13F HOLDINGS REPORT
Sofinnova Investments, Inc.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078481
Total Value
$1.64B
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Natera Inc | NTRA | 1,550,280 | $261.9M | 16.02% |
| 2 | Gilead Sciences Inc | GILD | 1,050,308 | $116.4M | 7.12% |
| 3 | Eli Lilly and Co | LLY | 97,018 | $75.6M | 4.63% |
| 4 | Jazz Pharmaceuticals PLC | JAZZ | 694,096 | $73.7M | 4.50% |
| 5 | Vera Therapeutics Inc | VERA | 2,793,987 | $65.8M | 4.03% |
| 6 | iShares TR | 464287655 | 250,000 | $53.9M | 3.30% |
| 7 | AbbVie Inc | ABBV | 265,850 | $49.3M | 3.02% |
| 8 | iShares TR | 464287556 | 375,000 | $47.4M | 2.90% |
| 9 | Boston Scientific Corp | BSX | 431,200 | $46.3M | 2.83% |
| 10 | Dexcom Inc | DXCM | 523,694 | $45.7M | 2.80% |
| 11 | IDEAYA Biosciences Inc | IDYA | 2,147,795 | $45.1M | 2.76% |
| 12 | BridgeBio Pharma Inc | BBIO | 993,093 | $42.9M | 2.62% |
| 13 | Intuitive Surgical Inc | ISRG | 70,642 | $38.4M | 2.35% |
| 14 | Rhythm Pharmaceuticals Inc | RYTM | 586,010 | $37.0M | 2.26% |
| 15 | Arrivent BioPharma Inc | AVBP | 1,696,752 | $36.9M | 2.26% |
| 16 | Roivant Sciences Ltd | ROIV | 3,088,814 | $34.8M | 2.13% |
| 17 | Soleno Therapeutics Inc | SLNO | 415,219 | $34.8M | 2.13% |
| 18 | United Therapeutics Corp | UTHR | 118,513 | $34.1M | 2.08% |
| 19 | Insmed Inc | INSM | 313,923 | $31.6M | 1.93% |
| 20 | Akero Therapeutics Inc | 00973Y108 | 548,788 | $29.3M | 1.79% |
| 21 | Supernus Pharmaceuticals Inc | SUPN | 799,253 | $25.2M | 1.54% |
| 22 | AnaptysBio Inc | ANABV | 1,032,362 | $22.9M | 1.40% |
| 23 | Rapport Therapeutics Inc | RAPP | 1,995,594 | $22.7M | 1.39% |
| 24 | Uniqure NV | QURE | 1,558,356 | $21.7M | 1.33% |
| 25 | Merus N V | N5749R100 | 404,562 | $21.3M | 1.30% |
| 26 | AstraZeneca PLC | AZN | 293,661 | $20.5M | 1.26% |
| 27 | PTC Therapeutics Inc | PTCT | 375,939 | $18.4M | 1.12% |
| 28 | Inozyme Pharma Inc | 45790W108 | 4,280,308 | $17.1M | 1.05% |
| 29 | Cogent Biosciences Inc | COGT | 2,355,505 | $16.9M | 1.03% |
| 30 | Replimune Group Inc | REPL | 1,806,529 | $16.8M | 1.03% |
| 31 | Avidity Biosciences Inc | 05370A108 | 584,801 | $16.6M | 1.02% |
| 32 | Summit Therapeutics Inc | SMMT | 700,000 | $14.9M | 0.91% |
| 33 | Syndax Pharmaceuticals Inc | SNDX | 1,524,440 | $14.3M | 0.87% |
| 34 | Rhythm Pharmaceuticals Inc | RYTM | 225,000 | $14.2M | 0.87% |
| 35 | Replimune Group Inc | REPL | 1,500,000 | $13.9M | 0.85% |
| 36 | Cidara Therapeutics Inc | 171757206 | 251,031 | $12.2M | 0.75% |
| 37 | Immatics N.V | IMTX | 2,240,528 | $12.1M | 0.74% |
| 38 | Roivant Sciences Ltd | ROIV | 1,000,000 | $11.3M | 0.69% |
| 39 | Exact Sciences Corp | 30063P105 | 208,300 | $11.1M | 0.68% |
| 40 | Pharvaris N V | PHVS | 585,532 | $10.3M | 0.63% |
| 41 | Inhibrx Biosciences Inc | INBX | 708,678 | $10.1M | 0.62% |
| 42 | Arcus Biosciences Inc | RCUS | 1,216,016 | $9.9M | 0.61% |
| 43 | Y-mAbs Therapeutics Inc | 984241109 | 2,194,278 | $9.9M | 0.61% |
| 44 | Axsome Therapeutics Inc | AXSM | 93,610 | $9.8M | 0.60% |
| 45 | BioAge Labs Inc | BIOA | 2,304,901 | $9.5M | 0.58% |
| 46 | Edgewise Therapeutics Inc | EWTX | 716,873 | $9.4M | 0.57% |
| 47 | Immunome Inc | IMNM | 778,476 | $7.2M | 0.44% |
| 48 | Dyne Therapeutics Inc | DYN | 614,865 | $5.9M | 0.36% |
| 49 | Savara Inc | SVRA | 2,457,352 | $5.6M | 0.34% |
| 50 | Cidara Therapeutics Inc | 171757206 | 100,000 | $4.9M | 0.30% |
| 51 | Cogent Biosciences Inc | COGT | 660,000 | $4.7M | 0.29% |
| 52 | Apogee Therapeutics Inc | APGE | 76,180 | $3.3M | 0.20% |
| 53 | Nextcure Inc | NXTC | 2,671,856 | $1.2M | 0.08% |
| 54 | Establishment Labs Hldgs Inc | ESTA | 28,120 | $1.2M | 0.07% |
| 55 | Jade Biosciences Inc | JBIO | 107,391 | $1.1M | 0.07% |
| 56 | Metsera Inc | 59267L107 | 36,191 | $1.0M | 0.06% |
| 57 | Scholar Rock Hldg Corp | SRRK | 26,440 | $936,505 | 0.06% |
| 58 | Bolt Biotherapeutics Inc | BOLT | 137,721 | $794,650 | 0.05% |
| 59 | Wave Life Sciences Ltd | WVE | 117,903 | $766,370 | 0.05% |
| 60 | Structure Therapeutics Inc | GPCR | 34,353 | $712,481 | 0.04% |
| 61 | Praxis Precision Medicines Inc | PRAX | 15,717 | $660,900 | 0.04% |
| 62 | Ikena Oncology Inc | 45175G108 | 382,616 | $512,705 | 0.03% |
| 63 | Disc Medicine Inc | IRON | 7,312 | $387,244 | 0.02% |