Sofinnova Investments, Inc. Top Holdings and 13F Report (2026)

About Sofinnova Investments, Inc.

Investment Activity

Sofinnova Investments, Inc. has $2.63 billion in total holdings as of March 31, 2026.
Sofinnova Investments, Inc. owns shares of 69 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 43.26% of the portfolio was purchased this quarter.
About 31.14% of the portfolio was sold this quarter.
This quarter, Sofinnova Investments, Inc. has purchased 60 new stocks and bought additional shares in 24 stocks.
Sofinnova Investments, Inc. sold shares of 11 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Natera: $310,040,497
iShares Russell 2000 ETF: $148,800,000
United Therapeutics: $142,534,603
SPDR S&P Biotech ETF: $134,116,500
Bristol Myers Squibb: $120,615,929

Largest New Holdings this Quarter

464287655 - iShares Russell 2000 ETF: $148,800,000 Holding
78464A870 - SPDR S&P Biotech ETF: $134,116,500 Holding
G0593M107 - AstraZeneca: $89,938,434 Holding
46090E103 - Invesco QQQ: $86,577,000 Holding
464287556 - iShares Biotechnology ETF: $80,203,750 Holding

Largest Purchases this Quarter

iShares Russell 2000 ETF: 600,000 shares (about $148.80M)
SPDR S&P Biotech ETF: 1,050,000 shares (about $134.12M)
AstraZeneca: 456,031 shares (about $89.94M)
Invesco QQQ: 150,000 shares (about $86.58M)
iShares Biotechnology ETF: 475,000 shares (about $80.20M)

