Sofinnova Investments, Inc. Top Holdings and 13F Report (2026) About Sofinnova Investments, Inc.Investment ActivitySofinnova Investments, Inc. has $1.93 billion in total holdings as of June 30, 2026.Sofinnova Investments, Inc. owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 18.04% of the portfolio was purchased this quarter.About 69.66% of the portfolio was sold this quarter.This quarter, Sofinnova Investments, Inc. has purchased 69 new stocks and bought additional shares in 13 stocks.Sofinnova Investments, Inc. sold shares of 17 stocks and completely divested from 26 stocks this quarter.Largest Holdings Natera $420,823,506Vera Therapeutics $119,889,982Genmab A/S $111,122,056Jazz Pharmaceuticals $88,036,221Rapport Therapeutics Inc $79,356,681 Largest New Holdings this Quarter 81221K108 - Seaport Therapeutics Inc $77,428,998 Holding375558103 - Gilead Sciences $43,347,254 Holding46120E602 - Intuitive Surgical $15,907,200 Holding379577208 - Globus Medical $15,802,000 Holding67080M103 - Nurix Therapeutics $12,714,617 Holding Largest Purchases this Quarter Genmab A/S 3,292,954 shares (about $90.46M)Seaport Therapeutics Inc 3,564,871 shares (about $77.43M)Gilead Sciences 343,100 shares (about $43.35M)AnaptysBio 245,283 shares (about $16.56M)Intuitive Surgical 40,000 shares (about $15.91M) Largest Sales this Quarter United Therapeutics 163,881 shares (about $88.80M)Bristol Myers Squibb 1,111,751 shares (about $64.06M)Axsome Therapeutics 252,318 shares (about $61.76M)Jazz Pharmaceuticals 232,986 shares (about $56.14M)Ultragenyx Pharmaceutical 1,278,383 shares (about $42.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSofinnova Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTRANatera$420,823,5060.0%1,550,28021.8%HealthcareVERAVera Therapeutics$119,889,9820.0%2,793,9876.2%HealthcareGMABGenmab A/S$111,122,056$90,457,446 â–²437.7%4,045,2155.7%HealthcareJAZZJazz Pharmaceuticals$88,036,221$56,142,637 â–¼-38.9%365,3414.6%HealthcareRapport Therapeutics Inc$79,356,6810.0%1,904,4084.1%COMSeaport Therapeutics Inc$77,428,998$77,428,998 â–²New Holding3,564,8714.0%COMRAREUltragenyx Pharmaceutical$74,042,492$42,685,208 â–¼-36.6%2,217,5053.8%HealthcareArrivent BioPharma Inc$58,945,1640.0%1,696,7523.0%COMBioAge Labs Inc$56,220,7440.0%2,293,7882.9%COMBMYBristol Myers Squibb$50,531,011$64,059,092 â–¼-55.9%876,9702.6%HealthcareSUPNSupernus Pharmaceuticals$48,199,615$3,814,704 â–²8.6%1,036,3282.5%HealthcareRYTMRhythm Pharmaceuticals$45,303,238$4,670,921 â–¼-9.3%408,0272.3%HealthcareGILDGilead Sciences$43,347,254$43,347,254 â–²New Holding343,1002.2%HealthcareUTHRUnited Therapeutics$41,444,035$88,795,643 â–¼-68.2%76,4892.1%HealthcareCOGTCogent Biosciences$40,060,228$41,734,197 â–¼-51.0%1,035,1482.1%HealthcareAXSMAxsome Therapeutics$39,268,206$61,759,876 â–¼-61.1%160,4292.0%HealthcareIMTXImmatics$37,170,475$393,976 â–²1.1%3,669,3461.9%HealthcareDyne Therapeutics Inc$36,832,709$543,856 â–²1.5%1,658,3841.9%COMIMNMImmunome$36,453,496$390,150 â–²1.1%1,720,3161.9%HealthcareIDYAIDEAYA Biosciences$34,479,185$7,702,479 â–¼-18.3%925,1191.8%HealthcareANABAnaptysBio$33,313,680$16,556,603 â–²98.8%493,5361.7%HealthcareNektar Therapeutics$32,933,775$2,637,631 â–¼-7.4%471,7631.7%COM NEWPHVSPharvaris$30,475,319$2,177,537 â–²7.7%881,2991.6%HealthcareRCUSArcus Biosciences$29,155,623$696,881 â–²2.4%945,6901.5%HealthcareInhibrx Biosciences Inc$28,719,009$9,752,238 â–¼-25.3%303,1031.5%COMBMRNBioMarin Pharmaceutical$20,517,261$24,227,749 