Sofinnova Investments, Inc. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Sofinnova Investments, Inc. disclosed 60 US equity positions worth $1.4bn in its Q4 2024 13F filing. The largest position was NTRA at 18.0% of the reported book, followed by VERA and GILD. Against the Q3 2024 filing, it opened 14 new positions, added to 12 and reduced 14 among the top 50 holdings.
What did Sofinnova Investments, Inc. own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA Natera Inc | Healthcare | 18.0% | $245.4m | 1,550,280 | 0% | held |
| 2 | VERA Vera Therapeutics Inc | Healthcare | 8.7% | $118.2m | 2,793,987 | 0% | held |
| 3 | GILD Gilead Sciences Inc | Healthcare | 5.2% | $71.5m | 774,227 | – | new |
| 4 | ABBV AbbVie Inc | Healthcare | 4.7% | $63.9m | 359,393 | – | new |
| 5 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 4.6% | $62.1m | 504,193 | 167% | added |
| 6 | SRPT Sarepta Therapeutics Inc | Healthcare | 3.8% | $52.1m | 428,771 | – | new |
| 7 | AVBP Arrivent BioPharma Inc | 3.3% | $45.2m | 1,696,752 | 0% | held | |
| 8 | AZN AstraZeneca PLC | Healthcare | 3.1% | $42.7m | 651,344 | -20% | reduced |
| 9 | SYK Stryker Corporation | Healthcare | 3.1% | $41.8m | 116,005 | – | new |
| 10 | AXSM Axsome Therapeutics Inc | Healthcare | 3.0% | $41.6m | 491,726 | 30% | added |
| 11 | REPL Replimune Group Inc | Healthcare | 2.8% | $38.1m | 3,149,522 | 6443% | added |
| 12 | INCY Incyte Corp | Healthcare | 2.7% | $36.2m | 524,267 | -27% | reduced |
| 13 | RAPP Rapport Therapeutics Inc | 2.6% | $35.4m | 1,995,594 | 0% | held | |
| 14 | SLNOEUR Soleno Therapeutics Inc | 2.5% | $34.0m | 757,248 | 29% | added | |
| 15 | BSX Boston Scientific Corp | Healthcare | 2.3% | $31.0m | 346,571 | 155% | added |
| 16 | IDYA IDEAYA Biosciences Inc | Healthcare | 2.0% | $27.5m | 1,069,090 | -39% | reduced |
| 17 | ALNY Alnylam Pharmaceuticals Inc | Healthcare | 1.9% | $25.9m | 110,157 | – | new |
| 18 | ALKS Alkermes Plc | Healthcare | 1.9% | $25.7m | 894,266 | – | new |
| 19 | DYN Dyne Therapeutics Inc | Healthcare | 1.9% | $25.2m | 1,071,498 | 39% | added |
| 20 | DXCM Dexcom Inc | Healthcare | 1.7% | $22.6m | 290,210 | – | new |
| 21 | RYTM Rhythm Pharmaceuticals Inc | Healthcare | 1.6% | $22.2m | 397,428 | 44% | added |
| 22 | GMED Globus Med Inc | Healthcare | 1.5% | $20.2m | 244,700 | – | new |
| 23 | ISRG Intuitive Surgical Inc | Healthcare | 1.4% | $19.8m | 37,896 | – | new |
| 24 | INSM Insmed Inc | Healthcare | 1.3% | $17.7m | 256,281 | -10% | reduced |
| 25 | YMABUSD Y-mAbs Therapeutics Inc | 1.3% | $17.2m | 2,194,278 | 0% | held | |
| 26 | SVRA Savara Inc | Healthcare | 1.2% | $16.8m | 5,471,299 | -3% | reduced |
| 27 | JANX Janux Therapeutics Inc | Healthcare | 1.0% | $13.6m | 253,262 | 54% | added |
| 28 | BIOA BioAge Labs Inc | 1.0% | $13.3m | 2,304,901 | 0% | held | |
| 29 | Inozyme Pharma Inc | 0.9% | $11.9m | 4,280,308 | 0% | held | |
| 30 | LLY Eli Lilly & Co | Healthcare | 0.8% | $11.1m | 14,364 | – | new |
| 31 | EWTX Edgewise Therapeutics Inc | 0.8% | $10.8m | 402,773 | 5% | added | |
| 32 | PHVS Pharvaris N V | 0.8% | $10.7m | 560,723 | -7% | reduced | |
| 33 | Aerovate Therapeutics Inc | 0.7% | $10.0m | 3,758,686 | 0% | held | |
| 34 | NARIUSD Inari Med Inc | 0.7% | $9.2m | 180,456 | 100% | added | |
| 35 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 0.6% | $8.7m | 658,627 | -16% | reduced |
| 36 | INBX Inhibrx Biosciences Inc | 0.6% | $8.1m | 527,190 | -2% | reduced | |
| 37 | IMNM Immunome Inc | Healthcare | 0.6% | $7.9m | 746,824 | 10% | added |
| 38 | COGT Cogent Biosciences Inc | Healthcare | 0.5% | $6.4m | 823,160 | -64% | reduced |
| 39 | ACHV Achieve Life Sciences Inc | 0.3% | $4.6m | 1,306,482 | -14% | reduced | |
| 40 | ERAS Erasca Inc | Healthcare | 0.3% | $4.5m | 1,795,880 | -3% | reduced |
| 41 | ESTA Establishment Labs Hldgs Inc | Healthcare | 0.3% | $4.4m | 95,305 | -47% | reduced |
| 42 | AVTR Avantor Inc | Healthcare | 0.3% | $4.2m | 200,000 | – | new |
| 43 | EW Edwards Lifesciences Corp | Healthcare | 0.2% | $3.0m | 40,000 | -80% | reduced |
| 44 | EXK Exact Sciences Corp | Basic Materials | 0.2% | $2.9m | 52,042 | 38% | added |
| 45 | IMTX Immatics N.V | Healthcare | 0.2% | $2.4m | 343,206 | -11% | reduced |
| 46 | DHR Danaher Corporation | Healthcare | 0.2% | $2.3m | 10,000 | – | new |
| 47 | NXTC Nextcure Inc | 0.2% | $2.1m | 2,671,856 | 0% | held | |
| 48 | ANAB AnaptysBio Inc | Healthcare | 0.1% | $1.8m | 132,927 | – | new |
| 49 | KROS Keros Therapeutics Inc | Healthcare | 0.1% | $1.5m | 95,375 | – | new |
| 50 | BOLT Bolt Biotherapeutics Inc | 0.1% | $1.5m | 2,754,437 | 0% | held |
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.