13F HOLDINGS REPORT
Sofinnova Investments, Inc.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-111551
Total Value
$1.83B
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Natera Inc | NTRA | 1,550,280 | $249.5M | 13.65% |
| 2 | Gilead Sciences Inc | GILD | 1,252,312 | $139.0M | 7.60% |
| 3 | Vera Therapeutics Inc | VERA | 2,793,987 | $81.2M | 4.44% |
| 4 | United Therapeutics Corp | UTHR | 190,626 | $79.9M | 4.37% |
| 5 | Jazz Pharmaceuticals PLC | JAZZ | 588,828 | $77.6M | 4.24% |
| 6 | AstraZeneca PLC | AZN | 823,933 | $63.2M | 3.46% |
| 7 | Rapport Therapeutics Inc | RAPP | 1,947,579 | $57.8M | 3.16% |
| 8 | Boston Scientific Corp | BSX | 569,427 | $55.6M | 3.04% |
| 9 | Dexcom Inc | DXCM | 779,616 | $52.5M | 2.87% |
| 10 | Intuitive Surgical Inc | ISRG | 110,896 | $49.6M | 2.71% |
| 11 | Axsome Therapeutics Inc | AXSM | 393,499 | $47.8M | 2.61% |
| 12 | Roivant Sciences Ltd | ROIV | 3,149,270 | $47.6M | 2.61% |
| 13 | iShares TR | 464287556 | 325,000 | $46.9M | 2.57% |
| 14 | Vertex Pharmaceuticals Inc | VRTX | 117,875 | $46.2M | 2.52% |
| 15 | BridgeBio Pharma Inc | BBIO | 831,847 | $43.2M | 2.36% |
| 16 | United Therapeutics Corp | UTHR | 97,100 | $40.7M | 2.23% |
| 17 | SPDR Series Trust | 78464A870 | 400,000 | $40.1M | 2.19% |
| 18 | Avidity Biosciences Inc | 05370A108 | 875,925 | $38.2M | 2.09% |
| 19 | AbbVie Inc | ABBV | 150,966 | $35.0M | 1.91% |
| 20 | Arrivent BioPharma Inc | AVBP | 1,696,752 | $31.3M | 1.71% |
| 21 | Cogent Biosciences Inc | COGT | 2,127,941 | $30.6M | 1.67% |
| 22 | Uniqure NV | QURE | 500,000 | $29.2M | 1.60% |
| 23 | Glaukos Corp | GKOS | 312,994 | $25.5M | 1.40% |
| 24 | IDEAYA Biosciences Inc | IDYA | 922,695 | $25.1M | 1.37% |
| 25 | Rhythm Pharmaceuticals Inc | RYTM | 246,966 | $24.9M | 1.36% |
| 26 | Akero Therapeutics Inc | 00973Y108 | 473,625 | $22.5M | 1.23% |
| 27 | Apogee Therapeutics Inc | APGE | 565,417 | $22.5M | 1.23% |
| 28 | Exact Sciences Corp | 30063P105 | 365,000 | $20.0M | 1.09% |
| 29 | Immatics N.V | IMTX | 2,227,837 | $19.0M | 1.04% |
| 30 | Summit Therapeutics Inc | SMMT | 900,000 | $18.6M | 1.02% |
| 31 | Pharvaris N V | PHVS | 739,876 | $18.5M | 1.01% |
| 32 | Supernus Pharmaceuticals Inc | SUPN | 377,066 | $18.0M | 0.99% |
| 33 | Uniqure NV | QURE | 300,000 | $17.5M | 0.96% |
| 34 | Arcus Biosciences Inc | RCUS | 1,222,263 | $16.6M | 0.91% |
| 35 | Merus N V | N5749R100 | 166,729 | $15.7M | 0.86% |
| 36 | Insmed Inc | INSM | 104,339 | $15.0M | 0.82% |
| 37 | Inhibrx Biosciences Inc | INBX | 440,092 | $14.8M | 0.81% |
| 38 | BioAge Labs Inc | BIOA | 2,293,788 | $13.5M | 0.74% |
| 39 | Celcuity Inc | CELC | 253,375 | $12.5M | 0.68% |
| 40 | Dyne Therapeutics Inc | DYN | 985,828 | $12.5M | 0.68% |
| 41 | PTC Therapeutics Inc | PTCT | 186,932 | $11.5M | 0.63% |
| 42 | GE Healthcare Technologies Inc | GEHC | 151,085 | $11.3M | 0.62% |
| 43 | Soleno Therapeutics Inc | SLNO | 166,281 | $11.2M | 0.61% |
| 44 | Praxis Precision Medicines Inc | PRAX | 172,833 | $9.2M | 0.50% |
| 45 | Savara Inc | SVRA | 2,427,724 | $8.7M | 0.47% |
| 46 | Edgewise Therapeutics Inc | EWTX | 520,240 | $8.4M | 0.46% |
| 47 | Uniqure NV | QURE | 136,862 | $8.0M | 0.44% |
| 48 | AnaptysBio Inc | ANABV | 254,268 | $7.8M | 0.43% |
| 49 | Compass Therapeutics Inc | CMPX | 2,028,886 | $7.1M | 0.39% |
| 50 | Nektar Therapeutics | NKTR | 118,419 | $6.7M | 0.37% |
| 51 | Liquidia Corporation | LQDA | 250,000 | $5.7M | 0.31% |
| 52 | Cidara Therapeutics Inc | 171757206 | 54,197 | $5.2M | 0.28% |
| 53 | Immunome Inc | IMNM | 436,051 | $5.1M | 0.28% |
| 54 | Nextcure Inc | NXTC | 222,654 | $1.3M | 0.07% |
| 55 | Wave Life Sciences Ltd | WVE | 170,943 | $1.3M | 0.07% |
| 56 | Scholar Rock Hldg Corp | SRRK | 31,410 | $1.2M | 0.06% |
| 57 | Jade Biosciences Inc | JBIO | 107,391 | $926,784 | 0.05% |
| 58 | Disc Medicine Inc | IRON | 13,553 | $895,582 | 0.05% |
| 59 | Bolt Biotherapeutics Inc | BOLT | 137,721 | $732,676 | 0.04% |
| 60 | Acadia Pharmaceuticals Inc | ACAD | 26,800 | $571,912 | 0.03% |
| 61 | Establishment Labs Hldgs Inc | ESTA | 10,787 | $442,159 | 0.02% |
| 62 | ImageneBio Inc | IMA | 31,884 | $259,855 | 0.01% |