Sofinnova Investments, Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| NATERA INC | 0 | 1,550,280 | +1,550,280 | 0 | 355,153,645 | +355,153,645 |
| ASTRAZENECA PLC | 0 | 1,632,334 | +1,632,334 | 0 | 150,060,465 | +150,060,465 |
| JAZZ PHARMACEUTICALS PLC | 0 | 959,860 | +959,860 | 0 | 163,176,200 | +163,176,200 |
| BRISTOL-MYERS SQUIBB CO | 0 | 1,512,994 | +1,512,994 | 0 | 81,610,896 | +81,610,896 |
| ELI LILLY & CO | 0 | 61,652 | +61,652 | 0 | 66,256,171 | +66,256,171 |
| VERA THERAPEUTICS INC | 0 | 2,793,987 | +2,793,987 | 0 | 141,487,502 | +141,487,502 |
| BIOMARIN PHARMACEUTICAL INC | 0 | 697,133 | +697,133 | 0 | 41,430,614 | +41,430,614 |
| COGENT BIOSCIENCES INC | 0 | 1,973,625 | +1,973,625 | 0 | 70,103,160 | +70,103,160 |
| ABBVIE INC | 0 | 317,783 | +317,783 | 0 | 72,610,238 | +72,610,238 |
| CIDARA THERAPEUTICS INC | 0 | 180,265 | +180,265 | 0 | 39,818,736 | +39,818,736 |
| DYNE THERAPEUTICS INC | 0 | 2,254,161 | +2,254,161 | 0 | 44,091,389 | +44,091,389 |
| IMMUNOME INC | 0 | 1,618,477 | +1,618,477 | 0 | 34,764,886 | +34,764,886 |
| VERTEX PHARMACEUTICALS INC | 0 | 164,594 | +164,594 | 0 | 74,620,336 | +74,620,336 |
| PRAXIS PRECISION MEDICINES INC | 0 | 125,722 | +125,722 | 0 | 37,055,302 | +37,055,302 |
| CENTESSA PHARMACEUTICALS PLC | 0 | 1,104,274 | +1,104,274 | 0 | 27,617,893 | +27,617,893 |
| ALCON AG | 0 | 332,520 | +332,520 | 0 | 26,205,901 | +26,205,901 |
| INTUITIVE SURGICAL INC | 0 | 126,968 | +126,968 | 0 | 71,909,596 | +71,909,596 |
| INHIBRX BIOSCIENCES INC | 0 | 454,657 | +454,657 | 0 | 35,917,903 | +35,917,903 |
| APOGEE THERAPEUTICS INC | 0 | 534,845 | +534,845 | 0 | 40,370,101 | +40,370,101 |
| CELCUITY INC | 0 | 299,417 | +299,417 | 0 | 29,863,852 | +29,863,852 |
| IMMATICS N.V | 0 | 3,435,542 | +3,435,542 | 0 | 36,073,191 | +36,073,191 |
| BIOAGE LABS INC | 0 | 2,293,788 | +2,293,788 | 0 | 30,346,815 | +30,346,815 |
| AVIDITY BIOSCIENCES INC | 0 | 745,116 | +745,116 | 0 | 53,745,217 | +53,745,217 |
| GE HEALTHCARE TECHNOLOGIES I | 0 | 160,876 | +160,876 | 0 | 13,195,050 | +13,195,050 |
| INSMED INC | 0 | 156,801 | +156,801 | 0 | 27,289,646 | +27,289,646 |
| BRIDGEBIO PHARMA INC | 0 | 720,448 | +720,448 | 0 | 55,107,068 | +55,107,068 |
| NEKTAR THERAPEUTICS | 0 | 438,630 | +438,630 | 0 | 18,545,276 | +18,545,276 |
| COMPASS THERAPEUTICS INC | 0 | 3,365,446 | +3,365,446 | 0 | 18,072,445 | +18,072,445 |
| ARCUS BIOSCIENCES INC | 0 | 1,096,705 | +1,096,705 | 0 | 26,134,480 | +26,134,480 |
| SUPERNUS PHARMACEUTICALS INC | 0 | 553,095 | +553,095 | 0 | 27,488,822 | +27,488,822 |
| DISC MEDICINE INC | 0 | 111,010 | +111,010 | 0 | 8,815,304 | +8,815,304 |
| GLAUKOS CORP | 0 | 288,128 | +288,128 | 0 | 32,532,532 | +32,532,532 |
| AMYLYX PHARMACEUTICALS INC | 0 | 527,099 | +527,099 | 0 | 6,367,356 | +6,367,356 |
| ANAPTYSBIO INC | 0 | 287,690 | +287,690 | 0 | 13,947,211 | +13,947,211 |
