Sofinnova Investments, Inc. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.5T
Holdings
62
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANatera Inc | 1,550,280 | $219.2B | 14.32% | |
| 2 | SYKStryker Corporation | 298,567 | $111.1B | 7.26% | |
| 3 | NDQInvesco QQQ TR | 175,000 | $82.1B | 5.36% | Put |
| 4 | SLNOSoleno Therapeutics Inc | 1,013,771 | $72.4B | 4.73% | Put |
| 5 | IWMiShares TR | 350,000 | $69.8B | 4.56% | Put |
| 6 | VERAVera Therapeutics Inc | 2,793,987 | $67.1B | 4.38% | |
| 7 | JAZZJazz Pharmaceuticals PLC | 510,050 | $63.3B | 4.14% | |
| 8 | MDTMedtronic PLC | 562,992 | $50.6B | 3.30% | |
| 9 | ALNYAlnylam Pharmaceuticals Inc | 176,181 | $47.6B | 3.11% | |
| 10 | GILDGilead Sciences Inc | 418,900 | $46.9B | 3.07% | |
| 11 | LLYEli Lilly & Co | 52,800 | $43.6B | 2.85% | |
| 12 | IDYAIDEAYA Biosciences Inc | 2,622,192 | $43.0B | 2.81% | |
| 13 | AVBPArrivent BioPharma Inc | 1,696,752 | $31.4B | 2.05% | |
| 14 | PTCTPTC Therapeutics Inc | 579,339 | $29.5B | 1.93% | |
| 15 | SNDXSyndax Pharmaceuticals Inc | 2,275,223 | $28.0B | 1.83% | |
| 16 | DC4Dexcom Inc | 395,975 | $27.0B | 1.77% | |
| 17 | BBIOBridgeBio Pharma Inc | 734,227 | $25.4B | 1.66% | |
| 18 | REPLReplimune Group Inc | 2,479,939 | $24.2B | 1.58% | |
| 19 | RYTMRhythm Pharmaceuticals | 446,839 | $23.7B | 1.55% | |
| 20 | IM8NInsmed Inc | 304,254 | $23.2B | 1.52% | |
| 21 | 2L9Blueprint Medicines Corp | 261,039 | $23.1B | 1.51% | |
| 22 | BMYBristol-Myers Squibb Co | 371,497 | $22.7B | 1.48% | |
| 23 | INCYIncyte Corp | 357,800 | $21.7B | 1.41% | |
| 24 | ANABAnaptysBio Inc | 1,160,033 | $21.6B | 1.41% | |
| 25 | SRPTSarepta Therapeutics Inc | 327,618 | $20.9B | 1.37% | |
| 26 | AKROAkero Therapeutics Inc | 510,020 | $20.6B | 1.35% | |
| 27 | AXSMAxsome Therapeutics Inc | 175,317 | $20.4B | 1.34% | |
| 28 | RAPPRapport Therapeutics Inc | 1,995,594 | $20.0B | 1.31% | |
| 29 | SUPNSupernus Pharmaceuticals Inc | 520,678 | $17.1B | 1.11% | |
| 30 | YB4PSavara Inc | 5,481,666 | $15.2B | 0.99% | |
| 31 | EWTXEdgewise Therapeutics Inc | 662,618 | $14.6B | 0.95% | Put |
| 32 | COGTCogent Biosciences Inc | 2,182,121 | $13.1B | 0.85% | |
| 33 | ROIVRoivant Sciences Ltd | 1,279,510 | $12.9B | 0.84% | |
| 34 | DHRDanaher Corporation | 58,606 | $12.0B | 0.78% | |
| 35 | PENPenumbra Inc | 42,936 | $11.5B | 0.75% | |
| 36 | RNAAvidity Biosciences Inc | 379,931 | $11.2B | 0.73% | |
| 37 | INBXInhibrx Biosciences Inc | 697,916 | $9.8B | 0.64% | |
| 38 | YMABUSDY-mAbs Therapeutics Inc | 2,194,278 | $9.7B | 0.63% | |
| 39 | AVTEAerovate Therapeutics Inc | 3,758,686 | $9.4B | 0.62% | |
| 40 | PHVSPharvaris N V | 593,403 | $9.3B | 0.61% | |
| 41 | BIOABioAge Labs Inc | 2,304,901 | $8.7B | 0.57% | |
| 42 | ACADACADIA Pharmaceuticals Inc | 500,000 | $8.3B | 0.54% | Call |
| 43 | RCUSArcus Biosciences Inc | 1,037,776 | $8.1B | 0.53% | |
| 44 | DYNDyne Therapeutics Inc | 716,896 | $7.5B | 0.49% | |
| 45 | IMTXImmatics N.V | 1,554,304 | $7.0B | 0.46% | |
| 46 | PRAXPraxis Precision Medicines I | 157,640 | $6.0B | 0.39% | |
| 47 | ISRGIntuitive Surgical Inc | 11,984 | $5.9B | 0.39% | |
| 48 | QUREUniqure NV | 545,771 | $5.8B | 0.38% | |
| 49 | IMNMImmunome Inc | 788,666 | $5.3B | 0.35% | |
| 50 | KURAKura Oncology Inc | 791,667 | $5.2B | 0.34% | |
| 51 | INZYInozyme Pharma Inc | 4,280,308 | $3.9B | 0.25% | |
| 52 | SRRKScholar Rock Hldg Corp | 116,117 | $3.7B | 0.24% | |
| 53 | ERASErasca Inc | 1,877,085 | $2.6B | 0.17% | |
| 54 | NXTCNextcure Inc | 2,671,856 | $1.3B | 0.08% | |
| 55 | ESTAEstablishment Labs Hldgs Inc | 28,675 | $1.2B | 0.08% | |
| 56 | BOLT1EURBolt Biotherapeutics Inc | 2,754,437 | $1.1B | 0.07% | |
| 57 | MTSRMetsera Inc | 36,800 | $1.0B | 0.07% | |
| 58 | ELVNEnliven Therapeutics Inc | 33,547 | $660.2M | 0.04% | |
| 59 | GPCRStructure Therapeutics Inc | 34,952 | $605.0M | 0.04% | |
| 60 | VIRVir Biotechnology Inc | 83,010 | $537.9M | 0.04% | |
| 61 | —Ikena Oncology Inc | 382,616 | $489.7M | 0.03% | |
| 62 | IRONDisc Medicine Inc | 7,485 | $371.6M | 0.02% |