Sofinnova Investments, Inc. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Sofinnova Investments, Inc. disclosed 55 US equity positions worth $1.5bn in its Q2 2025 13F filing. The largest position was NTRA at 17.8% of the reported book, followed by GILD and LLY. Against the Q1 2025 filing, it opened 10 new positions, added to 18 and reduced 14 among the top 50 holdings.
What did Sofinnova Investments, Inc. own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA Natera Inc | Healthcare | 17.8% | $261.9m | 1,550,280 | 0% | held |
| 2 | GILD Gilead Sciences Inc | Healthcare | 7.9% | $116.4m | 1,050,308 | 151% | added |
| 3 | LLY Eli Lilly and Co | Healthcare | 5.1% | $75.6m | 97,018 | 84% | added |
| 4 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 5.0% | $73.7m | 694,096 | 36% | added |
| 5 | VERA Vera Therapeutics Inc | Healthcare | 4.5% | $65.8m | 2,793,987 | 0% | held |
| 6 | ABBV AbbVie Inc | Healthcare | 3.4% | $49.3m | 265,850 | – | new |
| 7 | BSX Boston Scientific Corp | Healthcare | 3.2% | $46.3m | 431,200 | – | new |
| 8 | DXCM Dexcom Inc | Healthcare | 3.1% | $45.7m | 523,694 | 32% | added |
| 9 | IDYA IDEAYA Biosciences Inc | Healthcare | 3.1% | $45.1m | 2,147,795 | -18% | reduced |
| 10 | BBIO BridgeBio Pharma Inc | Healthcare | 2.9% | $42.9m | 993,093 | 35% | added |
| 11 | ISRG Intuitive Surgical Inc | Healthcare | 2.6% | $38.4m | 70,642 | 489% | added |
| 12 | RYTM Rhythm Pharmaceuticals Inc | Healthcare | 2.5% | $37.0m | 586,010 | 31% | added |
| 13 | AVBP Arrivent BioPharma Inc | 2.5% | $36.9m | 1,696,752 | 0% | held | |
| 14 | ROIV Roivant Sciences Ltd | Healthcare | 2.4% | $34.8m | 3,088,814 | 141% | added |
| 15 | SLNOEUR Soleno Therapeutics Inc | 2.4% | $34.8m | 415,219 | -14% | reduced | |
| 16 | UTHR United Therapeutics Corp | Healthcare | 2.3% | $34.1m | 118,513 | – | new |
| 17 | INSM Insmed Inc | Healthcare | 2.1% | $31.6m | 313,923 | 3% | added |
| 18 | Akero Therapeutics Inc | 2.0% | $29.3m | 548,788 | 8% | added | |
| 19 | SUPN Supernus Pharmaceuticals Inc | Healthcare | 1.7% | $25.2m | 799,253 | 54% | added |
| 20 | ANAB AnaptysBio Inc | Healthcare | 1.6% | $22.9m | 1,032,362 | -11% | reduced |
| 21 | RAPP Rapport Therapeutics Inc | 1.5% | $22.7m | 1,995,594 | 0% | held | |
| 22 | QURE Uniqure NV | 1.5% | $21.7m | 1,558,356 | 186% | added | |
| 23 | Merus N V | 1.4% | $21.3m | 404,562 | – | new | |
| 24 | AZN AstraZeneca PLC | Healthcare | 1.4% | $20.5m | 293,661 | – | new |
| 25 | PTCT PTC Therapeutics Inc | Healthcare | 1.2% | $18.4m | 375,939 | -35% | reduced |
| 26 | Inozyme Pharma Inc | 1.2% | $17.1m | 4,280,308 | 0% | held | |
| 27 | COGT Cogent Biosciences Inc | Healthcare | 1.2% | $16.9m | 2,355,505 | 8% | added |
| 28 | REPL Replimune Group Inc | Healthcare | 1.1% | $16.8m | 1,806,529 | -27% | reduced |
| 29 | RNAGBP Avidity Biosciences Inc | 1.1% | $16.6m | 584,801 | 54% | added | |
| 30 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 1.0% | $14.3m | 1,524,440 | -33% | reduced |
| 31 | CDTX Cidara Therapeutics Inc | 0.8% | $12.2m | 251,031 | – | new | |
| 32 | IMTX Immatics N.V | Healthcare | 0.8% | $12.1m | 2,240,528 | 44% | added |
| 33 | EXK Exact Sciences Corp | Basic Materials | 0.8% | $11.1m | 208,300 | – | new |
| 34 | PHVS Pharvaris N V | 0.7% | $10.3m | 585,532 | -1% | reduced | |
| 35 | INBX Inhibrx Biosciences Inc | 0.7% | $10.1m | 708,678 | 2% | added | |
| 36 | RCUS Arcus Biosciences Inc | Healthcare | 0.7% | $9.9m | 1,216,016 | 17% | added |
| 37 | YMABUSD Y-mAbs Therapeutics Inc | 0.7% | $9.9m | 2,194,278 | 0% | held | |
| 38 | AXSM Axsome Therapeutics Inc | Healthcare | 0.7% | $9.8m | 93,610 | -47% | reduced |
| 39 | BIOA BioAge Labs Inc | 0.6% | $9.5m | 2,304,901 | 0% | held | |
| 40 | EWTX Edgewise Therapeutics Inc | 0.6% | $9.4m | 716,873 | 109% | added | |
| 41 | IMNM Immunome Inc | Healthcare | 0.5% | $7.2m | 778,476 | -1% | reduced |
| 42 | DYN Dyne Therapeutics Inc | Healthcare | 0.4% | $5.9m | 614,865 | -14% | reduced |
| 43 | SVRA Savara Inc | Healthcare | 0.4% | $5.6m | 2,457,352 | -55% | reduced |
| 44 | APGE Apogee Therapeutics Inc | Healthcare | 0.2% | $3.3m | 76,180 | – | new |
| 45 | NXTC Nextcure Inc | 0.1% | $1.2m | 2,671,856 | 0% | held | |
| 46 | ESTA Establishment Labs Hldgs Inc | Healthcare | 0.1% | $1.2m | 28,120 | -2% | reduced |
| 47 | JBIO Jade Biosciences Inc | 0.1% | $1.1m | 107,391 | – | new | |
| 48 | Metsera Inc | 0.1% | $1.0m | 36,191 | -2% | reduced | |
| 49 | SRRK Scholar Rock Hldg Corp | Healthcare | 0.1% | $936.5k | 26,440 | -77% | reduced |
| 50 | BOLT Bolt Biotherapeutics Inc | 0.1% | $794.6k | 137,721 | – | new |
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.