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

About Sofinnova Investments, Inc.

Investment Activity

  • Sofinnova Investments, Inc. has $1.64 billion in total holdings as of June 30, 2025.
  • Sofinnova Investments, Inc. owns shares of 58 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 33.78% of the portfolio was purchased this quarter.
  • About 34.15% of the portfolio was sold this quarter.
  • This quarter, Sofinnova Investments, Inc. has purchased 62 new stocks and bought additional shares in 19 stocks.
  • Sofinnova Investments, Inc. sold shares of 17 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Natera
$261,904,303
Gilead Sciences
$116,447,648
Vera Therapeutics
$65,826,334

Largest New Holdings this Quarter

00287Y109 - AbbVie
$49,347,077 Holding
464287556 - iShares Biotechnology ETF
$47,441,250 Holding
101137107 - Boston Scientific
$46,315,192 Holding
91307C102 - United Therapeutics
$34,054,711 Holding
N5749R100 - Merus
$21,279,961 Holding

Largest Purchases this Quarter

Gilead Sciences
631,408 shares (about $70.00M)
AbbVie
265,850 shares (about $49.35M)
iShares Biotechnology ETF
375,000 shares (about $47.44M)
Boston Scientific
431,200 shares (about $46.32M)
Eli Lilly and Company
44,218 shares (about $34.47M)

Largest Sales this Quarter

Soleno Therapeutics
598,552 shares (about $50.15M)
iShares Russell 2000 ETF
100,000 shares (about $21.58M)
IDEAYA Biosciences
474,397 shares (about $9.97M)
PTC Therapeutics
203,400 shares (about $9.93M)
Axsome Therapeutics
81,707 shares (about $8.53M)