Largest Sales this Quarter

Jazz Pharmaceuticals: 361,533 shares (about $68.35M)
BridgeBio Pharma: 311,265 shares (about $23.11M)
Praxis Precision Medicines Inc: 62,042 shares (about $19.99M)
Dyne Therapeutics Inc: 620,264 shares (about $11.25M)
Roivant Sciences: 256,587 shares (about $7.11M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NTRA Natera	$310,040,497		0.0%	1,550,280	11.8%	Medical
IWM iShares Russell 2000 ETF	$148,800,000	$148,800,000 â–²	New Holding	600,000	5.7%	Finance
UTHR United Therapeutics	$142,534,603	$49,056,643 â–²	52.5%	240,370	5.4%	Medical
XBI SPDR S&P Biotech ETF	$134,116,500	$134,116,500 â–²	New Holding	1,050,000	5.1%	ETF
BMY Bristol Myers Squibb	$120,615,929	$28,852,843 â–²	31.4%	1,988,721	4.6%	Medical
JAZZ Jazz Pharmaceuticals	$113,113,719	$68,347,813 â–¼	-37.7%	598,327	4.3%	Medical
VERA Vera Therapeutics	$112,402,097		0.0%	2,793,987	4.3%	Medical
AZNCF AstraZeneca	$89,938,434	$89,938,434 â–²	New Holding	456,031	3.4%	Medical
QQQ Invesco QQQ	$86,577,000	$86,577,000 â–²	New Holding	150,000	3.3%	Finance
COGT Cogent Biosciences	$81,350,578	$5,385,752 â–²	7.1%	2,113,551	3.1%	Medical
IBB iShares Biotechnology ETF	$80,203,750	$80,203,750 â–²	New Holding	475,000	3.0%	Finance
CELC Celcuity	$76,037,215	$41,861,758 â–²	122.5%	666,175	2.9%	Medical
RARE Ultragenyx Pharmaceutical	$73,238,854	$71,493,719 â–²	4,096.7%	3,495,888	2.8%	Medical
AXSM Axsome Therapeutics	$69,762,498	$67,689,299 â–²	3,265.0%	412,747	2.7%	Medical
Rapport Therapeutics Inc	$59,588,926		0.0%	1,904,408	2.3%	COM
INSM Insmed	$56,590,184	$30,950,084 â–²	120.7%	346,075	2.2%	Medical
ALC Alcon	$55,003,390	$29,948,008 â–²	119.5%	729,972	2.1%	Medical
SUPN Supernus Pharmaceuticals	$49,328,232	$20,738,752 â–²	72.5%	954,309	1.9%	Medical
BMRN BioMarin Pharmaceutical	$44,174,163	$4,793,120 â–²	12.2%	781,982	1.7%	Medical
BIIB Biogen	$42,078,085	$42,078,085 â–²	New Holding	229,521	1.6%	Medical
BioAge Labs Inc	$40,118,352		0.0%	2,293,788	1.5%	COM
RYTM Rhythm Pharmaceuticals	$39,144,849	$15,541,713 â–²	65.8%	450,096	1.5%	Medical
Arrivent BioPharma Inc	$39,144,069		0.0%	1,696,752	1.5%	COM
IDYA IDEAYA Biosciences	$37,711,110	$8,218,878 â–²	27.9%	1,131,786	1.4%	Medical
IMNM Immunome	$37,220,640	$1,824,548 â–²	5.2%	1,701,904	1.4%	Medical
Nektar Therapeutics	$36,661,835	$5,102,406 â–²	16.2%	509,546	1.4%	COM
IMTX Immatics	$35,723,667	$1,917,934 â–²	5.7%	3,630,454	1.4%	Medical
BBIO BridgeBio Pharma	$30,385,930	$23,114,539 â–¼	-43.2%	409,183	1.2%	Medical
Dyne Therapeutics Inc	$29,622,553	$11,245,386 â–¼	-27.5%	1,633,897	1.1%	COM
Inhibrx Biosciences Inc	$27,297,330	$3,269,260 â–¼	-10.7%	406,029	1.0%	COM
DXCM DexCom	$24,716,573	$964,420 â–²	4.1%	393,576	0.9%	Medical
PHVS Pharvaris	$23,117,766	$2,066,742 â–²	9.8%	818,328	0.9%	Medical
PFE Pfizer	$22,464,000	$22,464,000 â–²	New Holding	800,000	0.9%	Medical
Praxis Precision Medicines Inc	$20,517,059	$19,989,312 â–¼	-49.3%	63,680	0.8%	COM
GMAB Genmab A/S	$20,183,163	$20,183,163 â–²	New Holding	752,261	0.8%	Medical
RCUS Arcus Biosciences	$19,938,658	$3,750,170 â–¼	-15.8%	923,086	0.8%	Medical
LQDA Liquidia	$18,870,000	$18,870,000 â–²	New Holding	500,000	0.7%	Medical
XENE Xenon Pharmaceuticals	$17,748,310	$14,265,125 â–²	409.5%	305,216	0.7%	Medical
SYK Stryker	$14,615,683	$14,615,683 â–²	New Holding	44,480	0.6%	Medical
ANAB AnaptysBio	$13,768,111	$2,187,176 â–¼	-13.7%	248,253	0.5%	Medical
CMPX Compass Therapeutics	$13,522,092	$4,281,118 â–¼	-24.0%	2,556,161	0.5%	Medical
