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Sofinnova Investments, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Sofinnova Investments, Inc.

No.1790 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$19.34亿
环比变动 Q1 2026
-$6.97亿-26.5%
持仓股票数
56
新买入
13
加仓
13
减仓
17
清仓
26
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
NateraNTRA
21.76%11.78%$4.21亿155.0万股$3.10亿155.0万股00.00%持仓不变
VVERA THERAPEUTICSVERA
6.2%4.27%$1.20亿279.4万股$1.12亿279.4万股00.00%持仓不变
GGENMAB A/S SPONSORED ADSGMAB
5.74%0.77%$1.11亿404.5万股$2,018.3万75.2万股+329.3万股+437.74%加仓
爵士制药JAZZ
4.55%4.3%$8,803.6万36.5万股$1.13亿59.8万股-23.3万股-38.94%减仓
RRAPPORT THERAPEUTICSRAPP
4.1%2.26%$7,935.7万190.4万股$5,958.9万190.4万股00.00%持仓不变
SSEAPORT THERAPEUTICS INCSPTX
4%$7,742.9万356.5万股$00股+356.5万股新买入
UULTRAGENYX PHARMACEUTICAL INRARE
3.83%2.78%$7,404.2万221.8万股$7,323.9万349.6万股-127.8万股-36.57%减仓
AARRIVENT BIOPHARMAAVBP
3.05%1.49%$5,894.5万169.7万股$3,914.4万169.7万股00.00%持仓不变
BBIOAGE LABSBIOA
2.91%1.52%$5,622.1万229.4万股$4,011.8万229.4万股00.00%持仓不变
百时美施贵宝BMY
2.61%4.58%$5,053.1万87.7万股$1.21亿198.9万股-111.2万股-55.90%减仓
SUPERNUS PHARMACEUTICALSSUPN
2.49%1.87%$4,820.0万103.6万股$4,932.8万95.4万股+8.2万股+8.59%加仓
RHYTHM PHARMACEUTICALSRYTM
2.34%1.49%$4,530.3万40.8万股$3,914.5万45.0万股-4.2万股-9.35%减仓
GGILEAD SCIENCES COMGILD
2.24%$4,334.7万34.3万股$00股+34.3万股新买入
United TherapeuticsUTHR
2.14%5.42%$4,144.4万7.6万股$1.43亿24.0万股-16.4万股-68.18%减仓
COGENT BIOSCIENCESCOGT
2.07%3.09%$4,006.0万103.5万股$8,135.1万211.4万股-107.8万股-51.02%减仓
AXSOME THERAPEUTICSAXSM
2.03%2.65%$3,926.8万16.0万股$6,976.2万41.3万股-25.2万股-61.13%减仓
IMMATICS N.VIMTX
1.92%1.36%$3,717.0万366.9万股$3,572.4万363.0万股+3.9万股+1.07%加仓
DDYNE THERAPEUTICSDYN
1.9%1.13%$3,683.3万165.8万股$2,962.3万163.4万股+2.4万股+1.50%加仓
IIMMUNOMEIMNM
1.88%1.41%$3,645.3万172.0万股$3,722.1万170.2万股+1.8万股+1.08%加仓
IDEAYA BIOSCIENCESIDYA
1.78%1.43%$3,447.9万92.5万股$3,771.1万113.2万股-20.7万股-18.26%减仓
AANAPTYSBIOANAB
1.72%0.52%$3,331.4万49.4万股$1,376.8万24.8万股+24.5万股+98.80%加仓
NEKTAR THERAPEUTICS COM NEWNKTR
1.7%1.39%$3,293.4万47.2万股$3,666.2万51.0万股-3.8万股-7.42%减仓
PHARVARISPHVS
1.58%0.88%$3,047.5万88.1万股$2,311.8万81.8万股+6.3万股+7.70%加仓
ARCUS BIOSCIENCESRCUS
1.51%0.76%$2,915.6万94.6万股$1,993.9万92.3万股+2.3万股+2.45%加仓
INHIBRX BIOSCIENCESINBX
1.48%1.04%$2,871.9万30.3万股$2,729.7万40.6万股-10.3万股-25.35%减仓
BioMarin制药BMRN
1.06%1.68%$2,051.7万35.9万股$4,417.4万78.2万股-42.3万股-54.15%减仓
VVERADERMICSMANE
0.95%0.18%$1,831.7万14.9万股$463.0万7.3万股+7.6万股+103.22%加仓
ALCON ORD SHSALC
0.89%2.09%$1,716.6万25.6万股$5,500.3万73.0万股-47.4万股-64.95%减仓
InsmedINSM
0.87%2.15%$1,688.8万15.8万股$5,659.0万34.6万股-18.8万股-54.23%减仓
直觉外科ISRG
0.82%$1,590.7万4.0万股$00股+4.0万股新买入
GLOBUS MEDGMED
0.82%$1,580.2万20.0万股$00股+20.0万股新买入
EDGEWISE THERAPEUTICSEWTX
0.8%0.46%$1,547.7万38.1万股$1,217.5万38.6万股-5,575股-1.44%减仓
ExelixisEXEL
0.72%0.41%$1,383.1万25.4万股$1,078.7万25.2万股+2,700股+1.07%加仓
NURIX THERAPEUTICSNRIX
0.66%$1,271.5万52.4万股$00股+52.4万股新买入
DESIGN THERAPEUTICS INC COMDSGN
0.65%$1,251.9万86.5万股$00股+86.5万股新买入
DDEFINIUM THERAPEUTICSDFTX
0.62%0.25%$1,203.8万25.6万股$650.5万34.4万股-8.8万股-25.65%减仓
FFIRST TRACKS BIOTHERAPEUTICSTRAX
0.59%$1,137.2万56.5万股$00股+56.5万股新买入
雅培ABT
0.58%$1,116.1万12.3万股$00股+12.3万股新买入
DISC MEDICINEIRON
0.55%0.19%$1,069.6万14.6万股$500.8万7.8万股+6.8万股+86.72%加仓
TTENAX THERAPEUTICSTENX
0.38%0.06%$727.6万50.0万股$166.9万10.4万股+39.6万股+378.96%加仓
SSIONNA THERAPEUTICSSION
0.33%$635.4万14.4万股$00股+14.4万股新买入
AABSCI CORPORATION COMABSI
0.2%$391.0万33.7万股$00股+33.7万股新买入
MMIRUM PHARMACEUTICALSMIRM
0.17%0.1%$323.0万2.8万股$254.9万2.8万股00.00%持仓不变
JADE BIOSCIENCESJBIO
0.12%0.06%$238.6万10.7万股$150.9万10.7万股00.00%持仓不变
SSAVARASVRA
0.12%0.08%$224.7万36.5万股$199.2万36.5万股00.00%持仓不变
PRAXIS PRECISION MEDICINES IPRAX
0.11%0.78%$215.6万6,440股$2,051.7万6.4万股-5.7万股-89.89%减仓
SSEPTERNASEPN
0.08%0.04%$159.1万4.8万股$114.2万4.8万股00.00%持仓不变
OONKURE THERAPEUTICSOKUR
0.08%0.02%$146.7万32.2万股$58.7万14.2万股+18.0万股+127.02%加仓
SSAGIMET BIOSCIENCESSGMT
0.07%$128.8万16.7万股$00股+16.7万股新买入
WAVE LIFE SCIENCESWVE
0.06%0.05%$110.0万18.9万股$137.2万18.9万股00.00%持仓不变

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