Fund Holdings — Sofinnova Investments, Inc.

Total Portfolio Value:
$1.87B
Total Bought:
$344.76M
Total Sold:
$678.24M
Net Transaction:
-$333.47M
Securities
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SharesValue
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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Natera, Inc.(NTRA)1,550,2801,550,2800$310.04M$420.82M22.48%+$110.78M
Vera Therapeutics, Inc.CL A(VERA)2,793,9872,793,9870$112.40M$119.89M6.40%+$7.49M
Genmab A/SADS(GMAB)752,2614,045,215+3,292,954$20.18M$111.12M5.94%+$90.94M
Jazz Pharmaceuticals plcSHS USD(JAZZ)598,327365,341-232,986$113.11M$88.04M4.70%-$25.08M
Rapport Therapeutics, Inc.(RAPP)1,904,4081,904,4080$59.59M$79.36M4.24%+$19.77M
Seaport Therapeutics Inc03,564,871+3,564,871$0$77.43M4.14%+$77.43M
ArriVent BioPharma, Inc.(AVBP)1,696,7521,696,7520$39.14M$58.95M3.15%+$19.80M
Ultragenyx Pharmaceutical Inc.(RARE)3,145,8881,717,505-1,428,383$65.91M$57.35M3.06%-$8.56M
BioAge Labs, Inc.(BIOA)2,293,7882,293,7880$40.12M$56.22M3.00%+$16.10M
Bristol-Myers Squibb Company(BMY)1,988,721876,970-1,111,751$120.62M$50.53M2.70%-$70.08M
Supernus Pharmaceuticals, Inc.(SUPN)954,3091,036,328+82,019$49.33M$48.20M2.57%-$1.13M
Rhythm Pharmaceuticals, Inc.(RYTM)450,096408,027-42,069$39.14M$45.30M2.42%+$6.16M
Gilead Sciences, Inc.(GILD)0343,100+343,100$0$43.35M2.32%+$43.35M
United Therapeutics Corporation(UTHR)160,07076,489-83,581$94.92M$41.44M2.21%-$53.47M
Cogent Biosciences, Inc.(COGT)2,113,5511,035,148-1,078,403$81.35M$40.06M2.14%-$41.29M
Axsome Therapeutics, Inc.(AXSM)212,747160,429-52,318$35.96M$39.27M2.10%+$3.31M
Immatics N.V.SHS(IMTX)3,630,4543,669,346+38,892$35.72M$37.17M1.99%+$1.45M
Dyne Therapeutics, Inc.(DYN)1,633,8971,658,384+24,487$29.62M$36.83M1.97%+$7.21M
Immunome, Inc.(IMNM)1,701,9041,720,316+18,412$37.22M$36.45M1.95%-$767.1K
IDEAYA Biosciences, Inc.(IDYA)1,131,786925,119-206,667$37.71M$34.48M1.84%-$3.23M
Anaptysbio Inc248,253493,536+245,283$13.77M$33.31M1.78%+$19.55M
Nektar Therapeutics(NKTR)509,546471,763-37,783$36.66M$32.93M1.76%-$3.73M
Pharvaris N V
COM
818,328881,299+62,971$23.12M$30.48M1.63%+$7.36M
Arcus Biosciences, Inc.(RCUS)923,086945,690+22,604$19.94M$29.16M1.56%+$9.22M
Inhibrx Biosciences, Inc.(INBX)406,029303,103-102,926$27.30M$28.72M1.53%+$1.42M
BioMarin Pharmaceutical Inc.(BMRN)781,982358,568-423,414$44.17M$20.52M1.10%-$23.66M
Veradermics, Incorporated(MANE)73,315148,993+75,678$4.63M$18.32M0.98%+$13.69M
Alcon Inc.(ALC)729,972255,824-474,148$55.00M$17.17M0.92%-$37.84M
Insmed Incorporated(INSM)346,075158,398-187,677$56.59M$16.89M0.90%-$39.70M
Edgewise Therapeutics, Inc.(EWTX)386,498380,923-5,575$12.17M$15.48M0.83%+$3.30M
Nurix Therapeutics, Inc.(NRIX)0524,098+524,098$0$12.71M0.68%+$12.71M
