Sofinnova Investments, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 62Value: $1.5BLatest: 2025Q1

Sofinnova Investments, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 62 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKRO",
  "AXSM",
  "EWTX",
  "INSM",
  "JAZZ",
  "ACAD",
  "PTCT",
  "ALNY",
  "ANAB",
  "AVBP",
  "RCUS",
  "GPCR",
  "IMTX",
  "SVRA",
  "RAPP",
  "PHVS",
  "REPL",
  "SNDX",
  "GILD",
  "BIOA",
  "BOLT",
  "ESTA",
  "SRRK",
  "ISRG",
  "INBX",
  null,
  "NXTC",
  "MDT",
  "IDYA",
  "INCY",
  "SYK",
  "RNA",
  null,
  "PRAX",
  "RYTM",
  "SLNO",
  "SUPN",
  "QURE",
  "COGT",
  "DYN",
  "SRPT",
  "PEN",
  "NTRA",
  "ROIV",
  "ERAS",
  "ELVN",
  "IKNA",
  "IMNM",
  "INZY",
  "KURA",
  "VIR",
  "YMAB",
  "VERA",
  "BPMC",
  "BMY",
  "BBIO",
  "DHR",
  "DXCM",
  "IRON",
  "QQQ",
  "IWM",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 62
Total Value: 1486841997
Accession Number: 0001104659-25-049266
Form Type: 13F-HR
CIK: sofinnova-investments
Manager Name: Sofinnova-Investments

Data Enrichment

97% identified

60 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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Natera, Inc.

NTRA|632307104

Shares:1.6M

Value:$219.2M

% of Portfolio:14.7% ($219.2M/$1.5B)

STRYKER CORP

SYK|863667101

Shares:298.6K

Value:$111.1M

% of Portfolio:7.5% ($111.1M/$1.5B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:175.0K

Value:$82.1M

% of Portfolio:5.5% ($82.1M/$1.5B)

464287655

IWM|464287655

Shares:350.0K

Value:$69.8M

% of Portfolio:4.7% ($69.8M/$1.5B)

Vera Therapeutics, Inc.

VERA|92337R101

Shares:2.8M

Value:$67.1M

% of Portfolio:4.5% ($67.1M/$1.5B)

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:510.1K

Value:$63.3M

% of Portfolio:4.3% ($63.3M/$1.5B)

Medtronic plc

MDT|G5960L103

Shares:563.0K

Value:$50.6M

% of Portfolio:3.4% ($50.6M/$1.5B)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:176.2K

Value:$47.6M

% of Portfolio:3.2% ($47.6M/$1.5B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:418.9K

Value:$46.9M

% of Portfolio:3.2% ($46.9M/$1.5B)

ELI LILLY & Co

LLY|532457108

Shares:52.8K

Value:$43.6M

% of Portfolio:2.9% ($43.6M/$1.5B)

IDEAYA Biosciences, Inc.

IDYA|45166A102

Shares:2.6M

Value:$43.0M

% of Portfolio:2.9% ($43.0M/$1.5B)

SOLENO THERAPEUTICS INC

SLNO|834203309

Shares:499.3K

Value:$35.7M

% of Portfolio:2.4% ($35.7M/$1.5B)

ArriVent BioPharma, Inc.

AVBP|04272N102

Shares:1.7M

Value:$31.4M

% of Portfolio:2.1% ($31.4M/$1.5B)

PTC THERAPEUTICS, INC.

PTCT|69366J200

Shares:579.3K

Value:$29.5M

% of Portfolio:2.0% ($29.5M/$1.5B)

Syndax Pharmaceuticals Inc

SNDX|87164F105

Shares:2.3M

Value:$28.0M

% of Portfolio:1.9% ($28.0M/$1.5B)

DEXCOM INC

DXCM|252131107

Shares:396.0K

Value:$27.0M

% of Portfolio:1.8% ($27.0M/$1.5B)

BridgeBio Pharma, Inc.

BBIO|10806X102

Shares:734.2K

Value:$25.4M

% of Portfolio:1.7% ($25.4M/$1.5B)

Replimune Group, Inc.

REPL|76029N106

Shares:2.5M

Value:$24.2M

% of Portfolio:1.6% ($24.2M/$1.5B)

RHYTHM PHARMACEUTICALS, INC.

RYTM|76243J105

Shares:446.8K

Value:$23.7M

% of Portfolio:1.6% ($23.7M/$1.5B)

