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Livermore
Livermore
ZHEN

Sofinnova Investments, Inc.

SEC CIK
0001631134
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
53
−8 vs. Q1 2026
Portfolio value
$1.87B
−$123.9M (−6.2%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Sofinnova Investments, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM1,550,280$420.8M22.5%00.0%UnchangedHistory
VERAVera Therapeutics, Inc.CL A2,793,987$119.9M6.4%00.0%UnchangedHistory
GMABGenmab A/SSPONSORED ADS4,045,215$111.1M5.9%+3,292,954+437.7%AddedHistory
JAZZJazz Pharmaceuticals plcSHS USD365,341$88.0M4.7%−232,986−38.9%ReducedHistory
RAPPRapport Therapeutics, Inc.COM1,904,408$79.4M4.2%00.0%UnchangedHistory
SPTXSeaport Therapeutics, Inc.COMMON STOCK3,564,871$77.4M4.1%+3,564,871NewHistory
AVBPArriVent BioPharma, Inc.COM1,696,752$58.9M3.1%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM1,717,505$57.3M3.1%−1,428,383−45.4%ReducedHistory
BIOABioAge Labs, Inc.COM2,293,788$56.2M3.0%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock876,970$50.5M2.7%−1,111,751−55.9%ReducedHistory
SUPNSupernus Pharmaceuticals, Inc.COM1,036,328$48.2M2.6%+82,019+8.6%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM408,027$45.3M2.4%−42,069−9.3%ReducedHistory
GILDGilead Sciences, Inc.Stock343,100$43.3M2.3%+343,100NewHistory
UTHRUnited Therapeutics CorpCOM76,489$41.4M2.2%−83,581−52.2%ReducedHistory
COGTCogent Biosciences, Inc.COM1,035,148$40.1M2.1%−1,078,403−51.0%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM160,429$39.3M2.1%−52,318−24.6%ReducedHistory
IMTXImmatics N.V.SHS3,669,346$37.2M2.0%+38,892+1.1%AddedHistory
DYNDyne Therapeutics, Inc.COM1,658,384$36.8M2.0%+24,487+1.5%AddedHistory
IMNMImmunome Inc.COM1,720,316$36.5M1.9%+18,412+1.1%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM925,119$34.5M1.8%−206,667−18.3%ReducedHistory
ANABAnaptysbio, IncCOM493,536$33.3M1.8%+245,283+98.8%AddedHistory
NKTRNektar TherapeuticsCOM NEW471,763$32.9M1.8%−37,783−7.4%ReducedHistory
PHVSPharvaris N.V.COM881,299$30.5M1.6%+62,971+7.7%AddedHistory
RCUSArcus Biosciences, Inc.COM945,690$29.2M1.6%+22,604+2.4%AddedHistory
INBXInhibrx Biosciences, Inc.COM303,103$28.7M1.5%−102,926−25.3%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM358,568$20.5M1.1%−423,414−54.1%ReducedHistory
MANEVeradermics, IncCOMMON STOCK148,993$18.3M1.0%+75,678+103.2%AddedHistory
ALCAlcon IncStock255,824$17.2M0.9%−474,148−65.0%ReducedHistory
INSMINSMED IncCOM PAR $.01158,398$16.9M0.9%−187,677−54.2%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM380,923$15.5M0.8%−5,575−1.4%ReducedHistory
NRIXNurix Therapeutics, Inc.COM524,098$12.7M0.7%+524,098NewHistory
DSGNDesign Therapeutics, Inc.COM865,135$12.5M0.7%+865,135NewHistory
DFTXDefinium Therapeutics, Inc.COM SHS255,903$12.0M0.6%−88,263−25.6%ReducedHistory
TRAXFirst Tracks Biotherapeutics, Inc.ORD SHS565,199$11.4M0.6%+565,199NewHistory
ABTAbbott LaboratoriesStock122,998$11.2M0.6%+122,998NewHistory
IRONDisc Medicine, Inc.COM146,239$10.7M0.6%+67,919+86.7%AddedHistory
TENXTenax Therapeutics, Inc.COM NEW500,039$7.28M0.4%+395,639+379.0%AddedHistory
SIONSionna Therapeutics, Inc.COM144,432$6.35M0.3%+144,432NewHistory
ABSIAbsci CorpCOM337,400$3.91M0.2%+337,400NewHistory
MIRMMirum Pharmaceuticals, Inc.COM27,591$3.23M0.2%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM NEW107,391$2.39M0.1%00.0%UnchangedHistory
SVRASavara IncCOM364,763$2.25M0.1%00.0%UnchangedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW6,440$2.16M0.1%−57,240−89.9%ReducedHistory
SEPNSepterna, Inc.COM47,506$1.59M0.1%00.0%UnchangedHistory
OKUROnKure Therapeutics, Inc.COM CL A321,692$1.47M0.1%+179,992+127.0%AddedHistory
SGMTSagimet Biosciences Inc.COM SER A166,667$1.29M0.1%+166,667NewHistory
WVEWave Life Sciences, Inc.SHS189,253$1.10M0.1%00.0%UnchangedHistory
AKTSAktis Oncology, Inc.COM32,436$1.05M0.1%+32,436NewHistory
TYRATyra Biosciences, Inc.COM32,267$1.03M0.1%−171,748−84.2%ReducedHistory
BOLTBolt Biotherapeutics, Inc.COM NEW137,721$530.2K<0.1%00.0%UnchangedHistory
NXTCNextCure, Inc.COM NEW222,654$356.2K<0.1%00.0%UnchangedHistory
IMAImageneBio, Inc.COM31,884$188.1K<0.1%00.0%UnchangedHistory
HTFLHeartflow, Inc.COM5,079$149.0K<0.1%+5,079NewHistory

Options (4)

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 2026
SecurityClassPutsCalls
RAREUltragenyx Pharmaceutical Inc.COM–$16.7M
ISRGIntuitive Surgical IncCOM NEW–$15.9M
GMEDGlobus Medical IncStock–$15.8M
EXELExelixis, Inc.COM$13.8M–

Sold out since Q1 2026 (19)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Sofinnova Investments, Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
AZNAstraZeneca PLCADR456,031$89.9M4.5%History
BIIBBiogen Inc.COM229,521$42.1M2.1%History
CELCCelcuity Inc.COM366,175$41.8M2.1%History
BBIOBridgeBio Pharma, Inc.COM409,183$30.4M1.5%History
DXCMDexcom IncCOM393,576$24.7M1.2%History
XENEXenon Pharmaceuticals Inc.COM305,216$17.7M0.9%History
SYKStryker CorpStock44,480$14.6M0.7%History
ROIVRoivant Sciences Ltd.SHS477,995$13.2M0.7%History
CMPXCompass Therapeutics, Inc.COM2,056,161$10.9M0.5%History
ORICOric Pharmaceuticals, Inc.COM679,578$8.61M0.4%History
TNGXTango Therapeutics, Inc.COM395,081$8.27M0.4%History
AXGNAxogen, Inc.COM210,665$6.98M0.3%History
CYTKCytokinetics IncCOM NEW91,791$6.05M0.3%History
HRMYHarmony Biosciences Holdings, Inc.COM152,695$4.28M0.2%History
PCVXVaxcyte, Inc.COM50,600$2.94M0.1%History
ESTAEstablishment Labs Holdings Inc.COM33,930$1.93M0.1%History
ACADAcadia Pharmaceuticals IncCOM78,551$1.75M0.1%History
SLNOSoleno Therapeutics IncCOM14,689$491.8K<0.1%History
ZYMEZymeworks Inc.COM1,610$40.3K<0.1%History