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Sofinnova Investments, Inc. Top Holdings and 13F Report (2025)

About Sofinnova Investments, Inc.

Investment Activity

  • Sofinnova Investments, Inc. has $1.53 billion in total holdings as of March 31, 2025.
  • Sofinnova Investments, Inc. owns shares of 62 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 43.21% of the portfolio was purchased this quarter.
  • About 23.32% of the portfolio was sold this quarter.
  • This quarter, Sofinnova Investments, Inc. has purchased 60 new stocks and bought additional shares in 22 stocks.
  • Sofinnova Investments, Inc. sold shares of 11 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Natera
$219,225,095
Stryker
$111,141,566
Invesco QQQ
$82,061,000

Largest New Holdings this Quarter

46090E103 - Invesco QQQ
$82,061,000 Holding
464287655 - iShares Russell 2000 ETF
$69,821,500 Holding
G5960L103 - Medtronic
$50,590,461 Holding
69366J200 - PTC Therapeutics
$29,523,115 Holding
10806X102 - BridgeBio Pharma
$25,382,227 Holding

Largest Purchases this Quarter

Invesco QQQ
175,000 shares (about $82.06M)
iShares Russell 2000 ETF
350,000 shares (about $69.82M)
Stryker
182,562 shares (about $67.96M)
Medtronic
562,992 shares (about $50.59M)
Eli Lilly and Company
38,436 shares (about $31.74M)

