Sofinnova Investments, Inc. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Sofinnova Investments, Inc. disclosed 57 US equity positions worth $1.2bn in its Q3 2024 13F filing. The largest position was NTRA at 16.3% of the reported book, followed by VERA and NVO.
What did Sofinnova Investments, Inc. own in Q3 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NTRA Natera Inc | Healthcare | 16.3% | $196.8m | 1,550,280 | – | |
| 2 | VERA Vera Therapeutics Inc | Healthcare | 10.2% | $123.5m | 2,793,987 | – | |
| 3 | NVO Novo-Nordisk A S | Healthcare | 7.2% | $86.5m | 726,329 | – | |
| 4 | AZN AstraZeneca PLC | Healthcare | 5.2% | $63.1m | 809,406 | – | |
| 5 | IDYA IDEAYA Biosciences Inc | Healthcare | 4.6% | $55.4m | 1,749,455 | – | |
| 6 | ELAN Elanco Animal Health Inc | Healthcare | 4.3% | $51.7m | 3,518,684 | – | |
| 7 | BIOA BioAge Labs Inc | 4.0% | $47.9m | 2,304,901 | – | ||
| 8 | INCY Incyte Corp | Healthcare | 3.9% | $47.2m | 714,176 | – | |
| 9 | RAPP Rapport Therapeutics Inc | 3.4% | $40.9m | 1,995,594 | – | ||
| 10 | AVBP Arrivent BioPharma Inc | 3.3% | $39.9m | 1,696,752 | – | ||
| 11 | AXSM Axsome Therapeutics Inc | Healthcare | 2.8% | $34.1m | 379,527 | – | |
| 12 | SLNOEUR Soleno Therapeutics Inc | 2.4% | $29.6m | 586,344 | – | ||
| 13 | YMABUSD Y-mAbs Therapeutics Inc | 2.4% | $28.9m | 2,194,278 | – | ||
| 14 | DYN Dyne Therapeutics Inc | Healthcare | 2.3% | $27.7m | 772,070 | – | |
| 15 | COGT Cogent Biosciences Inc | Healthcare | 2.0% | $24.5m | 2,265,230 | – | |
| 16 | SVRA Savara Inc | Healthcare | 2.0% | $24.0m | 5,662,550 | – | |
| 17 | Inozyme Pharma Inc | 1.9% | $22.4m | 4,280,308 | – | ||
| 18 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 1.7% | $21.0m | 188,562 | – | |
| 19 | INSM Insmed Inc | Healthcare | 1.7% | $20.9m | 286,307 | – | |
| 20 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 1.3% | $15.1m | 786,999 | – | |
| 21 | RYTM Rhythm Pharmaceuticals | Healthcare | 1.2% | $14.5m | 276,678 | – | |
| 22 | EW Edwards Lifesciences Corp | Healthcare | 1.1% | $13.4m | 202,898 | – | |
| 23 | BSX Boston Scientific Corp | Healthcare | 0.9% | $11.4m | 135,819 | – | |
| 24 | PHVS Pharvaris N V | 0.9% | $11.1m | 600,302 | – | ||
| 25 | EWTX Edgewise Therapeutics Inc | 0.8% | $10.3m | 384,767 | – | ||
| 26 | IMNM Immunome Inc | Healthcare | 0.8% | $9.9m | 676,766 | – | |
| 27 | GH Guardant Health Inc | Healthcare | 0.8% | $9.3m | 406,645 | – | |
| 28 | RVMD Revolution Medicines Inc | Healthcare | 0.8% | $9.2m | 203,271 | – | |
| 29 | INBX Inhibrx Biosciences Inc | 0.7% | $8.4m | 536,068 | – | ||
| 30 | TGTX TG Therapeutics Inc | Healthcare | 0.7% | $8.4m | 358,644 | – | |
| 31 | Aerovate Therapeutics Inc | 0.7% | $7.9m | 3,758,686 | – | ||
| 32 | ESTA Establishment Labs Hldgs Inc | Healthcare | 0.6% | $7.9m | 181,476 | – | |
| 33 | MRNS* Marinus Pharmaceuticals Inc | 0.6% | $7.7m | 4,386,177 | – | ||
| 34 | JANX Janux Therapeutics Inc | Healthcare | 0.6% | $7.5m | 164,770 | – | |
| 35 | CABA Cabaletta Bio Inc | Healthcare | 0.6% | $7.2m | 1,533,883 | – | |
| 36 | ACHV Achieve Life Sciences Inc | 0.6% | $7.2m | 1,514,032 | – | ||
| 37 | KURA Kura Oncology Inc | Healthcare | 0.5% | $5.8m | 296,884 | – | |
| 38 | PAHC Phibro Animal Health Corp | Healthcare | 0.4% | $5.4m | 238,184 | – | |
| 39 | ILMN Illumina Inc | Healthcare | 0.4% | $5.3m | 40,611 | – | |
| 40 | ERAS Erasca Inc | Healthcare | 0.4% | $5.0m | 1,842,668 | – | |
| 41 | IMTX Immatics N.V | Healthcare | 0.4% | $4.4m | 386,100 | – | |
| 42 | NARIUSD Inari Med Inc | 0.3% | $3.7m | 90,327 | – | ||
| 43 | BDX Becton Dickinson & Co | Healthcare | 0.3% | $3.7m | 15,191 | – | |
| 44 | NXTC Nextcure Inc | 0.3% | $3.7m | 2,671,856 | – | ||
| 45 | TMO Thermo Fisher Scientific Inc | Healthcare | 0.3% | $3.6m | 5,770 | – | |
| 46 | EXK Exact Sciences Corp | Basic Materials | 0.2% | $2.6m | 37,637 | – | |
| 47 | IRON Disc Medicine Inc | Healthcare | 0.2% | $2.0m | 41,352 | – | |
| 48 | BOLT Bolt Biotherapeutics Inc | 0.1% | $1.8m | 2,754,437 | – | ||
| 49 | GPCR Structure Therapeutics Inc | Healthcare | 0.1% | $1.7m | 38,792 | – | |
| 50 | CATX Perspective Therapeutics Inc | 0.1% | $1.6m | 120,632 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.