EdgeMarket › What Sofinnova Investments, Inc. reported owning
What Sofinnova Investments, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
74Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NTRA Natera, Inc. | 310.0M | 11.8% | 1.6M | 332.03 | +106.7% |
| BMY BRISTOL MYERS SQUIBB CO | 120.6M | 4.6% | 2.0M | 67.01 | +38.9% |
| JAZZ Jazz Pharmaceuticals plc | 113.1M | 4.3% | 598.3K | 254.28 | +113.6% |
| VERA Vera Therapeutics, Inc. | 112.4M | 4.3% | 2.8M | 32.27 | +46.0% |
| UTHR UNITED THERAPEUTICS Corp | 94.9M | 3.6% | 160.1K | 513.12 | +67.4% |
| AZN ASTRAZENECA PLC | 89.9M | 3.4% | 456.0K | 165.98 | — |
| COGT Cogent Biosciences, Inc. | 81.4M | 3.1% | 2.1M | 36.73 | +209.6% |
| RARE Ultragenyx Pharmaceutical Inc. | 65.9M | 2.5% | 3.1M | 25.83 | -12.0% |
| RAPP Rapport Therapeutics, Inc. | 59.6M | 2.3% | 1.9M | 48.24 | +236.9% |
| INSM INSMED Inc | 56.6M | 2.2% | 346.1K | 125.77 | -2.8% |
| ALC ALCON INC | 55.0M | 2.1% | 730.0K | 73.63 | -9.1% |
| SUPN SUPERNUS PHARMACEUTICALS, INC. | 49.3M | 1.9% | 954.3K | 45.85 | +7.4% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 44.2M | 1.7% | 782.0K | 66.70 | +15.1% |
| BIIB BIOGEN INC. | 42.1M | 1.6% | 229.5K | 216.78 | +56.0% |
| CELC Celcuity Inc. | 41.8M | 1.6% | 366.2K | 93.53 | +91.8% |
| BIOA BioAge Labs, Inc. | 40.1M | 1.5% | 2.3M | 9.48 | +113.5% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 39.1M | 1.5% | 450.1K | 110.00 | +11.4% |
| AVBP ArriVent BioPharma, Inc. | 39.1M | 1.5% | 1.7M | 29.12 | +51.1% |
| IDYA IDEAYA Biosciences, Inc. | 37.7M | 1.4% | 1.1M | 39.67 | +63.1% |
| IMNM Immunome Inc. | 37.2M | 1.4% | 1.7M | 28.52 | +198.0% |
| NKTR NEKTAR THERAPEUTICS | 36.7M | 1.4% | 509.5K | 74.02 | +174.7% |
| AXSM Axsome Therapeutics, Inc. | 36.0M | 1.4% | 212.7K | 207.77 | +77.6% |
| IMTX Immatics N.V. | 35.7M | 1.4% | 3.6M | 8.93 | +59.5% |
| BBIO BridgeBio Pharma, Inc. | 30.4M | 1.2% | 409.2K | 81.50 | +66.7% |
| DYN Dyne Therapeutics, Inc. | 29.6M | 1.1% | 1.6M | 26.10 | +118.0% |
| INBX Inhibrx Biosciences, Inc. | 27.3M | 1.0% | 406.0K | 103.63 | +324.5% |
| DXCM DEXCOM INC | 24.7M | 0.9% | 393.6K | 92.34 | +13.1% |
| PHVS Pharvaris N.V. | 23.1M | 0.9% | 818.3K | 36.27 | +57.7% |
| PRAX Praxis Precision Medicines, Inc. | 20.5M | 0.8% | 63.7K | 375.94 | +730.8% |
| GMAB GENMAB A/S | 20.2M | 0.8% | 752.3K | 33.45 | +39.0% |
| RCUS Arcus Biosciences, Inc. | 19.9M | 0.8% | 923.1K | 30.34 | +200.7% |
| XENE Xenon Pharmaceuticals Inc. | 17.7M | 0.7% | 305.2K | 60.77 | +61.5% |
| SYK STRYKER CORP | 14.6M | 0.6% | 44.5K | 329.45 | -15.9% |
| ANAB ANAPTYSBIO, INC | 13.8M | 0.5% | 248.3K | 57.74 | +186.6% |
| ROIV Roivant Sciences Ltd. | 13.2M | 0.5% | 478.0K | 36.30 | +209.7% |
| EWTX Edgewise Therapeutics, Inc. | 12.2M | 0.5% | 386.5K | 44.18 | +219.2% |
| CMPX Compass Therapeutics, Inc. | 10.9M | 0.4% | 2.1M | 2.40 | -13.7% |
| ORIC Oric Pharmaceuticals, Inc. | 8.6M | 0.3% | 679.6K | 14.20 | +49.3% |
| TNGX Tango Therapeutics, Inc. | 8.3M | 0.3% | 395.1K | 23.88 | +253.8% |
| TYRA Tyra Biosciences, Inc. | 7.8M | 0.3% | 204.0K | 26.05 | +154.4% |
| AXGN Axogen, Inc. | 7.0M | 0.3% | 210.7K | 50.40 | +223.9% |
| DFTX Definium Therapeutics, Inc. | 6.5M | 0.2% | 344.2K | 44.91 | +375.2% |
| CYTK CYTOKINETICS INC | 6.0M | 0.2% | 91.8K | 76.84 | +105.9% |
| IRON Disc Medicine, Inc. | 5.0M | 0.2% | 78.3K | 79.81 | +35.9% |
| MANE Veradermics, Inc | 4.6M | 0.2% | 73.3K | 102.82 | — |
| HRMY Harmony Biosciences Holdings, Inc. | 4.3M | 0.2% | 152.7K | 38.15 | +4.1% |
| PCVX Vaxcyte, Inc. | 2.9M | 0.1% | 50.6K | 62.62 | +100.3% |
| MIRM Mirum Pharmaceuticals, Inc. | 2.5M | 0.1% | 27.6K | 96.31 | +44.4% |
| NXTC NextCure, Inc. | 2.4M | 0.1% | 222.7K | 6.29 | +22.6% |
| SVRA Savara Inc | 2.0M | 0.1% | 364.8K | 5.59 | +80.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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