13F HOLDINGS REPORT
Sofinnova Investments, Inc.
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001104659-24-117589
Total Value
$1.26B
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Natera Inc | NTRA | 1,550,280 | $196.8M | 15.62% |
| 2 | Vera Therapeutics Inc | VERA | 2,793,987 | $123.5M | 9.80% |
| 3 | Novo-Nordisk A S | NONOF | 726,329 | $86.5M | 6.86% |
| 4 | AstraZeneca PLC | AZN | 809,406 | $63.1M | 5.00% |
| 5 | IDEAYA Biosciences Inc | IDYA | 1,749,455 | $55.4M | 4.40% |
| 6 | Elanco Animal Health Inc | ELAN | 3,518,684 | $51.7M | 4.10% |
| 7 | Incyte Corp | INCY | 714,176 | $47.2M | 3.75% |
| 8 | BioAge Labs Inc | BIOA | 2,227,124 | $46.3M | 3.68% |
| 9 | Arrivent BioPharma Inc | AVBP | 1,696,752 | $39.9M | 3.16% |
| 10 | Rapport Therapeutics Inc | RAPP | 1,863,327 | $38.2M | 3.03% |
| 11 | Axsome Therapeutics Inc | AXSM | 379,527 | $34.1M | 2.71% |
| 12 | Soleno Therapeutics Inc | SLNO | 586,344 | $29.6M | 2.35% |
| 13 | Y-mAbs Therapeutics Inc | 984241109 | 2,194,278 | $28.9M | 2.29% |
| 14 | Dyne Therapeutics Inc | DYN | 772,070 | $27.7M | 2.20% |
| 15 | Cogent Biosciences Inc | COGT | 2,265,230 | $24.5M | 1.94% |
| 16 | Savara Inc | SVRA | 5,662,550 | $24.0M | 1.91% |
| 17 | Novartis AG | NVSEF | 200,000 | $23.0M | 1.83% |
| 18 | Inozyme Pharma Inc | 45790W108 | 4,280,308 | $22.4M | 1.78% |
| 19 | Jazz Pharmaceuticals PLC | JAZZ | 188,562 | $21.0M | 1.67% |
| 20 | Insmed Inc | INSM | 286,307 | $20.9M | 1.66% |
| 21 | Syndax Pharmaceuticals Inc | SNDX | 786,999 | $15.1M | 1.20% |
| 22 | Soleno Therapeutics Inc | SLNO | 300,000 | $15.1M | 1.20% |
| 23 | Rhythm Pharmaceuticals | RYTM | 276,678 | $14.5M | 1.15% |
| 24 | Axsome Therapeutics Inc | AXSM | 150,000 | $13.5M | 1.07% |
| 25 | Edwards Lifesciences Corp | EW | 202,898 | $13.4M | 1.06% |
| 26 | Boston Scientific Corp | BSX | 135,819 | $11.4M | 0.90% |
| 27 | Pharvaris N V | PHVS | 600,302 | $11.1M | 0.88% |
| 28 | Edgewise Therapeutics Inc | EWTX | 384,767 | $10.3M | 0.82% |
| 29 | Immunome Inc | IMNM | 676,766 | $9.9M | 0.79% |
| 30 | Guardant Health Inc | GH | 406,645 | $9.3M | 0.74% |
| 31 | Revolution Medicines Inc | RVMDW | 203,271 | $9.2M | 0.73% |
| 32 | Inhibrx Biosciences Inc | INBX | 536,068 | $8.4M | 0.67% |
| 33 | TG Therapeutics Inc | TGTX | 358,644 | $8.4M | 0.67% |
| 34 | Aerovate Therapeutics Inc | 008064107 | 3,758,686 | $7.9M | 0.62% |
| 35 | Establishment Labs Hldgs Inc | ESTA | 181,476 | $7.9M | 0.62% |
| 36 | Marinus Pharmaceuticals Inc | 56854Q200 | 4,386,177 | $7.7M | 0.61% |
| 37 | Janux Therapeutics Inc | JANX | 164,770 | $7.5M | 0.59% |
| 38 | Cabaletta Bio Inc | CABA | 1,533,883 | $7.2M | 0.57% |
| 39 | Achieve Life Sciences Inc | ACHV | 1,514,032 | $7.2M | 0.57% |
| 40 | Kura Oncology Inc | KURA | 296,884 | $5.8M | 0.46% |
| 41 | Phibro Animal Health Corp | PAHC | 238,184 | $5.4M | 0.43% |
| 42 | Illumina Inc | ILMN | 40,611 | $5.3M | 0.42% |
| 43 | Erasca Inc | ERAS | 1,842,668 | $5.0M | 0.40% |
| 44 | Immatics N.V | IMTX | 386,100 | $4.4M | 0.35% |
| 45 | Inari Med Inc | 45332Y109 | 90,327 | $3.7M | 0.30% |
| 46 | Becton Dickinson & Co | BDX | 15,191 | $3.7M | 0.29% |
| 47 | Nextcure Inc | NXTC | 2,671,856 | $3.7M | 0.29% |
| 48 | Thermo Fisher Scientific Inc | TMO | 5,770 | $3.6M | 0.28% |
| 49 | Rapport Therapeutics Inc | RAPP | 132,267 | $2.7M | 0.21% |
| 50 | Exact Sciences Corp | 30063P105 | 37,637 | $2.6M | 0.20% |
| 51 | Disc Medicine Inc | IRON | 41,352 | $2.0M | 0.16% |
| 52 | Bolt Biotherapeutics Inc | BOLT | 2,754,437 | $1.8M | 0.14% |
| 53 | Structure Therapeutics Inc | GPCR | 38,792 | $1.7M | 0.14% |
| 54 | BioAge Labs Inc | BIOA | 77,777 | $1.6M | 0.13% |
| 55 | Perspective Therapeutics Inc | CATX | 120,632 | $1.6M | 0.13% |
| 56 | Avidity Biosciences Inc | 05370A108 | 30,472 | $1.4M | 0.11% |
| 57 | Vir Biotechnology Inc | VIR | 129,246 | $968,053 | 0.08% |
| 58 | Astria Therapeutics Inc | 04635X102 | 85,640 | $942,896 | 0.07% |
| 59 | Immatics N.V | IMTX | 366,568 | $852,271 | 0.07% |
| 60 | Ikena Oncology Inc | 45175G108 | 382,616 | $661,926 | 0.05% |
| 61 | Replimune Group Inc | REPL | 48,138 | $527,592 | 0.04% |
| 62 | Pulmonx Corp | LUNG | 62,313 | $516,575 | 0.04% |