Largest Sales this Quarter

Axsome Therapeutics
416,409 shares (about $48.57M)
Gilead Sciences
355,327 shares (about $39.81M)
Intuitive Surgical
25,912 shares (about $12.83M)
Incyte
166,467 shares (about $10.08M)
Replimune Group
669,583 shares (about $6.53M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSofinnova Investments, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Natera, Inc. stock logo
NTRA
Natera
$219,225,0950.0%1,550,28014.3%Medical
Stryker Co. stock logo
SYK
Stryker
$111,141,566$67,958,705 157.4%298,5677.3%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$82,061,000$82,061,000 New Holding175,0005.4%Finance
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$72,433,938$18,328,568 33.9%1,013,7714.7%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$69,821,500$69,821,500 New Holding350,0004.6%Finance
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$67,111,5680.0%2,793,9874.4%Medical
Jazz Pharmaceuticals plc stock logo
JAZZ
Jazz Pharmaceuticals
$63,322,708$727,147 1.2%510,0504.1%Medical
Medtronic plc stock logo
MDT
Medtronic
$50,590,461$50,590,461 New Holding562,9923.3%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$47,572,394$17,827,801 59.9%176,1813.1%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$46,937,745$39,814,390 -45.9%418,9003.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$43,608,048$31,744,677 267.6%52,8002.8%Medical
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$42,951,505$25,439,811 145.3%2,622,1922.8%Medical
Arrivent BioPharma Inc
$31,372,9440.0%1,696,7522.0%COM
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$29,523,115$29,523,115 New Holding579,3391.9%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$27,951,115$19,859,882 245.4%2,275,2231.8%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$27,041,133$7,222,692 36.4%395,9751.8%Medical
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$25,382,227$25,382,227 New Holding734,2271.7%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$24,179,405$6,528,434 -21.3%2,479,9391.6%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$23,669,062$2,617,301 12.4%446,8391.5%Medical
Insmed Incorporated stock logo
INSM
Insmed
$23,211,538$3,659,860 18.7%304,2541.5%Medical
Blueprint Medicines Co. stock logo
BPMC
Blueprint Medicines
$23,104,562$23,104,562 New Holding261,0391.5%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$22,657,602$22,657,602 New Holding371,4971.5%Medical
Incyte Co. stock logo
INCY
Incyte
$21,664,790$10,079,577 -31.8%357,8001.4%Medical
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$21,565,013$19,093,900 772.7%1,160,0331.4%Medical
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$20,908,581$6,455,585 -23.6%327,6181.4%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$20,645,610$20,645,610 New Holding510,0201.3%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$20,447,222$48,565,782 -70.4%175,3171.3%Medical
Rapport Therapeutics Inc
$20,015,8080.0%1,995,5941.3%COM
Supernus Pharmaceuticals, Inc. stock logo
SUPN
Supernus Pharmaceuticals
$17,052,205$17,052,205 New Holding520,6781.1%Medical
Savara Inc stock logo
SVRA
Savara
$15,184,215$28,717 0.2%5,481,6661.0%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$14,577,596$5,716,590 64.5%662,6181.0%Medical
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$13,070,905$8,140,177 165.1%2,182,1210.9%Medical
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$12,910,256$12,910,256 New Holding1,279,5100.8%Medical
Danaher Co. stock logo
DHR
Danaher
$12,014,230$9,964,230 486.1%58,6060.8%Medical
Penumbra, Inc. stock logo
PEN
Penumbra
$11,481,516$11,481,516 New Holding42,9360.7%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$11,215,563$10,808,512 2,655.3%379,9310.7%Medical
Inhibrx Biosciences Inc
$9,763,845$2,388,457 32.4%697,9160.6%COM
Y-mAbs Therapeutics, Inc. stock logo
YMAB
Y-mAbs Therapeutics
$9,720,6520.0%2,194,2780.6%Medical
Aerovate Therapeutics, Inc. stock logo
AVTE
Aerovate Therapeutics
$9,434,3020.0%3,758,6860.6%Medical
Pharvaris stock logo
PHVS
Pharvaris
$9,316,427$513,076 5.8%593,4030.6%Medical
BioAge Labs Inc
$8,666,4280.0%2,304,9010.6%COM
ACADIA Pharmaceuticals Inc. stock logo
ACAD
ACADIA Pharmaceuticals
$8,305,000$8,305,000 New Holding500,0000.5%Medical
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$8,146,542$8,146,542 New Holding1,037,7760.5%Medical
Dyne Therapeutics Inc
$7,498,732$3,709,137 -33.1%716,8960.5%COM
Immatics stock logo
IMTX
Immatics
$7,009,911$5,462,052 352.9%1,554,3040.5%Medical
Praxis Precision Medicines I
$5,969,827$5,969,827 New Holding157,6400.4%COM
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,935,316$12,833,437 -68.4%11,9840.4%Medical
uniQure stock logo
QURE
uniQure
$5,785,173$5,785,173 New Holding545,7710.4%Medical
Immunome, Inc. stock logo
IMNM
Immunome
$5,307,722$281,597 5.6%788,6660.3%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$5,225,002$5,225,002 New Holding791,6670.3%Medical
Inozyme Pharma, Inc. stock logo
INZY
Inozyme Pharma
$3,895,0800.0%4,280,3080.3%Medical
Scholar Rock Holding Co. stock logo
SRRK
Scholar Rock
$3,733,162$3,733,162 New Holding116,1170.2%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$2,571,606$111,251 4.5%1,877,0850.2%Medical
NextCure, Inc. stock logo
NXTC
NextCure
$1,283,2920.0%2,671,8560.1%Medical
Establishment Labs Holdings Inc. stock logo
ESTA
Establishment Labs
$1,170,083$2,718,836 -69.9%28,6750.1%Medical
Bolt Biotherapeutics, Inc. stock logo
BOLT
Bolt Biotherapeutics
$1,101,7750.0%2,754,4370.1%Medical
Metsera Inc
$1,001,696$1,001,696 New Holding36,8000.1%COM
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$660,205$9,407 -1.4%33,5470.0%Medical
Structure Therapeutics Inc. stock logo
GPCR
Structure Therapeutics
$605,019$243,379 67.3%34,9520.0%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$537,905$201,664 -27.3%83,0100.0%Medical
Ikena Oncology, Inc. stock logo
IKNA
Ikena Oncology
$489,7480.0%382,6160.0%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$371,555$757,853 -67.1%7,4850.0%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$0$63,864,136 -100.0%00.0%Medical
AstraZeneca PLC stock logo
AZN
AstraZeneca
$0$42,676,059 -100.0%00.0%Medical
Boston Scientific Co. stock logo
BSX
Boston Scientific
$0$30,955,722 -100.0%00.0%Medical
Alkermes plc stock logo
ALKS
Alkermes
$0$25,719,090 -100.0%00.0%Medical
Globus Medical, Inc. stock logo
GMED
Globus Medical
$0$20,239,137 -100.0%00.0%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$0$13,559,647 -100.0%00.0%Medical
Inari Medical, Inc. stock logo
NARI
Inari Medical
$0$9,212,279 -100.0%00.0%Medical
Achieve Life Sciences, Inc. stock logo
ACHV
Achieve Life Sciences
$0$4,598,817 -100.0%00.0%Medical
Avantor, Inc. stock logo
AVTR
Avantor
$0$4,214,000 -100.0%00.0%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$0$2,961,200 -100.0%00.0%Medical
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$0$2,924,240 -100.0%00.0%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$0$1,509,786 -100.0%00.0%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$1,123,233 -100.0%00.0%Medical
ICU Medical, Inc. stock logo
ICUI
ICU Medical
$0$775,850 -100.0%00.0%Medical
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$0$568,171 -100.0%00.0%Medical
Pulmonx Co. stock logo
LUNG
Pulmonx
$0$416,404 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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