Sofinnova Investments as of Sept. 30, 2025
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 13.6 | $250M | 1.6M | 160.97 | |
| Gilead Sciences (GILD) | 7.6 | $139M | 1.3M | 111.00 | |
| United Therapeutics Corporation Put Option (UTHR) | 6.6 | $121M | 288k | 419.21 | |
| Vera Therapeutics Cl A (VERA) | 4.4 | $81M | 2.8M | 29.06 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 4.2 | $78M | 589k | 131.80 | |
| AstraZeneca Sponsored Adr (AZN) | 3.5 | $63M | 824k | 76.72 | |
| Rapport Therapeutics (RAPP) | 3.2 | $58M | 1.9M | 29.70 | |
| Boston Scientific Corporation (BSX) | 3.0 | $56M | 569k | 97.63 | |
| Uniqure NV SHS Call Option (QURE) | 3.0 | $55M | 937k | 58.37 | |
| Dex (DXCM) | 2.9 | $53M | 780k | 67.29 | |
| Intuitive Surgical (ISRG) | 2.7 | $50M | 111k | 447.23 | |
| Axsome Therapeutics (AXSM) | 2.6 | $48M | 394k | 121.45 | |
| Roivant Sciences SHS (ROIV) | 2.6 | $48M | 3.1M | 15.13 | |
| iShares TR Ishares Biotech Put Option (IBB) | 2.6 | $47M | 325k | 144.37 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.5 | $46M | 118k | 391.64 | |
| Bridgebio Pharma (BBIO) | 2.4 | $43M | 832k | 51.94 | |
| SPDR Series Trust S&p Biotech Put Option (XBI) | 2.2 | $40M | 400k | 100.20 | |
| Avidity Biosciences Ord (RNA) | 2.1 | $38M | 876k | 43.57 | |
| Abbvie (ABBV) | 1.9 | $35M | 151k | 231.54 | |
| Arrivent Biopharma (AVBP) | 1.7 | $31M | 1.7M | 18.45 | |
| Cogent Biosciences (COGT) | 1.7 | $31M | 2.1M | 14.36 | |
| Glaukos (GKOS) | 1.4 | $26M | 313k | 81.55 | |
| Ideaya Biosciences (IDYA) | 1.4 | $25M | 923k | 27.21 | |
| Rhythm Pharmaceuticals (RYTM) | 1.4 | $25M | 247k | 100.99 | |
| Akero Therapeutics (AKRO) | 1.2 | $23M | 474k | 47.48 | |
| Apogee Therapeutics (APGE) | 1.2 | $23M | 565k | 39.73 | |
| EXACT Sciences Corporation (EXAS) | 1.1 | $20M | 365k | 54.71 | |
| Immatics SHS (IMTX) | 1.0 | $19M | 2.2M | 8.52 | |
| Summit Therapeutics Call Option (SMMT) | 1.0 | $19M | 900k | 20.66 | |
| Pharvaris N V (PHVS) | 1.0 | $19M | 740k | 24.95 | |
| Supernus Pharmaceuticals (SUPN) | 1.0 | $18M | 377k | 47.79 | |
| Arcus Biosciences Incorporated (RCUS) | 0.9 | $17M | 1.2M | 13.60 | |
| Merus N V (MRUS) | 0.9 | $16M | 167k | 94.15 | |
| Insmed Com Par $.01 (INSM) | 0.8 | $15M | 104k | 144.01 | |
| Inhibrx Biosciences (INBX) | 0.8 | $15M | 440k | 33.68 | |
| Bioage Labs (BIOA) | 0.7 | $14M | 2.3M | 5.88 | |
| Celcuity (CELC) | 0.7 | $13M | 253k | 49.40 | |
| Dyne Therapeutics (DYN) | 0.7 | $13M | 986k | 12.65 | |
| Ptc Therapeutics I (PTCT) | 0.6 | $12M | 187k | 61.37 | |
| Ge Healthcare Technologies I (GEHC) | 0.6 | $11M | 151k | 75.10 | |
| Soleno Therapeutics (SLNO) | 0.6 | $11M | 166k | 67.60 | |
| Praxis Precision Medicines I (PRAX) | 0.5 | $9.2M | 173k | 53.00 | |
| Savara (SVRA) | 0.5 | $8.7M | 2.4M | 3.57 | |
| Edgewise Therapeutics (EWTX) | 0.5 | $8.4M | 520k | 16.22 | |
| Anaptysbio Inc Common (ANAB) | 0.4 | $7.8M | 254k | 30.62 | |
| Compass Therapeutics (CMPX) | 0.4 | $7.1M | 2.0M | 3.50 | |
| Nektar Therapeutics (NKTR) | 0.4 | $6.7M | 118k | 56.90 | |
| Liquidia Technologies Put Option (LQDA) | 0.3 | $5.7M | 250k | 22.74 | |
| Cidara Therapeutics (CDTX) | 0.3 | $5.2M | 54k | 95.76 | |
| Immunome (IMNM) | 0.3 | $5.1M | 436k | 11.71 | |
| Nextcure | 0.1 | $1.3M | 223k | 5.86 | |
| Wave Life Sciences SHS (WVE) | 0.1 | $1.3M | 171k | 7.32 | |
| Scholar Rock Hldg Corp (SRRK) | 0.1 | $1.2M | 31k | 37.24 | |
| Jade Biosciences (JBIO) | 0.1 | $927k | 107k | 8.63 | |
| Disc Medicine (IRON) | 0.0 | $896k | 14k | 66.08 | |
| Bolt Biotherapeutics (BOLT) | 0.0 | $733k | 138k | 5.32 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $572k | 27k | 21.34 | |
| Establishment Labs Holdings Ord (ESTA) | 0.0 | $442k | 11k | 40.99 | |
| Imagenebio | 0.0 | $260k | 32k | 8.15 |
