Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sofinnova Investments, Inc. (CIK 1631134) reported $2.63B across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NTRA ($310.0M, 11.78%), IWM ($148.8M, 5.66%), UTHR ($142.5M, 5.42%), XBI ($134.1M, 5.10%), BMY ($120.6M, 4.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | $310.0M | 11.78% | 1.6M | Hold |
| 2 | IWM | iShares TR | $148.8M | 5.66% | 600,000 | New |
| 3 | UTHR | United Therapeutics Corp | $142.5M | 5.42% | 240,370 | Added |
| 4 | XBI | SPDR Series Trust | $134.1M | 5.10% | 1.1M | New |
| 5 | BMY | Bristol-Myers Squibb Co | $120.6M | 4.58% | 2.0M | Added |
| 6 | JAZZ | Jazz Pharmaceuticals PLC | $113.1M | 4.30% | 598,327 | Trimmed |
| 7 | VERA | Vera Therapeutics Inc | $112.4M | 4.27% | 2.8M | Hold |
| 8 | AZNCF | AstraZeneca PLC | $89.9M | 3.42% | 456,031 | New |
| 9 | QQQ | Invesco QQQ TR | $86.6M | 3.29% | 150,000 | New |
| 10 | COGT | Cogent Biosciences Inc | $81.4M | 3.09% | 2.1M | Added |
| 11 | IBB | iShares TR | $80.2M | 3.05% | 475,000 | New |
| 12 | CELC | Celcuity Inc | $76.0M | 2.89% | 666,175 | Added |
| 13 | RARE | Ultragenyx Pharmaceutical Inc | $73.2M | 2.78% | 3.5M | Added |
| 14 | AXSM | Axsome Therapeutics Inc. | $69.8M | 2.65% | 412,747 | Added |
| 15 | RAPP | Rapport Therapeutics Inc | $59.6M | 2.26% | 1.9M | Hold |
| 16 | INSM | Insmed Inc | $56.6M | 2.15% | 346,075 | Added |
| 17 | ALC | Alcon AG | $55.0M | 2.09% | 729,972 | Added |
| 18 | SUPN | Supernus Pharmaceuticals | $49.3M | 1.87% | 954,309 | Added |
| 19 | BMRN | BioMarin Pharmaceutical Inc | $44.2M | 1.68% | 781,982 | Added |
| 20 | BIIB | Biogen Inc | $42.1M | 1.60% | 229,521 | New |
| 21 | BIOA | BioAge Labs Inc | $40.1M | 1.52% | 2.3M | Hold |
| 22 | RYTM | Rhythm Pharmaceuticals Inc | $39.1M | 1.49% | 450,096 | Added |
| 23 | AVBP | Arrivent BioPharma Inc | $39.1M | 1.49% | 1.7M | Hold |
| 24 | IDYA | IDEAYA Biosciences Inc | $37.7M | 1.43% | 1.1M | Added |
| 25 | IMNM | Immunome Inc | $37.2M | 1.41% | 1.7M | Added |
Source: SEC Form 13F filings · as of 2026-03-31