Sofinnova Investments as of June 30, 2024
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 75 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco QQQ TR Unit Ser 1 Put Option (QQQ) | 10.0 | $192M | 400k | 479.11 | |
| Natera (NTRA) | 8.7 | $168M | 1.6M | 108.29 | |
| Edwards Lifesciences (EW) | 5.9 | $113M | 1.2M | 92.37 | |
| Vera Therapeutics Cl A (VERA) | 5.3 | $101M | 2.8M | 36.18 | |
| Ascendis Pharma A/S Sponsored Adr (ASND) | 5.2 | $100M | 734k | 136.38 | |
| Novo-Nordisk A S Adr (NVO) | 4.8 | $93M | 650k | 142.74 | |
| Stryker Corporation (SYK) | 3.4 | $66M | 193k | 340.25 | |
| AstraZeneca Sponsored Adr (AZN) | 3.2 | $63M | 801k | 77.99 | |
| Intuitive Surgical (ISRG) | 3.2 | $61M | 137k | 444.85 | |
| Dyne Therapeutics (DYN) | 3.0 | $57M | 1.6M | 35.29 | |
| Align Technology (ALGN) | 2.7 | $53M | 219k | 241.43 | |
| Alnylam Pharmaceuticals (ALNY) | 2.5 | $48M | 198k | 243.00 | |
| Rapport Therapeutics (RAPP) | 2.4 | $45M | 2.0M | 23.26 | |
| Syndax Pharmaceuticals (SNDX) | 2.3 | $44M | 2.2M | 20.53 | |
| Elanco Animal Health (ELAN) | 2.1 | $41M | 2.9M | 14.43 | |
| Abbott Laboratories Call Option (ABT) | 2.1 | $41M | 390k | 103.91 | |
| Ideaya Biosciences (IDYA) | 2.1 | $40M | 1.2M | 35.11 | |
| Tg Therapeutics (TGTX) | 1.7 | $33M | 1.9M | 17.79 | |
| Arrivent Biopharma (AVBP) | 1.6 | $32M | 1.7M | 18.55 | |
| IDEXX Laboratories (IDXX) | 1.6 | $31M | 64k | 487.20 | |
| Sarepta Therapeutics (SRPT) | 1.6 | $31M | 196k | 158.00 | |
| Y Mabs Therapeutics | 1.4 | $27M | 2.2M | 12.08 | |
| Axsome Therapeutics (AXSM) | 1.3 | $25M | 310k | 80.50 | |
| Cogent Biosciences (COGT) | 1.2 | $23M | 2.8M | 8.43 | |
| Spdr Ser Tr S&p Biotech Put Option (XBI) | 1.2 | $23M | 250k | 92.71 | |
| Soleno Therapeutics (SLNO) | 1.2 | $23M | 554k | 40.80 | |
| Savara (SVRA) | 1.2 | $22M | 5.5M | 4.03 | |
| Celldex Therapeutics (CLDX) | 1.1 | $20M | 548k | 37.01 | |
| Roivant Sciences SHS (ROIV) | 1.0 | $20M | 1.9M | 10.57 | |
| Establishment Labs Holdings Ord (ESTA) | 1.0 | $20M | 429k | 45.44 | |
| Inozyme Pharma (INZY) | 1.0 | $19M | 4.3M | 4.46 | |
| Revolution Medicines (RVMD) | 0.9 | $18M | 455k | 38.81 | |
| Kura Oncology (KURA) | 0.9 | $17M | 825k | 20.59 | |
| Insmed Com Par $.01 (INSM) | 0.8 | $15M | 228k | 67.00 | |
| Boston Scientific Corporation (BSX) | 0.7 | $13M | 171k | 77.01 | |
| Madrigal Pharmaceuticals (MDGL) | 0.6 | $12M | 44k | 280.16 | |
| Insulet Corporation (PODD) | 0.6 | $12M | 61k | 201.80 | |
| Pharvaris N V (PHVS) | 0.6 | $11M | 602k | 18.80 | |
| Axonics Modulation Technolog (AXNX) | 0.5 | $10M | 151k | 67.23 | |
| Immatics SHS (IMTX) | 0.5 | $9.3M | 797k | 11.62 | |
| Cabaletta Bio (CABA) | 0.5 | $9.1M | 1.2M | 7.48 | |
| Pepgen (PEPG) | 0.5 | $9.0M | 561k | 15.96 | |
| Edgewise Therapeutics (EWTX) | 0.4 | $8.6M | 476k | 18.01 | |
| Immunome (IMNM) | 0.4 | $7.9M | 656k | 12.10 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $7.7M | 182k | 42.25 | |
| Inari Medical Ord | 0.4 | $7.5M | 156k | 48.15 | |
| Dex (DXCM) | 0.4 | $7.0M | 62k | 113.38 | |
| Inhibrx Biosciences (INBX) | 0.3 | $6.6M | 463k | 14.17 | |
| Achieve Life Sciences (ACHV) | 0.3 | $6.5M | 1.4M | 4.70 | |
| Waters Corporation (WAT) | 0.3 | $6.3M | 22k | 290.12 | |
| Aerovate Therapeutics (AVTE) | 0.3 | $6.2M | 3.8M | 1.66 | |
| 4d Molecular Therapeutics In (FDMT) | 0.3 | $5.7M | 271k | 20.99 | |
| Marinus Pharmaceuticals | 0.3 | $5.0M | 4.3M | 1.17 | |
| Nextcure (NXTC) | 0.2 | $4.2M | 2.7M | 1.59 | |
| Erasca (ERAS) | 0.2 | $4.0M | 1.7M | 2.36 | |
| Phibro Animal Health Corp Cl A Com (PAHC) | 0.2 | $4.0M | 237k | 16.77 | |
| Baxter International (BAX) | 0.2 | $3.9M | 118k | 33.45 | |
| Avantor (AVTR) | 0.2 | $3.0M | 141k | 21.20 | |
| Teleflex Incorporated (TFX) | 0.1 | $2.9M | 14k | 210.33 | |
| Masimo Corporation (MASI) | 0.1 | $2.5M | 20k | 125.94 | |
| Bolt Biotherapeutics | 0.1 | $2.1M | 2.8M | 0.75 | |
| Inspire Med Sys (INSP) | 0.1 | $1.3M | 10k | 133.83 | |
| Disc Medicine (IRON) | 0.1 | $1.3M | 29k | 45.07 | |
| Perspective Therapeutics (CATX) | 0.1 | $1.3M | 132k | 9.97 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.2M | 11k | 108.53 | |
| Amylyx Pharmaceuticals Put Option (AMLX) | 0.1 | $1.1M | 600k | 1.90 | |
| LivaNova SHS (LIVN) | 0.1 | $1.1M | 21k | 54.82 | |
| Immatics W Exp 07/01/2025 (IMTXW) | 0.0 | $933k | 349k | 2.67 | |
| Avidity Biosciences Ord (RNA) | 0.0 | $875k | 21k | 40.85 | |
| Ikena Oncology (IKNA) | 0.0 | $631k | 383k | 1.65 | |
| Astria Therapeutics (ATXS) | 0.0 | $552k | 61k | 9.10 | |
| Pds Biotechnology Ord (PDSB) | 0.0 | $418k | 143k | 2.93 | |
| Pulmonx Corp (LUNG) | 0.0 | $382k | 60k | 6.34 | |
| Kyverna Therapeutics (KYTX) | 0.0 | $359k | 48k | 7.50 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.0 | $350k | 8.9k | 39.27 |