Sofinnova Investments, Inc.
Net seller this quarter
$1.93B
53
-$425M
57.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NTRA | $421M | 21.76% | 1.08% | Not reported | Q1 2018 |
 VERA | $120M | 6.20% | 3.89% | Not reported | Q2 2021 |
 GMAB | $111M | 5.74% | Not reported | +437.7% | Q1 2026 |
 JAZZ | $88M | 4.55% | 0.58% | -38.9% | Q2 2020 |
 RAPP | $79.4M | 4.10% | 3.97% | Not reported | Q2 2024 |
 SPTX | $77.4M | 4.00% | 6.66% | New | Q2 2026 |
 AVBP | $58.9M | 3.05% | 3.51% | Not reported | Q1 2024 |
 RARE | $57.3M | 2.96% | 1.74% | -45.4% | Q4 2025 |
 BIOA | $56.2M | 2.91% | 5.01% | Not reported | Q3 2024 |
 BMY | $50.5M | 2.61% | 0.04% | -55.9% | Q1 2018 |
 SUPN | $48.2M | 2.49% | 1.78% | +8.6% | Q2 2020 |
 RYTM | $45.3M | 2.34% | 0.59% | -9.4% | Q2 2018 |
 GILD | $43.3M | 2.24% | 0.03% | Not reported | Q4 2018 |
 UTHR | $41.4M | 2.14% | 0.18% | -52.2% | Q3 2019 |
 COGT | $40.1M | 2.07% | 0.60% | -51.0% | Q1 2024 |
 AXSM | $39.3M | 2.03% | 0.31% | -24.6% | Q1 2020 |
 IMTX | $37.2M | 1.92% | 2.74% | +1.1% | Q3 2020 |
 DYN | $36.8M | 1.90% | 1.00% | +1.5% | Q2 2023 |
 IMNM | $36.5M | 1.88% | 1.52% | +1.1% | Q1 2024 |
 IDYA | $34.5M | 1.78% | 0.96% | -18.3% | Q3 2022 |
 ANAB | $33.3M | 1.72% | 1.70% | +32.5% | Q3 2018 |
 NKTR | $32.9M | 1.70% | 2.32% | -7.4% | Q3 2025 |
 PHVS | $30.5M | 1.58% | 1.35% | +7.7% | Q4 2023 |
 RCUS | $29.2M | 1.51% | 0.74% | +2.5% | Q4 2020 |
 INBX | $28.7M | 1.48% | 2.06% | -25.4% | Q4 2021 |
 BMRN | $20.5M | 1.06% | 0.19% | -54.2% | Q4 2018 |
 MANE | $18.3M | 0.95% | 0.36% | +103.2% | Q1 2026 |
 ALC | $17.2M | 0.89% | 0.05% | -65.0% | Q4 2025 |
 INSM | $16.9M | 0.87% | 0.07% | -54.2% | Q1 2019 |
 EWTX | $15.5M | 0.80% | 0.35% | -1.4% | Q2 2024 |
 NRIX | $12.7M | 0.66% | 0.51% | New | Q2 2026 |
 DSGN | $12.5M | 0.65% | 1.38% | New | Q2 2026 |
 DFTX | $12M | 0.62% | 0.19% | -25.7% | Q1 2026 |
 TRAX | $11.4M | 0.59% | 1.60% | New | Q2 2026 |
 ABT | $11.2M | 0.58% | 0.01% | New | Q2 2026 |
 IRON | $10.7M | 0.55% | 0.38% | +86.7% | Q1 2024 |
 TENX | $7.28M | 0.38% | 1.57% | +379.0% | Q1 2026 |
 SION | $6.35M | 0.33% | 0.32% | New | Q2 2026 |
 ABSI | $3.91M | 0.20% | 0.22% | New | Q2 2026 |
 MIRM | $3.23M | 0.17% | 0.04% | Not reported | Q1 2020 |
 JBIO | $2.39M | 0.12% | 0.17% | Not reported | Q2 2025 |
 SVRA | $2.25M | 0.12% | 0.18% | Not reported | Q2 2018 |
 PRAX | $2.16M | 0.11% | 0.02% | -89.9% | Q1 2025 |
 SEPN | $1.59M | 0.08% | 0.10% | Not reported | Q1 2026 |
 OKUR | $1.47M | 0.08% | 0.80% | +127.0% | Q1 2026 |
 SGMT | $1.29M | 0.07% | 0.54% | New | Q2 2026 |
 WVE | $1.1M | 0.06% | 0.10% | Not reported | Q2 2025 |
 AKTS | $1.05M | 0.05% | 0.06% | New | Q2 2026 |
 TYRA | $1.03M | 0.05% | 0.05% | -84.2% | Q1 2026 |
