Sofinnova Investments as of March 31, 2026
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 11.8 | $310M | 1.6M | 199.99 | |
| iShares TR Russell 2000 Etf Put Option (IWM) | 5.7 | $149M | 600k | 248.00 | |
| United Therapeutics Corporation Put Option (UTHR) | 5.4 | $143M | 240k | 592.98 | |
| SPDR Series Trust State Street Spd Put Option (XBI) | 5.1 | $134M | 1.1M | 127.73 | |
| Bristol Myers Squibb (BMY) | 4.6 | $121M | 2.0M | 60.65 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 4.3 | $113M | 598k | 189.05 | |
| Vera Therapeutics Cl A (VERA) | 4.3 | $112M | 2.8M | 40.23 | |
| AstraZeneca Ord (AZN) | 3.4 | $90M | 456k | 197.22 | |
| Invesco QQQ TR Unit Ser 1 Put Option (QQQ) | 3.3 | $87M | 150k | 577.18 | |
| Cogent Biosciences (COGT) | 3.1 | $81M | 2.1M | 38.49 | |
| iShares TR Ishares Biotech Put Option (IBB) | 3.0 | $80M | 475k | 168.85 | |
| Celcuity (CELC) | 2.9 | $76M | 666k | 114.14 | |
| Ultragenyx Pharmaceutical (RARE) | 2.8 | $73M | 3.5M | 20.95 | |
| Axsome Therapeutics Put Option (AXSM) | 2.7 | $70M | 413k | 169.02 | |
| Rapport Therapeutics (RAPP) | 2.3 | $60M | 1.9M | 31.29 | |
| Insmed Com Par $.01 (INSM) | 2.2 | $57M | 346k | 163.52 | |
| Alcon Ord Shs (ALC) | 2.1 | $55M | 730k | 75.35 | |
| Supernus Pharmaceuticals (SUPN) | 1.9 | $49M | 954k | 51.69 | |
| BioMarin Pharmaceutical (BMRN) | 1.7 | $44M | 782k | 56.49 | |
| Biogen Idec (BIIB) | 1.6 | $42M | 230k | 183.33 | |
| Bioage Labs (BIOA) | 1.5 | $40M | 2.3M | 17.49 | |
| Rhythm Pharmaceuticals (RYTM) | 1.5 | $39M | 450k | 86.97 | |
| Arrivent Biopharma (AVBP) | 1.5 | $39M | 1.7M | 23.07 | |
| Ideaya Biosciences (IDYA) | 1.4 | $38M | 1.1M | 33.32 | |
| Immunome (IMNM) | 1.4 | $37M | 1.7M | 21.87 | |
| Nektar Therapeutics (NKTR) | 1.4 | $37M | 510k | 71.95 | |
| Immatics SHS (IMTX) | 1.4 | $36M | 3.6M | 9.84 | |
| Bridgebio Pharma (BBIO) | 1.2 | $30M | 409k | 74.26 | |
| Dyne Therapeutics (DYN) | 1.1 | $30M | 1.6M | 18.13 | |
| Inhibrx Biosciences (INBX) | 1.0 | $27M | 406k | 67.23 | |
| Dex (DXCM) | 0.9 | $25M | 394k | 62.80 | |
| Pharvaris N V (PHVS) | 0.9 | $23M | 818k | 28.25 | |
| Pfizer Call Option (PFE) | 0.9 | $23M | 800k | 28.08 | |
| Praxis Precision Medicines I (PRAX) | 0.8 | $21M | 64k | 322.19 | |
| Genmab A/S Sponsored Ads (GMAB) | 0.8 | $20M | 752k | 26.83 | |
| Arcus Biosciences Incorporated (RCUS) | 0.8 | $20M | 923k | 21.60 | |
| Liquidia Technologies Put Option (LQDA) | 0.7 | $19M | 500k | 37.74 | |
| Xenon Pharmaceuticals (XENE) | 0.7 | $18M | 305k | 58.15 | |
| Stryker Corporation (SYK) | 0.6 | $15M | 45k | 328.59 | |
| Anaptysbio Inc Common (ANAB) | 0.5 | $14M | 248k | 55.46 | |
| Compass Therapeutics (CMPX) | 0.5 | $14M | 2.6M | 5.29 | |
| Roivant Sciences SHS (ROIV) | 0.5 | $13M | 478k | 27.70 | |
| Edgewise Therapeutics (EWTX) | 0.5 | $12M | 387k | 31.50 | |
| Exelixis Put Option (EXEL) | 0.4 | $11M | 252k | 42.89 | |
| Oric Pharmaceuticals (ORIC) | 0.3 | $8.6M | 680k | 12.67 | |
| Tango Therapeutics (TNGX) | 0.3 | $8.3M | 395k | 20.92 | |
| Tyra Biosciences (TYRA) | 0.3 | $7.8M | 204k | 38.30 | |
| Replimune Group Call Option (REPL) | 0.3 | $7.8M | 1.0M | 7.65 | |
| Axogen (AXGN) | 0.3 | $7.0M | 211k | 33.13 | |
| Definium Therapeutics Com Shs (DFTX) | 0.2 | $6.5M | 344k | 18.90 | |
| Cytokinetics (CYTK) | 0.2 | $6.0M | 92k | 65.91 | |
| Disc Medicine (IRON) | 0.2 | $5.0M | 78k | 63.94 | |
| Veradermics Common Stock | 0.2 | $4.6M | 73k | 63.15 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.2 | $4.3M | 153k | 28.01 | |
| Vaxcyte (PCVX) | 0.1 | $2.9M | 51k | 58.11 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $2.5M | 28k | 92.38 | |
| Nextcure (NXTC) | 0.1 | $2.4M | 223k | 10.68 | |
| Savara (SVRA) | 0.1 | $2.0M | 365k | 5.46 | |
| Establishment Labs Holdings Ord (ESTA) | 0.1 | $1.9M | 34k | 56.78 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $1.7M | 79k | 22.26 | |
| Tenax Therapeutics (TENX) | 0.1 | $1.7M | 104k | 15.99 | |
| Jade Biosciences (JBIO) | 0.1 | $1.5M | 107k | 14.05 | |
| Wave Life Sciences SHS (WVE) | 0.1 | $1.4M | 189k | 7.25 | |
| Septerna (SEPN) | 0.0 | $1.1M | 48k | 24.03 | |
| Onkure Therapeutics Com Cl A (OKUR) | 0.0 | $587k | 142k | 4.14 | |
| Bolt Biotherapeutics (BOLT) | 0.0 | $556k | 138k | 4.04 | |
| Soleno Therapeutics (SLNO) | 0.0 | $492k | 15k | 33.48 | |
| Imagenebio (IMA) | 0.0 | $159k | 32k | 5.00 | |
| Zymeworks Del (ZYME) | 0.0 | $40k | 1.6k | 25.04 |