ROIV Roivant Sciences	$13,240,462	$7,107,460 â–¼	-34.9%	477,995	0.5%	Medical
EWTX Edgewise Therapeutics	$12,174,687	$1,616,612 â–¼	-11.7%	386,498	0.5%	Medical
EXEL Exelixis	$10,786,835	$10,786,835 â–²	New Holding	251,500	0.4%	Medical
ORIC Oric Pharmaceuticals	$8,610,253	$8,610,253 â–²	New Holding	679,578	0.3%	Medical
TNGX Tango Therapeutics	$8,265,095	$8,265,095 â–²	New Holding	395,081	0.3%	Medical
TYRA Tyra Biosciences	$7,813,775	$7,813,775 â–²	New Holding	204,015	0.3%	Medical
REPL Replimune Group	$7,767,810	$7,767,810 â–²	New Holding	1,015,400	0.3%	Medical
AXGN AxoGen	$6,979,331	$6,979,331 â–²	New Holding	210,665	0.3%	Medical
Definium Therapeutics Inc	$6,504,737	$6,504,737 â–²	New Holding	344,166	0.2%	COM SHS
CYTK Cytokinetics	$6,049,945	$6,049,945 â–²	New Holding	91,791	0.2%	Medical
IRON Disc Medicine	$5,007,781	$2,090,199 â–¼	-29.4%	78,320	0.2%	Medical
Veradermics Inc	$4,629,842	$4,629,842 â–²	New Holding	73,315	0.2%	COMMON STOCK
HRMY Harmony Biosciences	$4,276,987	$4,276,987 â–²	New Holding	152,695	0.2%	Medical
PCVX Vaxcyte	$2,940,366	$2,940,366 â–²	New Holding	50,600	0.1%	Medical
MIRM Mirum Pharmaceuticals	$2,548,857	$414,879 â–²	19.4%	27,591	0.1%	Medical
Nextcure Inc	$2,377,945		0.0%	222,654	0.1%	COM
SVRA Savara	$1,991,606	$327,562 â–²	19.7%	364,763	0.1%	Medical
ESTA Establishment Labs	$1,926,545	$315,924 â–²	19.6%	33,930	0.1%	Medical
ACAD ACADIA Pharmaceuticals	$1,748,545	$289,024 â–²	19.8%	78,551	0.1%	Medical
Tenax Therapeutics Inc	$1,669,356	$1,669,356 â–²	New Holding	104,400	0.1%	COM
Jade Biosciences Inc	$1,508,844		0.0%	107,391	0.1%	COM
WVE WAVE Life Sciences	$1,372,084	$225,265 â–²	19.6%	189,253	0.1%	Medical
Septerna Inc	$1,141,569	$1,141,569 â–²	New Holding	47,506	0.0%	COM
Onkure Therapeutics Inc	$586,638	$586,638 â–²	New Holding	141,700	0.0%	COM CL A
Bolt Biotherapeutics Inc	$556,393		0.0%	137,721	0.0%	COM
SLNO Soleno Therapeutics	$491,788	$76,167 â–²	18.3%	14,689	0.0%	Medical
ImageneBio Inc	$159,420		0.0%	31,884	0.0%	COM
Zymeworks Inc	$40,314	$40,314 â–²	New Holding	1,610	0.0%	COM
ASTRAZENECA PLC	$0	$150,060,465 â–¼	-100.0%	0	0.0%	SPONSORED ADR
VRTX Vertex Pharmaceuticals	$0	$74,620,336 â–¼	-100.0%	0	0.0%	Medical
ABBV AbbVie	$0	$72,610,238 â–¼	-100.0%	0	0.0%	Medical
ISRG Intuitive Surgical	$0	$71,909,596 â–¼	-100.0%	0	0.0%	Medical
LLY Eli Lilly and Company	$0	$66,256,171 â–¼	-100.0%	0	0.0%	Medical
RNA Avidity Biosciences	$0	$53,745,217 â–¼	-100.0%	0	0.0%	Medical
APOGEE THERAPEUTICS INC	$0	$40,370,101 â–¼	-100.0%	0	0.0%	COM
CIDARA THERAPEUTICS INC	$0	$39,818,736 â–¼	-100.0%	0	0.0%	COM
GKOS Glaukos	$0	$32,532,532 â–¼	-100.0%	0	0.0%	Medical
CNTA Centessa Pharmaceuticals	$0	$27,617,893 â–¼	-100.0%	0	0.0%	Medical
GEHC GE HealthCare Technologies	$0	$13,195,050 â–¼	-100.0%	0	0.0%	Medical
EXAS Exact Sciences	$0	$10,302,551 â–¼	-100.0%	0	0.0%	Medical
AMLX Amylyx Pharmaceuticals	$0	$6,367,356 â–¼	-100.0%	0	0.0%	Medical
MASI Masimo	$0	$6,008,902 â–¼	-100.0%	0	0.0%	Medical
QURE uniQure	$0	$4,223,956 â–¼	-100.0%	0	0.0%	Medical
EVOMMUNE INC	$0	$2,624,838 â–¼	-100.0%	0	0.0%	COM SHS

Showing largest 100 holdings. View all holdings.

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Sofinnova Investments, Inc. Top Holdings and 13F Report (2026)

About Sofinnova Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Sofinnova Investments, Inc. Top Holdings and 13F Report (2026)

About Sofinnova Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSofinnova Investments, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools