Funds › Sofinnova Investments, Inc.
Sofinnova Investments, Inc.
13F for Q2 2026, filed Aug 14, 2026. 53 positions worth $1.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$1.9B
−$696.9M (26.5%) vs Q1 2026
Positions
53
61 in Q1 2026
Top 10 share
57.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NTRA Natera, Inc. | 1.55M | $420.8M | 21.8% | Unchanged | 13F ↗ |
| 2 | VERA Vera Therapeutics, Inc. | 2.79M | $119.9M | 6.2% | Unchanged | 13F ↗ |
| 3 | GMAB Genmab A/S · ADR | 4.05M | $111.1M | 5.7% | +438% | 13F ↗ |
| 4 | JAZZ Jazz Pharmaceuticals plc | 365,341 | $88.0M | 4.6% | -38.9% | 13F ↗ |
| 5 | RAPP Rapport Therapeutics, Inc. | 1.90M | $79.4M | 4.1% | Unchanged | 13F ↗ |
| 6 | SPTX Seaport Therapeutics, Inc. | 3.56M | $77.4M | 4.0% | New | 13F ↗ |
| 7 | AVBP ArriVent BioPharma, Inc. | 1.70M | $58.9M | 3.0% | Unchanged | 13F ↗ |
| 8 | RARE Ultragenyx Pharmaceutical Inc. | 1.72M | $57.3M | 3.0% | -45.4% | 13F ↗ |
| 9 | BIOA BioAge Labs, Inc. | 2.29M | $56.2M | 2.9% | Unchanged | 13F ↗ |
| 10 | BMY Bristol-Myers Squibb Company | 876,970 | $50.5M | 2.6% | -55.9% | 13F ↗ |
| 11 | SUPN Supernus Pharmaceuticals | 1.04M | $48.2M | 2.5% | +8.6% | 13F ↗ |
| 12 | RYTM Rhythm Pharmaceuticals, Inc. | 408,027 | $45.3M | 2.3% | -9.3% | 13F ↗ |
| 13 | GILD Gilead Sciences, Inc. | 343,100 | $43.3M | 2.2% | New | 13F ↗ |
| 14 | UTHR United Therapeutics Corporation | 76,489 | $41.4M | 2.1% | -52.2% | 13F ↗ |
| 15 | COGT Cogent Biosciences, Inc. | 1.04M | $40.1M | 2.1% | -51.0% | 13F ↗ |
| 16 | AXSM Axsome Therapeutics, Inc. | 160,429 | $39.3M | 2.0% | -24.6% | 13F ↗ |
| 17 | IMTX Immatics N.V. | 3.67M | $37.2M | 1.9% | +1.1% | 13F ↗ |
| 18 | DYN Dyne Therapeutics, Inc. | 1.66M | $36.8M | 1.9% | +1.5% | 13F ↗ |
| 19 | IMNM Immunome, Inc. | 1.72M | $36.5M | 1.9% | +1.1% | 13F ↗ |
| 20 | IDYA IDEAYA Biosciences, Inc. | 925,119 | $34.5M | 1.8% | -18.3% | 13F ↗ |
| 21 | ANAB AnaptysBio, Inc. | 493,536 | $33.3M | 1.7% | +32.5% | 13F ↗ |
| 22 | NKTR Nektar Therapeutics | 471,763 | $32.9M | 1.7% | -7.4% | 13F ↗ |
| 23 | PHVS Pharvaris N.V. | 881,299 | $30.5M | 1.6% | +7.7% | 13F ↗ |
| 24 | RCUS Arcus Biosciences, Inc. | 945,690 | $29.2M | 1.5% | +2.4% | 13F ↗ |
| 25 | INBX Inhibrx Biosciences, Inc. | 303,103 | $28.7M | 1.5% | -25.3% | 13F ↗ |
| 26 | BMRN BioMarin Pharmaceutical Inc. | 358,568 | $20.5M | 1.1% | -54.1% | 13F ↗ |
| 27 | MANE Veradermics, Incorporated | 148,993 | $18.3M | 0.9% | +103% | 13F ↗ |
| 28 | ALC Alcon Inc. | 255,824 | $17.2M | 0.9% | -65.0% | 13F ↗ |
| 29 | INSM Insmed Incorporated · Com Par $.01 | 158,398 | $16.9M | 0.9% | -54.2% | 13F ↗ |
| 30 | EWTX Edgewise Therapeutics, Inc. | 380,923 | $15.5M | 0.8% | -1.4% | 13F ↗ |
| 31 | NRIX Nurix Therapeutics, Inc. | 524,098 | $12.7M | 0.7% | New | 13F ↗ |
| 32 | DSGN Design Therapeutics, Inc. | 865,135 | $12.5M | 0.6% | New | 13F ↗ |
| 33 | DFTX Definium Therapeutics, Inc. | 255,903 | $12.0M | 0.6% | -25.6% | 13F ↗ |
| 34 | TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 565,199 | $11.4M | 0.6% | New | 13F ↗ |
| 35 | ABT Abbott Laboratories | 122,998 | $11.2M | 0.6% | New | 13F ↗ |
| 36 | IRON Disc Medicine, Inc. | 146,239 | $10.7M | 0.6% | +86.7% | 13F ↗ |
| 37 | TENX Tenax Therapeutics, Inc. | 500,039 | $7.3M | 0.4% | +379% | 13F ↗ |
| 38 | SION Sionna Therapeutics, Inc. | 144,432 | $6.4M | 0.3% | New | 13F ↗ |
| 39 | ABSI Absci Corporation | 337,400 | $3.9M | 0.2% | New | 13F ↗ |
| 40 | MIRM Mirum Pharmaceuticals, Inc. | 27,591 | $3.2M | 0.2% | Unchanged | 13F ↗ |
| 41 | JBIO Jade Biosciences, Inc. | 107,391 | $2.4M | 0.1% | Unchanged | 13F ↗ |
