Sofinnova Investments, Inc. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.8T
Holdings
59
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANatera Inc | 1,550,280 | $249.5B | 13.65% | |
| 2 | GILDGilead Sciences Inc | 1,252,312 | $139.0B | 7.60% | |
| 3 | UTHUnited Therapeutics Corp | 287,726 | $120.6B | 6.60% | Put |
| 4 | VERAVera Therapeutics Inc | 2,793,987 | $81.2B | 4.44% | |
| 5 | JAZZJazz Pharmaceuticals PLC | 588,828 | $77.6B | 4.24% | |
| 6 | AZNAstraZeneca PLC | 823,933 | $63.2B | 3.46% | |
| 7 | RAPPRapport Therapeutics Inc | 1,947,579 | $57.8B | 3.16% | |
| 8 | BSXBoston Scientific Corp | 569,427 | $55.6B | 3.04% | |
| 9 | QUREUniqure NV | 936,862 | $54.7B | 2.99% | Put |
| 10 | DC4Dexcom Inc | 779,616 | $52.5B | 2.87% | |
| 11 | ISRGIntuitive Surgical Inc | 110,896 | $49.6B | 2.71% | |
| 12 | AXSMAxsome Therapeutics Inc | 393,499 | $47.8B | 2.61% | |
| 13 | ROIVRoivant Sciences Ltd | 3,149,270 | $47.6B | 2.61% | |
| 14 | IBBiShares TR | 325,000 | $46.9B | 2.57% | Put |
| 15 | VRTXVertex Pharmaceuticals Inc | 117,875 | $46.2B | 2.52% | |
| 16 | BBIOBridgeBio Pharma Inc | 831,847 | $43.2B | 2.36% | |
| 17 | XBISPDR Series Trust | 400,000 | $40.1B | 2.19% | Put |
| 18 | RNAAvidity Biosciences Inc | 875,925 | $38.2B | 2.09% | |
| 19 | ABBVAbbVie Inc | 150,966 | $35.0B | 1.91% | |
| 20 | AVBPArrivent BioPharma Inc | 1,696,752 | $31.3B | 1.71% | |
| 21 | COGTCogent Biosciences Inc | 2,127,941 | $30.6B | 1.67% | |
| 22 | GKOSGlaukos Corp | 312,994 | $25.5B | 1.40% | |
| 23 | IDYAIDEAYA Biosciences Inc | 922,695 | $25.1B | 1.37% | |
| 24 | RYTMRhythm Pharmaceuticals Inc | 246,966 | $24.9B | 1.36% | |
| 25 | AKROAkero Therapeutics Inc | 473,625 | $22.5B | 1.23% | |
| 26 | APGEApogee Therapeutics Inc | 565,417 | $22.5B | 1.23% | |
| 27 | EXASExact Sciences Corp | 365,000 | $20.0B | 1.09% | |
| 28 | IMTXImmatics N.V | 2,227,837 | $19.0B | 1.04% | |
| 29 | SMMTSummit Therapeutics Inc | 900,000 | $18.6B | 1.02% | Call |
| 30 | PHVSPharvaris N V | 739,876 | $18.5B | 1.01% | |
| 31 | SUPNSupernus Pharmaceuticals Inc | 377,066 | $18.0B | 0.99% | |
| 32 | RCUSArcus Biosciences Inc | 1,222,263 | $16.6B | 0.91% | |
| 33 | MRUSMerus N V | 166,729 | $15.7B | 0.86% | |
| 34 | IM8NInsmed Inc | 104,339 | $15.0B | 0.82% | |
| 35 | INBXInhibrx Biosciences Inc | 440,092 | $14.8B | 0.81% | |
| 36 | BIOABioAge Labs Inc | 2,293,788 | $13.5B | 0.74% | |
| 37 | CELCCelcuity Inc | 253,375 | $12.5B | 0.68% | |
| 38 | DYNDyne Therapeutics Inc | 985,828 | $12.5B | 0.68% | |
| 39 | PTCTPTC Therapeutics Inc | 186,932 | $11.5B | 0.63% | |
| 40 | GEHCGE Healthcare Technologies Inc | 151,085 | $11.3B | 0.62% | |
| 41 | SLNOSoleno Therapeutics Inc | 166,281 | $11.2B | 0.61% | |
| 42 | PRAXPraxis Precision Medicines Inc | 172,833 | $9.2B | 0.50% | |
| 43 | YB4PSavara Inc | 2,427,724 | $8.7B | 0.47% | |
| 44 | EWTXEdgewise Therapeutics Inc | 520,240 | $8.4B | 0.46% | |
| 45 | ANABAnaptysBio Inc | 254,268 | $7.8B | 0.43% | |
| 46 | CMPXCompass Therapeutics Inc | 2,028,886 | $7.1B | 0.39% | |
| 47 | NKTRNektar Therapeutics | 118,419 | $6.7B | 0.37% | |
| 48 | LQDALiquidia Corporation | 250,000 | $5.7B | 0.31% | Put |
| 49 | CDTXCidara Therapeutics Inc | 54,197 | $5.2B | 0.28% | |
| 50 | IMNMImmunome Inc | 436,051 | $5.1B | 0.28% | |
| 51 | NXTCNextcure Inc | 222,654 | $1.3B | 0.07% | |
| 52 | WVEWave Life Sciences Ltd | 170,943 | $1.3B | 0.07% | |
| 53 | SRRKScholar Rock Hldg Corp | 31,410 | $1.2B | 0.06% | |
| 54 | JBIOJade Biosciences Inc | 107,391 | $926.8M | 0.05% | |
| 55 | IRONDisc Medicine Inc | 13,553 | $895.6M | 0.05% | |
| 56 | BOLTBolt Biotherapeutics Inc | 137,721 | $732.7M | 0.04% | |
| 57 | ACADAcadia Pharmaceuticals Inc | 26,800 | $571.9M | 0.03% | |
| 58 | ESTAEstablishment Labs Hldgs Inc | 10,787 | $442.2M | 0.02% | |
| 59 | IMAImageneBio Inc | 31,884 | $259.9M | 0.01% |