 BOLT | $530K | 0.03% | 7.15% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| NTRA | $310M | 11.78% | 1.09% | Not reported | Q1 2018 |
| BMY | $121M | 4.58% | 0.10% | +31.4% | Q1 2018 |
| JAZZ | $113M | 4.30% | 0.97% | -37.7% | Q2 2020 |
| VERA | $112M | 4.27% | 4.37% | Not reported | Q2 2021 |
| UTHR | $94.9M | 3.61% | 0.38% | +1.5% | Q3 2019 |
 AZN | $89.9M | 3.42% | Not reported | -44.1% | Q1 2018 |
| COGT | $81.4M | 3.09% | 1.24% | +7.1% | Q1 2024 |
| RARE | $65.9M | 2.50% | 3.20% | +3676.6% | Q4 2025 |
| RAPP | $59.6M | 2.26% | 3.98% | Not reported | Q2 2024 |
| INSM | $56.6M | 2.15% | 0.16% | +120.7% | Q1 2019 |
| ALC | $55M | 2.09% | 0.15% | +119.5% | Q4 2025 |
| SUPN | $49.3M | 1.87% | 1.64% | +72.5% | Q2 2020 |
| BMRN | $44.2M | 1.68% | 0.40% | +12.2% | Q4 2018 |
 BIIB | $42.1M | 1.60% | 0.16% | Not reported | Q4 2019 |
 CELC | $41.8M | 1.59% | 0.76% | +22.3% | Q3 2025 |
| BIOA | $40.1M | 1.52% | 5.17% | Not reported | Q3 2024 |
| RYTM | $39.1M | 1.49% | 0.66% | +65.9% | Q2 2018 |
| AVBP | $39.1M | 1.49% | 3.74% | Not reported | Q1 2024 |
| IDYA | $37.7M | 1.43% | 1.29% | +27.9% | Q3 2022 |
| IMNM | $37.2M | 1.41% | 1.50% | +5.2% | Q1 2024 |
| NKTR | $36.7M | 1.39% | 2.50% | +16.2% | Q3 2025 |
| AXSM | $36M | 1.37% | 0.41% | +1634.4% | Q1 2020 |
| IMTX | $35.7M | 1.36% | 2.71% | +5.7% | Q3 2020 |
 BBIO | $30.4M | 1.15% | 0.21% | -43.2% | Q1 2025 |
| DYN | $29.6M | 1.13% | 0.99% | -27.5% | Q2 2023 |
| INBX | $27.3M | 1.04% | 2.78% | -10.7% | Q4 2021 |
 DXCM | $24.7M | 0.94% | 0.10% | +4.1% | Q1 2021 |
| PHVS | $23.1M | 0.88% | 1.25% | +9.8% | Q4 2023 |
| PRAX | $20.5M | 0.78% | 0.23% | -49.4% | Q1 2025 |
| GMAB | $20.2M | 0.77% | Not reported | New | Q1 2026 |
| RCUS | $19.9M | 0.76% | 0.74% | -15.8% | Q4 2020 |
 XENE | $17.7M | 0.67% | 0.32% | +409.5% | Q4 2025 |
 SYK | $14.6M | 0.56% | 0.01% | Not reported | Q3 2023 |
| ANAB | $13.8M | 0.52% | 0.86% | -13.7% | Q3 2018 |
 ROIV | $13.2M | 0.50% | 0.07% | -34.9% | Q1 2024 |
| EWTX | $12.2M | 0.46% | 0.36% | -11.7% | Q2 2024 |
 CMPX | $10.9M | 0.41% | 1.14% | -38.9% | Q3 2025 |
 ORIC | $8.61M | 0.33% | 0.66% | Not reported | Q2 2020 |
 TNGX | $8.27M | 0.31% | 0.27% | New | Q1 2026 |
| TYRA | $7.81M | 0.30% | 0.34% | New | Q1 2026 |
 AXGN | $6.98M | 0.27% | 0.40% | New | Q1 2026 |
| DFTX | $6.5M | 0.25% | 0.33% | New | Q1 2026 |
 CYTK | $6.05M | 0.23% | 0.07% | Not reported | Q3 2019 |
| IRON | $5.01M | 0.19% | 0.21% | -29.5% | Q1 2024 |
| MANE | $4.63M | 0.18% | 0.20% | New | Q1 2026 |
 HRMY | $4.28M | 0.16% | 0.26% | New | Q1 2026 |
 PCVX | $2.94M | 0.11% | 0.04% | New | Q1 2026 |
| MIRM | $2.55M | 0.10% | 0.05% | +19.4% | Q1 2020 |
 NXTC | $2.38M | 0.09% | 6.17% | Not reported | Q2 2019 |