| 42 | SVRA Savara, Inc. | 364,763 | $2.2M | 0.1% | Unchanged | 13F ↗ |
| 43 | PRAX Praxis Precision Medicines, Inc. | 6,440 | $2.2M | 0.1% | -89.9% | 13F ↗ |
| 44 | SEPN Septerna, Inc. | 47,506 | $1.6M | 0.1% | Unchanged | 13F ↗ |
| 45 | OKUR OnKure Therapeutics, Inc. | 321,692 | $1.5M | 0.1% | +127% | 13F ↗ |
| 46 | SGMT Sagimet Biosciences Inc. | 166,667 | $1.3M | 0.1% | New | 13F ↗ |
| 47 | Wave Life Sciences Ltd | 189,253 | $1.1M | 0.1% | Unchanged | 13F ↗ |
| 48 | AKTS Aktis Oncology, Inc. | 32,436 | $1.0M | 0.1% | New | 13F ↗ |
| 49 | TYRA Tyra Biosciences, Inc. | 32,267 | $1.0M | 0.1% | -84.2% | 13F ↗ |
| 50 | BOLT Bolt Biotherapeutics, Inc. | 137,721 | $530.2K | <0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 53 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
11 new, 12 added to, 17 trimmed, 19 exited, 13 unchanged. By estimated dollars.
New positions (11)
| SPTX Seaport Therapeutics, Inc. | 3.56M | New | $77.4M |
| GILD Gilead Sciences, Inc. | 343,100 | New | $43.3M |
| NRIX Nurix Therapeutics, Inc. | 524,098 | New | $12.7M |
| DSGN Design Therapeutics, Inc. | 865,135 | New | $12.5M |
| TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 565,199 | New | $11.4M |
| ABT Abbott Laboratories | 122,998 | New | $11.2M |
| SION Sionna Therapeutics, Inc. | 144,432 | New | $6.4M |
| ABSI Absci Corporation | 337,400 | New | $3.9M |
| SGMT Sagimet Biosciences Inc. | 166,667 | New | $1.3M |
| AKTS Aktis Oncology, Inc. | 32,436 | New | $1.0M |
Added to (12)
| GMAB Genmab A/S · ADR | 4.05M | +438% | $90.5M |
| MANE Veradermics, Incorporated | 148,993 | +103% | $9.3M |
| ANAB AnaptysBio, Inc. | 493,536 | +32.5% | $8.2M |
| TENX Tenax Therapeutics, Inc. | 500,039 | +379% | $5.8M |
| IRON Disc Medicine, Inc. | 146,239 | +86.7% | $5.0M |
| SUPN Supernus Pharmaceuticals | 1.04M | +8.6% | $3.8M |
| PHVS Pharvaris N.V. | 881,299 | +7.7% | $2.2M |
| OKUR OnKure Therapeutics, Inc. | 321,692 | +127% | $820.8K |
| RCUS Arcus Biosciences, Inc. | 945,690 | +2.4% | $696.9K |
| DYN Dyne Therapeutics, Inc. | 1.66M | +1.5% | $543.9K |
Trimmed (17)
| BMY Bristol-Myers Squibb Company | 876,970 | -55.9% | -$64.1M |
| JAZZ Jazz Pharmaceuticals plc | 365,341 | -38.9% | -$56.1M |
| RARE Ultragenyx Pharmaceutical Inc. | 1.72M | -45.4% | -$47.7M |
| UTHR United Therapeutics Corporation | 76,489 | -52.2% | -$45.3M |
| COGT Cogent Biosciences, Inc. | 1.04M | -51.0% | -$41.7M |
| ALC Alcon Inc. | 255,824 | -65.0% | -$31.8M |
| BMRN BioMarin Pharmaceutical Inc. | 358,568 | -54.1% | -$24.2M |
| INSM Insmed Incorporated · Com Par $.01 | 158,398 | -54.2% | -$20.0M |
| PRAX Praxis Precision Medicines, Inc. | 6,440 | -89.9% | -$19.2M |
| AXSM Axsome Therapeutics, Inc. | 160,429 | -24.6% | -$12.8M |
Exited (19)
| AZN AstraZeneca PLC | 456,031 | Exited | -$89.9M |
| BIIB Biogen Inc. | 229,521 | Exited | -$42.1M |
| CELC Celcuity Inc. | 366,175 | Exited | -$41.8M |
| BBIO BridgeBio Pharma, Inc. | 409,183 | Exited | -$30.4M |
| DXCM DexCom, Inc. | 393,576 | Exited | -$24.7M |
| XENE Xenon Pharmaceuticals Inc. | 305,216 | Exited | -$17.7M |
| SYK Stryker Corporation | 44,480 | Exited | -$14.6M |
| ROIV Roivant Sciences Ltd. | 477,995 | Exited | -$13.2M |
| CMPX Compass Therapeutics, Inc. | 2.06M | Exited | -$10.9M |
| ORIC Oric Pharmaceuticals, Inc. | 679,578 | Exited | -$8.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
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Ten largest positions
By value, Q2 2026.
Filings
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Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer