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Livermore
Livermore
ZHEN

Sofinnova Investments, Inc.

SEC CIK
0001631134
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
61
+1 vs. Q1 2021
Portfolio value
$1.65B
+$60.3M (+3.8%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Sofinnova Investments, Inc. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM3,100,560$352.0M21.4%00.0%UnchangedHistory
KRTXKaruna Therapeutics, Inc.COM1,952,441$222.6M13.5%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM3,758,686$85.8M5.2%+3,758,686NewHistory
YMABY-mAbs Therapeutics, Inc.COM2,194,278$74.2M4.5%00.0%UnchangedHistory
ASNDAscendis Pharma A/SSPONSORED ADR521,923$68.7M4.2%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR959,632$57.5M3.5%−76,100−7.3%ReducedHistory
BOLTBolt Biotherapeutics, Inc.COM2,754,437$42.6M2.6%00.0%UnchangedHistory
UTHRUnited Therapeutics CorpCOM216,085$38.8M2.4%+1,031+0.5%AddedHistory
VERAVera Therapeutics, Inc.CL A2,914,776$38.6M2.3%+2,914,776NewHistory
BIIBBiogen Inc.COM110,600$38.3M2.3%+110,600NewHistory
INZYInozyme Pharma, Inc.COM2,028,308$34.6M2.1%00.0%UnchangedHistory
GRTXGalera Therapeutics, Inc.COM3,083,712$30.3M1.8%00.0%UnchangedHistory
XLRNAcceleron Pharma IncCOM233,638$29.3M1.8%+55,100+30.9%AddedHistory
ALGNAlign Technology IncCOM47,093$28.8M1.7%+1,593+3.5%AddedHistory
PTCTPTC Therapeutics, Inc.COM581,940$24.6M1.5%+115,100+24.7%AddedHistory
INSMINSMED IncCOM PAR $.01844,169$24.0M1.5%+225,219+36.4%AddedHistory
SRPTSarepta Therapeutics, Inc.COM298,500$23.2M1.4%+298,500NewHistory
HRTXHeron Therapeutics, Inc.COM1,467,675$22.8M1.4%+1,467,675NewHistory
CMPICheckmate Pharmaceuticals, Inc.COM3,606,707$21.5M1.3%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,671,856$21.5M1.3%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM449,082$20.2M1.2%−205,818−31.4%ReducedHistory
NBIXNeurocrine Biosciences IncStock203,200$19.8M1.2%+203,200NewHistory
EXELExelixis, Inc.COM1,079,681$19.7M1.2%+240,500+28.7%AddedHistory
AKUSAkouos, Inc.COM1,515,074$19.0M1.2%00.0%UnchangedHistory
PODDInsulet CorpStock68,500$18.8M1.1%+51,000+291.4%AddedHistory
VRTXVertex Pharmaceuticals IncStock88,214$17.8M1.1%+42,514+93.0%AddedHistory
RGNXREGENXBIO Inc.COM427,740$16.6M1.0%+66,005+18.2%AddedHistory
NCNANuCana plcSPONSORED ADR5,599,999$15.5M0.9%00.0%UnchangedHistory
AGENAgenus IncCOM NEW2,769,900$15.2M0.9%−708,301−20.4%ReducedHistory
DXCMDexcom IncCOM33,713$14.4M0.9%+6,713+24.9%AddedHistory
OBSVObsEva SACOM4,749,623$14.4M0.9%00.0%UnchangedHistory
ITCIIntra-Cellular Therapies, Inc.COM313,159$12.8M0.8%−341,842−52.2%ReducedHistory
MRTXMirati Therapeutics, Inc.COM78,538$12.7M0.8%−59,492−43.1%ReducedHistory
AGIOAgios Pharmaceuticals, Inc.COM219,033$12.1M0.7%+219,033NewHistory
RETAReata Pharmaceuticals IncCL A79,601$11.3M0.7%−158,919−66.6%ReducedHistory
QUREuniQure N.V.SHS324,303$9.99M0.6%−102,819−24.1%ReducedHistory
AMGNAmgen IncStock40,500$9.87M0.6%+1,632+4.2%AddedHistory
CYTKCytokinetics IncCOM NEW481,323$9.53M0.6%+91,603+23.5%AddedHistory
KURAKura Oncology, Inc.COM444,372$9.27M0.6%+361,208+434.3%AddedHistory
Nucana Biomed LtdGB00BYWYVOrdinary Shares2,400,000$6.65M0.4%00.0%Unchanged–
MGNXMacrogenics IncCOM234,504$6.30M0.4%+161,303+220.4%AddedHistory
ChemoCentryx, Inc.16383L106COM465,637$6.24M0.4%+285,638+158.7%Added–
MRNSMarinus Pharmaceuticals, Inc.COM NEW346,160$6.21M0.4%−24,191−6.5%ReducedHistory
CHRSCoherus Oncology, Inc.COM434,555$6.01M0.4%00.0%UnchangedHistory
CYTCyteir Therapeutics, Inc.COM265,000$5.67M0.3%+265,000NewHistory
IMTXImmatics N.V.SHS443,370$5.15M0.3%+58,271+15.1%AddedHistory
AMRNAmarin Corp PLCSPONS ADR NEW1,170,584$5.13M0.3%00.0%UnchangedHistory
TCRRTCR2 Therapeutics Inc.COM296,282$4.86M0.3%−40,400−12.0%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW134,724$4.50M0.3%+134,724NewHistory
MIRMMirum Pharmaceuticals, Inc.COM259,465$4.49M0.3%−216,936−45.5%ReducedHistory
JNCEJounce Therapeutics, Inc.COM624,756$4.25M0.3%+112,934+22.1%AddedHistory
FATEFate Therapeutics IncCOM46,386$4.03M0.2%−8,409−15.3%ReducedHistory
ALGSAligos Therapeutics, Inc.COM164,051$3.34M0.2%−21,481−11.6%ReducedHistory
OTICOtonomy, Inc.COM1,251,256$2.79M0.2%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM71,661$2.75M0.2%−70,548−49.6%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM158,609$2.51M0.2%−220,165−58.1%ReducedHistory
SYBXSynlogic, Inc.COM574,972$2.24M0.1%00.0%UnchangedHistory
SVRASavara IncCOM1,278,424$2.17M0.1%−459,026−26.4%ReducedHistory
PDSBPDS Biotechnology CorpCOM142,635$1.79M0.1%00.0%UnchangedHistory
CTICCti Biopharma CorpCOM171,619$429.0K<0.1%+171,619NewHistory
SRRASierra Oncology, Inc.COM NEW2,500$49.0K<0.1%+2,500NewHistory

Options (6)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Sofinnova Investments, Inc. in Q2 2021
SecurityClassPutsCalls
iShares Tr464287956PUT$53.2M–
ARK ETF Tr00214Q952PUT$23.1M–
Fibrogen Inc31572Q958PUT$5.33M–
Chemocentryx Inc16383L906CALL–$2.88M
Acadia Pharmaceuticals Inc004225908CALL–$2.44M
TCR2 Therapeutics Inc87808K956PUT$2.29M–

Sold out since Q1 2021 (10)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Sofinnova Investments, Inc. sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
JAZZJazz Pharmaceuticals plcSHS USD255,928$42.1M2.7%History
LLYEli Lilly & CoStock180,501$33.7M2.1%History
MRUSMerus N.V.COM1,311,039$27.4M1.7%History
HZNPHorizon Therapeutics Public Ltd CoSHS133,997$12.3M0.8%History
LONALeonaBio, Inc.COM509,168$9.37M0.6%History
SNDXSyndax Pharmaceuticals IncCOM298,644$6.68M0.4%History
ARNAArena Pharmaceuticals IncCOM NEW91,448$6.35M0.4%History
APTOAptose Biosciences Inc.COM NEW696,928$4.16M0.3%History
PBYIPuma Biotechnology, Inc.COM344,917$3.35M0.2%History
CALACalithera Biosciences, Inc.COM757,533$1.83M0.1%History