026 | $2.6B | 69 | 25 | 24 | 11 | 16 | 50.9% | 45 |
| Q4 2025 | $2.3B | 60 | 11 | 23 | 18 | 10 | 54.2% | 44 |
| Q3 2025 | $1.8B | 59 | 11 | 18 | 22 | 10 | 52.0% | 45 |
| Q2 2025 | $1.6B | 58 | 13 | 18 | 17 | 17 | 51.5% | 45 |
| Q1 2025 | $1.5B | 62 | 18 | 19 | 13 | 16 | 54.2% | 45 |
| Q4 2024 | $1.4B | 60 | 17 | 12 | 20 | 15 | 57.8% | 45 |
| Q3 2024 | $1.3B | 58 | 12 | 21 | 14 | 29 | 60.7% | 44 |
| Q2 2024 | $1.9B | 75 | 18 | 31 | 14 | 12 | 52.7% | 40 |
| Q1 2024 | $1.8B | 69 | 30 | 16 | 14 | 21 | 51.4% | 136 |
| Q4 2023 | $1.8B | 60 | 16 | 15 | 15 | 13 | 65.3% | 228 |
| Q3 2023 | $1.6B | 57 | 19 | 16 | 7 | 10 | 54.4% | 45 |
| Q2 2023 | $1.5B | 48 | 13 | 8 | 13 | 16 | 64.8% | 45 |
| Q1 2023 | $1.6B | 51 | 14 | 13 | 12 | 9 | 64.5% | 41 |
| Q4 2022 | $1.7B | 46 | 5 | 18 | 7 | 14 | 67.7% | 45 |
| Q3 2022 | $1.7B | 55 | 11 | 18 | 8 | 12 | 69.0% | 39 |
| Q2 2022 | $1.2B | 56 | 12 | 15 | 12 | 15 | 63.4% | 46 |
| Q1 2022 | $1.3B | 59 | 12 | 12 | 14 | 21 | 63.8% | 46 |
| Q4 2021 | $1.7B | 68 | 18 | 20 | 11 | 20 | 56.7% | 45 |
| Q3 2021 | $1.7B | 70 | 22 | 12 | 19 | 19 | 61.9% | 46 |
| Q2 2021 | $1.7B | 67 | 17 | 16 | 15 | 14 | 59.6% | 47 |
| Q1 2021 | $1.7B | 64 | 17 | 16 | 16 | 19 | 60.0% | 44 |
| Q4 2020 | $1.7B | 66 | 19 | 17 | 12 | 21 | 63.3% | 47 |
| Q3 2020 | $1.3B | 68 | 18 | 13 | 24 | 26 | 64.0% | 44 |
| Q2 2020 | $1.6B | 76 | 29 | 18 | 9 | 17 | 57.6% | 44 |
| Q1 2020 | $1.1B | 64 | 21 | 8 | 12 | 16 | 66.4% | 43 |
| Q4 2019 | $1.4B | 59 | 10 | 14 | 17 | 22 | 66.5% | 45 |
| Q3 2019 | $1.1B | 71 | 21 | 21 | 6 | 19 | 56.1% | 45 |
| Q2 2019 | $1.1B | 69 | 22 | 22 | 5 | 20 | 59.8% | 44 |
| Q1 2019 | $1.0B | 67 | 18 | 8 | 20 | 10 | 62.5% | 45 |
| Q4 2018 | $802.7M | 59 | 0 | 0 | 0 | 0 | 60.8% | 53 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.