INSMED Inc

INSM|457669307

Shares:304.3K

Value:$23.2M

% of Portfolio:1.6% ($23.2M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Natera, Inc.(NTRAcusip632307104)	1.6M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$219.2M	14.7% ($219.2M/$1.5B)	QoQ -10.66% (-$26.2M) YoY +54.61% (+$77.4M)
STRYKER CORP(SYKcusip863667101)	298.6K	QoQ +157.37% (+182.6K) YoY NEW(+298.6K)	All Managers (Combined)	$111.1M	7.5% ($111.1M/$1.5B)	QoQ +166.09% (+$69.4M) YoY NEW(+$111.1M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	175.0K	QoQ NEW(+175.0K) YoY NEW(+175.0K)	All Managers (Combined)	$82.1M	5.5% ($82.1M/$1.5B)	QoQ NEW(+$82.1M) YoY NEW(+$82.1M)
(IWMcusip464287655)	350.0K	QoQ NEW(+350.0K) YoY NEW(+350.0K)	All Managers (Combined)	$69.8M	4.7% ($69.8M/$1.5B)	QoQ NEW(+$69.8M) YoY NEW(+$69.8M)
Vera Therapeutics, Inc.(VERAcusip92337R101)	2.8M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$67.1M	4.5% ($67.1M/$1.5B)	QoQ -43.20% (-$51.0M) YoY -44.29% (-$53.4M)
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	510.1K	QoQ +1.16% (+5.9K) YoY NEW(+510.1K)	All Managers (Combined)	$63.3M	4.3% ($63.3M/$1.5B)	QoQ +1.98% (+$1.2M) YoY NEW(+$63.3M)
Medtronic plc(MDTcusipG5960L103)	563.0K	QoQ NEW(+563.0K) YoY NEW(+563.0K)	All Managers (Combined)	$50.6M	3.4% ($50.6M/$1.5B)	QoQ NEW(+$50.6M) YoY NEW(+$50.6M)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	176.2K	QoQ +59.93% (+66.0K) YoY +70.98% (+73.1K)	All Managers (Combined)	$47.6M	3.2% ($47.6M/$1.5B)	QoQ +83.52% (+$21.7M) YoY +208.93% (+$32.2M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	418.9K	QoQ -45.89% (-355.3K) YoY NEW(+418.9K)	All Managers (Combined)	$46.9M	3.2% ($46.9M/$1.5B)	QoQ -34.36% (-$24.6M) YoY NEW(+$46.9M)
ELI LILLY & Co(LLYcusip532457108)	52.8K	QoQ +267.58% (+38.4K) YoY NEW(+52.8K)	All Managers (Combined)	$43.6M	2.9% ($43.6M/$1.5B)	QoQ +293.25% (+$32.5M) YoY NEW(+$43.6M)
IDEAYA Biosciences, Inc.(IDYAcusip45166A102)	2.6M	QoQ +145.27% (+1.6M) YoY +235.49% (+1.8M)	All Managers (Combined)	$43.0M	2.9% ($43.0M/$1.5B)	QoQ +56.32% (+$15.5M) YoY +25.23% (+$8.7M)
SOLENO THERAPEUTICS INC(SLNOcusip834203309)	499.3K	QoQ -34.06% (-257.9K) YoY +231.15% (+348.5K)	All Managers (Combined)	$35.7M	2.4% ($35.7M/$1.5B)	QoQ +4.80% (-$1.6M) YoY +452.82% (+$29.2M)
ArriVent BioPharma, Inc.(AVBPcusip04272N102)	1.7M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$31.4M	2.1% ($31.4M/$1.5B)	QoQ -30.59% (-$13.8M) YoY +3.52% (+$1.1M)
PTC THERAPEUTICS, INC.(PTCTcusip69366J200)	579.3K	QoQ NEW(+579.3K) YoY NEW(+579.3K)	All Managers (Combined)	$29.5M	2.0% ($29.5M/$1.5B)	QoQ NEW(+$29.5M) YoY NEW(+$29.5M)
Syndax Pharmaceuticals Inc(SNDXcusip87164F105)	2.3M	QoQ +245.44% (+1.6M) YoY +41.44% (-666.7K)	All Managers (Combined)	$28.0M	1.9% ($28.0M/$1.5B)	QoQ +221.01% (+$19.2M) YoY -26.98% (-$10.3M)
DEXCOM INC(DXCMcusip252131107)	396.0K	QoQ +36.44% (+105.8K) YoY NEW(+396.0K)	All Managers (Combined)	$27.0M	1.8% ($27.0M/$1.5B)	QoQ +19.81% (+$4.5M) YoY NEW(+$27.0M)
BridgeBio Pharma, Inc.(BBIOcusip10806X102)	734.2K	QoQ NEW(+734.2K) YoY NEW(+734.2K)	All Managers (Combined)	$25.4M	1.7% ($25.4M/$1.5B)	QoQ NEW(+$25.4M) YoY NEW(+$25.4M)
Replimune Group, Inc.(REPLcusip76029N106)	2.5M	QoQ -21.25% (-669.6K) YoY NEW(+2.5M)	All Managers (Combined)	$24.2M	1.6% ($24.2M/$1.5B)	QoQ -36.60% (-$14.0M) YoY NEW(+$24.2M)
RHYTHM PHARMACEUTICALS, INC.(RYTMcusip76243J105)	446.8K	QoQ +12.43% (+49.4K) YoY NEW(+446.8K)	All Managers (Combined)	$23.7M	1.6% ($23.7M/$1.5B)	QoQ +6.38% (+$1.4M) YoY NEW(+$23.7M)
INSMED Inc(INSMcusip457669307)	304.3K	QoQ +18.71% (+48.0K) YoY +204.25% (+204.3K)	All Managers (Combined)	$23.2M	1.6% ($23.2M/$1.5B)	QoQ +31.18% (+$5.5M) YoY +755.56% (+$20.5M)