Sofinnova Investments as of June 30, 2026
Portfolio Holdings for Sofinnova Investments
Sofinnova Investments holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 21.8 | $421M | 1.6M | 271.45 | |
| Vera Therapeutics Cl A (VERA) | 6.2 | $120M | 2.8M | 42.91 | |
| Genmab A/S Sponsored Ads (GMAB) | 5.7 | $111M | 4.0M | 27.47 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 4.6 | $88M | 365k | 240.97 | |
| Rapport Therapeutics (RAPP) | 4.1 | $79M | 1.9M | 41.67 | |
| Seaport Therapeutics | 4.0 | $77M | 3.6M | 21.72 | |
| Ultragenyx Pharmaceutical (RARE) | 3.8 | $74M | 2.2M | 33.39 | |
| Arrivent Biopharma (AVBP) | 3.0 | $59M | 1.7M | 34.74 | |
| Bioage Labs (BIOA) | 2.9 | $56M | 2.3M | 24.51 | |
| Bristol Myers Squibb (BMY) | 2.6 | $51M | 877k | 57.62 | |
| Supernus Pharmaceuticals (SUPN) | 2.5 | $48M | 1.0M | 46.51 | |
| Rhythm Pharmaceuticals (RYTM) | 2.3 | $45M | 408k | 111.03 | |
| Gilead Sciences (GILD) | 2.2 | $43M | 343k | 126.34 | |
| United Therapeutics Corporation (UTHR) | 2.1 | $41M | 77k | 541.83 | |
| Cogent Biosciences (COGT) | 2.1 | $40M | 1.0M | 38.70 | |
| Axsome Therapeutics (AXSM) | 2.0 | $39M | 160k | 244.77 | |
| Immatics SHS (IMTX) | 1.9 | $37M | 3.7M | 10.13 | |
| Dyne Therapeutics (DYN) | 1.9 | $37M | 1.7M | 22.21 | |
| Immunome (IMNM) | 1.9 | $37M | 1.7M | 21.19 | |
| Ideaya Biosciences (IDYA) | 1.8 | $35M | 925k | 37.27 | |
| Anaptysbio Inc Common (ANAB) | 1.7 | $33M | 494k | 67.50 | |
| Nektar Therapeutics Com New (NKTR) | 1.7 | $33M | 472k | 69.81 | |
| Pharvaris N V (PHVS) | 1.6 | $31M | 881k | 34.58 | |
| Arcus Biosciences Incorporated (RCUS) | 1.5 | $29M | 946k | 30.83 | |
| Inhibrx Biosciences (INBX) | 1.5 | $29M | 303k | 94.75 | |
| BioMarin Pharmaceutical (BMRN) | 1.1 | $21M | 359k | 57.22 | |
| Veradermics Common Stock (MANE) | 0.9 | $18M | 149k | 122.94 | |
| Alcon Ord Shs (ALC) | 0.9 | $17M | 256k | 67.10 | |
| Insmed Com Par $.01 (INSM) | 0.9 | $17M | 158k | 106.62 | |
| Intuitive Surgical Com New Call Option (ISRG) | 0.8 | $16M | 40k | 397.68 | |
| Globus Med Cl A Call Option (GMED) | 0.8 | $16M | 200k | 79.01 | |
| Edgewise Therapeutics (EWTX) | 0.8 | $16M | 381k | 40.63 | |
| Exelixis Put Option (EXEL) | 0.7 | $14M | 254k | 54.41 | |
| Nurix Therapeutics (NRIX) | 0.7 | $13M | 524k | 24.26 | |
| Design Therapeutics (DSGN) | 0.6 | $13M | 865k | 14.47 | |
| Definium Therapeutics Com Shs (DFTX) | 0.6 | $12M | 256k | 47.04 | |
| First Tracks Biotherapeutics Ord Shs (TRAX) | 0.6 | $11M | 565k | 20.12 | |
| Abbott Laboratories (ABT) | 0.6 | $11M | 123k | 90.74 | |
| Disc Medicine (IRON) | 0.6 | $11M | 146k | 73.14 | |
| Tenax Therapeutics Com New (TENX) | 0.4 | $7.3M | 500k | 14.55 | |
| Sionna Therapeutics (SION) | 0.3 | $6.4M | 144k | 43.99 | |
| Absci Corp (ABSI) | 0.2 | $3.9M | 337k | 11.59 | |
| Mirum Pharmaceuticals (MIRM) | 0.2 | $3.2M | 28k | 117.07 | |
| Jade Biosciences (JBIO) | 0.1 | $2.4M | 107k | 22.22 | |
| Savara (SVRA) | 0.1 | $2.2M | 365k | 6.16 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.1 | $2.2M | 6.4k | 334.79 | |
| Septerna (SEPN) | 0.1 | $1.6M | 48k | 33.49 | |
| Onkure Therapeutics Com Cl A (OKUR) | 0.1 | $1.5M | 322k | 4.56 | |
| Sagimet Biosciences Com Ser A (SGMT) | 0.1 | $1.3M | 167k | 7.73 | |
| Wave Life Sciences SHS (WVE) | 0.1 | $1.1M | 189k | 5.81 | |
| Aktis Oncology (AKTS) | 0.1 | $1.0M | 32k | 32.23 | |
| Tyra Biosciences (TYRA) | 0.1 | $1.0M | 32k | 31.94 | |
| Bolt Biotherapeutics (BOLT) | 0.0 | $530k | 138k | 3.85 | |
| Nextcure (NXTC) | 0.0 | $356k | 223k | 1.60 | |
| Imagenebio (IMA) | 0.0 | $188k | 32k | 5.90 | |
| Heartflow Inc/Sh (HTFL) | 0.0 | $149k | 5.1k | 29.34 |
