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Stock research / United States / Funds / Sofinnova Investments, Inc.

Sofinnova Investments, Inc.

CIK 1631134 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Sofinnova Investments, Inc. reported 53 US-listed holdings worth $1.87 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Natera Inc Com (22.5%), Vera Therapeutics Inc. (6.4%) and Genmab A/S (5.9%). Against the quarter before, it opened 11 positions, added to 12, trimmed 17 and sold out of 19.

Reported holdings$1.87B-6.2% on Q1 2026
Positions53-8 on Q1 2026
The largest ten59.8%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
NTRA22.5%VERA6.4%GMAB5.9%JAZZ4.7%RAPP4.2%SPTX4.1%AVBP3.1%RARE3.1%BIOA3.0%BMY2.7%SUPN2.6%RYTM2.4%GILD2.3%UTHR2.2%39 more30.7%

The 14 largest of its 53 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.21 billion in 57 positions$1.21BQ3 24Q4 2024: $1.36 billion in 60 positions$1.36BQ4 24Q1 2025: $1.33 billion in 59 positions$1.33BQ1 25Q2 2025: $1.47 billion in 55 positions$1.47BQ2 25Q3 2025: $1.63 billion in 55 positions$1.63BQ3 25Q4 2025: $2.32 billion in 60 positions$2.32BQ4 25Q1 2026: $2.00 billion in 61 positions$2.00BQ1 26Q2 2026: $1.87 billion in 53 positions$1.87BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 11Added 12Held 13Trimmed 17Sold out 19
Opened: 11Added: 12Held: 13Trimmed: 17Sold out: 19

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 11

  1. Seaport Therapeutics Inc. SPTX$77.4 million
  2. Gilead Sciences, Inc. GILD$43.3 million
  3. Nurix Therapeutics Inc. NRIX$12.7 million
  4. Design Therapeutics Inc. DSGN$12.5 million
  5. First Tracks Biotherapeutics TRAX$11.4 million
  6. Abbott Laboratories ABT$11.2 million
  7. Sionna Therapeutics Inc SION$6.4 million
  8. Absci Corporation ABSI$3.9 million

and 3 more in the table below

Added to 12

  1. Genmab A/S GMAB+3.3 million shares · +438%
  2. Anaptysbio Inc. ANAB+245,283 shares · +99%
  3. Veradermics Inc MANE+75,678 shares · +103%
  4. Tenax Therapeutics Inc. TENX+395,639 shares · +379%
  5. Disc Medicine Inc. IRON+67,919 shares · +87%
  6. Supernus Pharmaceuticals, Inc. SUPN+82,019 shares · +9%
  7. Pharvaris N V PHVS+62,971 shares · +8%
  8. Onkure Therapeutics Inc OKUR+179,992 shares · +127%

and 4 more in the table below

Trimmed 17

  1. Bristol-Myers Squibb Co. BMY-1.1 million shares · -56%
  2. Jazz Pharmaceuticals plc JAZZ-232,986 shares · -39%
  3. Ultragenyx Pharmaceutical in RARE-1.4 million shares · -45%
  4. United Therapeutics Corp. UTHR-83,581 shares · -52%
  5. Cogent Biosciences Inc. COGT-1.1 million shares · -51%
  6. Alcon AG ALC-474,148 shares · -65%
  7. Biomarin Pharmaceutical Inc. BMRN-423,414 shares · -54%
  8. Insmed Inc. INSM-187,677 shares · -54%

