Sofinnova Investments, Inc. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sofinnova Investments, Inc. disclosed 61 US equity positions worth $2.0bn in its Q1 2026 13F filing. The largest position was NTRA at 15.5% of the reported book, followed by BMY and JAZZ.
What did Sofinnova Investments, Inc. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NTRA Natera Inc | Healthcare | 15.5% | $310.0m | 1,550,280 | – | |
| 2 | BMY Bristol-Myers Squibb Co | Healthcare | 6.0% | $120.6m | 1,988,721 | – | |
| 3 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 5.7% | $113.1m | 598,327 | – | |
| 4 | VERA Vera Therapeutics Inc | Healthcare | 5.6% | $112.4m | 2,793,987 | – | |
| 5 | UTHR United Therapeutics Corp | Healthcare | 4.8% | $94.9m | 160,070 | – | |
| 6 | AZN AstraZeneca PLC | Healthcare | 4.5% | $89.9m | 456,031 | – | |
| 7 | COGT Cogent Biosciences Inc | Healthcare | 4.1% | $81.4m | 2,113,551 | – | |
| 8 | RARE Ultragenyx Pharmaceutical Inc | Healthcare | 3.3% | $65.9m | 3,145,888 | – | |
| 9 | RAPP Rapport Therapeutics Inc | 3.0% | $59.6m | 1,904,408 | – | ||
| 10 | INSM Insmed Inc | Healthcare | 2.8% | $56.6m | 346,075 | – | |
| 11 | ALC Alcon AG | Healthcare | 2.8% | $55.0m | 729,972 | – | |
| 12 | SUPN Supernus Pharmaceuticals | Healthcare | 2.5% | $49.3m | 954,309 | – | |
| 13 | BMRN BioMarin Pharmaceutical Inc | Healthcare | 2.2% | $44.2m | 781,982 | – | |
| 14 | BIIB Biogen Inc | Healthcare | 2.1% | $42.1m | 229,521 | – | |
| 15 | CELC Celcuity Inc | Healthcare | 2.1% | $41.8m | 366,175 | – | |
| 16 | BIOA BioAge Labs Inc | 2.0% | $40.1m | 2,293,788 | – | ||
| 17 | RYTM Rhythm Pharmaceuticals Inc | Healthcare | 2.0% | $39.1m | 450,096 | – | |
| 18 | AVBP Arrivent BioPharma Inc | Healthcare | 2.0% | $39.1m | 1,696,752 | – | |
| 19 | IDYA IDEAYA Biosciences Inc | Healthcare | 1.9% | $37.7m | 1,131,786 | – | |
| 20 | IMNM Immunome Inc | Healthcare | 1.9% | $37.2m | 1,701,904 | – | |
| 21 | NKTR Nektar Therapeutics | Healthcare | 1.8% | $36.7m | 509,546 | – | |
| 22 | AXSM Axsome Therapeutics Inc. | Healthcare | 1.8% | $36.0m | 212,747 | – | |
| 23 | IMTX Immatics N.V | Healthcare | 1.8% | $35.7m | 3,630,454 | – | |
| 24 | BBIO BridgeBio Pharma Inc | Healthcare | 1.5% | $30.4m | 409,183 | – | |
| 25 | DYN Dyne Therapeutics Inc | Healthcare | 1.5% | $29.6m | 1,633,897 | – | |
| 26 | INBX Inhibrx Biosciences Inc | Healthcare | 1.4% | $27.3m | 406,029 | – | |
| 27 | DXCM Dexcom Inc | Healthcare | 1.2% | $24.7m | 393,576 | – | |
| 28 | PHVS Pharvaris N V | Healthcare | 1.2% | $23.1m | 818,328 | – | |
| 29 | PRAX Praxis Precision Medicines Inc | Healthcare | 1.0% | $20.5m | 63,680 | – | |
| 30 | GMAB Genmab A/S | Healthcare | 1.0% | $20.2m | 752,261 | – | |
| 31 | RCUS Arcus Biosciences Inc | Healthcare | 1.0% | $19.9m | 923,086 | – | |
| 32 | XENE Xenon Pharmaceuticals Inc | Healthcare | 0.9% | $17.7m | 305,216 | – | |
| 33 | SYK Stryker Corporation | Healthcare | 0.7% | $14.6m | 44,480 | – | |
| 34 | ANAB AnaptysBio Inc | Healthcare | 0.7% | $13.8m | 248,253 | – | |
| 35 | ROIV Roivant Sciences Ltd | Healthcare | 0.7% | $13.2m | 477,995 | – | |
| 36 | EWTX Edgewise Therapeutics Inc | Healthcare | 0.6% | $12.2m | 386,498 | – | |
| 37 | CMPX Compass Therapeutics Inc | 0.5% | $10.9m | 2,056,161 | – | ||
| 38 | ORIC Oric Pharmaceuticals Inc | Healthcare | 0.4% | $8.6m | 679,578 | – | |
| 39 | TNGX Tango Therapeutics Inc | Healthcare | 0.4% | $8.3m | 395,081 | – | |
| 40 | TYRA Tyra Biosciences Inc | Healthcare | 0.4% | $7.8m | 204,015 | – | |
| 41 | AXGN AxoGen Inc | Healthcare | 0.3% | $7.0m | 210,665 | – | |
| 42 | DFTX Definium Therapeutics Inc | Healthcare | 0.3% | $6.5m | 344,166 | – | |
| 43 | CYTK Cytokinetics Inc | Healthcare | 0.3% | $6.0m | 91,791 | – | |
| 44 | IRON Disc Medicine Inc | Healthcare | 0.3% | $5.0m | 78,320 | – | |
| 45 | MANE Veradermics Inc | Healthcare | 0.2% | $4.6m | 73,315 | – | |
| 46 | HRMY Harmony Biosciences Hldgs Inc | Healthcare | 0.2% | $4.3m | 152,695 | – | |
| 47 | PCVX Vaxcyte Inc | Healthcare | 0.1% | $2.9m | 50,600 | – | |
| 48 | MIRM Mirum Pharmaceuticals Inc | Healthcare | 0.1% | $2.5m | 27,591 | – | |
| 49 | NXTC Nextcure Inc | 0.1% | $2.4m | 222,654 | – | ||
| 50 | SVRA Savara Inc | Healthcare | 0.1% | $2.0m | 364,763 | – |
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.