Sofinnova Investments, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Sofinnova Investments, Inc. disclosed 44 stock positions valued at approximately $1.87B as of quarter-end June 30, 2026. The largest holdings include Natera Inc, Vera Therapeutics Inc, and Genmab A/S.
- Report Period
- June 30, 2026
- No. of Stocks
- 44
- Portfolio Value
- $1.87B
Holdings by Sector
Sofinnova Investments, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Natera Inc | NTRA | Healthcare | 22.48% | 1,550,280 | - | - | $420,823,506 |
| Vera Therapeutics Inc | VERA | Healthcare | 6.40% | 2,793,987 | - | - | $119,889,982 |
| Genmab A/S | GMAB | Healthcare | 5.94% | 4,045,215 | +3,292,954 | +437.74% | $111,122,056 |
| Jazz Pharmaceuticals PLC | JAZZ | Other | 4.70% | 365,341 | -232,986 | -38.94% | $88,036,221 |
| Rapport Therapeutics Inc | RAPP | Healthcare | 4.24% | 1,904,408 | - | - | $79,356,681 |
| Seaport Therapeutics Inc | SPTX | Other | 4.14% | 3,564,871 | +3,564,871 | +100.00% | $77,428,998 |
| Arrivent BioPharma Inc | AVBP | Healthcare | 3.15% | 1,696,752 | - | - | $58,945,164 |
| Ultragenyx Pharmaceutical In | RARE | Healthcare | 3.06% | 1,717,505 | -1,428,383 | -45.40% | $57,347,492 |
| Bristol-Myers Squibb Co | BMY | Healthcare | 2.70% | 876,970 | -1,111,751 | -55.90% | $50,531,011 |
| Supernus Pharmaceuticals | SUPN | Healthcare | 2.57% | 1,036,328 | +82,019 | +8.59% | $48,199,615 |
| Rhythm Pharmaceuticals Inc | RYTM | Healthcare | 2.42% | 408,027 | -42,069 | -9.35% | $45,303,238 |
| Gilead Sciences Inc | GILD | Healthcare | 2.32% | 343,100 | +343,100 | +100.00% | $43,347,254 |
| United Therapeutics Corp Del | UTHR | Healthcare | 2.21% | 76,489 | -83,581 | -52.22% | $41,444,035 |
| Cogent Biosciences Inc | COGT | Healthcare | 2.14% | 1,035,148 | -1,078,403 | -51.02% | $40,060,228 |
| Axsome Therapeutics Inc. | AXSM | Healthcare | 2.10% | 160,429 | -52,318 | -24.59% | $39,268,206 |
| Immatics N.V | IMTX | Other | 1.99% | 3,669,346 | +38,892 | +1.07% | $37,170,475 |
| Dyne Therapeutics Inc | DYN | Healthcare | 1.97% | 1,658,384 | +24,487 | +1.50% | $36,832,709 |
| Immunome Inc | IMNM | Healthcare | 1.95% | 1,720,316 | +18,412 | +1.08% | $36,453,496 |
| IDEAYA Biosciences Inc | IDYA | Healthcare | 1.84% | 925,119 | -206,667 | -18.26% | $34,479,185 |
| Anaptysbio Inc | ANAB | Healthcare | 1.78% | 493,536 | +245,283 | +98.80% | $33,313,680 |
| Pharvaris N V | PHVS | Other | 1.63% | 881,299 | +62,971 | +7.70% | $30,475,319 |
| Arcus Biosciences Inc | RCUS | Healthcare | 1.56% | 945,690 | +22,604 | +2.45% | $29,155,623 |
| Inhibrx Biosciences Inc | INBX | Healthcare | 1.53% | 303,103 | -102,926 | -25.35% | $28,719,009 |
| BioMarin Pharmaceutical Inc | BMRN | Healthcare | 1.10% | 358,568 | -423,414 | -54.15% | $20,517,261 |
| Alcon AG | ALC | Other | 0.92% | 255,824 | -474,148 | -64.95% | $17,165,790 |
| Insmed Inc | INSM | Healthcare | 0.90% | 158,398 | -187,677 | -54.23% | $16,888,395 |
| Edgewise Therapeutics Inc | EWTX | Healthcare | 0.83% | 380,923 | -5,575 | -1.44% | $15,476,901 |
| Nurix Therapeutics Inc | NRIX | Healthcare | 0.68% | 524,098 | +524,098 | +100.00% | $12,714,617 |
| Design Therapeutics Inc | DSGN | Healthcare | 0.67% | 865,135 | +865,135 | +100.00% | $12,518,503 |
| Definium Therapeutics Inc | DFTX | Other | 0.64% | 255,903 | -88,263 | -25.65% | $12,037,677 |
Showing 30 of 44 holdings in the latest reporting period.
Sofinnova Investments, Inc. Options Holdings in Q2 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.