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Livermore
Livermore
ZHEN

Sofinnova Investments, Inc.

SEC CIK
0001631134
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
55
−4 vs. Q1 2025
Portfolio value
$1.47B
+$143.6M (+10.8%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Sofinnova Investments, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM1,550,280$261.9M17.8%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock1,050,308$116.4M7.9%+631,408+150.7%AddedHistory
LLYEli Lilly & CoStock97,018$75.6M5.1%+44,218+83.7%AddedHistory
JAZZJazz Pharmaceuticals plcSHS USD694,096$73.7M5.0%+184,046+36.1%AddedHistory
VERAVera Therapeutics, Inc.CL A2,793,987$65.8M4.5%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock265,850$49.3M3.4%+265,850NewHistory
BSXBoston Scientific CorpStock431,200$46.3M3.2%+431,200NewHistory
DXCMDexcom IncCOM523,694$45.7M3.1%+127,719+32.3%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM2,147,795$45.1M3.1%−474,397−18.1%ReducedHistory
BBIOBridgeBio Pharma, Inc.COM993,093$42.9M2.9%+258,866+35.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW70,642$38.4M2.6%+58,658+489.5%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM586,010$37.0M2.5%+139,171+31.1%AddedHistory
AVBPArriVent BioPharma, Inc.COM1,696,752$36.9M2.5%00.0%UnchangedHistory
ROIVRoivant Sciences Ltd.SHS3,088,814$34.8M2.4%+1,809,304+141.4%AddedHistory
SLNOSoleno Therapeutics IncCOM415,219$34.8M2.4%−69,252−14.3%ReducedHistory
UTHRUnited Therapeutics CorpCOM118,513$34.1M2.3%+118,513NewHistory
INSMINSMED IncCOM PAR $.01313,923$31.6M2.1%+9,669+3.2%AddedHistory
AKROAkero Therapeutics, Inc.COM548,788$29.3M2.0%+38,768+7.6%AddedHistory
SUPNSupernus Pharmaceuticals, Inc.COM799,253$25.2M1.7%+278,575+53.5%AddedHistory
ANABAnaptysbio, IncCOM1,032,362$22.9M1.6%−127,671−11.0%ReducedHistory
RAPPRapport Therapeutics, Inc.COM1,995,594$22.7M1.5%00.0%UnchangedHistory
QUREuniQure N.V.SHS1,558,356$21.7M1.5%+1,012,585+185.5%AddedHistory
MRUSMerus N.V.COM404,562$21.3M1.4%+404,562NewHistory
AZNAstraZeneca PLCSPONSORED ADR293,661$20.5M1.4%+293,661NewHistory
PTCTPTC Therapeutics, Inc.COM375,939$18.4M1.2%−203,400−35.1%ReducedHistory
INZYInozyme Pharma, Inc.COM4,280,308$17.1M1.2%00.0%UnchangedHistory
COGTCogent Biosciences, Inc.COM2,355,505$16.9M1.2%+173,384+7.9%AddedHistory
REPLReplimune Group, Inc.COM1,806,529$16.8M1.1%−673,410−27.2%ReducedHistory
Avidity Biosciences, Inc.05370A108COM584,801$16.6M1.1%+204,870+53.9%Added–
SNDXSyndax Pharmaceuticals IncCOM1,524,440$14.3M1.0%−750,783−33.0%ReducedHistory
CDTXCidara Therapeutics, Inc.COM NEW251,031$12.2M0.8%+251,031NewHistory
IMTXImmatics N.V.SHS2,240,528$12.1M0.8%+686,224+44.1%AddedHistory
EXASExact Sciences CorpCOM208,300$11.1M0.8%+208,300NewHistory
PHVSPharvaris N.V.COM585,532$10.3M0.7%−7,871−1.3%ReducedHistory
INBXInhibrx Biosciences, Inc.COM708,678$10.1M0.7%+10,762+1.5%AddedHistory
RCUSArcus Biosciences, Inc.COM1,216,016$9.90M0.7%+178,240+17.2%AddedHistory
YMABY-mAbs Therapeutics, Inc.COM2,194,278$9.90M0.7%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM93,610$9.77M0.7%−81,707−46.6%ReducedHistory
BIOABioAge Labs, Inc.COM2,304,901$9.52M0.6%00.0%UnchangedHistory
EWTXEdgewise Therapeutics, Inc.COM716,873$9.40M0.6%+374,655+109.5%AddedHistory
IMNMImmunome Inc.COM778,476$7.24M0.5%−10,190−1.3%ReducedHistory
DYNDyne Therapeutics, Inc.COM614,865$5.85M0.4%−102,031−14.2%ReducedHistory
SVRASavara IncCOM2,457,352$5.60M0.4%−3,024,314−55.2%ReducedHistory
APGEApogee Therapeutics, Inc.COM76,180$3.31M0.2%+76,180NewHistory
NXTCNextCure, Inc.COM2,671,856$1.23M0.1%00.0%UnchangedHistory
ESTAEstablishment Labs Holdings Inc.COM28,120$1.20M0.1%−555−1.9%ReducedHistory
JBIOJade Biosciences, Inc.COM NEW107,391$1.07M0.1%+107,391NewHistory
MTSRMetsera, Inc.COM36,191$1.03M0.1%−609−1.7%ReducedHistory
SRRKScholar Rock Holding CorpCOM26,440$936.5K0.1%−89,677−77.2%ReducedHistory
BOLTBolt Biotherapeutics, Inc.COM NEW137,721$794.6K0.1%00.0%UnchangedConverted for a 1-for-20 splitHistory
WVEWave Life Sciences, Inc.SHS117,903$766.4K0.1%+117,903NewHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS34,353$712.5K<0.1%−599−1.7%ReducedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW15,717$660.9K<0.1%−141,923−90.0%ReducedHistory
IMAImageneBio, Inc.COM382,616$512.7K<0.1%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM7,312$387.2K<0.1%−173−2.3%ReducedHistory

