Sofinnova Investments, Inc. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sofinnova Investments, Inc. disclosed 53 US equity positions worth $1.9bn in its Q2 2026 13F filing. The largest position was NTRA at 22.5% of the reported book, followed by VERA and GMAB. Against the Q1 2026 filing, it opened 10 new positions, added to 12 and reduced 17 among the top 50 holdings.
What did Sofinnova Investments, Inc. own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA Natera Inc | Healthcare | 22.5% | $420.8m | 1,550,280 | 0% | held |
| 2 | VERA Vera Therapeutics Inc | Healthcare | 6.4% | $119.9m | 2,793,987 | 0% | held |
| 3 | GMAB Genmab A/S | Healthcare | 5.9% | $111.1m | 4,045,215 | 438% | added |
| 4 | JAZZ Jazz Pharmaceuticals PLC | Healthcare | 4.7% | $88.0m | 365,341 | -39% | reduced |
| 5 | RAPP Rapport Therapeutics Inc | 4.2% | $79.4m | 1,904,408 | 0% | held | |
| 6 | Seaport Therapeutics Inc | 4.1% | $77.4m | 3,564,871 | – | new | |
| 7 | AVBP Arrivent BioPharma Inc | Healthcare | 3.1% | $58.9m | 1,696,752 | 0% | held |
| 8 | RARE Ultragenyx Pharmaceutical In | Healthcare | 3.1% | $57.3m | 1,717,505 | -45% | reduced |
| 9 | BIOA BioAge Labs Inc | 3.0% | $56.2m | 2,293,788 | 0% | held | |
| 10 | BMY Bristol-Myers Squibb Co | Healthcare | 2.7% | $50.5m | 876,970 | -56% | reduced |
| 11 | SUPN Supernus Pharmaceuticals | Healthcare | 2.6% | $48.2m | 1,036,328 | 9% | added |
| 12 | RYTM Rhythm Pharmaceuticals Inc | Healthcare | 2.4% | $45.3m | 408,027 | -9% | reduced |
| 13 | GILD Gilead Sciences Inc | Healthcare | 2.3% | $43.3m | 343,100 | – | new |
| 14 | UTHR United Therapeutics Corp Del | Healthcare | 2.2% | $41.4m | 76,489 | -52% | reduced |
| 15 | COGT Cogent Biosciences Inc | Healthcare | 2.1% | $40.1m | 1,035,148 | -51% | reduced |
| 16 | AXSM Axsome Therapeutics Inc. | Healthcare | 2.1% | $39.3m | 160,429 | -25% | reduced |
| 17 | IMTX Immatics N.V | Healthcare | 2.0% | $37.2m | 3,669,346 | 1% | added |
| 18 | DYN Dyne Therapeutics Inc | Healthcare | 2.0% | $36.8m | 1,658,384 | 1% | added |
| 19 | IMNM Immunome Inc | Healthcare | 1.9% | $36.5m | 1,720,316 | 1% | added |
| 20 | IDYA IDEAYA Biosciences Inc | Healthcare | 1.8% | $34.5m | 925,119 | -18% | reduced |
| 21 | ANAB Anaptysbio Inc | Healthcare | 1.8% | $33.3m | 493,536 | 99% | added |
| 22 | NKTR Nektar Therapeutics | Healthcare | 1.8% | $32.9m | 471,763 | -7% | reduced |
| 23 | PHVS Pharvaris N V | Healthcare | 1.6% | $30.5m | 881,299 | 8% | added |
| 24 | RCUS Arcus Biosciences Inc | Healthcare | 1.6% | $29.2m | 945,690 | 2% | added |
| 25 | INBX Inhibrx Biosciences Inc | Healthcare | 1.5% | $28.7m | 303,103 | -25% | reduced |
| 26 | BMRN BioMarin Pharmaceutical Inc | Healthcare | 1.1% | $20.5m | 358,568 | -54% | reduced |
| 27 | MANE Veradermics Inc | Healthcare | 1.0% | $18.3m | 148,993 | 103% | added |
| 28 | ALC Alcon AG | Healthcare | 0.9% | $17.2m | 255,824 | -65% | reduced |
| 29 | INSM Insmed Inc | Healthcare | 0.9% | $16.9m | 158,398 | -54% | reduced |
| 30 | EWTX Edgewise Therapeutics Inc | Healthcare | 0.8% | $15.5m | 380,923 | -1% | reduced |
| 31 | NRIX Nurix Therapeutics Inc | Healthcare | 0.7% | $12.7m | 524,098 | – | new |
| 32 | DSGN Design Therapeutics Inc | Healthcare | 0.7% | $12.5m | 865,135 | – | new |
| 33 | DFTX Definium Therapeutics Inc | Healthcare | 0.6% | $12.0m | 255,903 | -26% | reduced |
| 34 | TRAX First Tracks Biotherapeutics | 0.6% | $11.4m | 565,199 | – | new | |
| 35 | ABT Abbott Laboratories | Healthcare | 0.6% | $11.2m | 122,998 | – | new |
| 36 | IRON Disc Medicine Inc | Healthcare | 0.6% | $10.7m | 146,239 | 87% | added |
| 37 | TENX Tenax Therapeutics Inc | 0.4% | $7.3m | 500,039 | 379% | added | |
| 38 | SION Sionna Therapeutics Inc | Healthcare | 0.3% | $6.4m | 144,432 | – | new |
| 39 | ABSI Absci Corporation | Healthcare | 0.2% | $3.9m | 337,400 | – | new |
| 40 | MIRM Mirum Pharmaceuticals Inc | Healthcare | 0.2% | $3.2m | 27,591 | 0% | held |
| 41 | JBIO Jade Biosciences Inc | Healthcare | 0.1% | $2.4m | 107,391 | 0% | held |
| 42 | SVRA Savara Inc | Healthcare | 0.1% | $2.2m | 364,763 | 0% | held |
| 43 | PRAX Praxis Precision Medicines I | Healthcare | 0.1% | $2.2m | 6,440 | -90% | reduced |
| 44 | SEPN Septerna Inc | Healthcare | 0.1% | $1.6m | 47,506 | 0% | held |
| 45 | OKUR Onkure Therapeutics Inc | 0.1% | $1.5m | 321,692 | 127% | added | |
| 46 | SGMT Sagimet Biosciences Inc | Healthcare | 0.1% | $1.3m | 166,667 | – | new |
| 47 | WVE Wave Life Sciences Ltd | Healthcare | 0.1% | $1.1m | 189,253 | 0% | held |
| 48 | AKTS Aktis Oncology Inc | 0.1% | $1.0m | 32,436 | – | new | |
| 49 | TYRA Tyra Biosciences Inc | Healthcare | 0.1% | $1.0m | 32,267 | -84% | reduced |
| 50 | BOLT Bolt Biotherapeutics Inc | 0.0% | $530.2k | 137,721 | 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.