â–¼-54.1%358,5681.1%HealthcareVeradermics Inc$18,317,199$9,303,853 â–²103.2%148,9930.9%COMMON STOCKALCAlcon$17,165,790$31,815,330 â–¼-65.0%255,8240.9%HealthcareINSMInsmed$16,888,395$20,010,122 â–¼-54.2%158,3980.9%HealthcareISRGIntuitive Surgical$15,907,200$15,907,200 â–²New Holding40,0000.8%HealthcareGMEDGlobus Medical$15,802,000$15,802,000 â–²New Holding200,0000.8%HealthcareEWTXEdgewise Therapeutics$15,476,901$226,512 â–¼-1.4%380,9230.8%HealthcareEXELExelixis$13,831,022$146,907 â–²1.1%254,2000.7%HealthcareNRIXNurix Therapeutics$12,714,617$12,714,617 â–²New Holding524,0980.7%HealthcareDSGNDesign Therapeutics$12,518,503$12,518,503 â–²New Holding865,1350.6%HealthcareDefinium Therapeutics Inc$12,037,677$4,151,891 â–¼-25.6%255,9030.6%COM SHSFirst Tracks Biotherapeutics$11,371,804$11,371,804 â–²New Holding565,1990.6%ORD SHSABTAbbott Laboratories$11,160,839$11,160,839 â–²New Holding122,9980.6%HealthcareIRONDisc Medicine$10,695,920$4,967,595 â–²86.7%146,2390.6%HealthcareTenax Therapeutics Inc$7,275,567$5,756,547 â–²379.0%500,0390.4%COM NEWSionna Therapeutics Inc$6,353,564$6,353,564 â–²New Holding144,4320.3%COMABSIAbsci$3,910,466$3,910,466 â–²New Holding337,4000.2%HealthcareMIRMMirum Pharmaceuticals$3,230,0780.0%27,5910.2%HealthcareJade Biosciences Inc$2,386,2280.0%107,3910.1%COMSVRASavara$2,246,9400.0%364,7630.1%HealthcarePraxis Precision Medicines I$2,156,048$19,163,383 â–¼-89.9%6,4400.1%COM NEWSepterna Inc$1,590,9760.0%47,5060.1%COMOnkure Therapeutics Inc$1,466,916$820,764 â–²127.0%321,6920.1%COM CL ASagimet Biosciences Inc$1,288,336$1,288,336 â–²New Holding166,6670.1%COM SER AWVEWAVE Life Sciences$1,099,5600.0%189,2530.1%HealthcareAktis Oncology Inc$1,045,412$1,045,412 â–²New Holding32,4360.1%COMTYRATyra Biosciences$1,030,608$5,485,631 â–¼-84.2%32,2670.1%HealthcareBolt Biotherapeutics Inc$530,2260.0%137,7210.0%COMNextcure Inc$356,2460.0%222,6540.0%COMImageneBio Inc$188,1160.0%31,8840.0%COMHeartflow Inc$149,018$149,018 â–²New Holding5,0790.0%COMIWMiShares Russell 2000 ETF$0$148,800,000 â–¼-100.0%00.0%ETFXBISPDR S&P Biotech ETF$0$134,116,500 â–¼-100.0%00.0%ETFAZNCFAstraZeneca$0$89,938,434 â–¼-100.0%00.0%HealthcareQQQInvesco QQQ$0$86,577,000 â–¼-100.0%00.0%ETFIBBiShares Biotechnology ETF$0$80,203,750 â–¼-100.0%00.0%ETFCELCCelcuity$0$76,037,215 â–¼-100.0%00.0%HealthcareBIIBBiogen$0$42,078,085 â–¼-100.0%00.0%HealthcareBBIOBridgeBio Pharma$0$30,385,930 â–¼-100.0%00.0%HealthcareDXCMDexCom$0$24,716,573 â–¼-100.0%00.0%HealthcarePFEPfizer$0$22,464,000 â–¼-100.0%00.0%HealthcareLQDALiquidia$0$18,870,000 â–¼-100.0%00.0%HealthcareXENEXenon Pharmaceuticals$0$17,748,310 â–¼-100.0%00.0%HealthcareSYKStryker$0$14,615,683 â–¼-100.0%00.0%HealthcareCMPXCompass Therapeutics$0$13,522,092 â–¼-100.0%00.0%HealthcareROIVRoivant Sciences$0$13,240,462 â–¼-100.0%00.0%HealthcareORICOric Pharmaceuticals$0$8,610,253 â–¼-100.0%00.0%HealthcareTNGXTango Therapeutics$0$8,265,095 â–¼-100.0%00.0%HealthcareREPLReplimune Group$0$7,767,810 â–¼-100.0%00.0%HealthcareAXGNAxoGen$0$6,979,331 â–¼-100.0%00.0%HealthcareCYTKCytokinetics$0$6,049,945 â–¼-100.0%00.0%HealthcareHRMYHarmony Biosciences$0$4,276,987 â–¼-100.0%00.0%HealthcarePCVXVaxcyte$0$2,940,366 â–¼-100.0%00.0%HealthcareESTAEstablishment Labs$0$1,926,545 â–¼-100.0%00.0%HealthcareACADACADIA Pharmaceuticals$0$1,748,545 â–¼-100.0%00.0%HealthcareSLNOSoleno Therapeutics$0$491,788 â–¼-100.0%00.0%HealthcareZymeworks Inc$0$40,314 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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