Options (8)

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 2025
SecurityClassPutsCalls
iShares Russell 2000 ETF464287655ETF$53.9M–
iShares Tr464287556ISHARES BIOTECH$47.4M–
SMMTSummit Therapeutics Inc.COM–$14.9M
RYTMRhythm Pharmaceuticals, Inc.COM$14.2M–
REPLReplimune Group, Inc.COM$13.9M–
ROIVRoivant Sciences Ltd.SHS–$11.3M
CDTXCidara Therapeutics, Inc.COM NEW–$4.87M
COGTCogent Biosciences, Inc.COM–$4.74M

Sold out since Q1 2025 (14)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Sofinnova Investments, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
SYKStryker CorpStock298,567$111.1M8.4%History
MDTMedtronic plcStock562,992$50.6M3.8%History
ALNYAlnylam Pharmaceuticals, Inc.COM176,181$47.6M3.6%History
BPMCBlueprint Medicines CorpCOM261,039$23.1M1.7%History
BMYBristol Myers Squibb CoStock371,497$22.7M1.7%History
INCYIncyte CorpCOM357,800$21.7M1.6%History
SRPTSarepta Therapeutics, Inc.COM327,618$20.9M1.6%History
DHRDanaher CorpStock58,606$12.0M0.9%History
PENPenumbra IncCOM42,936$11.5M0.9%History
JBIOJade Biosciences, Inc.COM3,758,686$9.43M0.7%History
KURAKura Oncology, Inc.COM791,667$5.23M0.4%History
ERASErasca, Inc.COM1,877,085$2.57M0.2%History
ELVNEnliven Therapeutics, Inc.COM33,547$660.2K<0.1%History
VIRVir Biotechnology, Inc.COM83,010$537.9K<0.1%History