13F HOLDINGS REPORT
Sofinnova Investments, Inc.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-013863
Total Value
$1.37B
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Natera Inc | NTRA | 1,550,280 | $245.4M | 17.88% |
| 2 | Vera Therapeutics Inc | VERA | 2,793,987 | $118.2M | 8.61% |
| 3 | Gilead Sciences Inc | GILD | 774,227 | $71.5M | 5.21% |
| 4 | AbbVie Inc | ABBV | 359,393 | $63.9M | 4.65% |
| 5 | Jazz Pharmaceuticals PLC | JAZZ | 504,193 | $62.1M | 4.52% |
| 6 | Sarepta Therapeutics Inc | SRPT | 428,771 | $52.1M | 3.80% |
| 7 | Arrivent BioPharma Inc | AVBP | 1,696,752 | $45.2M | 3.29% |
| 8 | AstraZeneca PLC | AZN | 651,344 | $42.7M | 3.11% |
| 9 | Stryker Corporation | SYK | 116,005 | $41.8M | 3.04% |
| 10 | Axsome Therapeutics Inc | AXSM | 491,726 | $41.6M | 3.03% |
| 11 | Replimune Group Inc | REPL | 3,149,522 | $38.1M | 2.78% |
| 12 | Incyte Corp | INCY | 524,267 | $36.2M | 2.64% |
| 13 | Rapport Therapeutics Inc | RAPP | 1,995,594 | $35.4M | 2.58% |
| 14 | Soleno Therapeutics Inc | SLNO | 757,248 | $34.0M | 2.48% |
| 15 | Boston Scientific Corp | BSX | 346,571 | $31.0M | 2.25% |
| 16 | IDEAYA Biosciences Inc | IDYA | 1,069,090 | $27.5M | 2.00% |
| 17 | Alnylam Pharmaceuticals Inc | ALNY | 110,157 | $25.9M | 1.89% |
| 18 | Alkermes Plc | ALKS | 894,266 | $25.7M | 1.87% |
| 19 | Dyne Therapeutics Inc | DYN | 1,071,498 | $25.2M | 1.84% |
| 20 | Dexcom Inc | DXCM | 290,210 | $22.6M | 1.64% |
| 21 | Rhythm Pharmaceuticals Inc | RYTM | 397,428 | $22.2M | 1.62% |
| 22 | Globus Med Inc | GMED | 244,700 | $20.2M | 1.47% |
| 23 | Intuitive Surgical Inc | ISRG | 37,896 | $19.8M | 1.44% |
| 24 | Insmed Inc | INSM | 256,281 | $17.7M | 1.29% |
| 25 | Y-mAbs Therapeutics Inc | 984241109 | 2,194,278 | $17.2M | 1.25% |
| 26 | Savara Inc | SVRA | 5,471,299 | $16.8M | 1.22% |
| 27 | Janux Therapeutics Inc | JANX | 253,262 | $13.6M | 0.99% |
| 28 | BioAge Labs Inc | BIOA | 2,304,901 | $13.3M | 0.97% |
| 29 | Inozyme Pharma Inc | 45790W108 | 4,280,308 | $11.9M | 0.86% |
| 30 | Eli Lilly & Co | LLY | 14,364 | $11.1M | 0.81% |
| 31 | Edgewise Therapeutics Inc | EWTX | 402,773 | $10.8M | 0.78% |
| 32 | Pharvaris N V | PHVS | 560,723 | $10.7M | 0.78% |
| 33 | Aerovate Therapeutics Inc | 008064107 | 3,758,686 | $10.0M | 0.73% |
| 34 | Inari Med Inc | 45332Y109 | 180,456 | $9.2M | 0.67% |
| 35 | Syndax Pharmaceuticals Inc | SNDX | 658,627 | $8.7M | 0.63% |
| 36 | Axsome Therapeutics Inc | AXSM | 100,000 | $8.5M | 0.62% |
| 37 | Inhibrx Biosciences Inc | INBX | 527,190 | $8.1M | 0.59% |
| 38 | Immunome Inc | IMNM | 746,824 | $7.9M | 0.58% |
| 39 | Cogent Biosciences Inc | COGT | 823,160 | $6.4M | 0.47% |
| 40 | Achieve Life Sciences Inc | ACHV | 1,306,482 | $4.6M | 0.33% |
| 41 | Erasca Inc | ERAS | 1,795,880 | $4.5M | 0.33% |
| 42 | Establishment Labs Hldgs Inc | ESTA | 95,305 | $4.4M | 0.32% |
| 43 | Avantor Inc | AVTR | 200,000 | $4.2M | 0.31% |
| 44 | Edwards Lifesciences Corp | EW | 40,000 | $3.0M | 0.22% |
| 45 | Exact Sciences Corp | 30063P105 | 52,042 | $2.9M | 0.21% |
| 46 | Immatics N.V | IMTX | 343,206 | $2.4M | 0.18% |
| 47 | Danaher Corporation | 235851102 | 10,000 | $2.3M | 0.17% |
| 48 | Nextcure Inc | NXTC | 2,671,856 | $2.1M | 0.15% |
| 49 | AnaptysBio Inc | ANABV | 132,927 | $1.8M | 0.13% |
| 50 | Keros Therapeutics Inc | KROS | 95,375 | $1.5M | 0.11% |
| 51 | Bolt Biotherapeutics Inc | BOLT | 2,754,437 | $1.5M | 0.11% |
| 52 | Disc Medicine Inc | IRON | 22,752 | $1.4M | 0.11% |
| 53 | Becton Dickinson & Co | BDX | 4,951 | $1.1M | 0.08% |
| 54 | Vir Biotechnology Inc | VIR | 114,131 | $837,722 | 0.06% |
| 55 | ICU Med Inc | ICUI | 5,000 | $775,850 | 0.06% |
| 56 | Enliven Therapeutics Inc | ELVN | 34,025 | $765,563 | 0.06% |
| 57 | Ikena Oncology Inc | 45175G108 | 382,616 | $627,490 | 0.05% |
| 58 | Travere Therapeutics Inc | TVTX | 32,616 | $568,171 | 0.04% |
| 59 | Structure Therapeutics Inc | GPCR | 20,892 | $566,591 | 0.04% |
| 60 | Pulmonx Corp | LUNG | 61,326 | $416,404 | 0.03% |
| 61 | Avidity Biosciences Inc | 05370A108 | 13,789 | $400,984 | 0.03% |