Sofinnova Investments, Inc. 13F Holdings · Q2 2026
Sofinnova Investments, Inc. reported 53 securities worth $1.93B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NTRA (21.76%), VERA (6.20%), GMAB (5.74%). Among its top 25 positions this quarter: 2 new, 8 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | $420.8M | 21.76% | 1.6M | Hold |
| 2 | VERA | Vera Therapeutics Inc | $119.9M | 6.20% | 2.8M | Hold |
| 3 | GMAB | Genmab A/S | $111.1M | 5.74% | 4.0M | Added |
| 4 | JAZZ | Jazz Pharmaceuticals PLC | $88.0M | 4.55% | 365,341 | Trimmed |
| 5 | RAPP | Rapport Therapeutics Inc | $79.4M | 4.10% | 1.9M | Hold |
| 6 | SPTX | Seaport Therapeutics Inc | $77.4M | 4.00% | 3.6M | New |
| 7 | RARE | Ultragenyx Pharmaceutical In | $74.0M | 3.83% | 2.2M | Trimmed |
| 8 | AVBP | Arrivent BioPharma Inc | $58.9M | 3.05% | 1.7M | Hold |
| 9 | BIOA | BioAge Labs Inc | $56.2M | 2.91% | 2.3M | Hold |
| 10 | BMY | Bristol-Myers Squibb Co | $50.5M | 2.61% | 876,970 | Trimmed |
| 11 | SUPN | Supernus Pharmaceuticals | $48.2M | 2.49% | 1.0M | Added |
| 12 | RYTM | Rhythm Pharmaceuticals Inc | $45.3M | 2.34% | 408,027 | Trimmed |
| 13 | GILD | Gilead Sciences Inc | $43.3M | 2.24% | 343,100 | New |
| 14 | UTHR | United Therapeutics Corp Del | $41.4M | 2.14% | 76,489 | Trimmed |
| 15 | COGT | Cogent Biosciences Inc | $40.1M | 2.07% | 1.0M | Trimmed |
| 16 | AXSM | Axsome Therapeutics Inc. | $39.3M | 2.03% | 160,429 | Trimmed |
| 17 | IMTX | Immatics N.V | $37.2M | 1.92% | 3.7M | Added |
| 18 | DYN | Dyne Therapeutics Inc | $36.8M | 1.90% | 1.7M | Added |
| 19 | IMNM | Immunome Inc | $36.5M | 1.88% | 1.7M | Added |
| 20 | IDYA | IDEAYA Biosciences Inc | $34.5M | 1.78% | 925,119 | Trimmed |
| 21 | ANAB | Anaptysbio Inc | $33.3M | 1.72% | 493,536 | Added |
| 22 | NKTR | Nektar Therapeutics | $32.9M | 1.70% | 471,763 | Trimmed |
| 23 | PHVS | Pharvaris N V | $30.5M | 1.58% | 881,299 | Added |
| 24 | RCUS | Arcus Biosciences Inc | $29.2M | 1.51% | 945,690 | Added |
| 25 | INBX | Inhibrx Biosciences Inc | $28.7M | 1.48% | 303,103 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR