Investor
Sofinnova Investments, Inc.
CIK 0001631134 · filed 2026-05-15 · SEC filing
13F book
$2.63B
Positions
61
17 new · 16 sold
Largest name
11.8%
Natera, Inc. · NTRA
Est. mark
−$14.7M
Price effect on 44 names still held. Flow −$308.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Natera, Inc. | NTRA | 1.55M | $310M | 11.8% | −$45.1M | Held |
| Bristol-Myers Squibb Co | — | 1.99M | $120.6M | 4.6% | $10.2M | Added$39M |
| Jazz Pharmaceuticals Plc | JAZZ | 598.3K | $113.1M | 4.3% | $11.4M | Cut−$50.1M |
| Vera Therapeutics, Inc. | VERA | 2.79M | $112.4M | 4.3% | −$29.1M | Held |
| United Therapeutics Corp Del | — | 160.1K | $94.9M | 3.6% | $16.7M | Added$18.1M |
| Astrazeneca Plc Ord | AZN | 456K | $89.9M | 3.4% | — | New |
| Cogent Biosciences, Inc. | COGT | 2.11M | $81.4M | 3.1% | $5.86M | Added$11.2M |
| Ultragenyx Pharmaceutical In | — | 3.15M | $65.9M | 2.5% | −$170.8K | Added$64M |
| Rapport Therapeutics, Inc. | RAPP | 1.9M | $59.6M | 2.3% | $1.81M | Held |
| Insmed Inc | INSM | 346.1K | $56.6M | 2.2% | −$1.65M | Added$29.3M |
| Alcon Inc | ALC | 730K | $55M | 2.1% | −$1.15M | Added$28.8M |
| Supernus Pharmaceuticals, Inc. | SUPN | 954.3K | $49.3M | 1.9% | $1.1M | Added$21.8M |
| Biomarin Pharmaceutical Inc | BMRN | 782K | $44.2M | 1.7% | −$2.05M | Added$2.74M |
| Biogen Inc. | BIIB | 229.5K | $42.1M | 1.6% | — | New |
| Celcuity Inc. | CELC | 366.2K | $41.8M | 1.6% | $4.31M | Added$11.9M |
| BioAge Labs, Inc. | BIOA | 2.29M | $40.1M | 1.5% | $9.77M | Held |
| Rhythm Pharmaceuticals, Inc. | RYTM | 450.1K | $39.1M | 1.5% | −$5.45M | Added$10.1M |
| ArriVent BioPharma, Inc. | AVBP | 1.7M | $39.1M | 1.5% | $5.01M | Held |
| IDEAYA Biosciences, Inc. | IDYA | 1.13M | $37.7M | 1.4% | −$1.11M | Added$7.11M |
| Immunome Inc. | IMNM | 1.7M | $37.2M | 1.4% | $631.2K | Added$2.46M |
| Nektar Therapeutics | NKTR | 509.5K | $36.7M | 1.4% | $13M | Added$18.1M |
| Axsome Therapeutics, Inc. | AXSM | 212.7K | $36M | 1.4% | −$167.1K | Added$33.7M |
| Immatics N.V. | IMTX | 3.63M | $35.7M | 1.4% | −$2.27M | Added−$349.5K |
| BridgeBio Pharma, Inc. | BBIO | 409.2K | $30.4M | 1.2% | −$912.5K | Cut−$24.7M |
| Dyne Therapeutics, Inc. | DYN | 1.63M | $29.6M | 1.1% | −$2.34M | Cut−$14.5M |
| Inhibrx Biosciences, Inc. | INBX | 406K | $27.3M | 1.0% | −$4.78M | Cut−$8.62M |
| Dexcom Inc | DXCM | 393.6K | $24.7M | 0.9% | −$1.35M | Added−$385.8K |
| Pharvaris N.V. | PHVS | 818.3K | $23.1M | 0.9% | $372.6K | Added$2.44M |
