Holders — by stockHoldings — by fund
Sofinnova Investments, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001631134
$1.93B
disclosed book value
56
positions
21.8%
largest position share
Positions, as of 2026-06-30
top 57 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NTRANatera Inc | 1.6M | $420.8M | 21.8% |
| 2 | VERAVera Therapeutics Inc | 2.8M | $119.9M | 6.2% |
| 3 | GMABGenmab A/S | 4.0M | $111.1M | 5.7% |
| 4 | JAZZJazz Pharmaceuticals PLC | 365,341 | $88.0M | 4.6% |
| 5 | RAPPRapport Therapeutics Inc | 1.9M | $79.4M | 4.1% |
| 6 | SPTXSeaport Therapeutics Inc | 3.6M | $77.4M | 4% |
| 7 | AVBPArrivent BioPharma Inc | 1.7M | $58.9M | 3% |
| 8 | RAREUltragenyx Pharmaceutical In | 1.7M | $57.3M | 3% |
| 9 | BIOABioAge Labs Inc | 2.3M | $56.2M | 2.9% |
| 10 | BMYBristol-Myers Squibb Co | 876,970 | $50.5M | 2.6% |
| 11 | SUPNSupernus Pharmaceuticals | 1.0M | $48.2M | 2.5% |
| 12 | RYTMRhythm Pharmaceuticals Inc | 408,027 | $45.3M | 2.3% |
| 13 | GILDGilead Sciences Inc | 343,100 | $43.3M | 2.2% |
| 14 | UTHRUnited Therapeutics Corp Del | 76,489 | $41.4M | 2.1% |
| 15 | COGTCogent Biosciences Inc | 1.0M | $40.1M | 2.1% |
| 16 | AXSMAxsome Therapeutics Inc. | 160,429 | $39.3M | 2% |
| 17 | IMTXImmatics N.V | 3.7M | $37.2M | 1.9% |
| 18 | DYNDyne Therapeutics Inc | 1.7M | $36.8M | 1.9% |
| 19 | IMNMImmunome Inc | 1.7M | $36.5M | 1.9% |
| 20 | IDYAIDEAYA Biosciences Inc | 925,119 | $34.5M | 1.8% |
| 21 | ANABAnaptysbio Inc | 493,536 | $33.3M | 1.7% |
| 22 | NKTRNektar Therapeutics | 471,763 | $32.9M | 1.7% |
| 23 | PHVSPharvaris N V | 881,299 | $30.5M | 1.6% |
| 24 | RCUSArcus Biosciences Inc | 945,690 | $29.2M | 1.5% |
| 25 | INBXInhibrx Biosciences Inc | 303,103 | $28.7M | 1.5% |
| 26 | BMRNBioMarin Pharmaceutical Inc | 358,568 | $20.5M | 1.1% |
| 27 | MANEVeradermics Inc | 148,993 | $18.3M | 0.9% |
| 28 | ALCAlcon AG | 255,824 | $17.2M | 0.9% |
| 29 | INSMInsmed Inc | 158,398 | $16.9M | 0.9% |
| 30 | RAREUltragenyx Pharmaceutical InCALL | 500,000 | $16.7M | 0.9% |
| 31 | ISRGIntuitive Surgical IncCALL | 40,000 | $15.9M | 0.8% |
| 32 | GMEDGlobus Med IncCALL | 200,000 | $15.8M | 0.8% |
| 33 | EWTXEdgewise Therapeutics Inc | 380,923 | $15.5M | 0.8% |
| 34 | EXELExelixis IncPUT | 254,200 | $13.8M | 0.7% |
| 35 | NRIXNurix Therapeutics Inc | 524,098 | $12.7M | 0.7% |
| 36 | DSGNDesign Therapeutics Inc | 865,135 | $12.5M | 0.6% |
| 37 | DFTXDefinium Therapeutics Inc | 255,903 | $12.0M | 0.6% |
| 38 | TRAXFirst Tracks Biotherapeutics | 565,199 | $11.4M | 0.6% |
| 39 | ABTAbbott Laboratories | 122,998 | $11.2M | 0.6% |
| 40 | IRONDisc Medicine Inc | 146,239 | $10.7M | 0.6% |
| 41 | TENXTenax Therapeutics Inc | 500,039 | $7.3M | 0.4% |
| 42 | SIONSionna Therapeutics Inc | 144,432 | $6.4M | 0.3% |
| 43 | ABSIAbsci Corporation | 337,400 | $3.9M | 0.2% |
| 44 | MIRMMirum Pharmaceuticals Inc | 27,591 | $3.2M | 0.2% |
| 45 | JBIOJade Biosciences Inc | 107,391 | $2.4M | 0.1% |
| 46 | SVRASavara Inc | 364,763 | $2.2M | 0.1% |
| 47 | PRAXPraxis Precision Medicines I | 6,440 | $2.2M | 0.1% |
| 48 | SEPNSepterna Inc | 47,506 | $1.6M | 0.1% |
| 49 | OKUROnkure Therapeutics Inc | 321,692 | $1.5M | 0.1% |
| 50 | SGMTSagimet Biosciences Inc | 166,667 | $1.3M | 0.1% |
| 51 | WVEWave Life Sciences Ltd | 189,253 | $1.1M | 0.1% |
| 52 | AKTSAktis Oncology Inc | 32,436 | $1.0M | 0.1% |
| 53 | TYRATyra Biosciences Inc | 32,267 | $1.0M | 0.1% |
| 54 | BOLTBolt Biotherapeutics Inc | 137,721 | $530,226 | 0% |
| 55 | NXTCNextcure Inc | 222,654 | $356,246 | 0% |
| 56 | IMAImageneBio Inc | 31,884 | $188,116 | 0% |
| 57 | HTFLHeartflow Inc | 5,079 | $149,018 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.