Sofinnova Investments, Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.4T
Holdings
60
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANatera Inc | 1,550,280 | $245.4B | 17.88% | |
| 2 | VERAVera Therapeutics Inc | 2,793,987 | $118.2B | 8.61% | |
| 3 | GILDGilead Sciences Inc | 774,227 | $71.5B | 5.21% | |
| 4 | ABBVAbbVie Inc | 359,393 | $63.9B | 4.65% | |
| 5 | JAZZJazz Pharmaceuticals PLC | 504,193 | $62.1B | 4.52% | |
| 6 | SRPTSarepta Therapeutics Inc | 428,771 | $52.1B | 3.80% | |
| 7 | AXSMAxsome Therapeutics Inc | 591,726 | $50.1B | 3.65% | Call |
| 8 | AVBPArrivent BioPharma Inc | 1,696,752 | $45.2B | 3.29% | |
| 9 | AZNAstraZeneca PLC | 651,344 | $42.7B | 3.11% | |
| 10 | SYKStryker Corporation | 116,005 | $41.8B | 3.04% | |
| 11 | REPLReplimune Group Inc | 3,149,522 | $38.1B | 2.78% | |
| 12 | INCYIncyte Corp | 524,267 | $36.2B | 2.64% | |
| 13 | RAPPRapport Therapeutics Inc | 1,995,594 | $35.4B | 2.58% | |
| 14 | SLNOSoleno Therapeutics Inc | 757,248 | $34.0B | 2.48% | |
| 15 | BSXBoston Scientific Corp | 346,571 | $31.0B | 2.25% | |
| 16 | IDYAIDEAYA Biosciences Inc | 1,069,090 | $27.5B | 2.00% | |
| 17 | ALNYAlnylam Pharmaceuticals Inc | 110,157 | $25.9B | 1.89% | |
| 18 | ALKSAlkermes Plc | 894,266 | $25.7B | 1.87% | |
| 19 | DYNDyne Therapeutics Inc | 1,071,498 | $25.2B | 1.84% | |
| 20 | DC4Dexcom Inc | 290,210 | $22.6B | 1.64% | |
| 21 | RYTMRhythm Pharmaceuticals Inc | 397,428 | $22.2B | 1.62% | |
| 22 | GMEDGlobus Med Inc | 244,700 | $20.2B | 1.47% | |
| 23 | ISRGIntuitive Surgical Inc | 37,896 | $19.8B | 1.44% | |
| 24 | IM8NInsmed Inc | 256,281 | $17.7B | 1.29% | |
| 25 | YMABUSDY-mAbs Therapeutics Inc | 2,194,278 | $17.2B | 1.25% | |
| 26 | YB4PSavara Inc | 5,471,299 | $16.8B | 1.22% | |
| 27 | JANXJanux Therapeutics Inc | 253,262 | $13.6B | 0.99% | |
| 28 | BIOABioAge Labs Inc | 2,304,901 | $13.3B | 0.97% | |
| 29 | INZYInozyme Pharma Inc | 4,280,308 | $11.9B | 0.86% | |
| 30 | LLYEli Lilly & Co | 14,364 | $11.1B | 0.81% | |
| 31 | EWTXEdgewise Therapeutics Inc | 402,773 | $10.8B | 0.78% | |
| 32 | PHVSPharvaris N V | 560,723 | $10.7B | 0.78% | |
| 33 | AVTEAerovate Therapeutics Inc | 3,758,686 | $10.0B | 0.73% | |
| 34 | NARIUSDInari Med Inc | 180,456 | $9.2B | 0.67% | |
| 35 | SNDXSyndax Pharmaceuticals Inc | 658,627 | $8.7B | 0.63% | |
| 36 | INBXInhibrx Biosciences Inc | 527,190 | $8.1B | 0.59% | |
| 37 | IMNMImmunome Inc | 746,824 | $7.9B | 0.58% | |
| 38 | COGTCogent Biosciences Inc | 823,160 | $6.4B | 0.47% | |
| 39 | SP4PAchieve Life Sciences Inc | 1,306,482 | $4.6B | 0.33% | |
| 40 | ERASErasca Inc | 1,795,880 | $4.5B | 0.33% | |
| 41 | ESTAEstablishment Labs Hldgs Inc | 95,305 | $4.4B | 0.32% | |
| 42 | AVTRAvantor Inc | 200,000 | $4.2B | 0.31% | |
| 43 | EWEdwards Lifesciences Corp | 40,000 | $3.0B | 0.22% | |
| 44 | EXASExact Sciences Corp | 52,042 | $2.9B | 0.21% | |
| 45 | IMTXImmatics N.V | 343,206 | $2.4B | 0.18% | |
| 46 | DHRDanaher Corporation | 10,000 | $2.3B | 0.17% | |
| 47 | NXTCNextcure Inc | 2,671,856 | $2.1B | 0.15% | |
| 48 | ANABAnaptysBio Inc | 132,927 | $1.8B | 0.13% | |
| 49 | KROSKeros Therapeutics Inc | 95,375 | $1.5B | 0.11% | |
| 50 | BOLT1EURBolt Biotherapeutics Inc | 2,754,437 | $1.5B | 0.11% | |
| 51 | IRONDisc Medicine Inc | 22,752 | $1.4B | 0.11% | |
| 52 | BDXBecton Dickinson & Co | 4,951 | $1.1B | 0.08% | |
| 53 | VIRVir Biotechnology Inc | 114,131 | $837.7M | 0.06% | |
| 54 | ICUIICU Med Inc | 5,000 | $775.9M | 0.06% | |
| 55 | ELVNEnliven Therapeutics Inc | 34,025 | $765.6M | 0.06% | |
| 56 | —Ikena Oncology Inc | 382,616 | $627.5M | 0.05% | |
| 57 | TVTXTravere Therapeutics Inc | 32,616 | $568.2M | 0.04% | |
| 58 | GPCRStructure Therapeutics Inc | 20,892 | $566.6M | 0.04% | |
| 59 | LUNGPulmonx Corp | 61,326 | $416.4M | 0.03% | |
| 60 | RNAAvidity Biosciences Inc | 13,789 | $401.0M | 0.03% |