| SVRA | $1.99M | 0.08% | 0.18% | +19.7% | Q2 2018 |
| Q4 2025 | |||||
| NTRA | $355M | 15.31% | 1.11% | Not reported | Q1 2018 |
| JAZZ | $163M | 7.04% | 1.56% | +63.0% | Q2 2020 |
| AZN | $150M | 6.47% | Not reported | +98.1% | Q1 2018 |
| VERA | $141M | 6.10% | 4.37% | Not reported | Q2 2021 |
| BMY | $81.6M | 3.52% | 0.07% | Not reported | Q1 2018 |
| UTHR | $76.8M | 3.31% | 0.36% | -17.3% | Q3 2019 |
 VRTX | $74.6M | 3.22% | 0.06% | +39.6% | Q2 2019 |
 ABBV | $72.6M | 3.13% | 0.02% | +110.5% | Q2 2019 |
 ISRG | $71.9M | 3.10% | 0.04% | +14.5% | Q3 2022 |
| COGT | $70.1M | 3.02% | 1.23% | -7.3% | Q1 2024 |
 LLY | $66.3M | 2.86% | 0.01% | Not reported | Q2 2020 |
| RAPP | $57.8M | 2.49% | 3.99% | -2.2% | Q2 2024 |
| BBIO | $55.1M | 2.38% | 0.37% | -13.4% | Q1 2025 |
| RNAM | $53.7M | 2.32% | 0.49% | -14.9% | Q2 2024 |
| DYN | $44.1M | 1.90% | 1.37% | +128.7% | Q2 2023 |
| BMRN | $41.4M | 1.79% | 0.36% | Not reported | Q4 2018 |
| APGE | $40.4M | 1.74% | 0.78% | -5.4% | Q2 2025 |
| CDTX | $39.8M | 1.72% | 0.57% | +232.6% | Q1 2018 |
| PRAX | $37.1M | 1.60% | 0.50% | -27.3% | Q1 2025 |
| IMTX | $36.1M | 1.56% | 2.56% | +54.2% | Q3 2020 |
| INBX | $35.9M | 1.55% | 3.12% | +3.3% | Q4 2021 |
| IMNM | $34.8M | 1.50% | 1.43% | +271.2% | Q1 2024 |
| AVBP | $34.1M | 1.47% | 4.00% | Not reported | Q1 2024 |
 GKOS | $32.5M | 1.40% | 0.50% | -7.9% | Q3 2025 |
| IDYA | $30.6M | 1.32% | 1.01% | -4.1% | Q3 2022 |
| BIOA | $30.3M | 1.31% | 6.14% | Not reported | Q3 2024 |
| CELC | $29.9M | 1.29% | 0.62% | +18.2% | Q3 2025 |
| RYTM | $29.1M | 1.25% | 0.40% | +9.9% | Q2 2018 |
| CNTA | $27.6M | 1.19% | 0.74% | New | Q4 2025 |
| SUPN | $27.5M | 1.19% | 0.96% | +46.7% | Q2 2020 |
| INSM | $27.3M | 1.18% | 0.07% | +50.3% | Q1 2019 |
| ALC | $26.2M | 1.13% | 0.07% | New | Q4 2025 |
| RCUS | $26.1M | 1.13% | 0.88% | -10.3% | Q4 2020 |
| DXCM | $25.1M | 1.08% | 0.10% | -51.5% | Q1 2021 |
| PHVS | $20.7M | 0.89% | 1.14% | +0.7% | Q4 2023 |
| NKTR | $18.5M | 0.80% | 2.15% | +270.4% | Q3 2025 |
| CMPX | $18.1M | 0.78% | 1.89% | +65.9% | Q3 2025 |
| ROIV | $15.9M | 0.69% | 0.10% | -76.7% | Q1 2024 |
| ANAB | $13.9M | 0.60% | 1.03% | +13.1% | Q3 2018 |
 GEHC | $13.2M | 0.57% | 0.04% | +6.5% | Q3 2025 |
| EWTX | $10.9M | 0.47% | 0.41% | -15.8% | Q2 2024 |
 EXK | $10.3M | 0.44% | 0.04% | -72.2% | Q1 2024 |
| IRON | $8.82M | 0.38% | 0.29% | +719.1% | Q1 2024 |
 AMLX | $6.37M | 0.27% | 0.48% | Not reported | Q1 2022 |
| MASI | $6.01M | 0.26% | 0.09% | Not reported | Q4 2023 |
 QURE | $4.22M | 0.18% | 0.28% | +29.0% | Q1 2021 |
| NXTC | $3.16M | 0.14% | 6.35% | Not reported | Q2 2019 |
| WVE | $2.69M | 0.12% | 0.08% | -7.5% | Q2 2025 |
| XENE | $2.68M | 0.12% | 0.07% | New | Q4 2025 |
