Sofinnova Investments as of March 31, 2025
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 14.3 | $219M | 1.6M | 141.41 | |
| Stryker Corporation (SYK) | 7.3 | $111M | 299k | 372.25 | |
| Invesco QQQ TR Unit Ser 1 Put Option (QQQ) | 5.4 | $82M | 175k | 468.92 | |
| Soleno Therapeutics Put Option (SLNO) | 4.7 | $72M | 1.0M | 71.45 | |
| iShares TR Russell 2000 Etf Put Option (IWM) | 4.6 | $70M | 350k | 199.49 | |
| Vera Therapeutics Cl A (VERA) | 4.4 | $67M | 2.8M | 24.02 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 4.1 | $63M | 510k | 124.15 | |
| Medtronic SHS (MDT) | 3.3 | $51M | 563k | 89.86 | |
| Alnylam Pharmaceuticals (ALNY) | 3.1 | $48M | 176k | 270.02 | |
| Gilead Sciences (GILD) | 3.1 | $47M | 419k | 112.05 | |
| Eli Lilly & Co. (LLY) | 2.8 | $44M | 53k | 825.91 | |
| Ideaya Biosciences (IDYA) | 2.8 | $43M | 2.6M | 16.38 | |
| Arrivent Biopharma (AVBP) | 2.0 | $31M | 1.7M | 18.49 | |
| Ptc Therapeutics I (PTCT) | 1.9 | $30M | 579k | 50.96 | |
| Syndax Pharmaceuticals (SNDX) | 1.8 | $28M | 2.3M | 12.29 | |
| Dex (DXCM) | 1.8 | $27M | 396k | 68.29 | |
| Bridgebio Pharma (BBIO) | 1.7 | $25M | 734k | 34.57 | |
| Replimune Group (REPL) | 1.6 | $24M | 2.5M | 9.75 | |
| Rhythm Pharmaceuticals (RYTM) | 1.5 | $24M | 447k | 52.97 | |
| Insmed Com Par $.01 (INSM) | 1.5 | $23M | 304k | 76.29 | |
| Blueprint Medicines (BPMC) | 1.5 | $23M | 261k | 88.51 | |
| Bristol Myers Squibb (BMY) | 1.5 | $23M | 372k | 60.99 | |
| Incyte Corporation (INCY) | 1.4 | $22M | 358k | 60.55 | |
| Anaptysbio Inc Common (ANAB) | 1.4 | $22M | 1.2M | 18.59 | |
| Sarepta Therapeutics (SRPT) | 1.4 | $21M | 328k | 63.82 | |
| Akero Therapeutics (AKRO) | 1.3 | $21M | 510k | 40.48 | |
| Axsome Therapeutics (AXSM) | 1.3 | $20M | 175k | 116.63 | |
| Rapport Therapeutics (RAPP) | 1.3 | $20M | 2.0M | 10.03 | |
| Supernus Pharmaceuticals (SUPN) | 1.1 | $17M | 521k | 32.75 | |
| Savara (SVRA) | 1.0 | $15M | 5.5M | 2.77 | |
| Edgewise Therapeutics (EWTX) | 1.0 | $15M | 663k | 22.00 | |
| Cogent Biosciences (COGT) | 0.9 | $13M | 2.2M | 5.99 | |
| Roivant Sciences SHS (ROIV) | 0.8 | $13M | 1.3M | 10.09 | |
| Danaher Corporation (DHR) | 0.8 | $12M | 59k | 205.00 | |
| Penumbra (PEN) | 0.7 | $12M | 43k | 267.41 | |
| Avidity Biosciences Ord (RNA) | 0.7 | $11M | 380k | 29.52 | |
| Inhibrx Biosciences (INBX) | 0.6 | $9.8M | 698k | 13.99 | |
| Y Mabs Therapeutics | 0.6 | $9.7M | 2.2M | 4.43 | |
| Aerovate Therapeutics (AVTE) | 0.6 | $9.4M | 3.8M | 2.51 | |
| Pharvaris N V (PHVS) | 0.6 | $9.3M | 593k | 15.70 | |
| Bioage Labs (BIOA) | 0.6 | $8.7M | 2.3M | 3.76 | |
| ACADIA Pharmaceuticals Call Option (ACAD) | 0.5 | $8.3M | 500k | 16.61 | |
| Arcus Biosciences Incorporated (RCUS) | 0.5 | $8.1M | 1.0M | 7.85 | |
| Dyne Therapeutics (DYN) | 0.5 | $7.5M | 717k | 10.46 | |
| Immatics SHS (IMTX) | 0.5 | $7.0M | 1.6M | 4.51 | |
| Praxis Precision Medicines I (PRAX) | 0.4 | $6.0M | 158k | 37.87 | |
| Intuitive Surgical (ISRG) | 0.4 | $5.9M | 12k | 495.27 | |
| Uniqure NV SHS (QURE) | 0.4 | $5.8M | 546k | 10.60 | |
| Immunome (IMNM) | 0.3 | $5.3M | 789k | 6.73 | |
| Kura Oncology (KURA) | 0.3 | $5.2M | 792k | 6.60 | |
| Inozyme Pharma (INZY) | 0.3 | $3.9M | 4.3M | 0.91 | |
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $3.7M | 116k | 32.15 | |
| Erasca (ERAS) | 0.2 | $2.6M | 1.9M | 1.37 | |
| Nextcure (NXTC) | 0.1 | $1.3M | 2.7M | 0.48 | |
| Establishment Labs Holdings Ord (ESTA) | 0.1 | $1.2M | 29k | 40.80 | |
| Bolt Biotherapeutics | 0.1 | $1.1M | 2.8M | 0.40 | |
| Mestera (MTSR) | 0.1 | $1.0M | 37k | 27.22 | |
| Enliven Therapeutics (ELVN) | 0.0 | $660k | 34k | 19.68 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.0 | $605k | 35k | 17.31 | |
| Vir Biotechnology (VIR) | 0.0 | $538k | 83k | 6.48 | |
| Ikena Oncology (IKNA) | 0.0 | $490k | 383k | 1.28 | |
| Disc Medicine (IRON) | 0.0 | $372k | 7.5k | 49.64 |
