Sofinnova Investments, Inc. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Sofinnova Investments, Inc. disclosed 59 US equity positions worth $1.3bn in its Q1 2025 13F filing. The largest position was NTRA at 16.5% of the reported book, followed by SYK and VERA. Against the Q4 2024 filing, it opened 14 new positions, added to 18 and reduced 9 among the top 50 holdings.
What did Sofinnova Investments, Inc. own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA Natera Inc | Healthcare | 16.5% | $219.2m | 1,550,280 | 0% | held |
| 2 | SYK Stryker Corporation | Healthcare | 8.4% | $111.1m | 298,567 | 157% | added |
| 3 | VERA Vera Therapeutics Inc | Healthcare | 5.1% | $67.1m | 2,793,987 | 0% | held |
| 4 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 4.8% | $63.3m | 510,050 | 1% | added |
| 5 | MDT Medtronic PLC | Healthcare | 3.8% | $50.6m | 562,992 | – | new |
| 6 | ALNY Alnylam Pharmaceuticals Inc | Healthcare | 3.6% | $47.6m | 176,181 | 60% | added |
| 7 | GILD Gilead Sciences Inc | Healthcare | 3.5% | $46.9m | 418,900 | -46% | reduced |
| 8 | LLY Eli Lilly & Co | Healthcare | 3.3% | $43.6m | 52,800 | 268% | added |
| 9 | IDYA IDEAYA Biosciences Inc | Healthcare | 3.2% | $43.0m | 2,622,192 | 145% | added |
| 10 | SLNOEUR Soleno Therapeutics Inc | 2.6% | $34.6m | 484,471 | -36% | reduced | |
| 11 | AVBP Arrivent BioPharma Inc | 2.4% | $31.4m | 1,696,752 | 0% | held | |
| 12 | PTCT PTC Therapeutics Inc | Healthcare | 2.2% | $29.5m | 579,339 | – | new |
| 13 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 2.1% | $28.0m | 2,275,223 | 245% | added |
| 14 | DXCM Dexcom Inc | Healthcare | 2.0% | $27.0m | 395,975 | 36% | added |
| 15 | BBIO BridgeBio Pharma Inc | Healthcare | 1.9% | $25.4m | 734,227 | – | new |
| 16 | REPL Replimune Group Inc | Healthcare | 1.8% | $24.2m | 2,479,939 | -21% | reduced |
| 17 | RYTM Rhythm Pharmaceuticals | Healthcare | 1.8% | $23.7m | 446,839 | 12% | added |
| 18 | INSM Insmed Inc | Healthcare | 1.8% | $23.2m | 304,254 | 19% | added |
| 19 | 2655787D Blueprint Medicines Corp | 1.7% | $23.1m | 261,039 | – | new | |
| 20 | BMY Bristol-Myers Squibb Co | Healthcare | 1.7% | $22.7m | 371,497 | – | new |
| 21 | INCY Incyte Corp | Healthcare | 1.6% | $21.7m | 357,800 | -32% | reduced |
| 22 | ANAB AnaptysBio Inc | Healthcare | 1.6% | $21.6m | 1,160,033 | 773% | added |
| 23 | SRPT Sarepta Therapeutics Inc | Healthcare | 1.6% | $20.9m | 327,618 | -24% | reduced |
| 24 | Akero Therapeutics Inc | 1.6% | $20.6m | 510,020 | – | new | |
| 25 | AXSM Axsome Therapeutics Inc | Healthcare | 1.5% | $20.4m | 175,317 | -64% | reduced |
| 26 | RAPP Rapport Therapeutics Inc | 1.5% | $20.0m | 1,995,594 | 0% | held | |
| 27 | SUPN Supernus Pharmaceuticals Inc | Healthcare | 1.3% | $17.1m | 520,678 | – | new |
| 28 | SVRA Savara Inc | Healthcare | 1.1% | $15.2m | 5,481,666 | 0% | held |
| 29 | COGT Cogent Biosciences Inc | Healthcare | 1.0% | $13.1m | 2,182,121 | 165% | added |
| 30 | ROIV Roivant Sciences Ltd | Healthcare | 1.0% | $12.9m | 1,279,510 | – | new |
| 31 | DHR Danaher Corporation | Healthcare | 0.9% | $12.0m | 58,606 | 486% | added |
| 32 | PEN Penumbra Inc | Healthcare | 0.9% | $11.5m | 42,936 | – | new |
| 33 | RNAGBP Avidity Biosciences Inc | 0.8% | $11.2m | 379,931 | 2655% | added | |
| 34 | INBX Inhibrx Biosciences Inc | 0.7% | $9.8m | 697,916 | 32% | added | |
| 35 | YMABUSD Y-mAbs Therapeutics Inc | 0.7% | $9.7m | 2,194,278 | 0% | held | |
| 36 | Aerovate Therapeutics Inc | 0.7% | $9.4m | 3,758,686 | 0% | held | |
| 37 | PHVS Pharvaris N V | 0.7% | $9.3m | 593,403 | 6% | added | |
| 38 | BIOA BioAge Labs Inc | 0.7% | $8.7m | 2,304,901 | 0% | held | |
| 39 | RCUS Arcus Biosciences Inc | Healthcare | 0.6% | $8.1m | 1,037,776 | – | new |
| 40 | EWTX Edgewise Therapeutics Inc | 0.6% | $7.5m | 342,218 | -15% | reduced | |
| 41 | DYN Dyne Therapeutics Inc | Healthcare | 0.6% | $7.5m | 716,896 | -33% | reduced |
| 42 | IMTX Immatics N.V | Healthcare | 0.5% | $7.0m | 1,554,304 | 353% | added |
| 43 | PRAX Praxis Precision Medicines I | Healthcare | 0.5% | $6.0m | 157,640 | – | new |
| 44 | ISRG Intuitive Surgical Inc | Healthcare | 0.4% | $5.9m | 11,984 | -68% | reduced |
| 45 | QURE Uniqure NV | 0.4% | $5.8m | 545,771 | – | new | |
| 46 | IMNM Immunome Inc | Healthcare | 0.4% | $5.3m | 788,666 | 6% | added |
| 47 | KURA Kura Oncology Inc | Healthcare | 0.4% | $5.2m | 791,667 | – | new |
| 48 | Inozyme Pharma Inc | 0.3% | $3.9m | 4,280,308 | 0% | held | |
| 49 | SRRK Scholar Rock Hldg Corp | Healthcare | 0.3% | $3.7m | 116,117 | – | new |
| 50 | ERAS Erasca Inc | Healthcare | 0.2% | $2.6m | 1,877,085 | 5% | added |
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.