Institutional Manager · CIK 0001631134
Sofinnova Investments, Inc.
Menlo Park, CA · File #028-18774
Latest AUM
$2.32B
Positions
60
Top-10 Concentration
54.6%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202560 pos · $2.32B
- 13F HOLDINGS REPORTQ/E Sep 202562 pos · $1.83B
- 13F HOLDINGS REPORTQ/E Jun 202563 pos · $1.64B
- 13F HOLDINGS REPORTQ/E Mar 202565 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Dec 202461 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Sep 202462 pos · $1.26B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202464 pos · $1.79B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202474 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Jun 202482 pos · $1.92B
- 13F HOLDINGS REPORTQ/E Mar 202474 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Dec 202369 pos · $1.59B
- 13F HOLDINGS REPORTQ/E Sep 202355 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Jun 202353 pos · $1.56B
- 13F HOLDINGS REPORTQ/E Mar 202353 pos · $1.69B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 1,550,280 | $355.2M | 15.41% |
| 2 | JAZZ PHARMACEUTICALS PLC | JAZZ | 959,860 | $163.2M | 7.08% |
| 3 | ASTRAZENECA PLC | AZN | 1,632,334 | $150.1M | 6.51% |
| 4 | VERA THERAPEUTICS INC | VERA | 2,793,987 | $141.5M | 6.14% |
| 5 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,512,994 | $81.6M | 3.54% |
| 6 | UNITED THERAPEUTICS CORP | UTHR | 157,641 | $76.8M | 3.33% |
| 7 | VERTEX PHARMACEUTICALS INC | VRTX | 164,594 | $74.6M | 3.24% |
| 8 | ABBVIE INC | ABBV | 317,783 | $72.6M | 3.15% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 126,968 | $71.9M | 3.12% |
| 10 | COGENT BIOSCIENCES INC | COGT | 1,973,625 | $70.1M | 3.04% |
| 11 | ELI LILLY & CO | LLY | 61,652 | $66.3M | 2.88% |
| 12 | RAPPORT THERAPEUTICS INC | RAPP | 1,904,408 | $57.8M | 2.51% |
| 13 | BRIDGEBIO PHARMA INC | BBIO | 720,448 | $55.1M | 2.39% |
| 14 | AVIDITY BIOSCIENCES INC | 05370A108 | 745,116 | $53.7M | 2.33% |
| 15 | DYNE THERAPEUTICS INC | DYN | 2,254,161 | $44.1M | 1.91% |
| 16 | BIOMARIN PHARMACEUTICAL INC | BMRN | 697,133 | $41.4M | 1.80% |
| 17 | APOGEE THERAPEUTICS INC | APGE | 534,845 | $40.4M | 1.75% |
| 18 | CIDARA THERAPEUTICS INC | 171757206 | 180,265 | $39.8M | 1.73% |
| 19 | PRAXIS PRECISION MEDICINES INC | PRAX | 125,722 | $37.1M | 1.61% |
| 20 | IMMATICS N.V | IMTX | 3,435,542 | $36.1M | 1.57% |