Sofinnova Investments, Inc. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.6T
Holdings
58
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANatera Inc | 1,550,280 | $261.9B | 16.02% | |
| 2 | GILDGilead Sciences Inc | 1,050,308 | $116.4B | 7.12% | |
| 3 | LLYEli Lilly and Co | 97,018 | $75.6B | 4.63% | |
| 4 | JAZZJazz Pharmaceuticals PLC | 694,096 | $73.7B | 4.50% | |
| 5 | VERAVera Therapeutics Inc | 2,793,987 | $65.8B | 4.03% | |
| 6 | IWMiShares TR | 250,000 | $53.9B | 3.30% | Put |
| 7 | RYTMRhythm Pharmaceuticals Inc | 811,010 | $51.2B | 3.13% | Put |
| 8 | ABBVAbbVie Inc | 265,850 | $49.3B | 3.02% | |
| 9 | IBBiShares TR | 375,000 | $47.4B | 2.90% | Put |
| 10 | BSXBoston Scientific Corp | 431,200 | $46.3B | 2.83% | |
| 11 | ROIVRoivant Sciences Ltd | 4,088,814 | $46.1B | 2.82% | Call |
| 12 | DC4Dexcom Inc | 523,694 | $45.7B | 2.80% | |
| 13 | IDYAIDEAYA Biosciences Inc | 2,147,795 | $45.1B | 2.76% | |
| 14 | BBIOBridgeBio Pharma Inc | 993,093 | $42.9B | 2.62% | |
| 15 | ISRGIntuitive Surgical Inc | 70,642 | $38.4B | 2.35% | |
| 16 | AVBPArrivent BioPharma Inc | 1,696,752 | $36.9B | 2.26% | |
| 17 | SLNOSoleno Therapeutics Inc | 415,219 | $34.8B | 2.13% | |
| 18 | UTHUnited Therapeutics Corp | 118,513 | $34.1B | 2.08% | |
| 19 | IM8NInsmed Inc | 313,923 | $31.6B | 1.93% | |
| 20 | REPLReplimune Group Inc | 3,306,529 | $30.7B | 1.88% | Put |
| 21 | AKROAkero Therapeutics Inc | 548,788 | $29.3B | 1.79% | |
| 22 | SUPNSupernus Pharmaceuticals Inc | 799,253 | $25.2B | 1.54% | |
| 23 | ANABAnaptysBio Inc | 1,032,362 | $22.9B | 1.40% | |
| 24 | RAPPRapport Therapeutics Inc | 1,995,594 | $22.7B | 1.39% | |
| 25 | QUREUniqure NV | 1,558,356 | $21.7B | 1.33% | |
| 26 | COGTCogent Biosciences Inc | 3,015,505 | $21.7B | 1.32% | Call |
| 27 | MRUSMerus N V | 404,562 | $21.3B | 1.30% | |
| 28 | AZNAstraZeneca PLC | 293,661 | $20.5B | 1.26% | |
| 29 | PTCTPTC Therapeutics Inc | 375,939 | $18.4B | 1.12% | |
| 30 | INZYInozyme Pharma Inc | 4,280,308 | $17.1B | 1.05% | |
| 31 | CDTXCidara Therapeutics Inc | 351,031 | $17.1B | 1.05% | Call |
| 32 | RNAAvidity Biosciences Inc | 584,801 | $16.6B | 1.02% | |
| 33 | SMMTSummit Therapeutics Inc | 700,000 | $14.9B | 0.91% | Call |
| 34 | SNDXSyndax Pharmaceuticals Inc | 1,524,440 | $14.3B | 0.87% | |
| 35 | IMTXImmatics N.V | 2,240,528 | $12.1B | 0.74% | |
| 36 | EXASExact Sciences Corp | 208,300 | $11.1B | 0.68% | |
| 37 | PHVSPharvaris N V | 585,532 | $10.3B | 0.63% | |
| 38 | INBXInhibrx Biosciences Inc | 708,678 | $10.1B | 0.62% | |
| 39 | RCUSArcus Biosciences Inc | 1,216,016 | $9.9B | 0.61% | |
| 40 | YMABUSDY-mAbs Therapeutics Inc | 2,194,278 | $9.9B | 0.61% | |
| 41 | AXSMAxsome Therapeutics Inc | 93,610 | $9.8B | 0.60% | |
| 42 | BIOABioAge Labs Inc | 2,304,901 | $9.5B | 0.58% | |
| 43 | EWTXEdgewise Therapeutics Inc | 716,873 | $9.4B | 0.57% | |
| 44 | IMNMImmunome Inc | 778,476 | $7.2B | 0.44% | |
| 45 | DYNDyne Therapeutics Inc | 614,865 | $5.9B | 0.36% | |
| 46 | YB4PSavara Inc | 2,457,352 | $5.6B | 0.34% | |
| 47 | APGEApogee Therapeutics Inc | 76,180 | $3.3B | 0.20% | |
| 48 | NXTCNextcure Inc | 2,671,856 | $1.2B | 0.08% | |
| 49 | ESTAEstablishment Labs Hldgs Inc | 28,120 | $1.2B | 0.07% | |
| 50 | JBIOJade Biosciences Inc | 107,391 | $1.1B | 0.07% | |
| 51 | MTSRMetsera Inc | 36,191 | $1.0B | 0.06% | |
| 52 | SRRKScholar Rock Hldg Corp | 26,440 | $936.5M | 0.06% | |
| 53 | BOLTBolt Biotherapeutics Inc | 137,721 | $794.6M | 0.05% | |
| 54 | WVEWave Life Sciences Ltd | 117,903 | $766.4M | 0.05% | |
| 55 | GPCRStructure Therapeutics Inc | 34,353 | $712.5M | 0.04% | |
| 56 | PRAXPraxis Precision Medicines Inc | 15,717 | $660.9M | 0.04% | |
| 57 | —Ikena Oncology Inc | 382,616 | $512.7M | 0.03% | |
| 58 | IRONDisc Medicine Inc | 7,312 | $387.2M | 0.02% |