| MASIMO CORP | 0 | 46,201 | +46,201 | 0 | 6,008,902 | +6,008,902 |
| IDEAYA BIOSCIENCES INC | 0 | 885,121 | +885,121 | 0 | 30,598,633 | +30,598,633 |
| RHYTHM PHARMACEUTICALS INC | 0 | 271,394 | +271,394 | 0 | 29,050,014 | +29,050,014 |
| ARRIVENT BIOPHARMA INC | 0 | 1,696,752 | +1,696,752 | 0 | 34,138,650 | +34,138,650 |
| XENON PHARMACEUTICALS INC | 0 | 59,900 | +59,900 | 0 | 2,684,718 | +2,684,718 |
| EVOMMUNE INC | 0 | 153,320 | +153,320 | 0 | 2,624,838 | +2,624,838 |
| EDGEWISE THERAPEUTICS INC | 0 | 437,819 | +437,819 | 0 | 10,864,478 | +10,864,478 |
| PHARVARIS N V | 0 | 745,169 | +745,169 | 0 | 20,678,440 | +20,678,440 |
| ULTRAGENYX PHARMACEUTICAL INC | 0 | 83,300 | +83,300 | 0 | 1,915,900 | +1,915,900 |
| NEXTCURE INC | 0 | 222,654 | +222,654 | 0 | 3,159,460 | +3,159,460 |
| MIRUM PHARMACEUTICALS INC | 0 | 23,100 | +23,100 | 0 | 1,824,669 | +1,824,669 |
| ESTABLISHMENT LABS HLDGS INC | 0 | 28,366 | +28,366 | 0 | 2,067,314 | +2,067,314 |
| WAVE LIFE SCIENCES LTD | 0 | 158,182 | +158,182 | 0 | 2,689,094 | +2,689,094 |
| ACADIA PHARMACEUTICALS INC | 0 | 65,567 | +65,567 | 0 | 1,751,295 | +1,751,295 |
| JADE BIOSCIENCES INC | 0 | 107,391 | +107,391 | 0 | 1,657,043 | +1,657,043 |
| BOLT BIOTHERAPEUTICS INC | 0 | 137,721 | +137,721 | 0 | 753,058 | +753,058 |
| IMAGENEBIO INC | 0 | 31,884 | +31,884 | 0 | 220,000 | +220,000 |
| RAPPORT THERAPEUTICS INC | 0 | 1,904,408 | +1,904,408 | 0 | 57,779,739 | +57,779,739 |
| Scholar Rock Hldg Corp | 0 | 0 | 0 | 0 | 0 | 0 |
| UNITED THERAPEUTICS CORP | 0 | 157,641 | +157,641 | 0 | 76,810,577 | +76,810,577 |
| UNIQURE NV | 0 | 176,513 | +176,513 | 0 | 4,223,956 | +4,223,956 |
| Liquidia Corporation(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| SAVARA INC | 0 | 304,770 | +304,770 | 0 | 1,837,763 | +1,837,763 |
| EXACT SCIENCES CORP | 0 | 101,443 | +101,443 | 0 | 10,302,551 | +10,302,551 |
| SOLENO THERAPEUTICS INC | 0 | 12,414 | +12,414 | 0 | 574,768 | +574,768 |
| GE Healthcare Technologies Inc | 0 | 0 | 0 | 0 | 0 | 0 |
| PTC Therapeutics Inc | 0 | 0 | 0 | 0 | 0 | 0 |
| Merus N V | 0 | 0 | 0 | 0 | 0 | 0 |
| Uniqure NV(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| Summit Therapeutics Inc(Call) | 0 | 0 | 0 | 0 | 0 | 0 |
| Akero Therapeutics Inc | 0 | 0 | 0 | 0 | 0 | 0 |
| DEXCOM INC | 0 | 378,219 | +378,219 | 0 | 25,102,395 | +25,102,395 |
| Uniqure NV(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| ROIVANT SCIENCES LTD | 0 | 734,582 | +734,582 | 0 | 15,940,429 | +15,940,429 |
| SPDR Series Trust(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| United Therapeutics Corp(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| AXSOME THERAPEUTICS INC | 0 | 12,266 | +12,266 | 0 | 2,240,262 | +2,240,262 |
| iShares TR(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| Boston Scientific Corp | 0 | 0 | 0 | 0 | 0 | 0 |
| Gilead Sciences Inc | 0 | 0 | 0 | 0 | 0 | 0 |