and 9 more in the table below

Sold out of 19

  1. AstraZeneca PLC AZN$89.9 million last quarter
  2. Biogen Inc. BIIB$42.1 million last quarter
  3. Celcuity Inc. CELC$41.8 million last quarter
  4. Bridgebio Pharma Inc. BBIO$30.4 million last quarter
  5. Dexcom Inc. DXCM$24.7 million last quarter
  6. Xenon Pharmaceuticals Inc. XENE$17.7 million last quarter
  7. Stryker Corp. SYK$14.6 million last quarter
  8. Roivant Sciences Ltd. ROIV$13.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Natera Inc Com NTRA1,550,280$420.8 million22.48%no change
Vera Therapeutics Inc. VERA2,793,987$119.9 million6.40%no change
Genmab A/S GMAB4,045,215$111.1 million5.94%+3,292,954
Jazz Pharmaceuticals plc JAZZ365,341$88.0 million4.70%-232,986
Rapport Therapeutics Inc. RAPP1,904,408$79.4 million4.24%no change
Seaport Therapeutics Inc. SPTX3,564,871$77.4 million4.14%new
Arrivent Biopharma Inc. AVBP1,696,752$58.9 million3.15%no change
Ultragenyx Pharmaceutical in RARE1,717,505$57.3 million3.06%-1,428,383
Bioage Labs Inc. BIOA2,293,788$56.2 million3.00%no change
Bristol-Myers Squibb Co. BMY876,970$50.5 million2.70%-1,111,751
Supernus Pharmaceuticals, Inc. SUPN1,036,328$48.2 million2.57%+82,019
Rhythm Pharmaceuticals Inc. RYTM408,027$45.3 million2.42%-42,069
Gilead Sciences, Inc. GILD343,100$43.3 million2.32%new
United Therapeutics Corp. UTHR76,489$41.4 million2.21%-83,581
Cogent Biosciences Inc. COGT1,035,148$40.1 million2.14%-1,078,403
Axsome Therapeutics Inc. AXSM160,429$39.3 million2.10%-52,318
Immatics N.V IMTX3,669,346$37.2 million1.99%+38,892
Dyne Therapeutics Inc. DYN1,658,384$36.8 million1.97%+24,487
Immunome Inc. IMNM1,720,316$36.5 million1.95%+18,412
Ideaya Biosciences Inc. IDYA925,119$34.5 million1.84%-206,667
Anaptysbio Inc. ANAB493,536$33.3 million1.78%+245,283
Nektar Therapeutics NKTR471,763$32.9 million1.76%-37,783
Pharvaris N V PHVS881,299$30.5 million1.63%+62,971
Arcus Biosciences, Inc. RCUS945,690$29.2 million1.56%+22,604
Inhibrx Biosciences Inc. INBX303,103$28.7 million1.53%-102,926
Biomarin Pharmaceutical Inc. BMRN358,568$20.5 million1.10%-423,414
Veradermics Inc MANE148,993$18.3 million0.98%+75,678
Alcon AG ALC255,824$17.2 million0.92%-474,148
Insmed Inc. INSM158,398$16.9 million0.90%-187,677
Edgewise Therapeutics Inc. EWTX380,923$15.5 million0.83%-5,575
Nurix Therapeutics Inc. NRIX524,098$12.7 million0.68%new
Design Therapeutics Inc. DSGN865,135$12.5 million0.67%new
Definium Therapeutics Inc. DFTX255,903$12.0 million0.64%-88,263
First Tracks Biotherapeutics TRAX565,199$11.4 million0.61%new
Abbott Laboratories ABT122,998$11.2 million0.60%new
Disc Medicine Inc. IRON146,239$10.7 million0.57%+67,919
Tenax Therapeutics Inc. TENX500,039$7.3 million0.39%+395,639
Sionna Therapeutics Inc SION144,432$6.4 million0.34%new
Absci Corporation ABSI337,400$3.9 million0.21%new
Mirum Pharmaceuticals Inc. MIRM27,591$3.2 million0.17%no change
Jade Biosciences Inc. JBIO107,391$2.4 million0.13%no change
Savara Inc. SVRA364,763$2.2 million0.12%no change
Praxis Precision Medicines I PRAX6,440$2.2 million0.12%-57,240
Septerna Inc. SEPN47,506$1.6 million0.08%no change
Onkure Therapeutics Inc OKUR321,692$1.5 million0.08%+179,992
Sagimet Biosciences Inc. SGMT166,667$1.3 million0.07%new
Wave Life Sciences Ltd WVE189,253$1.1 million0.06%no change
Aktis Oncology Inc. AKTS32,436$1.0 million0.06%new
Tyra Biosciences Inc. TYRA32,267$1.0 million0.06%-171,748
Bolt Biotherapeutics Inc. BOLT137,721$530,2260.03%no change
Nextcure Inc. NXTC222,654$356,2460.02%no change
Imagenebio Inc. IMA31,884$188,1160.01%no change
Heartflow Inc. HTFL5,079$149,0180.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 19 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Ultragenyx Pharmaceutical in RARECalls500,000$16.7 million
Intuitive Surgical Inc. ISRGCalls40,000$15.9 million
Globus Medical Inc. GMEDCalls200,000$15.8 million
Exelixis, Inc. EXELPuts254,200$13.8 million

4 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.