13FBOX
Sofinnova Investments, Inc. · 13F Holdings
Options Calculator Rankings

Sofinnova Investments, Inc.

No.1790 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.93B
QoQ Change Q1 2026
-$696.9M-26.5%
Holdings
56
New Buys
13
Adds
13
Reduces
17
Exits
26
Unchanged
13
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NATERA INCNTRA
21.76%11.78%$420.8M1.6M$310.0M1.6M00.00%Unchanged
VVERA THERAPEUTICS INCVERA
6.2%4.27%$119.9M2.8M$112.4M2.8M00.00%Unchanged
GGENMAB A/S SPONSORED ADSGMAB
5.74%0.77%$111.1M4.0M$20.2M752,261+3.3M+437.74%Add
JAZZ PHARMACEUTICALS PLCJAZZ
4.55%4.3%$88.0M365,341$113.1M598,327-232,986-38.94%Reduce
RRAPPORT THERAPEUTICS INCRAPP
4.1%2.26%$79.4M1.9M$59.6M1.9M00.00%Unchanged
SSEAPORT THERAPEUTICS INCSPTX
4%$77.4M3.6M$00+3.6MNew Buy
UULTRAGENYX PHARMACEUTICAL INRARE
3.83%2.78%$74.0M2.2M$73.2M3.5M-1.3M-36.57%Reduce
AARRIVENT BIOPHARMA INCAVBP
3.05%1.49%$58.9M1.7M$39.1M1.7M00.00%Unchanged
BBIOAGE LABS INCBIOA
2.91%1.52%$56.2M2.3M$40.1M2.3M00.00%Unchanged
BRISTOL-MYERS SQUIBB COBMY
2.61%4.58%$50.5M876,970$120.6M2.0M-1.1M-55.90%Reduce
SUPERNUS PHARMACEUTICALSSUPN
2.49%1.87%$48.2M1.0M$49.3M954,309+82,019+8.59%Add
RHYTHM PHARMACEUTICALS INCRYTM
2.34%1.49%$45.3M408,027$39.1M450,096-42,069-9.35%Reduce
GGILEAD SCIENCES INC COMGILD
2.24%$43.3M343,100$00+343,100New Buy
UNITED THERAPEUTICS CORP DELUTHR
2.14%5.42%$41.4M76,489$142.5M240,370-163,881-68.18%Reduce
COGENT BIOSCIENCES INCCOGT
2.07%3.09%$40.1M1.0M$81.4M2.1M-1.1M-51.02%Reduce
AXSOME THERAPEUTICS INC.AXSM
2.03%2.65%$39.3M160,429$69.8M412,747-252,318-61.13%Reduce
IMMATICS N.VIMTX
1.92%1.36%$37.2M3.7M$35.7M3.6M+38,892+1.07%Add
DDYNE THERAPEUTICS INCDYN
1.9%1.13%$36.8M1.7M$29.6M1.6M+24,487+1.50%Add
IIMMUNOME INCIMNM
1.88%1.41%$36.5M1.7M$37.2M1.7M+18,412+1.08%Add
IDEAYA BIOSCIENCES INCIDYA
1.78%1.43%$34.5M925,119$37.7M1.1M-206,667-18.26%Reduce
AANAPTYSBIO INCANAB
1.72%0.52%$33.3M493,536$13.8M248,253+245,283+98.80%Add
NEKTAR THERAPEUTICS COM NEWNKTR
1.7%1.39%$32.9M471,763$36.7M509,546-37,783-7.42%Reduce
PHARVARIS N VPHVS
1.58%0.88%$30.5M881,299$23.1M818,328+62,971+7.70%Add
ARCUS BIOSCIENCES INCRCUS
1.51%0.76%$29.2M945,690$19.9M923,086+22,604+2.45%Add
INHIBRX BIOSCIENCES INCINBX
1.48%1.04%$28.7M303,103$27.3M406,029-102,926-25.35%Reduce
BIOMARIN PHARMACEUTICAL INCBMRN
1.06%1.68%$20.5M358,568$44.2M781,982-423,414-54.15%Reduce
VVERADERMICS INCMANE
0.95%0.18%$18.3M148,993$4.6M73,315+75,678+103.22%Add
ALCON AG ORD SHSALC
0.89%2.09%$17.2M255,824$55.0M729,972-474,148-64.95%Reduce
INSMED INCINSM
0.87%2.15%$16.9M158,398$56.6M346,075-187,677-54.23%Reduce
INTUITIVE SURGICAL INCISRG
0.82%$15.9M40,000$00+40,000New Buy
GLOBUS MED INCGMED
0.82%$15.8M200,000$00+200,000New Buy
EDGEWISE THERAPEUTICS INCEWTX
0.8%0.46%$15.5M380,923$12.2M386,498-5,575-1.44%Reduce
EXELIXIS INCEXEL
0.72%0.41%$13.8M254,200$10.8M251,500+2,700+1.07%Add
NURIX THERAPEUTICS INCNRIX
0.66%$12.7M524,098$00+524,098New Buy
DESIGN THERAPEUTICS INC COMDSGN
0.65%$12.5M865,135$00+865,135New Buy
DDEFINIUM THERAPEUTICS INCDFTX
0.62%0.25%$12.0M255,903$6.5M344,166-88,263-25.65%Reduce
FFIRST TRACKS BIOTHERAPEUTICSTRAX
0.59%$11.4M565,199$00+565,199New Buy
ABBOTT LABORATORIESABT
0.58%$11.2M122,998$00+122,998New Buy
DISC MEDICINE INCIRON
0.55%0.19%$10.7M146,239$5.0M78,320+67,919+86.72%Add
TTENAX THERAPEUTICS INCTENX
0.38%0.06%$7.3M500,039$1.7M104,400+395,639+378.96%Add
SSIONNA THERAPEUTICS INCSION
0.33%$6.4M144,432$00+144,432New Buy
AABSCI CORPORATION COMABSI
0.2%$3.9M337,400$00+337,400New Buy
MMIRUM PHARMACEUTICALS INCMIRM
0.17%0.1%$3.2M27,591$2.5M27,59100.00%Unchanged
JADE BIOSCIENCES INCJBIO
0.12%0.06%$2.4M107,391$1.5M107,39100.00%Unchanged
SSAVARA INCSVRA
0.12%0.08%$2.2M364,763$2.0M364,76300.00%Unchanged
PRAXIS PRECISION MEDICINES IPRAX
0.11%0.78%$2.2M6,440$20.5M63,680-57,240-89.89%Reduce
SSEPTERNA INCSEPN
0.08%0.04%$1.6M47,506$1.1M47,50600.00%Unchanged
OONKURE THERAPEUTICS INCOKUR
0.08%0.02%$1.5M321,692$586,638141,700+179,992+127.02%Add
SSAGIMET BIOSCIENCES INCSGMT
0.07%$1.3M166,667$00+166,667New Buy
WAVE LIFE SCIENCES LTDWVE
0.06%0.05%$1.1M189,253$1.4M189,25300.00%Unchanged

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