Skip to main content
Livermore
Livermore
ZHEN

Sofinnova Investments, Inc.

SEC CIK
0001631134
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
48
−1 vs. Q1 2023
Portfolio value
$1.51B
+$39.9M (+2.7%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Sofinnova Investments, Inc. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
KRTXKaruna Therapeutics, Inc.COM1,381,149$299.5M19.8%−391,975−22.1%ReducedHistory
NTRANatera, Inc.COM3,100,560$150.9M10.0%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR1,697,517$121.5M8.0%+1,697,517NewHistory
ISRGIntuitive Surgical IncCOM NEW201,182$68.8M4.5%+51,593+34.5%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR754,032$67.3M4.4%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM3,758,686$64.5M4.3%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock527,373$60.9M4.0%−314,149−37.3%ReducedHistory
VERAVera Therapeutics, Inc.CL A3,467,156$55.6M3.7%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock145,300$51.1M3.4%+145,300NewHistory
EXELExelixis, Inc.COM2,560,738$48.9M3.2%+1,729,495+208.1%AddedHistory
DXCMDexcom IncCOM370,720$47.6M3.1%+113,493+44.1%AddedHistory
IDXXIDEXX Laboratories IncCOM70,674$35.5M2.3%+70,674NewHistory
IMTXImmatics N.V.SHS3,041,487$35.1M2.3%−91,207−2.9%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM1,582,291$33.1M2.2%+506,867+47.1%AddedHistory
BSXBoston Scientific CorpStock608,861$32.9M2.2%+608,861NewHistory
RETAReata Pharmaceuticals IncCL A322,471$32.9M2.2%−305,212−48.6%ReducedHistory
CYTKCytokinetics IncCOM NEW843,228$27.5M1.8%+489,432+138.3%AddedHistory
INBXInhibrx Biosciences, Inc.COM998,283$25.9M1.7%−246,205−19.8%ReducedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM828,005$23.4M1.5%−611,057−42.5%ReducedHistory
INZYInozyme Pharma, Inc.COM3,655,308$20.4M1.3%00.0%UnchangedHistory
GERNGeron CorpCOM5,429,155$17.4M1.2%−2,845,737−34.4%ReducedHistory
BAXBaxter International IncStock362,200$16.5M1.1%+362,200NewHistory
IDYAIDEAYA Biosciences, Inc.COM664,746$15.6M1.0%+211,597+46.7%AddedHistory
IMGNImmunoGen, Inc.COM827,318$15.6M1.0%−97,214−10.5%ReducedHistory
ARGXArgenx SESPONSORED ADR39,921$15.6M1.0%+39,921NewHistory
YMABY-mAbs Therapeutics, Inc.COM2,194,278$14.9M1.0%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM520,377$13.9M0.9%+336,539+183.1%AddedHistory
AXSMAxsome Therapeutics, Inc.COM179,242$12.9M0.9%+58,346+48.3%AddedHistory
VIRVir Biotechnology, Inc.COM488,117$12.0M0.8%−169,442−25.8%ReducedHistory
PTCTPTC Therapeutics, Inc.COM260,443$10.6M0.7%−256,652−49.6%ReducedHistory
MRNSMarinus Pharmaceuticals, Inc.COM NEW962,619$10.5M0.7%−237,770−19.8%ReducedHistory
GRTXGalera Therapeutics, Inc.COM3,083,712$9.62M0.6%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM348,889$8.10M0.5%+348,889NewHistory
AGENAgenus IncCOM NEW4,909,132$7.85M0.5%−1,498,325−23.4%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW197,758$6.71M0.4%−221,639−52.8%ReducedHistory
DYNDyne Therapeutics, Inc.COM441,048$4.96M0.3%+441,048NewHistory
NXTCNextCure, Inc.COM2,671,856$4.81M0.3%00.0%UnchangedHistory
NCNANuCana plcSPONSORED ADR5,599,999$4.42M0.3%00.0%UnchangedHistory
BOLTBolt Biotherapeutics, Inc.COM2,754,437$3.53M0.2%00.0%UnchangedHistory
Nucana Biomed LtdGB00BYWYVOrdinary Shares2,400,000$1.90M0.1%00.0%Unchanged–
KYNBKyntra Bio, Inc.COM637,567$1.72M0.1%+637,567NewHistory
PDSBPDS Biotechnology CorpCOM142,635$717.5K<0.1%00.0%UnchangedHistory
FUSNFusion Pharmaceuticals Inc.COM117,099$546.9K<0.1%00.0%UnchangedHistory
SVRASavara IncCOM96,248$307.5K<0.1%+96,248NewHistory
ALLKAllakos Inc.COM62,465$272.3K<0.1%+62,465NewHistory
SYBXSynlogic, Inc.COM574,972$247.2K<0.1%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM9,089$235.1K<0.1%+9,089NewHistory
SPRBSpruce Biosciences, Inc.COM58,029$124.8K<0.1%+58,029NewHistory

Options (3)

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 2023
SecurityClassPutsCalls
VIRVir Biotechnology, Inc.COM$7.36M–
KYNBKyntra Bio, Inc.COM$1.75M$675.0K
MRNSMarinus Pharmaceuticals, Inc.COM NEW–$2.17M

Sold out since Q1 2023 (14)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Sofinnova Investments, Inc. sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
LLYEli Lilly & CoStock137,100$47.1M3.2%History
HZNPHorizon Therapeutics Public Ltd CoSHS408,819$44.6M3.0%History
BIIBBiogen Inc.COM132,600$36.9M2.5%History
BMRNBiomarin Pharmaceutical IncCOM359,035$34.9M2.4%History
TVTXTravere Therapeutics, Inc.COM1,263,721$28.4M1.9%History
KDNYChinook Therapeutics, Inc.COM1,002,348$23.2M1.6%History
ISEEIVERIC bio, Inc.COM905,982$22.0M1.5%History
SRPTSarepta Therapeutics, Inc.COM119,065$16.4M1.1%History
RXDXPrometheus Biosciences, Inc.COM123,842$13.3M0.9%History
CTICCti Biopharma CorpCOM2,794,542$11.7M0.8%History
KURAKura Oncology, Inc.COM616,169$7.54M0.5%History
KROSKeros Therapeutics, Inc.COM77,100$3.29M0.2%History
BLUEbluebird bio, Inc.COM672,815$2.14M0.1%History
ALNYAlnylam Pharmaceuticals, Inc.COM448$89.7K<0.1%History