Design Therapeutics, Inc.(DSGN)0865,135+865,135$0$12.52M0.67%+$12.52M
Definium Therapeutics, Inc.(DFTX)344,166255,903-88,263$6.50M$12.04M0.64%+$5.53M
First Tracks Biotherapeutics0565,199+565,199$0$11.37M0.61%+$11.37M
Abbott Laboratories0122,998+122,998$0$11.16M0.60%+$11.16M
Disc Medicine, Inc.(IRON)78,320146,239+67,919$5.01M$10.70M0.57%+$5.69M
Tenax Therapeutics, Inc.(TENX)104,400500,039+395,639$1.67M$7.28M0.39%+$5.61M
Sionna Therapeutics, Inc.(SION)0144,432+144,432$0$6.35M0.34%+$6.35M
Absci Corporation0337,400+337,400$0$3.91M0.21%+$3.91M
Mirum Pharmaceuticals, Inc.(MIRM)27,59127,5910$2.55M$3.23M0.17%+$681.2K
Jade Biosciences Inc107,391107,3910$1.51M$2.39M0.13%+$877.4K
Savara Inc.(SVRA)364,763364,7630$1.99M$2.25M0.12%+$255.3K
Praxis Precision Medicines, Inc.(PRAX)63,6806,440-57,240$20.52M$2.16M0.12%-$18.36M
Septerna, Inc.(SEPN)47,50647,5060$1.14M$1.59M0.08%+$449.4K
OnKure Therapeutics, Inc.CL A(OKUR)141,700321,692+179,992$586.6K$1.47M0.08%+$880.3K
Sagimet Biosciences Inc.COM SER A(SGMT)0166,667+166,667$0$1.29M0.07%+$1.29M
Wave Life Sciences, Inc.SHS(WVE)189,253189,2530$1.37M$1.10M0.06%-$272.5K
Aktis Oncology, Inc.(AKTS)032,436+32,436$0$1.05M0.06%+$1.05M
Tyra Biosciences, Inc.(TYRA)204,01532,267-171,748$7.81M$1.03M0.06%-$6.78M
Bolt Biotherapeutics Inc137,721137,7210$556.4K$530.2K0.03%-$26.2K
Nextcure Inc222,654222,6540$2.38M$356.2K0.02%-$2.02M
ImageneBio, Inc.(IMA)31,88431,8840$159.4K$188.1K0.01%+$28.7K
Heartflow, Inc.(HTFL)05,079+5,079$0$149.0K0.01%+$149.0K
Acadia Pharmaceuticals Inc78,5510-78,551$1.75M$0—-$1.75M
AstraZeneca PLC(AZN)456,0310-456,031$89.94M$0—-$89.94M
Axogen, Inc.(AXGN)210,6650-210,665$6.98M$0—-$6.98M
Biogen Inc.(BIIB)229,5210-229,521$42.08M$0—-$42.08M
BridgeBio Pharma, Inc.(BBIO)409,1830-409,183$30.39M$0—-$30.39M
Celcuity Inc.(CELC)366,1750-366,175$41.80M$0—-$41.80M
Compass Therapeutics, Inc.(CMPX)2,056,1610-2,056,161$10.88M$0—-$10.88M
Cytokinetics, Incorporated(CYTK)91,7910-91,791$6.05M$0—-$6.05M
DexCom, Inc.(DXCM)393,5760-393,576$24.72M$0—-$24.72M
Establishment Labs Holdings Inc.(ESTA)33,9300-33,930$1.93M$0—-$1.93M
Harmony Biosciences Holdings, Inc.(HRMY)152,6950-152,695$4.28M$0—-$4.28M
ORIC Pharmaceuticals, Inc.(ORIC)679,5780-679,578$8.61M$0—-$8.61M
Roivant Sciences Ltd.SHS(ROIV)477,9950-477,995$13.24M$0—-$13.24M
Soleno Therapeutics Inc14,6890-14,689$491.8K$0—-$491.8K
Stryker Corporation(SYK)44,4800-44,480$14.62M$0—-$14.62M
Tango Therapeutics, Inc.(TNGX)395,0810-395,081$8.27M$0—-$8.27M
Vaxcyte, Inc.(PCVX)50,6000-50,600$2.94M$0—-$2.94M
Xenon Pharmaceuticals Inc.(XENE)305,2160-305,216$17.75M$0—-$17.75M
Zymeworks Inc.(ZYME)1,6100-1,610$40.3K$0—-$40.3K
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Sofinnova Investments, Inc. — 13F Holdings — Q2 2026 | TickerTrail