13F HOLDINGS REPORT
Sofinnova Investments, Inc.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049266
Total Value
$1.53B
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Natera Inc | NTRA | 1,550,280 | $219.2M | 14.32% |
| 2 | Stryker Corporation | SYK | 298,567 | $111.1M | 7.26% |
| 3 | Invesco QQQ TR | IVZ | 175,000 | $82.1M | 5.36% |
| 4 | iShares TR | 464287655 | 350,000 | $69.8M | 4.56% |
| 5 | Vera Therapeutics Inc | VERA | 2,793,987 | $67.1M | 4.38% |
| 6 | Jazz Pharmaceuticals PLC | JAZZ | 510,050 | $63.3M | 4.14% |
| 7 | Medtronic PLC | MDT | 562,992 | $50.6M | 3.30% |
| 8 | Alnylam Pharmaceuticals Inc | ALNY | 176,181 | $47.6M | 3.11% |
| 9 | Gilead Sciences Inc | GILD | 418,900 | $46.9M | 3.07% |
| 10 | Eli Lilly & Co | LLY | 52,800 | $43.6M | 2.85% |
| 11 | IDEAYA Biosciences Inc | IDYA | 2,622,192 | $43.0M | 2.81% |
| 12 | Soleno Therapeutics Inc | SLNO | 499,300 | $35.7M | 2.33% |
| 13 | Soleno Therapeutics Inc | SLNO | 484,471 | $34.6M | 2.26% |
| 14 | Arrivent BioPharma Inc | AVBP | 1,696,752 | $31.4M | 2.05% |
| 15 | PTC Therapeutics Inc | PTCT | 579,339 | $29.5M | 1.93% |
| 16 | Syndax Pharmaceuticals Inc | SNDX | 2,275,223 | $28.0M | 1.83% |
| 17 | Dexcom Inc | DXCM | 395,975 | $27.0M | 1.77% |
| 18 | BridgeBio Pharma Inc | BBIO | 734,227 | $25.4M | 1.66% |
| 19 | Replimune Group Inc | REPL | 2,479,939 | $24.2M | 1.58% |
| 20 | Rhythm Pharmaceuticals | RYTM | 446,839 | $23.7M | 1.55% |
| 21 | Insmed Inc | INSM | 304,254 | $23.2M | 1.52% |
| 22 | Blueprint Medicines Corp | 09627Y109 | 261,039 | $23.1M | 1.51% |
| 23 | Bristol-Myers Squibb Co | CELG-RI | 371,497 | $22.7M | 1.48% |
| 24 | Incyte Corp | INCY | 357,800 | $21.7M | 1.41% |
| 25 | AnaptysBio Inc | ANABV | 1,160,033 | $21.6M | 1.41% |
| 26 | Sarepta Therapeutics Inc | SRPT | 327,618 | $20.9M | 1.37% |
| 27 | Akero Therapeutics Inc | 00973Y108 | 510,020 | $20.6M | 1.35% |
| 28 | Axsome Therapeutics Inc | AXSM | 175,317 | $20.4M | 1.34% |
| 29 | Rapport Therapeutics Inc | RAPP | 1,995,594 | $20.0M | 1.31% |
| 30 | Supernus Pharmaceuticals Inc | SUPN | 520,678 | $17.1M | 1.11% |
| 31 | Savara Inc | SVRA | 5,481,666 | $15.2M | 0.99% |
| 32 | Cogent Biosciences Inc | COGT | 2,182,121 | $13.1M | 0.85% |
| 33 | Roivant Sciences Ltd | ROIV | 1,279,510 | $12.9M | 0.84% |
| 34 | Danaher Corporation | 235851102 | 58,606 | $12.0M | 0.78% |
| 35 | Penumbra Inc | PEN | 42,936 | $11.5M | 0.75% |
| 36 | Avidity Biosciences Inc | 05370A108 | 379,931 | $11.2M | 0.73% |
| 37 | Inhibrx Biosciences Inc | INBX | 697,916 | $9.8M | 0.64% |
| 38 | Y-mAbs Therapeutics Inc | 984241109 | 2,194,278 | $9.7M | 0.63% |
| 39 | Aerovate Therapeutics Inc | 008064107 | 3,758,686 | $9.4M | 0.62% |
| 40 | Pharvaris N V | PHVS | 593,403 | $9.3M | 0.61% |
| 41 | BioAge Labs Inc | BIOA | 2,304,901 | $8.7M | 0.57% |
| 42 | ACADIA Pharmaceuticals Inc | ACAD | 500,000 | $8.3M | 0.54% |
| 43 | Arcus Biosciences Inc | RCUS | 1,037,776 | $8.1M | 0.53% |
| 44 | Edgewise Therapeutics Inc | EWTX | 342,218 | $7.5M | 0.49% |
| 45 | Dyne Therapeutics Inc | DYN | 716,896 | $7.5M | 0.49% |
| 46 | Edgewise Therapeutics Inc | EWTX | 320,400 | $7.0M | 0.46% |
| 47 | Immatics N.V | IMTX | 1,554,304 | $7.0M | 0.46% |
| 48 | Praxis Precision Medicines I | PRAX | 157,640 | $6.0M | 0.39% |
| 49 | Intuitive Surgical Inc | ISRG | 11,984 | $5.9M | 0.39% |
| 50 | Uniqure NV | QURE | 545,771 | $5.8M | 0.38% |
| 51 | Immunome Inc | IMNM | 788,666 | $5.3M | 0.35% |
| 52 | Kura Oncology Inc | KURA | 791,667 | $5.2M | 0.34% |
| 53 | Inozyme Pharma Inc | 45790W108 | 4,280,308 | $3.9M | 0.25% |
| 54 | Scholar Rock Hldg Corp | SRRK | 116,117 | $3.7M | 0.24% |
| 55 | Erasca Inc | ERAS | 1,877,085 | $2.6M | 0.17% |
| 56 | Soleno Therapeutics Inc | SLNO | 30,000 | $2.1M | 0.14% |
| 57 | Nextcure Inc | NXTC | 2,671,856 | $1.3M | 0.08% |
| 58 | Establishment Labs Hldgs Inc | ESTA | 28,675 | $1.2M | 0.08% |
| 59 | Bolt Biotherapeutics Inc | BOLT | 2,754,437 | $1.1M | 0.07% |
| 60 | Metsera Inc | 59267L107 | 36,800 | $1.0M | 0.07% |
| 61 | Enliven Therapeutics Inc | ELVN | 33,547 | $660,205 | 0.04% |
| 62 | Structure Therapeutics Inc | GPCR | 34,952 | $605,019 | 0.04% |
| 63 | Vir Biotechnology Inc | VIR | 83,010 | $537,905 | 0.04% |
| 64 | Ikena Oncology Inc | 45175G108 | 382,616 | $489,748 | 0.03% |
| 65 | Disc Medicine Inc | IRON | 7,485 | $371,555 | 0.02% |