Sofinnova Investments as of June 30, 2025
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 58 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 16.0 | $262M | 1.6M | 168.94 | |
| Gilead Sciences (GILD) | 7.1 | $116M | 1.1M | 110.87 | |
| Eli Lilly & Co. (LLY) | 4.6 | $76M | 97k | 779.53 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 4.5 | $74M | 694k | 106.12 | |
| Vera Therapeutics Cl A (VERA) | 4.0 | $66M | 2.8M | 23.56 | |
| iShares TR Russell 2000 Etf Put Option (IWM) | 3.3 | $54M | 250k | 215.79 | |
| Rhythm Pharmaceuticals Put Option (RYTM) | 3.1 | $51M | 811k | 63.19 | |
| Abbvie (ABBV) | 3.0 | $49M | 266k | 185.62 | |
| iShares TR Ishares Biotech Put Option (IBB) | 2.9 | $47M | 375k | 126.51 | |
| Boston Scientific Corporation (BSX) | 2.8 | $46M | 431k | 107.41 | |
| Roivant Sciences SHS (ROIV) | 2.8 | $46M | 4.1M | 11.27 | |
| Dex (DXCM) | 2.8 | $46M | 524k | 87.29 | |
| Ideaya Biosciences (IDYA) | 2.8 | $45M | 2.1M | 21.02 | |
| Bridgebio Pharma (BBIO) | 2.6 | $43M | 993k | 43.18 | |
| Intuitive Surgical (ISRG) | 2.3 | $38M | 71k | 543.41 | |
| Arrivent Biopharma (AVBP) | 2.3 | $37M | 1.7M | 21.77 | |
| Soleno Therapeutics (SLNO) | 2.1 | $35M | 415k | 83.78 | |
| United Therapeutics Corporation (UTHR) | 2.1 | $34M | 119k | 287.35 | |
| Insmed Com Par $.01 (INSM) | 1.9 | $32M | 314k | 100.64 | |
| Replimune Group Put Option (REPL) | 1.9 | $31M | 3.3M | 9.29 | |
| Akero Therapeutics (AKRO) | 1.8 | $29M | 549k | 53.36 | |
| Supernus Pharmaceuticals (SUPN) | 1.5 | $25M | 799k | 31.52 | |
| Anaptysbio Inc Common (ANAB) | 1.4 | $23M | 1.0M | 22.20 | |
| Rapport Therapeutics (RAPP) | 1.4 | $23M | 2.0M | 11.37 | |
| Uniqure NV SHS (QURE) | 1.3 | $22M | 1.6M | 13.94 | |
| Cogent Biosciences (COGT) | 1.3 | $22M | 3.0M | 7.18 | |
| Merus N V (MRUS) | 1.3 | $21M | 405k | 52.60 | |
| AstraZeneca Sponsored Adr (AZN) | 1.3 | $21M | 294k | 69.88 | |
| Ptc Therapeutics I (PTCT) | 1.1 | $18M | 376k | 48.84 | |
| Inozyme Pharma (INZY) | 1.0 | $17M | 4.3M | 4.00 | |
| Cidara Therapeutics Call Option (CDTX) | 1.0 | $17M | 351k | 48.71 | |
| Avidity Biosciences Ord (RNA) | 1.0 | $17M | 585k | 28.40 | |
| Summit Therapeutics Call Option (SMMT) | 0.9 | $15M | 700k | 21.28 | |
| Syndax Pharmaceuticals (SNDX) | 0.9 | $14M | 1.5M | 9.37 | |
| Immatics SHS (IMTX) | 0.7 | $12M | 2.2M | 5.38 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $11M | 208k | 53.14 | |
| Pharvaris N V (PHVS) | 0.6 | $10M | 586k | 17.60 | |
| Inhibrx Biosciences (INBX) | 0.6 | $10M | 709k | 14.27 | |
| Arcus Biosciences Incorporated (RCUS) | 0.6 | $9.9M | 1.2M | 8.14 | |
| Y Mabs Therapeutics | 0.6 | $9.9M | 2.2M | 4.51 | |
| Axsome Therapeutics (AXSM) | 0.6 | $9.8M | 94k | 104.39 | |
| Bioage Labs (BIOA) | 0.6 | $9.5M | 2.3M | 4.13 | |
| Edgewise Therapeutics (EWTX) | 0.6 | $9.4M | 717k | 13.11 | |
| Immunome (IMNM) | 0.4 | $7.2M | 779k | 9.30 | |
| Dyne Therapeutics (DYN) | 0.4 | $5.9M | 615k | 9.52 | |
| Savara (SVRA) | 0.3 | $5.6M | 2.5M | 2.28 | |
| Apogee Therapeutics (APGE) | 0.2 | $3.3M | 76k | 43.43 | |
| Nextcure (NXTC) | 0.1 | $1.2M | 2.7M | 0.46 | |
| Establishment Labs Holdings Ord (ESTA) | 0.1 | $1.2M | 28k | 42.71 | |
| Jade Biosciences (JBIO) | 0.1 | $1.1M | 107k | 9.99 | |
| Mestera (MTSR) | 0.1 | $1.0M | 36k | 28.45 | |
| Scholar Rock Hldg Corp (SRRK) | 0.1 | $937k | 26k | 35.42 | |
| Bolt Biotherapeutics (BOLT) | 0.0 | $795k | 138k | 5.77 | |
| Wave Life Sciences SHS (WVE) | 0.0 | $766k | 118k | 6.50 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.0 | $713k | 34k | 20.74 | |
| Praxis Precision Medicines I (PRAX) | 0.0 | $661k | 16k | 42.05 | |
| Ikena Oncology (IKNA) | 0.0 | $513k | 383k | 1.34 | |
| Disc Medicine (IRON) | 0.0 | $387k | 7.3k | 52.96 |
