Sofinnova Investments, Inc. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Sofinnova Investments, Inc. disclosed 55 US equity positions worth $1.6bn in its Q3 2025 13F filing. The largest position was NTRA at 15.3% of the reported book, followed by GILD and VERA. Against the Q2 2025 filing, it opened 7 new positions, added to 17 and reduced 21 among the top 50 holdings.
What did Sofinnova Investments, Inc. own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA Natera Inc | Healthcare | 15.3% | $249.5m | 1,550,280 | 0% | held |
| 2 | GILD Gilead Sciences Inc | Healthcare | 8.5% | $139.0m | 1,252,312 | 19% | added |
| 3 | VERA Vera Therapeutics Inc | Healthcare | 5.0% | $81.2m | 2,793,987 | 0% | held |
| 4 | UTHR United Therapeutics Corp | Healthcare | 4.9% | $79.9m | 190,626 | 61% | added |
| 5 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 4.8% | $77.6m | 588,828 | -15% | reduced |
| 6 | AZN AstraZeneca PLC | Healthcare | 3.9% | $63.2m | 823,933 | 181% | added |
| 7 | RAPP Rapport Therapeutics Inc | 3.5% | $57.8m | 1,947,579 | -2% | reduced | |
| 8 | BSX Boston Scientific Corp | Healthcare | 3.4% | $55.6m | 569,427 | 32% | added |
| 9 | DXCM Dexcom Inc | Healthcare | 3.2% | $52.5m | 779,616 | 49% | added |
| 10 | ISRG Intuitive Surgical Inc | Healthcare | 3.0% | $49.6m | 110,896 | 57% | added |
| 11 | AXSM Axsome Therapeutics Inc | Healthcare | 2.9% | $47.8m | 393,499 | 320% | added |
| 12 | ROIV Roivant Sciences Ltd | Healthcare | 2.9% | $47.6m | 3,149,270 | 2% | added |
| 13 | VRTX Vertex Pharmaceuticals Inc | Healthcare | 2.8% | $46.2m | 117,875 | – | new |
| 14 | BBIO BridgeBio Pharma Inc | Healthcare | 2.7% | $43.2m | 831,847 | -16% | reduced |
| 15 | RNAGBP Avidity Biosciences Inc | 2.3% | $38.2m | 875,925 | 50% | added | |
| 16 | ABBV AbbVie Inc | Healthcare | 2.1% | $35.0m | 150,966 | -43% | reduced |
| 17 | AVBP Arrivent BioPharma Inc | 1.9% | $31.3m | 1,696,752 | 0% | held | |
| 18 | COGT Cogent Biosciences Inc | Healthcare | 1.9% | $30.6m | 2,127,941 | -10% | reduced |
| 19 | GKOS Glaukos Corp | Healthcare | 1.6% | $25.5m | 312,994 | – | new |
| 20 | IDYA IDEAYA Biosciences Inc | Healthcare | 1.5% | $25.1m | 922,695 | -57% | reduced |
| 21 | RYTM Rhythm Pharmaceuticals Inc | Healthcare | 1.5% | $24.9m | 246,966 | -58% | reduced |
| 22 | Akero Therapeutics Inc | 1.4% | $22.5m | 473,625 | -14% | reduced | |
| 23 | APGE Apogee Therapeutics Inc | Healthcare | 1.4% | $22.5m | 565,417 | 642% | added |
| 24 | EXK Exact Sciences Corp | Basic Materials | 1.2% | $20.0m | 365,000 | 75% | added |
| 25 | IMTX Immatics N.V | Healthcare | 1.2% | $19.0m | 2,227,837 | -1% | reduced |
| 26 | PHVS Pharvaris N V | 1.1% | $18.5m | 739,876 | 26% | added | |
| 27 | SUPN Supernus Pharmaceuticals Inc | Healthcare | 1.1% | $18.0m | 377,066 | -53% | reduced |
| 28 | RCUS Arcus Biosciences Inc | Healthcare | 1.0% | $16.6m | 1,222,263 | 1% | added |
| 29 | Merus N V | 1.0% | $15.7m | 166,729 | -59% | reduced | |
| 30 | INSM Insmed Inc | Healthcare | 0.9% | $15.0m | 104,339 | -67% | reduced |
| 31 | INBX Inhibrx Biosciences Inc | 0.9% | $14.8m | 440,092 | -38% | reduced | |
| 32 | BIOA BioAge Labs Inc | 0.8% | $13.5m | 2,293,788 | -0% | held | |
| 33 | CELC Celcuity Inc | Healthcare | 0.8% | $12.5m | 253,375 | – | new |
| 34 | DYN Dyne Therapeutics Inc | Healthcare | 0.8% | $12.5m | 985,828 | 60% | added |
| 35 | PTCT PTC Therapeutics Inc | Healthcare | 0.7% | $11.5m | 186,932 | -50% | reduced |
| 36 | GEHC GE Healthcare Technologies Inc | Healthcare | 0.7% | $11.3m | 151,085 | – | new |
| 37 | SLNOEUR Soleno Therapeutics Inc | 0.7% | $11.2m | 166,281 | -60% | reduced | |
| 38 | PRAX Praxis Precision Medicines Inc | Healthcare | 0.6% | $9.2m | 172,833 | 1000% | added |
| 39 | SVRA Savara Inc | Healthcare | 0.5% | $8.7m | 2,427,724 | -1% | reduced |
| 40 | EWTX Edgewise Therapeutics Inc | 0.5% | $8.4m | 520,240 | -27% | reduced | |
| 41 | QURE Uniqure NV | 0.5% | $8.0m | 136,862 | -91% | reduced | |
| 42 | ANAB AnaptysBio Inc | Healthcare | 0.5% | $7.8m | 254,268 | -75% | reduced |
| 43 | CMPX Compass Therapeutics Inc | 0.4% | $7.1m | 2,028,886 | – | new | |
| 44 | NKTR Nektar Therapeutics | Healthcare | 0.4% | $6.7m | 118,419 | – | new |
| 45 | CDTX Cidara Therapeutics Inc | 0.3% | $5.2m | 54,197 | -78% | reduced | |
| 46 | IMNM Immunome Inc | Healthcare | 0.3% | $5.1m | 436,051 | -44% | reduced |
| 47 | NXTC Nextcure Inc | 0.1% | $1.3m | 222,654 | – | new | |
| 48 | WVE Wave Life Sciences Ltd | Healthcare | 0.1% | $1.3m | 170,943 | 45% | added |
| 49 | SRRK Scholar Rock Hldg Corp | Healthcare | 0.1% | $1.2m | 31,410 | 19% | added |
| 50 | JBIO Jade Biosciences Inc | 0.1% | $926.8k | 107,391 | 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.