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
$261,904,3030.0%1,550,28016.0%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$116,447,648$70,004,205 150.7%1,050,3087.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$75,628,442$34,469,258 83.7%97,0184.6%Medical
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$73,657,468$19,530,962 36.1%694,0964.5%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$65,826,3340.0%2,793,9874.0%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$53,947,500$21,579,000 -28.6%250,0003.3%Finance
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$51,247,722$23,011,966 81.5%811,0103.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$49,347,077$49,347,077 New Holding265,8503.0%Medical
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$47,441,250$47,441,250 New Holding375,0002.9%Finance
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$46,315,192$46,315,192 New Holding431,2002.8%Medical
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$46,080,934$31,660,856 219.6%4,088,8142.8%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$45,713,249$11,148,591 32.3%523,6942.8%Medical
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$45,146,651$9,971,825 -18.1%2,147,7952.8%Medical
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$42,881,756$11,177,834 35.3%993,0932.6%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$38,387,569$31,875,344 489.5%70,6422.3%Medical
Arrivent BioPharma Inc
$36,938,2910.0%1,696,7522.3%COM
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$34,787,048$50,146,687 -59.0%415,2192.1%Medical
United Therapeutics Corporation stock logo
UTHR
United Therapeutics
$34,054,711$34,054,711 New Holding118,5132.1%Medical
Insmed, Inc. stock logo
INSM
Insmed
$31,593,211$973,088 3.2%313,9231.9%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$30,717,654$7,679,021 33.3%3,306,5291.9%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$29,283,328$2,068,661 7.6%548,7881.8%Medical
Supernus Pharmaceuticals, Inc. stock logo
SUPN
Supernus Pharmaceuticals
$25,192,455$8,780,684 53.5%799,2531.5%Medical
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$22,918,436$2,834,296 -11.0%1,032,3621.4%Medical
Rapport Therapeutics Inc
$22,689,9040.0%1,995,5941.4%COM
uniQure N.V. stock logo
QURE
uniQure
$21,723,483$14,115,435 185.5%1,558,3561.3%Medical
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$21,651,326$5,983,697 38.2%3,015,5051.3%Medical
Merus N.V. stock logo
MRUS
Merus
$21,279,961$21,279,961 New Holding404,5621.3%Medical
AstraZeneca PLC stock logo
AZN
AstraZeneca
$20,521,031$20,521,031 New Holding293,6611.3%Medical
PTC Therapeutics, Inc. stock logo
PTCT
PTC Therapeutics
$18,360,861$9,934,056 -35.1%375,9391.1%Medical
Inozyme Pharma, Inc. stock logo
INZY
Inozyme Pharma
$17,121,2320.0%4,280,3081.0%Medical
Cidara Therapeutics Inc
$17,098,720$17,098,720 New Holding351,0311.0%COM
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$16,608,348$5,818,308 53.9%584,8011.0%Medical
Summit Therapeutics PLC stock logo
SMMT
Summit Therapeutics
$14,896,000$14,896,000 New Holding700,0000.9%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$14,276,381$7,031,083 -33.0%1,524,4400.9%Medical
Immatics N.V. stock logo
IMTX
Immatics
$12,054,041$3,691,885 44.1%2,240,5280.7%Medical
Exact Sciences Corporation stock logo
EXAS
Exact Sciences
$11,069,062$11,069,062 New Holding208,3000.7%Medical
Pharvaris N.V. stock logo
PHVS
Pharvaris
$10,305,363$138,530 -1.3%585,5320.6%Medical
Inhibrx Biosciences Inc
$10,112,835$153,574 1.5%708,6780.6%COM
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$9,898,370$1,450,874 17.2%1,216,0160.6%Medical
Y-mAbs Therapeutics, Inc. stock logo
YMAB
Y-mAbs Therapeutics
$9,896,1940.0%2,194,2780.6%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$9,771,948$8,529,394 -46.6%93,6100.6%Medical
BioAge Labs Inc
$9,519,2410.0%2,304,9010.6%COM
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$9,398,205$711,283 8.2%716,8730.6%Medical
Immunome, Inc. stock logo
IMNM
Immunome
$7,239,827$94,767 -1.3%778,4760.4%Medical
Dyne Therapeutics Inc
$5,853,515$971,335 -14.2%614,8650.4%COM
Savara Inc. stock logo
SVRA
Savara
$5,602,763$6,895,436 -55.2%2,457,3520.3%Medical
Apogee Therapeutics Inc
$3,308,497$3,308,497 New Holding76,1800.2%COM
NextCure, Inc. stock logo
NXTC
NextCure
$1,229,0540.0%2,671,8560.1%Medical
Establishment Labs Holdings Inc. stock logo
ESTA
Establishment Labs
$1,201,005$23,704 -1.9%28,1200.1%Medical
Jade Biosciences Inc
$1,072,836$1,072,836 New Holding107,3910.1%COM
Metsera Inc
$1,029,634$17,326 -1.7%36,1910.1%COM
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$936,505$3,176,360 -77.2%26,4400.1%Medical
Bolt Biotherapeutics Inc
$794,650$794,650 New Holding137,7210.0%COM
WAVE Life Sciences Ltd. stock logo
WVE
WAVE Life Sciences
$766,370$766,370 New Holding117,9030.0%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$712,481$12,423 -1.7%34,3530.0%Medical
Praxis Precision Medicines Inc
$660,900$5,967,864 -90.0%15,7170.0%COM
Ikena Oncology Inc
$512,7050.0%382,6160.0%COM
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$387,244$9,162 -2.3%7,3120.0%Medical
Stryker Corporation stock logo
SYK
Stryker
$0$111,141,566 -100.0%00.0%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$82,061,000 -100.0%00.0%Finance
Medtronic PLC stock logo
MDT
Medtronic
$0$50,590,461 -100.0%00.0%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$0$47,572,394 -100.0%00.0%Medical
Blueprint Medicines Corporation stock logo
BPMC
Blueprint Medicines
$0$23,104,562 -100.0%00.0%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$22,657,602 -100.0%00.0%Medical
Incyte Corporation stock logo
INCY
Incyte
$0$21,664,790 -100.0%00.0%Medical
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$0$20,908,581 -100.0%00.0%Medical
Danaher Corporation stock logo
DHR
Danaher
$0$12,014,230 -100.0%00.0%Medical
Penumbra, Inc. stock logo
PEN
Penumbra
$0$11,481,516 -100.0%00.0%Medical
Aerovate Therapeutics, Inc. stock logo
AVTE
Aerovate Therapeutics
$0$9,434,302 -100.0%00.0%Medical
ACADIA Pharmaceuticals Inc. stock logo
ACAD
ACADIA Pharmaceuticals
$0$8,305,000 -100.0%00.0%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$0$5,225,002 -100.0%00.0%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$0$2,571,606 -100.0%00.0%Medical
Bolt Biotherapeutics, Inc. stock logo
BOLT
Bolt Biotherapeutics
$0$1,101,775 -100.0%00.0%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$0$660,205 -100.0%00.0%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$0$537,905 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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