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Livermore
Livermore
ZHEN

Sofinnova Investments, Inc.

SEC CIK
0001631134
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 9, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
72
+5 vs. Q1 2024
Portfolio value
$1.59B
−$107.6M (−6.3%) vs. Q1 2024
Filed
Aug 9, 2024
SEC
Holdings of Sofinnova Investments, Inc. in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM1,550,280$167.9M10.6%00.0%UnchangedHistory
VERAVera Therapeutics, Inc.CL A2,793,987$101.1M6.4%00.0%UnchangedHistory
ASNDAscendis Pharma A/SSPONSORED ADR734,284$100.1M6.3%−19,748−2.6%ReducedHistory
NVONovo Nordisk A SADR649,541$92.7M5.8%+37,657+6.2%AddedHistory
EWEdwards Lifesciences CorpStock724,225$66.9M4.2%+724,225NewHistory
SYKStryker CorpStock193,084$65.7M4.1%+193,084NewHistory
AZNAstraZeneca PLCSPONSORED ADR801,417$62.5M3.9%+204,704+34.3%AddedHistory
DYNDyne Therapeutics, Inc.COM1,625,703$57.4M3.6%−310,947−16.1%ReducedHistory
ALGNAlign Technology IncCOM218,524$52.8M3.3%+123,046+128.9%AddedHistory
RAPPRapport Therapeutics, Inc.COM1,951,562$45.4M2.9%+1,951,562NewHistory
SNDXSyndax Pharmaceuticals IncCOM2,153,669$44.2M2.8%+545,129+33.9%AddedHistory
ELANElanco Animal Health IncCOM2,864,250$41.3M2.6%+308,703+12.1%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM1,151,528$40.4M2.5%+369,932+47.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW87,217$38.8M2.4%−53,663−38.1%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM147,929$35.9M2.3%+44,893+43.6%AddedHistory
TGTXTG Therapeutics, Inc.COM1,861,277$33.1M2.1%−123,685−6.2%ReducedHistory
AVBPArriVent BioPharma, Inc.COM1,696,752$31.5M2.0%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM63,862$31.1M2.0%−11,362−15.1%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM195,852$30.9M1.9%−31,636−13.9%ReducedHistory
YMABY-mAbs Therapeutics, Inc.COM2,194,278$26.5M1.7%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM310,198$25.0M1.6%+310,198NewHistory
COGTCogent Biosciences, Inc.COM2,773,286$23.4M1.5%+372,515+15.5%AddedHistory
SLNOSoleno Therapeutics IncCOM554,359$22.6M1.4%+403,584+267.7%AddedHistory
SVRASavara IncCOM5,358,918$21.6M1.4%+3,011,657+128.3%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW547,707$20.3M1.3%−254,070−31.7%ReducedHistory
ROIVRoivant Sciences Ltd.SHS1,868,412$19.7M1.2%+866,708+86.5%AddedHistory
ESTAEstablishment Labs Holdings Inc.COM429,244$19.5M1.2%+288,082+204.1%AddedHistory
INZYInozyme Pharma, Inc.COM4,280,308$19.1M1.2%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM455,099$17.7M1.1%+455,099NewHistory
KURAKura Oncology, Inc.COM825,243$17.0M1.1%+323,303+64.4%AddedHistory
INSMINSMED IncCOM PAR $.01227,747$15.3M1.0%+227,747NewHistory
BSXBoston Scientific CorpStock171,080$13.2M0.8%−182,771−51.7%ReducedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM44,417$12.4M0.8%+25,388+133.4%AddedHistory
PODDInsulet CorpStock60,967$12.3M0.8%−159,236−72.3%ReducedHistory
PHVSPharvaris N.V.COM601,534$11.3M0.7%+16,862+2.9%AddedHistory
AXNXAxonics, Inc.COM150,490$10.1M0.6%+1,105+0.7%AddedHistory
IMTXImmatics N.V.SHS796,704$9.26M0.6%−1,366,942−63.2%ReducedHistory
CABACabaletta Bio, Inc.COM1,220,400$9.13M0.6%+790,654+184.0%AddedHistory
PEPGPepGen Inc.COM561,128$8.96M0.6%+57,504+11.4%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM475,691$8.57M0.5%+475,691NewHistory
IMNMImmunome Inc.COM655,680$7.93M0.5%+61,284+10.3%AddedHistory
EXASExact Sciences CorpCOM181,828$7.68M0.5%−47,653−20.8%ReducedHistory
NARIInari Medical, Inc.Stock155,838$7.50M0.5%+145,622+1,425.4%AddedHistory
DXCMDexcom IncCOM61,494$6.97M0.4%+61,494NewHistory
INBXInhibrx Biosciences, Inc.COM463,315$6.57M0.4%+463,315NewHistory
ACHVAchieve Life Sciences, Inc.COM1,388,372$6.53M0.4%−129,858−8.6%ReducedHistory
WATWaters CorpCOM21,804$6.33M0.4%+21,804NewHistory
JBIOJade Biosciences, Inc.COM3,758,686$6.24M0.4%00.0%UnchangedHistory
FDMT4D Molecular Therapeutics, Inc.COM271,155$5.69M0.4%+72,969+36.8%AddedHistory
MRNSMarinus Pharmaceuticals, Inc.COM NEW4,151,576$4.86M0.3%+2,750,523+196.3%AddedHistory
NXTCNextCure, Inc.COM2,671,856$4.25M0.3%00.0%UnchangedHistory
ERASErasca, Inc.COM1,699,528$4.01M0.3%+1,699,528NewHistory
PAHCPhibro Animal Health CorpCL A COM237,009$3.97M0.3%+237,009NewHistory
BAXBaxter International IncStock117,769$3.94M0.2%+97,769+488.8%AddedHistory
AVTRAvantor, Inc.COM141,045$2.99M0.2%−91,401−39.3%ReducedHistory
TFXTeleflex IncCOM13,649$2.87M0.2%+1,507+12.4%AddedHistory
MASIMasimo CorpCOM20,161$2.54M0.2%+161+0.8%AddedHistory
BOLTBolt Biotherapeutics, Inc.COM2,754,437$2.07M0.1%00.0%UnchangedHistory
INSPInspire Medical Systems, Inc.COM10,000$1.34M0.1%+1,901+23.5%AddedHistory
IRONDisc Medicine, Inc.COM29,256$1.32M0.1%+23,083+373.9%AddedHistory
CATXPerspective Therapeutics, Inc.COM NEW132,089$1.32M0.1%+132,089NewHistory
ZBHZimmer Biomet Holdings, Inc.Stock10,630$1.15M0.1%+10,630NewHistory
LIVNLivaNova PLCSHS20,602$1.13M0.1%+146+0.7%AddedHistory
Immatics N.V.N44445117*W EXP 07/01/202348,731$932.9K0.1%+32,382+10.2%Added–
Avidity Biosciences, Inc.05370A108COM21,425$875.2K0.1%+21,425New–
IMAImageneBio, Inc.COM382,616$631.3K<0.1%00.0%UnchangedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM299,691$569.4K<0.1%−7,038−2.3%ReducedHistory
ATXSAstria Therapeutics, Inc.COM60,692$552.3K<0.1%+60,692NewHistory
PDSBPDS Biotechnology CorpCOM142,635$417.9K<0.1%00.0%UnchangedHistory
LUNGPulmonx CorpCOM60,246$382.0K<0.1%+60,246NewHistory
KYTXKyverna Therapeutics, Inc.COM47,850$358.9K<0.1%+37,850+378.5%AddedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS8,915$350.1K<0.1%+182+2.1%AddedHistory

Options (9)

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 2024
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$191.6M–
EWEdwards Lifesciences CorpStock$46.2M–
ABTAbbott LaboratoriesStock–$40.5M
State Street SPDR S&P Biotech ETF78464A870ETF$23.2M–
ISRGIntuitive Surgical IncCOM NEW$22.2M–
ALNYAlnylam Pharmaceuticals, Inc.COM–$12.2M
SVRASavara IncCOM$604.5K–
AMLXAmylyx Pharmaceuticals, Inc.COM$570.0K–
MRNSMarinus Pharmaceuticals, Inc.COM NEW–$122.5K

Sold out since Q1 2024 (12)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Sofinnova Investments, Inc. sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
MRKMerck & Co., Inc.Stock651,299$85.9M5.1%History
INCYIncyte CorpCOM1,327,178$75.6M4.5%History
ARGXArgenx SESPONSORED ADR149,300$58.8M3.5%History
INBXInhibrx Biosciences, Inc.COM1,302,645$45.5M2.7%History
SILKSilk Road Medical IncCOM1,189,024$21.8M1.3%History
SWAVShockwave Medical, Inc.COM35,000$11.4M0.7%History
FUSNFusion Pharmaceuticals Inc.COM157,172$3.35M0.2%History
COOCooper Companies, Inc.COM21,236$2.15M0.1%History
NCNANuCana plcSPONSORED ADR3,400,739$884.2K0.1%History
CATXPerspective Therapeutics, Inc.COM430,105$511.8K<0.1%History
Nucana Biomed LtdGB00BYWYVOrdinary Shares1,307,875$340.0K<0.1%–
MIRMMirum Pharmaceuticals, Inc.COM3,012$75.7K<0.1%History