13F HOLDINGS REPORT
Sofinnova Investments, Inc.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001104659-26-015127
Total Value
$2.32B
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 1,550,280 | $355.2M | 15.31% |
| 2 | JAZZ PHARMACEUTICALS PLC | JAZZ | 959,860 | $163.2M | 7.04% |
| 3 | ASTRAZENECA PLC | AZN | 1,632,334 | $150.1M | 6.47% |
| 4 | VERA THERAPEUTICS INC | VERA | 2,793,987 | $141.5M | 6.10% |
| 5 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,512,994 | $81.6M | 3.52% |
| 6 | UNITED THERAPEUTICS CORP | UTHR | 157,641 | $76.8M | 3.31% |
| 7 | VERTEX PHARMACEUTICALS INC | VRTX | 164,594 | $74.6M | 3.22% |
| 8 | ABBVIE INC | ABBV | 317,783 | $72.6M | 3.13% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 126,968 | $71.9M | 3.10% |
| 10 | COGENT BIOSCIENCES INC | COGT | 1,973,625 | $70.1M | 3.02% |
| 11 | ELI LILLY & CO | LLY | 61,652 | $66.3M | 2.86% |
| 12 | RAPPORT THERAPEUTICS INC | RAPP | 1,904,408 | $57.8M | 2.49% |
| 13 | BRIDGEBIO PHARMA INC | BBIO | 720,448 | $55.1M | 2.38% |
| 14 | AVIDITY BIOSCIENCES INC | 05370A108 | 745,116 | $53.7M | 2.32% |
| 15 | DYNE THERAPEUTICS INC | DYN | 2,254,161 | $44.1M | 1.90% |
| 16 | BIOMARIN PHARMACEUTICAL INC | BMRN | 697,133 | $41.4M | 1.79% |
| 17 | APOGEE THERAPEUTICS INC | APGE | 534,845 | $40.4M | 1.74% |
| 18 | CIDARA THERAPEUTICS INC | 171757206 | 180,265 | $39.8M | 1.72% |
| 19 | PRAXIS PRECISION MEDICINES INC | PRAX | 125,722 | $37.1M | 1.60% |
| 20 | IMMATICS N.V | IMTX | 3,435,542 | $36.1M | 1.56% |
| 21 | INHIBRX BIOSCIENCES INC | INBX | 454,657 | $35.9M | 1.55% |
| 22 | IMMUNOME INC | IMNM | 1,618,477 | $34.8M | 1.50% |
| 23 | ARRIVENT BIOPHARMA INC | AVBP | 1,696,752 | $34.1M | 1.47% |
| 24 | GLAUKOS CORP | GKOS | 288,128 | $32.5M | 1.40% |
| 25 | IDEAYA BIOSCIENCES INC | IDYA | 885,121 | $30.6M | 1.32% |
| 26 | BIOAGE LABS INC | BIOA | 2,293,788 | $30.3M | 1.31% |
| 27 | CELCUITY INC | CELC | 299,417 | $29.9M | 1.29% |
| 28 | RHYTHM PHARMACEUTICALS INC | RYTM | 271,394 | $29.1M | 1.25% |
| 29 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,104,274 | $27.6M | 1.19% |
| 30 | SUPERNUS PHARMACEUTICALS INC | SUPN | 553,095 | $27.5M | 1.19% |
| 31 | INSMED INC | INSM | 156,801 | $27.3M | 1.18% |
| 32 | ALCON AG | ALC | 332,520 | $26.2M | 1.13% |
| 33 | ARCUS BIOSCIENCES INC | RCUS | 1,096,705 | $26.1M | 1.13% |
| 34 | DEXCOM INC | DXCM | 378,219 | $25.1M | 1.08% |
| 35 | PHARVARIS N V | PHVS | 745,169 | $20.7M | 0.89% |
| 36 | NEKTAR THERAPEUTICS | NKTR | 438,630 | $18.5M | 0.80% |
| 37 | COMPASS THERAPEUTICS INC | CMPX | 3,365,446 | $18.1M | 0.78% |
| 38 | ROIVANT SCIENCES LTD | ROIV | 734,582 | $15.9M | 0.69% |
| 39 | ANAPTYSBIO INC | ANABV | 287,690 | $13.9M | 0.60% |
| 40 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 160,876 | $13.2M | 0.57% |
| 41 | EDGEWISE THERAPEUTICS INC | EWTX | 437,819 | $10.9M | 0.47% |
| 42 | EXACT SCIENCES CORP | 30063P105 | 101,443 | $10.3M | 0.44% |
| 43 | DISC MEDICINE INC | IRON | 111,010 | $8.8M | 0.38% |
| 44 | AMYLYX PHARMACEUTICALS INC | AMLX | 527,099 | $6.4M | 0.27% |
| 45 | MASIMO CORP | MASI | 46,201 | $6.0M | 0.26% |
| 46 | UNIQURE NV | QURE | 176,513 | $4.2M | 0.18% |
| 47 | NEXTCURE INC | NXTC | 222,654 | $3.2M | 0.14% |
| 48 | WAVE LIFE SCIENCES LTD | WVE | 158,182 | $2.7M | 0.12% |
| 49 | XENON PHARMACEUTICALS INC | XENE | 59,900 | $2.7M | 0.12% |
| 50 | EVOMMUNE INC | EVMN | 153,320 | $2.6M | 0.11% |
| 51 | AXSOME THERAPEUTICS INC | AXSM | 12,266 | $2.2M | 0.10% |
| 52 | ESTABLISHMENT LABS HLDGS INC | ESTA | 28,366 | $2.1M | 0.09% |
| 53 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 83,300 | $1.9M | 0.08% |
| 54 | SAVARA INC | SVRA | 304,770 | $1.8M | 0.08% |
| 55 | MIRUM PHARMACEUTICALS INC | MIRM | 23,100 | $1.8M | 0.08% |
| 56 | ACADIA PHARMACEUTICALS INC | ACAD | 65,567 | $1.8M | 0.08% |
| 57 | JADE BIOSCIENCES INC | JBIO | 107,391 | $1.7M | 0.07% |
| 58 | BOLT BIOTHERAPEUTICS INC | BOLT | 137,721 | $753,058 | 0.03% |
| 59 | SOLENO THERAPEUTICS INC | SLNO | 12,414 | $574,768 | 0.02% |
| 60 | IMAGENEBIO INC | IMA | 31,884 | $220,000 | 0.01% |