| Praxis Precision Medicines I | — | 63.7K | $20.5M | 0.8% | $1.75M | Cut−$16.5M |
| Genmab A/S | — | 752.3K | $20.2M | 0.8% | — | New |
| Arcus Biosciences, Inc. | RCUS | 923.1K | $19.9M | 0.8% | −$2.06M | Cut−$6.2M |
| Xenon Pharmaceuticals Inc. | XENE | 305.2K | $17.7M | 0.7% | $798.5K | Added$15.1M |
| Stryker Corp | SYK | 44.5K | $14.6M | 0.6% | — | New |
| Anaptysbio, Inc | ANAB | 248.3K | $13.8M | 0.5% | $1.73M | Cut−$179.1K |
| Roivant Sciences Ltd. | ROIV | 478K | $13.2M | 0.5% | $2.87M | Cut−$2.7M |
| Edgewise Therapeutics, Inc. | EWTX | 386.5K | $12.2M | 0.5% | $2.58M | Cut$1.31M |
| Compass Therapeutics, Inc. | CMPX | 2.06M | $10.9M | 0.4% | −$164.5K | Cut−$7.2M |
| Oric Pharmaceuticals, Inc. | ORIC | 679.6K | $8.61M | 0.3% | — | New |
| Tango Therapeutics, Inc. | TNGX | 395.1K | $8.27M | 0.3% | — | New |
| Tyra Biosciences, Inc. | TYRA | 204K | $7.81M | 0.3% | — | New |
| Axogen, Inc. | AXGN | 210.7K | $6.98M | 0.3% | — | New |
| Definium Therape | DFTX | 344.2K | $6.5M | 0.2% | — | New |
| Cytokinetics Inc | CYTK | 91.8K | $6.05M | 0.2% | — | New |
| Disc Medicine, Inc. | IRON | 78.3K | $5.01M | 0.2% | −$1.21M | Cut−$3.81M |
| Veradermics, Inc | MANE | 73.3K | $4.63M | 0.2% | — | New |
| Harmony Biosciences Hldgs In | — | 152.7K | $4.28M | 0.2% | — | New |
| Vaxcyte, Inc. | PCVX | 50.6K | $2.94M | 0.1% | — | New |
| Mirum Pharmaceuticals, Inc. | MIRM | 27.6K | $2.55M | 0.1% | $309.3K | Added$724.2K |
| NextCure, Inc. | NXTC | 222.7K | $2.38M | 0.1% | −$781.5K | Held |
| Savara Inc | SVRA | 364.8K | $1.99M | 0.1% | −$173.7K | Added$153.8K |
| Establishment Labs Hldgs Inc | — | 33.9K | $1.93M | 0.1% | −$456.7K | Added−$140.8K |
| Acadia Pharmaceuticals Inc | ACAD | 78.6K | $1.75M | 0.1% | −$291.8K | Added−$2.75K |
| Tenax Therapeutics, Inc. | TENX | 104.4K | $1.67M | 0.1% | — | New |
| Jade Biosciences, Inc. | JBIO | 107.4K | $1.51M | 0.1% | −$148.2K | Held |
| Wave Life Sciences Ltd. | WVE | 189.3K | $1.37M | 0.1% | −$1.54M | Added−$1.32M |
| Septerna, Inc. | SEPN | 47.5K | $1.14M | 0.0% | — | New |
| OnKure Therapeutics, Inc. | OKUR | 141.7K | $586.6K | 0.0% | — | New |
| Bolt Biotherapeutics, Inc. | BOLT | 137.7K | $556.4K | 0.0% | −$196.7K | Held |
| Soleno Therapeutics Inc | — | 14.7K | $491.8K | 0.0% | −$159.1K | Added−$83K |
| ImageneBio, Inc. | IMA | 31.9K | $159.4K | 0.0% | −$60.6K | Held |
| Zymeworks Inc. | ZYME | 1.61K | $40.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.