 EVMN | $2.62M | 0.11% | 0.49% | New | Q4 2025 |
| Q3 2025 | |||||
| NTRA | $250M | 13.65% | 1.13% | Not reported | Q1 2018 |
| GILD | $139M | 7.60% | 0.10% | +19.2% | Q4 2018 |
| VERA | $81.2M | 4.44% | 4.38% | Not reported | Q2 2021 |
| UTHR | $79.9M | 4.37% | 0.44% | +60.9% | Q3 2019 |
| JAZZ | $77.6M | 4.24% | 0.97% | -15.2% | Q2 2020 |
| AZN | $63.2M | 3.46% | Not reported | +180.6% | Q1 2018 |
| RAPP | $57.8M | 3.16% | 4.09% | -2.4% | Q2 2024 |
 BSX | $55.6M | 3.04% | 0.04% | +32.1% | Q2 2023 |
| DXCM | $52.5M | 2.87% | 0.20% | +48.9% | Q1 2021 |
| ISRG | $49.6M | 2.71% | 0.03% | +57.0% | Q3 2022 |
| AXSM | $47.8M | 2.61% | 0.78% | +320.4% | Q1 2020 |
| ROIV | $47.6M | 2.61% | 0.46% | +2.0% | Q1 2024 |
| VRTX | $46.2M | 2.52% | 0.05% | Not reported | Q2 2019 |
| BBIO | $43.2M | 2.36% | 0.43% | -16.2% | Q1 2025 |
| RNAM | $38.2M | 2.09% | 0.60% | +49.8% | Q2 2024 |
| ABBV | $35M | 1.91% | 0.01% | -43.2% | Q2 2019 |
| AVBP | $31.3M | 1.71% | 4.15% | Not reported | Q1 2024 |
| COGT | $30.6M | 1.67% | 1.52% | -9.7% | Q1 2024 |
| GKOS | $25.5M | 1.40% | 0.55% | New | Q3 2025 |
| IDYA | $25.1M | 1.37% | 1.05% | -57.0% | Q3 2022 |
| RYTM | $24.9M | 1.36% | 0.37% | -57.9% | Q2 2018 |
| AKRO | $22.5M | 1.23% | 0.59% | -13.7% | Q1 2020 |
| APGE | $22.5M | 1.23% | 0.95% | +642.2% | Q2 2025 |
| EXK | $20M | 1.09% | 0.14% | +75.2% | Q1 2024 |
| IMTX | $19M | 1.04% | 1.83% | -0.6% | Q3 2020 |
| PHVS | $18.5M | 1.01% | 1.36% | +26.4% | Q4 2023 |
| SUPN | $18M | 0.99% | 0.66% | -52.8% | Q2 2020 |
| RCUS | $16.6M | 0.91% | 1.14% | +0.5% | Q4 2020 |
| MRUS | $15.7M | 0.86% | 0.22% | -58.8% | Q1 2018 |
| INSM | $15M | 0.82% | 0.05% | -66.8% | Q1 2019 |
| INBX | $14.8M | 0.81% | 3.04% | -37.9% | Q4 2021 |
| BIOA | $13.5M | 0.74% | 6.40% | -0.5% | Q3 2024 |
| CELC | $12.5M | 0.68% | 0.59% | New | Q3 2025 |
| DYN | $12.5M | 0.68% | 0.69% | +60.3% | Q2 2023 |
 PTCT | $11.5M | 0.63% | 0.23% | -50.3% | Q1 2018 |
| GEHC | $11.3M | 0.62% | 0.03% | New | Q3 2025 |
| SLNO | $11.2M | 0.61% | 0.31% | -60.0% | Q4 2023 |
| PRAX | $9.16M | 0.50% | 0.82% | +999.7% | Q1 2025 |
| SVRA | $8.67M | 0.47% | 1.40% | -1.2% | Q2 2018 |
| EWTX | $8.44M | 0.46% | 0.49% | -27.4% | Q2 2024 |
| QURE | $7.99M | 0.44% | 0.22% | -91.2% | Q1 2021 |
| ANAB | $7.79M | 0.43% | 0.92% | -75.4% | Q3 2018 |
| CMPX | $7.1M | 0.39% | 1.14% | New | Q3 2025 |
| NKTR | $6.74M | 0.37% | 0.60% | New | Q3 2025 |
| CDTX | $5.19M | 0.28% | 0.18% | -78.4% | Q1 2018 |
| IMNM | $5.11M | 0.28% | 0.48% | -44.0% | Q1 2024 |
| NXTC | $1.3M | 0.07% | 8.32% | 0.0% | Q2 2019 |
| WVE | $1.25M | 0.07% | 0.11% | +45.0% | Q2 2025 |
 SRRK | $1.17M | 0.06% | 0.03% | +18.8% | Q1 2025 |
| JBIO | $927K | 0.05% | 0.33% | Not reported | Q2 2025 |