Sofinnova Investments, Inc. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Sofinnova Investments, Inc. disclosed 60 US equity positions worth $2.3bn in its Q4 2025 13F filing. The largest position was NTRA at 15.3% of the reported book, followed by JAZZ and AZN. Against the Q3 2025 filing, it opened 9 new positions, added to 21 and reduced 15 among the top 50 holdings.
What did Sofinnova Investments, Inc. own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA NATERA INC | Healthcare | 15.3% | $355.2m | 1,550,280 | 0% | held |
| 2 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 7.0% | $163.2m | 959,860 | 63% | added |
| 3 | AZN ASTRAZENECA PLC | Healthcare | 6.5% | $150.1m | 1,632,334 | 98% | added |
| 4 | VERA VERA THERAPEUTICS INC | Healthcare | 6.1% | $141.5m | 2,793,987 | 0% | held |
| 5 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 3.5% | $81.6m | 1,512,994 | – | new |
| 6 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 3.3% | $76.8m | 157,641 | -17% | reduced |
| 7 | VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 3.2% | $74.6m | 164,594 | 40% | added |
| 8 | ABBV ABBVIE INC | Healthcare | 3.1% | $72.6m | 317,783 | 110% | added |
| 9 | ISRG INTUITIVE SURGICAL INC | Healthcare | 3.1% | $71.9m | 126,968 | 14% | added |
| 10 | COGT COGENT BIOSCIENCES INC | Healthcare | 3.0% | $70.1m | 1,973,625 | -7% | reduced |
| 11 | LLY ELI LILLY & CO | Healthcare | 2.9% | $66.3m | 61,652 | – | new |
| 12 | RAPP RAPPORT THERAPEUTICS INC | 2.5% | $57.8m | 1,904,408 | -2% | reduced | |
| 13 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.4% | $55.1m | 720,448 | -13% | reduced |
| 14 | RNAGBP AVIDITY BIOSCIENCES INC | 2.3% | $53.7m | 745,116 | -15% | reduced | |
| 15 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.9% | $44.1m | 2,254,161 | 129% | added |
| 16 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 1.8% | $41.4m | 697,133 | – | new |
| 17 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.7% | $40.4m | 534,845 | -5% | reduced |
| 18 | CDTX CIDARA THERAPEUTICS INC | 1.7% | $39.8m | 180,265 | 233% | added | |
| 19 | PRAX PRAXIS PRECISION MEDICINES INC | Healthcare | 1.6% | $37.1m | 125,722 | -27% | reduced |
| 20 | IMTX IMMATICS N.V | Healthcare | 1.6% | $36.1m | 3,435,542 | 54% | added |
| 21 | INBX INHIBRX BIOSCIENCES INC | 1.5% | $35.9m | 454,657 | 3% | added | |
| 22 | IMNM IMMUNOME INC | Healthcare | 1.5% | $34.8m | 1,618,477 | 271% | added |
| 23 | AVBP ARRIVENT BIOPHARMA INC | 1.5% | $34.1m | 1,696,752 | 0% | held | |
| 24 | GKOS GLAUKOS CORP | Healthcare | 1.4% | $32.5m | 288,128 | -8% | reduced |
| 25 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 1.3% | $30.6m | 885,121 | -4% | reduced |
| 26 | BIOA BIOAGE LABS INC | 1.3% | $30.3m | 2,293,788 | 0% | held | |
| 27 | CELC CELCUITY INC | Healthcare | 1.3% | $29.9m | 299,417 | 18% | added |
| 28 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.3% | $29.1m | 271,394 | 10% | added |
| 29 | CNTA CENTESSA PHARMACEUTICALS PLC | 1.2% | $27.6m | 1,104,274 | – | new | |
| 30 | SUPN SUPERNUS PHARMACEUTICALS INC | Healthcare | 1.2% | $27.5m | 553,095 | 47% | added |
| 31 | INSM INSMED INC | Healthcare | 1.2% | $27.3m | 156,801 | 50% | added |
| 32 | ALC ALCON AG | Healthcare | 1.1% | $26.2m | 332,520 | – | new |
| 33 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 1.1% | $26.1m | 1,096,705 | -10% | reduced |
| 34 | DXCM DEXCOM INC | Healthcare | 1.1% | $25.1m | 378,219 | -51% | reduced |
| 35 | PHVS PHARVARIS N V | 0.9% | $20.7m | 745,169 | 1% | added | |
| 36 | NKTR NEKTAR THERAPEUTICS | Healthcare | 0.8% | $18.5m | 438,630 | 270% | added |
| 37 | CMPX COMPASS THERAPEUTICS INC | 0.8% | $18.1m | 3,365,446 | 66% | added | |
| 38 | ROIV ROIVANT SCIENCES LTD | Healthcare | 0.7% | $15.9m | 734,582 | -77% | reduced |
| 39 | ANAB ANAPTYSBIO INC | Healthcare | 0.6% | $13.9m | 287,690 | 13% | added |
| 40 | GEHC GE HEALTHCARE TECHNOLOGIES I | Healthcare | 0.6% | $13.2m | 160,876 | 6% | added |
| 41 | EWTX EDGEWISE THERAPEUTICS INC | 0.5% | $10.9m | 437,819 | -16% | reduced | |
| 42 | EXK EXACT SCIENCES CORP | Basic Materials | 0.4% | $10.3m | 101,443 | -72% | reduced |
| 43 | IRON DISC MEDICINE INC | Healthcare | 0.4% | $8.8m | 111,010 | 719% | added |
| 44 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.3% | $6.4m | 527,099 | – | new |
| 45 | MASI* MASIMO CORP | 0.3% | $6.0m | 46,201 | – | new | |
| 46 | QURE UNIQURE NV | 0.2% | $4.2m | 176,513 | 29% | added | |
| 47 | NXTC NEXTCURE INC | 0.1% | $3.2m | 222,654 | 0% | held | |
| 48 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 0.1% | $2.7m | 158,182 | -7% | reduced |
| 49 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.1% | $2.7m | 59,900 | – | new |
| 50 | EVMN EVOMMUNE INC | 0.1% | $2.6m | 153,320 | – | 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.