Sofinnova Investments as of Dec. 31, 2025
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 60 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 15.3 | $355M | 1.6M | 229.09 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 7.0 | $163M | 960k | 170.00 | |
| Astrazeneca Sponsored Adr | 6.5 | $150M | 1.6M | 91.93 | |
| Vera Therapeutics Cl A (VERA) | 6.1 | $142M | 2.8M | 50.64 | |
| Bristol Myers Squibb (BMY) | 3.5 | $82M | 1.5M | 53.94 | |
| United Therapeutics Corporation (UTHR) | 3.3 | $77M | 158k | 487.25 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.2 | $75M | 165k | 453.36 | |
| Abbvie (ABBV) | 3.1 | $73M | 318k | 228.49 | |
| Intuitive Surgical (ISRG) | 3.1 | $72M | 127k | 566.36 | |
| Cogent Biosciences (COGT) | 3.0 | $70M | 2.0M | 35.52 | |
| Eli Lilly & Co. (LLY) | 2.9 | $66M | 62k | 1074.68 | |
| Rapport Therapeutics (RAPP) | 2.5 | $58M | 1.9M | 30.34 | |
| Bridgebio Pharma (BBIO) | 2.4 | $55M | 720k | 76.49 | |
| Avidity Biosciences Ord (RNA) | 2.3 | $54M | 745k | 72.13 | |
| Dyne Therapeutics (DYN) | 1.9 | $44M | 2.3M | 19.56 | |
| BioMarin Pharmaceutical (BMRN) | 1.8 | $41M | 697k | 59.43 | |
| Apogee Therapeutics (APGE) | 1.7 | $40M | 535k | 75.48 | |
| Cidara Therapeutics (CDTX) | 1.7 | $40M | 180k | 220.89 | |
| Praxis Precision Medicines I (PRAX) | 1.6 | $37M | 126k | 294.74 | |
| Immatics SHS (IMTX) | 1.6 | $36M | 3.4M | 10.50 | |
| Inhibrx Biosciences (INBX) | 1.5 | $36M | 455k | 79.00 | |
| Immunome (IMNM) | 1.5 | $35M | 1.6M | 21.48 | |
| Arrivent Biopharma (AVBP) | 1.5 | $34M | 1.7M | 20.12 | |
| Glaukos (GKOS) | 1.4 | $33M | 288k | 112.91 | |
| Ideaya Biosciences (IDYA) | 1.3 | $31M | 885k | 34.57 | |
| Bioage Labs (BIOA) | 1.3 | $30M | 2.3M | 13.23 | |
| Celcuity (CELC) | 1.3 | $30M | 299k | 99.74 | |
| Rhythm Pharmaceuticals (RYTM) | 1.3 | $29M | 271k | 107.04 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 1.2 | $28M | 1.1M | 25.01 | |
| Supernus Pharmaceuticals (SUPN) | 1.2 | $28M | 553k | 49.70 | |
| Insmed Com Par $.01 (INSM) | 1.2 | $27M | 157k | 174.04 | |
| Alcon Ord Shs (ALC) | 1.1 | $26M | 333k | 78.81 | |
| Arcus Biosciences Incorporated (RCUS) | 1.1 | $26M | 1.1M | 23.83 | |
| Dex (DXCM) | 1.1 | $25M | 378k | 66.37 | |
| Pharvaris N V (PHVS) | 0.9 | $21M | 745k | 27.75 | |
| Nektar Therapeutics (NKTR) | 0.8 | $19M | 439k | 42.28 | |
| Compass Therapeutics (CMPX) | 0.8 | $18M | 3.4M | 5.37 | |
| Roivant Sciences SHS (ROIV) | 0.7 | $16M | 735k | 21.70 | |
| Anaptysbio Inc Common (ANAB) | 0.6 | $14M | 288k | 48.48 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $13M | 161k | 82.02 | |
| Edgewise Therapeutics (EWTX) | 0.5 | $11M | 438k | 24.82 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $10M | 101k | 101.56 | |
| Disc Medicine (IRON) | 0.4 | $8.8M | 111k | 79.41 | |
| Amylyx Pharmaceuticals (AMLX) | 0.3 | $6.4M | 527k | 12.08 | |
| Masimo Corporation (MASI) | 0.3 | $6.0M | 46k | 130.06 | |
| Uniqure Nv SHS (QURE) | 0.2 | $4.2M | 177k | 23.93 | |
| Nextcure (NXTC) | 0.1 | $3.2M | 223k | 14.19 | |
| Wave Life Sciences SHS (WVE) | 0.1 | $2.7M | 158k | 17.00 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $2.7M | 60k | 44.82 | |
| Evommune Com Shs (EVMN) | 0.1 | $2.6M | 153k | 17.12 | |
| Axsome Therapeutics (AXSM) | 0.1 | $2.2M | 12k | 182.64 | |
| Establishment Labs Holdings Ord (ESTA) | 0.1 | $2.1M | 28k | 72.88 | |
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $1.9M | 83k | 23.00 | |
| Savara (SVRA) | 0.1 | $1.8M | 305k | 6.03 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.8M | 23k | 78.99 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $1.8M | 66k | 26.71 | |
| Jade Biosciences (JBIO) | 0.1 | $1.7M | 107k | 15.43 | |
| Bolt Biotherapeutics (BOLT) | 0.0 | $753k | 138k | 5.47 | |
| Soleno Therapeutics (SLNO) | 0.0 | $575k | 12k | 46.30 | |
| Imagenebio (IMA) | 0.0 | $220k | 32k | 6.90 |
